FirmSoft is a browser-based order management tool that provides real-time access to information on working and filled CME Globex orders, across multiple firm IDs. FirmSoft provides important risk mitigation functionality during system failures.

With FirmSoft, customers can view and cancel orders for iLink and EOS Trader.

FirmSoft users can view:

• current order status
• fill information, including partial fills and fills from mass quotes
• cancel replace history
• CME Globex timestamps

If enabled to do so, FirmSoft users can cancel:

• an individual order
• a group of orders
• all working orders and mass quotes

FirmSoft 6.0
Launched in April 2009, FirmSoft 6.0 leverages a completely redesigned order management database to optimize performance and reliability, and an updated interface for improved usability. FirmSoft 6.0 makes accessing FirmSoft easier than ever:

• SMART Click registration and profile management platform
• Improved clearing firm administration tools
• Secure Socket Layer (SSL) Internet connectivity
• Microsoft® Internet Explorer® 6.0 & 7.0, and Mozilla® Firefox® 3

Clearing Firm Administrator Access to FirmSoft 6.0
To request access to the Clearing Firm Administration tools within FirmSoft 6.0, please

1. Create a SMART Click user ID and profile online
2. Complete and submit the Schedule 9 to the CME Globex Connection Agreement

NOTE: Existing FirmSoft 5.2 administrators will need to re-apply for access to FirmSoft 6.0 administration tools.

Migration for Existing FirmSoft 5.2 Users
In preparation for the retirement of FirmSoft 5.2, all current FirmSoft 5.2 users will need to do the following before the end of May 2009:

• Create a SMART Click user ID and profile online
• Login to FirmSoft 6.0
• On the Profile Management tab, under User Preferences, click on the "Click here to migrate legacy FirmSoft permissions" link
• Enter your FirmSoft 5.2 user ID and password on the login screen
• Return to FirmSoft 6.0 and login with your SMART Click ID
• Repeat as needed for each of your FirmSoft 5.2 user ID

All existing FirmSoft e-mail reports will need to be re-created in FirmSoft 6.0. Reports will not be migrated from 5.2 to 6.0 automatically.

Upon completion of these steps your FirmSoft 5.2 permissions will be copied over to your FirmSoft 6.0 user ID (i.e., your SMART Click user ID).

New FirmSoft 6.0 Users
To request access to FirmSoft 6.0, new users will need to:

• Create a SMART Click user ID and profile online
• Login to the SMART Click profile management tool and request a token
• Give your SMART Click user ID and token to your Clearing Firm FirmSoft administrator.
  • If you do not know who your Clearing Firm FirmSoft administrator is, please contact your CME Globex Account Manager
• You will receive an e-mail confirmation once your FirmSoft access has been enabled
• Login to FirmSoft 6.0

Resources
The FirmSoft 6.0 User Guide is available within the FirmSoft 6.0 application. The FirmSoft 5.2 User Guide is available online.

The FirmSoft Access Guide details the differences between FirmSoft 6.0 and the older versions.

For FirmSoft support and troubleshooting, please contact the CME Globex Control Center at 312.456.2391.

All FirmSoft comments and suggestions may be sent to firmsoftfeedback@cmegroup.com.