Classroom Training
This two half-day course covers AxiomSL’s Global Shareholding Disclosure (GSD) solution and provides a comprehensive overview of the GSD Dashboard’s BAU activities. It focuses on gaining an overview of GSD regulation and an in-depth understanding of GSD terminologies, Dashboard components, rules, exceptions, and validation handling. The course also addresses the specifics related to configuration and implementation activities.
Practical hands-on exercises and simulations are incorporated throughout the training to replicate real-life scenarios. This course is tailored for learners involved in GSD BAU activities using the ControllerView platform. With these enhanced skills, participants are able to formulate resilient and high-performing solutions.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
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This two half-day course covers AxiomSL’s Global Shareholding Disclosure (GSD) solution and provides a comprehensive overview of the GSD Dashboard’s BAU activities. It focuses on gaining an overview of GSD regulation and an in-depth understanding of GSD terminologies, Dashboard components, rules, exceptions, and validation handling. The course also addresses the specifics related to configuration and implementation activities.
Practical hands-on exercises and simulations are incorporated throughout the training to replicate real-life scenarios. This course is tailored for learners involved in GSD BAU activities using the ControllerView platform. With these enhanced skills, participants are able to formulate resilient and high-performing solutions.
For registration or enrollment details, please email: AxiomSLEducation@nasdaq.com
Course Information
Course Location
Virtual Classroom
Course Duration
2 Half-Days
User Role
Business User/ Analyst/ QA
Pre-Requisite:
ControllerView 101
User Training
Understanding financial market concepts, equity and equity derivatives/financial instruments, transactions and positions (long/short)
Course Dates
Q4' 2024
13 - 14 November, 2024
16 - 17 December, 2024
Q2' 2025
05 - 06 May, 2025
Q4' 2025
24 - 25 November, 2025
Topics Include
Module 1: Introduction and Overview of GSD Regulation
► GSD Overview
► Significant Holdings
► Sensitive Industries
► Short Selling
► Takeover Panel
► 13F Module
Module 5: BAU Activities
► Accessing Environment
► General Navigation
► Accessing Favorites
► Data Loading
► Updating Entity Hierarchy
► Executing Workflows
Module 2: Key Terms of GSD Solution
► GSD Rule Tables Overview
► Entity Hierarchy
► Convertible Logic
► Beneficial Ownership
► Control Tables
► Capacity Type
Module 6: Dashboard Overview
► GSD Dashboard Overview
► Alerts
► Details
► Historical Alerts
► Proximity Alerts
► Validations
► Exclusions
► Rule Summary
► Sensitive Industries Dashboard
Module 3: Data Dictionary
► Data Dictionary Overview
► Data Inputs Walkthrough
► Mandatory vs Optional Inputs
► Mapping
Module 7: Report Model
► Report Types
► Reviewing Disclosure Forms
► Opening the Adjustment History
► Drill Down
► Exporting the Report
Module 4: Project Overview
► GSD Solution Packages
► GSD SH - High Level Design
► Input Level/Calc-Input & Reference
► Pre-Processing Project: Unified Data
► Business Rules & Shorthands
► Calc-Engine Project: Modified Data
► Position Monitoring
► Report Allocation
► Data Quality (DQ)/Validation
► Updating Calendar in the Solution
► Web UI
Module 8: Archival Setup and Release Documentation
► Archival Setup
► GSD Release Documentation
Client Testimonials
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