What's New

User Help System

What's New

The list below illustrates the updates made to the CME ClearPort Help system.

Date	Author	Topic	Description
August 27, 2020	mr	User Roles and Entitlements	Updated contact information for Verification Officer to use when requesting firm user updates.
March 3, 2020	mr	Reports	Updated list of available reports and instructions to navigate to the new report interface.
January 9, 2020	mr	User Roles and Entitlements	Added Clerk role
February 26, 2019	MR	Reports Report Parameters	Updated Trade Summary Report: specify required parameter values - Status and Source fields
January 29, 2019	MR	Swap Transactions Trade Types Trade Ticket	The CME Swap Execution Facility has been decommissioned. Certain trade types are no longer applicable.
May 16, 2018	MR	Trade Types	Added Basis Trade at Cash Open (TACO) references.
March 29, 2018	MR	All	Deprecated references to Credit Default Swaps (CDS).
January 26, 2018	MR	User Role and Entitlements Trade Ticket Screen Single-Side Trade Entry Dual-Side Trade Entry Claim a Transaction Blotter	Trading Account field has been updated to allow entry, rather than selection only.
January 26, 2018	MR	Allocations	Give-up Trade indicator added.
December 21, 2017	EE	Format	Changed format to comply with new CME standards. Content is the same.
November 27, 2017	MR	Getting Started Entering Trades Trade Blotter	updated operating hours, overview video layout trade blotter column descriptions
September 8, 2017	MR	RED Code	removed CME Europe reference
July 7, 2017	MR	Single-side Trade Entry User Roles and Entitlements	FCM Clerks can submit single-side trades on behalf of passive and active Trading Firms. New role: Clearing Firm Clerk
November 28, 2016	MR	Getting Started User Roles and Entitlements	Added note for transactions handled in CME ClearPort: trade, transaction, deal. Firm Type / Roles describes entitlement assignment not actual market participant role and legal registration.
November 11, 2016	MR	User Roles and Entitlements	Updated Type - Broker Firm and Role - Broker with additional details
August 15, 2016	MR	Logging In and Out	References to SMART Click have been updated to CME Group Login
June 13, 2016	JJ	All	HTML5 Conversion
September 22, 2015	MR	Entering Trades Allocations Trade Ticket	New fields added for trades executed in a voice assisted broker platform: Voice brokered Aggressor
July 2, 2015	MR	Logging In and Out	search index and links updated - no major content changes
June 12, 2015	MR	Report	Report toolbar options have been added.
June 6, 2015	MR	Reports SMART Click Integration	Reports are accessible from the common navigation menu. SMART Click registration, claiming legacy ID instructions, has been updated.
January 30, 2015	MR	Trade Information	The “Now” feature has been added the Trade Entry Screen, which updates the execution time to the current time.
January 11, 2015	MR	ClearPort Video	Introductory video for the CME ClearPort application
January 10, 2015	MR	SMART Click Integration Logging In and Out	SMART Click registration is required for accessing ClearPort
October 5, 2014	JK	Getting Started	Updated ClearPort login link
October 17, 2014	JK	Trade information Single-Side Trade Entry Dual-Side Trade Entry Trade Ticket Screen	Added content for Inter-affiliated flag (1,2,3,4)
September 7, 2014	JK	Trade Information Single Side Trade Entry, Dual Side Trade Entry, Allocations Trade Blotter	Update Original Trade Date description, added: "Default is current business date for trade submissions." (1) Updated images / text for frequently used accounts (2) Updated screen shot for trade blotter to show Buyer / Seller Account fields. (3)
August 4, 2014	JK	Trade Information Single-side and Dual-side trade entry Allocations Swap Transactions Trade Types Trade Ticket Screen	Modified trade list so EFS/ EOO does not appear, and EFR/EOO does (1,2,3) Removed reference to EFS/EFR/EOO (4,5,6) Execution time required for all trades, unless exception is set up (1)
July 13, 2014	JK	Single-side trade entry Allocations Trade Ticket Screen Decline a Transaction User Roles and Entitlements	Added revised Opposite / Counterparty Information section (1, 2, 3) Added reason for decline of alleged trade (4) Extended Single-side trade entry submissions (5)
April 15, 2014	JK	All	Updated links and edited to meet Help standards.
March 14, 2014	JK	Getting Started	Updated landing page image and system requirements
December 6, 2013	JK	Trade Information Trade Ticket Screen Single-Side Trade Entry / Dual-Side Trade Entry	Updated Execution Time description to apply to all trade types. Added two bullet points under Trade/Product information to explain that trades submitted via the API without an Execution Time will display "Original Trade Date (Local), and those submitted via the GUI that are not Swap / Block trades will have "Original Trade Time (Local)." Removed block / Swap Transactions restriction information on Single-Side and Dual-Side trade entry.
October 16, 2013	JK	Trade Information Trade Ticket Screen Swap Transactions Trade Types	SEF Updates: Updated pages to take into account LGNOT, SWBLK trade types (1, 3) Updated Trade Ticket Screen with SEF field (2) Added new page for trade types (4)
October 16, 2013	JK	Entering Trades Product information Trade Blotter Single-Side Trade Entry Dual-Side Trade Entry Blotter	Set Preferences / Show/Hide Blotter functionality: Added content for setting preferences (5, 6 [toggle Prod. Info. view only], 8,9) Added show / hide blotter functionality (10). Consolidated Trade Entry and Entering Trades screens. (5) Consolidated Trade Blotter and Trade Blotter Screen pages (7).
August 9, 2013	JK	Trade Blotter Screen Blotter Refresh / Search Screen	Added references for Export to CSV functionality: Updated links / link text (1,2,3) Changed page name and added export section (3)
June 14, 2013	JK	Trade Information Single-Side Trade Entry Dual-Side Trade Entry Multi-Leg transactions Swap Transactions	Added content for (* indicates only an image changed): Updated Contingent on Clearing, Bilateral SDR and Regulatory Report type descriptions to: Report to CME Group SDR and Previously Reported to Other SDR (1) Updated step 6 in Single-Side Trade entry and step 5 in Dual-Side Trade Entry to reflect changed fields (2,3) Updated Step 8 in Dual-Side Trade entry and Step 9 in Single-Side trade entry to reflect changes to Name field population (2,3) Update images in Multi-leg Transactions (4) * Updated what makes a trade be considered a Swap Transaction, and added link to http://www.cmegroup.com/sdr (5)
May 10, 2013	JK	Trade Entry Screen Product Information Trade Information Single-Side Trade Entry Dual-Side Trade Entry Multi-Leg Transactions Trade Ticket Screen	Added content for (* indicates only an image changed): Date and Time entry fields moved to bottom (1, 3, 4, 5) Time field renamed to Execution Time or Execution Time (Local) (1, 3, 4, 5, 7* ) Product detail no longer displayed as default on Trade screen (1, 2, 4, 5, 6 )
April 8, 2013	JK	Allocations Single-Side Trade Entry Dual-Side Trade Entry Refresh / Search (trade blotter)	Added content for: Block Alloc Indicator default is none (modified images) (1,2,3) Added Block USI to Trade Blotter search (4)
March 5, 2013	JK	Trade Entry Screen Allocations Single-Side Trade Entry Dual-Side Trade Entry Product Information	Added content for: Trade Entry Screen recent deals widget (1,3,4) Trade submission screen sends users to Trade Entry screen (3,4) Trade Type is selected before Product (3,4,5) Wand for entity selection in Allocation section (2,3,4)