Enhanced User Support

Neil Mathieson. Tuesday, January 17, 2012

Hyperlinks have been introduced to help users access Market Data and a new online Help section. This will ensure accurate results are achieved and improve the user experience.

Date of release 17.01.2012
Products affectedAll products in all asset classes.
Known issuesNone.
Existing usersNo action is required on your part, the new functionality was applied automatically.

Historic functionality

Historically there were no hyperlinks in TreasuryView™.

New functionality 

Henceforth users can link directly from the Conventions tab of a Deal View to Market Data. This will help ensure that the correct Discount and Coupon Curve are applied when entering a deal.

marketDataLinks.png

Simply click on the Market Data icon. TreasuryView™ will automatically open the relevant curve in Market Data, where you can see the chart, data table and check curve construction in About this curve.

The Deal View will be automatically minimized when this occurs but can be restored by selecting the Maximise button.

Deal maximise

A new Help section has also been created covering key functionality. This will help users find answers to frequently asked questions and improve the user experience.

To access the Help section first select Help in the Portfolio View and then User guides.  

Help link 

Alternatively look for the hyperlinks which have been inserted around the system. These are represented textually or by an Help icon icon.

inline_help_links.png

Simply roll your mouse over the icon until it changes colour to blue. Now make a single click and the Help section will open in a new window:

Help section 

Here you can browse by topic or use the Search function for specific content and questions.

Further enhancements to the user experience are in development and will be advised shortly.

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Notes to users:
We are constantly expanding our functionality and improving the user experience. This requires to make changes from time to time.
This may result in small discrepancies between the help section and system, for which we apologise.

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