Asset Balances and Transactions Flat File

 

The Asset Balance and Transaction Flat File will be made available once daily for firms that have requested it.  The file will be ready at approximately 6 PM.  The file will contain end-of-day balances and a listing of all transactions for that business day.  For the time being, the file will supply only information on US and Canadian government-backed securities – reporting on stock and cash on deposit will continue to be supplied by custodial banks through existing reports.  One file will be provided per CME Settlement Account - If your firm has more than one settlement account with CME, you will need to request the files for each settlement account.

 

The file will be available in two formats: Fixed-Length and Comma-Delimited.  The record layout and data contents of the file will be the same for both formats.  Each record-type in the fixed-length file will contain a pre-set, non-varying number of characters, regardless of the data values appearing.  Numeric fields will be padded with leading zeros.  Character fields will be left-justified, and the fields will be filled with trailing spaces.  In the comma-delimited file, field values will be included as-is, without leading zeros or trailing spaces.  For this file, the field lengths listed on this document can be interpreted as maximum lengths for the fields.

 

Each file will contain basic header data in a Header record.  There will be one of these per file.  Two Group header records will follow the header and will give information regarding your firm and account information with the CME.  Below the Group Header records will be from 1 to many detail records, listing the asset balances and transactions for the account detailed in the Group headers.  All Asset Balance detail records for the Group will come first, followed by all Transaction detail records for the Group.  A Group Trailer will then follow, with tallies of the number of asset vs. transaction detail records, and a summed number of detail records transmitted for the group.  There may be multiple sets of Group Header, Detail and Group Trailer records per file, representing the different business functions and segregations for the Settlement Account being transmitted in the file.  An overall File Trailer record will also be provided containing overall tallies of the number of group and detail records transmitted.

 

The chart below provides a detailed layout of the file, including the lengths, positions in the flat file, and descriptions of all fields to be transmitted.

 

 

Header - 1 per file

Length

From

To

 

Desc

Record Type

4

0

3

 

100 - for Header Record

File Create Date

8

4

11

 

CCYYMMDD

File Create Time

8

12

19

 

HH:MM:SS

Sender Code

11

20

30

 

"CME"

Sender Name

35

31

65

 

"Chicago Mercantile Exchange Inc."

Business Date

8

66

73

 

CCYYMMDD

 

 

 

 

 

 

GroupHdr1 - 1 to many per Header1

Length

From

To

 

Desc

Record Type

4

0

3

 

200 - for GroupHdr1 Record

Clearing Organization

5

4

8

 

CME

Settlement Account

15

9

23

 

CME Settlement Account – the # used in the CME’s internal clearing systems to identify your firm’s settlement account

Clearing Member Firm

5

24

28

 

CME Clearing Member Firm # - the # used in the CME’s internal clearing systems to identify your firm

Business Function

5

29

33

 

CME Business Function (ex. CLR, SECR, etc.) – the business function of the account (Clearing Account, Security Deposit account, etc.)

Segregation

5

34

38

 

CME Segregation (CSEG = Customer accounts; NSEG = House accounts)

Asset Account

15

39

53

 

CME Asset Account # - The # used in the CME’s internal clearing systems to identify your firm’s asset account

Custodian Bank BIC

11

54

64

 

BIC of the Custodian bank

CMF Settlement Cash Account BIC

11

65

75

 

BIC of the Clearing Member Firm's Settlement (coupon payment) Cash Account

 

 

 

 

 

 

GroupHdr2 - 1 per GroupHdr1

Length

From

To

 

Desc

Record Type

4

0

3

 

210 - for GroupHdr3 Record

CMF Settlement Cash Account Number

34

4

37

 

Cash Account for coupon payments for these assets

CMF Settlement Cash Account Name

42

38

79

 

Name describing the settlement (coupon payment) Cash Account

 

 

 

 

 

 

Detail - 1 to many per GroupHdr1

Length

From

To

 

Desc

Record Type

4

0

3

 

300 - for Detail record

Data Type

1

4

4

 

"B" for balance or "T" for transaction

Transaction Type

2

5

6

 

For transactions only:  "DP" for deposit (pledge) or "WD" for withdrawal (release)

Transaction Reference #

10

7

16

 

For transactions only: Transaction reference number.  These #s are recycled every few days.

Asset Type

6

17

22

 

TBILL','TBOND','TNOTE','FNMA','FHLMC', etc.

CUSIP

11

23

33

 

CUSIP of the security

ISIN

12

34

45

 

ISIN # of the security

Par Value

12

46

57

 

Par Value of the Security

Currency

5

58

62

 

Currency

 

 

 

 

 

 

GroupTrailer - 1 per GroupHdr1

Length

From

To

 

Desc

Record Type

4

0

3

 

400 - for Group Trailer Record

# of Holdings Records for Group

6

4

9

 

# of holdings records for the Group

# of Transaction Records for Group

6

10

15

 

# of transaction records for the Group

# of Detail Records for Group

6

16

21

 

Total # of detail records (holdings + transactions) for the group

 

 

 

 

 

 

Trailer - 1 per file

Length

From

To

 

Desc

Record Type

4

0

3

 

500 - for file Trailer Record

Total # of Detail Records in File

6

4

9

 

# of detail records in entire file

Total # of Groups in File

6

10

15

 

# of groups in entire file