• New Version of FirmSoft Administration Application-Registration and Upcoming Training Classes

      • To
      • Clearing Member Firms; Back Office Managers
      • From
      • CME Clearing
      • #
      • 09-146
      • Notice Date
      • 08 April 2009
      • Effective Date
      • 08 April 2009

      In the near future, CME Group will upgrade the FirmSoft Administration application from version 5.2 to 6.0, which will include new functionality and a new tool called SMART Click that will facilitate end-user registration.  FirmSoft Administration lets Clearing Firm Administrators add, modify and delete FirmSoft access rights for member firm staff and CME Globex® customers. The upgraded version will run in parallel with the current production version until May 29, after which, version 5.2 will be decommissioned.     

      New Smart Click Registration Tool
      To streamline the current user registration process and reduce FirmSoft access paperwork, the SMART Click registration tool will be implemented as part of the FirmSoft Administration upgrade. This tool will let all end-users create their own SMART Click user IDs and passwords, and manage updates to their contact information through a browser-based interface.
      Going forward, all FirmSoft access requests must be submitted to the designated Clearing Firm Administrator, versus contacting the GCC. Please note that all Clearing Firm Administrators must register for access to the upgraded FirmSoft Administration application, even if you are currently using the current 5.2 version.
      To obtain access to FirmSoft Administration and SMART Click, simply contact your Globex Account Manager at 312.634.8700 or e-mail Globex Account Management.
      Training Classes
      Client Management Training Services will conduct training classes on the upgraded version of FirmSoft Administration, including SMART Click, on the following dates and times. The classes will be held at 20 S. Wacker in the Auditorium located on the Upper Lobby Level.   
      Wednesday, April 15th, 2009     3:30 – 5:00 pm CT
      Friday, April 17th, 2009             8:00-10:00 am CT
      We will also provide training for participants that cannot attend in person, via MS-Live Meeting, our video conferencing tool. This session will be held on Wednesday, April 15, 2009 from 9 to 10:30 a.m. CT.
      The following topics will be reviewed during the sessions: 
      • SMART Click registration
      • Accessing FirmSoft Administration
      • Activating a new user
      • Performing a Search
      • Editing permissions
      • Merging FirmSoft 5.2 account information into FirmSoft 6.0
      Class Registration
      To register, click on the Registration Form link, no later than Tuesday, April 14.  
      For additional information on training, please contact Client Management Training Services at CMTS@CMEGROUP.COM or 312.930.4523. Thank you.