Below is information on how the CFC module is set up using the Assisted Setup. The Assisted Setup guides the user through the setup process and configurations of the solution.

Get Started

Click on Assisted setup from the settings icon on the home page.

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Hover over field names to get a more detailed description.

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(info) Note that if a cancellation reason code should be enforced when cancelling a currency future contract place a checkmark in Cancel Reason Code Mandatory. More information on how to set up Cancel Reason Codes can be found here.

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When all pages have been filled out, either save the setup by clicking on Finish or create a new CFC Setup by clicking on New CFC Setup located on the last page.

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