User Help System

 

 

Request Center

The Request Center is a suite of self-service functions for managing CME Globex entity requests, firm configurations.

  • Customer entities must have a signed CME Customer Center self service agreement on file. This is available by contacting global account management.
  • Authorized users can create and submit CME Globex entity requests for Futures & Options, BrokerTec, EBS markets.
  • Related Administration functions enable authorized users to assign and manage application preferences and permissions for Request Center functions.
  1. To access the Request Center: 

From the CME Customer Center - Administration menu, select Request Center.

From the Request Center toolbar, select Futures and Options Requests / BrokerTec Requests / EBS Requests.

After logging in and selecting Request Center the default start page, My Requests, appears. Use My Requests to view Submitted / In-Progress requests or approve / reject requests submitted by other entity users.

Help icon: () Available from the Request Center toolbar, select to view an instructional webhelp .

My Requests

My Requests - Request Status tab is the default page that appears after logging in.

  • Request Status: A lists of submitted requests. To view additional details, select from the list.

  • To Do: A list of all requests requiring review and decision.
    To view additional details, select the request; update as necessary, then approve / reject the request.
  • Filter: To narrow the requests, enter search criteria in the first row (below column headings).
  • Sort: Sort requests in ascending / descending order by selecting a column heading.

  • Copy: Copy results table, to view and analyze in another application.
  • Export: To CSV, Excel, PDF formats
  • Print: View all requests in a printer friendly format.

Preferences

Preferences is a self-service function used to associate registered entity with Clearing Firms, Front End Systems and manage firm / user permissions for Operator IDs and iLink Order Entry sessions.

Clearing Firms

  1. To set up clearing firm mapping:

Clearing firm mapping updates require coordination with the existing clearing firm and CME Group's Global Account Management team.

  1. From the Request Center - Preferences menu, select Clearing Firms.

  1. Select a Registered Entity.

If you have access to just one entity, it is selected by default.

A list of available clearing firms, for the selected entity, appears.

  1. Click Add Clearing Firms.
  2. From the list, select a clearing firm, to add to the Registered Entity, then click Add Selected.

A confirmation message appears, indicating the clearing firm has been added successfully.

Front End Systems

Use the Request Center Preferences function to view and set up front end systems, which are selected from the Order Entry Session functions (Futures & Options, BrokerTec, EBS).

  1. To set up front end system mapping:
  1. From the Request Center - Preferences menu, select Clearing Firms.

  1. Select a Registered Entity.

A list of available front end systems, for the selected entity, appears.

  1. To make updates, contact Global Account Management.

Request Center Permissions

The CME Customer Center - Request Center includes self-service capability for Clearing Firm Admin Managers to manage entitlements for Operator ID and iLink Self-Service; as designated below:

To use this function, clearing firm users must have Admin Manager or Application Administrator entitlements.

 





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