Registering Operator ID / Tag 50

Authorized clearing and trading firm administrators can use Request Center (ESS) functions to register new Globex Operator IDs to identify individuals or Automated Trading System (ATS) teams.

Clearing Member Firms / Registered Entities must ensure that registration details are current and accurate at all times.

See also: CME Group Market Regulation - Rulebook Harmonization (Rule 576)

• To Register a Operator ID / Tag 50:

The following diagram and instructions illustrate the Globex Operator ID registration process.

1. From the Globex Operator ID / Tag 50 screen, select Register GOID (Tag 50) ().

2. On the screen that appears, specify the following:

• Registered Entity: The registered entity associated with the new Operator ID.
• Clearing (Guaranteeing) Firm: The owner or firm responsible for the Operator ID.

Note: To populate the list with additional selections, see Adding Clearing Firms.

• Effective Date: The date the ID will be available; default is today.

• Operator ID / Tag 50: A string of 2-18 characters; letters, numbers and symbols: _ - : @.

3. Select ATS Team or Individual, then specify an exchange.

1. ATS Team: Select a previously registered ATS Team.

A list of team members, including team role, appears.

2. or, Create new ATS Team:

1. Specify a unique (at the trading firm) ATS Team Name.

2. Add at least two team members by searching the membership system for registered individuals, then assign a team role.

At least one member must be head trader.

3. or, Add new member: Enter required information (name, date of birth, country), then select Add, then assign an ATS team role.

Middle name and email address are optional.

Note: Date of birth is required for registration but not shown after Tag 50 (operator ID) creation and it not viewable by ATS team members.

3. Individual: Search for an existing individual previously registered at an entity, including users that may be previously registered on the CME Group membership system.

4. or, Add new INDIVIDUAL

1. Enter required fields (name, date of birth, country), then select Add.

Middle name and email are optional.

• Add New Individual:

Note: Date of birth is required for registration but not viewable by other users.

4. Select one (or more) Exchange(s) including the following additional information:

• Registration Type

• Associated Entity: The associated clearing entity. This field is available for clearing firm users with assigned entitlements.
• Effective Date Select the date when the Operator ID should be effective on this exchange, default date is the current business day.
• CME
• CBOT
• NYMEX / COMEX

5. To finalize, select Submit.

Submitted information is validated, a confirmation or error message indicates status of the submitted registration and an email confirms registration details.

Note: Trading Firm requests for Operator IDs are submitted to the clearing firm administrator for review and decision, except for operator ID requests where the creator and approver are at the same firm.
Submitted requests indicated on My Requests - Approvals tab; with Open status.

If the Operator ID already exists at the registered entity, an error message will appear.

Adding Clearing Firms

The following instructions describes the process to add clearing firms as selections for Operator IDs that you wish to register.

1. From the Request Center (ESS) menu, select Preferences > Clearing Firms.

2. From the My Clearing Firms page that appears, select Add Clearing Firms.

3. From the list of clearing firms appears, select (checkbox) from the list of clearing firms, to associate with a Operator ID registration, then Add Selected.

A confirmation message appears, to indicate addition of the clearing firm(s).

Related Functions

Additional Operator ID registration and management functions are available from the CME Exchange Fee System - Globex Registration, including Editing Operator ID details manage individual user details, effective periods, expire IDs, copy individual or ATS team.