Broker Dealer Training

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2101 Introduction to the Solution

This training provides an introduction to the Broker Dealer Solution on the ControllerView® platform. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2102 Solution Structure

Course

This training provides an introduction to the structure of the Broker Dealer Projects. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2103 15c3-1 Data Requirements & Mapping

Course

This training provides information about data requirements and mapping input data to the Broker Dealer 15c3-1 data dictionary. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2104 Data Processing

Course

This training provides information about data processing for the Broker Dealer Solution. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2105 Main Workflow

Course

This training provides information about the main workflows for the Broker Dealer 15c3-1 Solution. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2106 Solution Output

Course

This training provides information about the Solution Output such as Reserve Formula & PAB FreeForm Reports and AEP XML Files. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2107 15c3-3 Data Requirements & Mapping

Course

This training provides information about data requirements and mapping input data to the Broker Dealer 15c3-3 data dictionary and BDD Input Parameters. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2108 15c3-3 Solution Structure

Course

This training introduces the structure of the Broker Dealer Projects. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2109 Data Processing

Course

This training provides information about the data processing for the Broker Dealer 15c3-3 Solution. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2110 Main Workflows

Course

This training provides information about the main Workflows for the Broker Dealer 15c3-3 Solution. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2111 Solution Output

Course

This training provides information about the Solution Output such as Reserve Formula & PAB FreeForm Reports and AEP XML Files. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2112 Adjustment Process Overview

Course

This training provides information of the Adjustments performed before and after the Allocation Process. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.

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2113 FOCUS Reports

Course

This training provides an overview of the FOCUS Reports, FOCUS Packages and accessing the FOCUS Part II Report. Prerequisites: - ControllerView 101 - User Training See the course catalog for more information.