Bond Pre-Trade and Booking
How to run pre-trade analysis on a bond in the OpenTRMS Workbench — live pricing, risk and limit checks — and promote the result to a booking ticket.
Finding Deals
How to find a deal in the OpenTRMS Workbench — filtering the blotter, grouping it by any column, and opening a single deal for a closer look.
Positions and Portfolio KPIs
How to read aggregated positions in the OpenTRMS Workbench — grouping by currency or asset class — and the per-currency KPI summary built from them.
Approvals and Roles
How the OpenTRMS Workbench decides who may approve what — the approval chains behind consequential actions, and the role scope matrix.