manual for the access to mystandards€¦ · ﺍif a swift or mystandards account is already...

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MyStandards Introduction Step-to-step manual for registration and access Additional information on how to use MyStandards and its major functionalities

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Page 1: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

MyStandards Introduction

Step-to-step manual for registration and access

Additional information on how to use MyStandards

and its major functionalities

Page 2: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

Content

ا Create account

− Swift.com account

− MyStandards account

ا MyStandards Login

ا MyStandards home screen and T2 Group

ا How to access the TCCG-Communities

ا MyStandards User Management

ا TCCG Community

ا Access to usage guidelines

ا Usage guidelines and major functionalities

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Page 3: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

Creation of accounts – two possible ways

ا Access to MyStandards is possible via

− Swift.com account or

− MyStandards account facilities.

ا In the following slides you may find descriptions how to create an account and how to

login in MyStandards

ا If a SWIFT or MyStandards account is already available you may continue to

MyStandards Login

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Page 4: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

ا Go to www.swift.com

ا Possibility to access mySWIFT

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Create account – SWIFT.com account I

Page 5: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

ا Follow instructions

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Create account – SWIFT.com account II

Page 6: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

ا https://www.swift.com/our-solutions/compliance-and-shared-services/mystandards

ا Klick on „login to MyStandards“ and then „Create Account“

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Create account – MyStandards account I

Page 7: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

Create account – MyStandards account II

ا Follow instructions

ا 2-setp verification for every log-in (e-mail)

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Page 8: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

Mystandards Login

ا If SWIFT or MyStandards account exists a direct login in MyStandards is enabled

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Page 9: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

MyStandards home screen and T2 Group

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ا Interested users will find the T2 Group on the homescreen of MyStandards

ا Please click on the group to proceed

Page 10: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

How to access the TCCG-Communities (I)

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ا Please type in the search-bar “TCCG” to search for the TCCG-Communities

ا The search result will show you the TCCG-RTGS and TCCG-CLM communities

ا Please do not request for membership in Sub-groups.

Page 11: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

How to access the TCCG-Communities (II)

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ا Interested users have to request for membership request for RTGS and CLM open

communities (reason is not mandatory)

ا Access will be granted automatically

Page 12: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

How to access the TCCG-Communities (III)

ا After the successful membership request the user has access to the usage guidelines

which are shared with the TCCG-Community

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Page 13: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

MyStandards User Management ا User management is done in My Profile (man icon)

ا Users have view on accessible communities

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Page 14: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

TCCG Community

ا Usage guidelines will be first drafted and then shared in collections in the TCCG-RTGS

and TCCG-CLM communities

ا Within the communities there are the previous and the latest version of each message

usage guideline shared

ا Descriptions will help to navigate to the desired UDFS version

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Page 15: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

Access to usage guidelines

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ا Usage guidelines are shared in collections

ا Access is restricted to TCCG communities

ا Available usage guidelines are customised by 4CB

ا Set-up of a collection may change in matters of different needs per service

Page 16: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

Usage guideline (I) - screen view

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ا The screen offers

several options:

ا Message Examples

ا Result view =

customization result

ا Compare*

ا Annotation = Service

specific usage guideline

ا Business Rule IDs (to

be found in UDFS as

Validation Rule IDs)

*The compare functionality is not available for single usage guidelines. Please refer to slides 19 & 20 for

the detailed description of the compare functionality.

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Usage guideline (II) - comments

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ا Comment functionality:

ا Comments – overview comments:

Page 18: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

Usage guideline (III) - export functionality

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Page 19: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

ا Compare functionality offers the facility to compare usage guidelines of the same

message type but different UDFS versions

ا Users have to select first the previous version of the message and put it to „my selection“

ا Afterwards users have to select the latest version of the message and put it to „my

selection“ as well

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Usage guideline (IV) - compare functionality 1

Page 20: Manual for the access to MyStandards€¦ · ﺍIf a SWIFT or MyStandards account is already available you may continue to MyStandards Login 3 . ﺍGo to ﺍPossibility to access

ا „My Selection“ (folder icon) will show that two usage guidelines

are selected (klick on it for next step)

ا Users can select from different batch operations to start and view the comparison

ا If comparison is finalized please empty „My Selection“ (by klicking on the both red x or

„Empty the selection“) and restart the process for another comparison activity

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Usage guideline (IV) - compare functionality 2