At a Glance

Shared Icons Shortcut Keys

Price . . . . . . . . . . . . . . . F4 key Display/hide items in the Active list
Ctrl + C Copy selected cells in spreadsheet
Refresh Curves . . . . . . .
Ctrl + E Export selected cells to Excel spreadsheet
Flows . . . . . . . . . . . . . . . Ctrl + F View global list of values for field or cell
Fees . . . . . . . . . . . . . . . Ctrl + G View personal list of values for field or cell. In the MUST window, opens the
Formula Editor window
Schedule . . . . . . . . . . . In Classic: Replaced in FT with:
Envelope . . . . . . . . . . . F2 key Ctrl + F View list of values
Ctrl + Shift + V Validate Alt + A + F Open Flows window
Ctrl + Shift + F
Pricing Model . . . . . . . . Ctrl + Shift + S Schedule Alt + A + H Open Hedge window
Ctrl + Shift + H
Ctrl + Shift + A Asset Details Alt + A + P Price trade
Hedge . . . . . . . . . . . . . Ctrl + Shift + P
Ctrl + Shift + D Trade Details
Credit Limit . . . . . . . . . . Ctrl + Shift + E Envelope
Ctrl + Shift + B Back
Same in Classic & FT:
Save . . . . . . . . . . . . . . . Ctrl + N Open new trade
Ctrl + Shift + I SSI
New trade . . . . . . . . . . . Ctrl + O Access Open or Trade Finder windows
Ctrl + Enter Move focus to Do!
Ctrl + S Save trade
Validate . . . . . . . . . . . . Ctrl + Shift + Enter Do!
Ctrl + I View data for field or cell
Open . . . . . . . . . . . . . .

Naming Conventions
Menu bar
Summit Application Menu (sal_menu) Contains Summit FT Desktop Toolbar
general menus Contains
Menu bar that are available general
A generic menu at all times and toolbar icons
structure that application- and
presents all specific menus. application
applications. toolbar
Explorer
icons.
Menu bar Use to navigate
Contains between pages Work space
application- which contain Contains work
specific menus. currently running space for
Trade window applications. applications
Use to enter trade and sub-pages.
Launcher
components.
Similar to the Status bar
Status bar sal_menu, use to Displays the
Displays the date, organize and open server name,
version, and name. frequently used user ID and
applications. desktop layout
Buttons vs. Icons configuration.

Spreadsheet Management Classic & FT Differences

User Profile and Location In FT, the Location can only be changed on
Summit FT Information the Location Definition window and not from
Summit Classic the trade window by selecting File>Change
Location as in Classic.
Profile tab

Classic
User
Profile Classic
Pop-up menus provide Window FT Users Location
several functions. Administration Window FT Location
Window, Profile Definition Window
Enhanced menus provide multiple functions Tab
including sorting and improved drilldown options.
At a Glance
Report Management
k
j Summit Classic Reports j Summit FT Reports
Set the parameters to
Select the desired k Select the desired customize the report.
report from the list. Click Parameters report from the
to customize the report. Applications and
Pages window, l
Explorer, Enter other
or Launcher. run-time
options using
appropriate
tabs.

l
Click Run. n
Use the Report m
m Blotter to monitor Click the
The generated output appears in the Reports and view reports. Run icon.
Spooler box.

Blotters appear as applications in Dedicated Blotters

Generic Real-time Blotters separate windows. Summit FT
Summit Classic

Filters determine the type of

Blotters appear as tabs which display Cells are color coded and can be edited.
information displayed.
in a single window. Spreadsheet columns can be added and
configured.

Error Handling
Summit FT
Summit Classic End 9/30/2006

User Error icons appear next to a

field, indicating there is an input
User and system error.
errors appear
collectively in the
Errors window.

To view details,
select an error and System Errors appear in a pink
the description box at the bottom of the window.
appears at the
bottom of the To view details, click + or Detail.
window. Failed to fill entity SWAP.
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