This content describes client onboarding and setup services for market functionality for EBS central limit order book and eFix Matching Service on the CME Globex electronic trading platform. 

For an overview of current CME Group services that are used for EBS Market including eFix Matching Service on CME Globex, and if you are new to CME Group services or wish to better understand how your current system aligns with upcoming EBS functionality, CME Group recommends EBS Market on CME Globex Market Functionality.

For full technical information, see the CME Globex topic.

Please visit this page to see the latest updates.  

Use the following task checklist to track activities that are required to access and set up EBS services for CME Globex.

The following sections provide additional details about setting up and accessing EBS services for CME Globex, described in the checklist above.

Two testing environments are available to EBS clients:

• CME Globex New Release environment

• EBS Customer Lab

These environments are in separate data centers and have distinct connectivity. EBS clients should select the testing environment(s) that support the trading platforms, modes and services they need, as detailed in the Client Application Testing and Certification.

All EBS Market client systems must establish connectivity to the CME Globex New Release environment prior to testing or certifying. Clients may choose from the following options:

• CME Cert VPN: a secure, encrypted tunnel through an internet service that supports VPN protocols

• CME Cert Data Center: cross-connect to CME Data Center locations (where offered), using a 1Gbps fiber handoff

__ Follow the steps in Process Summary - EBS New Release Testing Setup, which details how to:

• Set up connectivity to the CME Globex New Release environment

• Gain access to the CME Group Request Center to submit company details or update company details to request EBS

• Create test sessions for EBS in the New Release environment

• Create application system profiles for API certification using AutoCert+. 

Certification

CME Group requires all directly-connected client systems interfacing with CME Group systems to be certified by AutoCert+, an automated testing tool for validating client system functionality. Customers are encouraged to test their applications in the New Release environment prior to attempting application Certification via AutoCert +. Certification verifies application behavior and conformance with CME Group requirements and ensures messaging and processing reliability and the capability to gracefully recover during abnormal message processing events.

__ Access AutoCert+ for Certification: Clients must first access CME Request Center NR/Cert to both set up company details and sessions needed for testing in the New Release environment and to create application systems needed for certification prior to using the AutoCert+ application to access test suites of certification scenarios. Within the certification scenarios are multiple test cases that validate the functionality of the customer’s application. After all test cases are successfully completed, the application will be certified and can move on to Production.

Establishing connectivity to the Production Environment is required for trading EBS products on CME Globex .

__ Select an EBS Production Connectivity Option, which is used to connect customer-side physical devices to CME Group environments.

__ Complete a Data Center Connection Agreement form for the selected connectivity offering. 

__ Complete a 'Production Environment Access Request and Change Form' for the selected connectivity offering: 

• CME GLink

• EConnect

• CME Globex Hub

• CME LNet

• Client INTERNETLink

• RNet

All EBS customers must complete the following agreements or forms. To obtain the following agreements or to get started with entity setup, contact Global Account Management (GAM): 

__ CME Customer Center Self-Service Form: To use CME Group applications and solutions, customers must have a valid CME Customer Center Self Service Form. This form is offered to CME Group customers to enable the use of Self-Service tools, which are accessed from the CME Customer Center as needed to manage registration and onboarding to CME Group services and to setup and manage additional entity information.

__ For the required self-service agreements, specify or confirm designated individuals that can manage self-service entity and user administration for EBS or Futures & Options.

• Entity Information: Provide legal entity information, including affiliates that are managed as a single entity.

• Entity Officer: The entity officer must identify Admin Managers that are responsible for daily administration including administration of user entitlements, permission and restrictions.

• Admin Manager: Authorized by the Operations Contact as the person responsible for administration of applications or assignment of Application Administrator privileges to additional user(s) and approving self-service requests submitted by entity users.

• Service Administrator: Manages user access based on approval of Admin Manager, including application user access.

CME Group offers the following additional optional user interface applications:

EBS Workstation is a pre-screened credit-based trading system that allows professional traders to deal in Spot foreign exchange and NDFs, anonymously on EBS Market, or bilaterally via EBS Direct.

All EBS User Interface users for Spot, NDF and Metals trading have been upgraded to the new EBS Workstation.

Quant Analytics delivers deep insights into activity and liquidity structures across CME FX, CME FX Link, and EBS Market (EBSM).

If you are a new client, follow the directions below to create a login and apply for access.

__Create CME Group Login with Multi-Factor authentication Enabled

1. Go to https://login.cmegroup.com/sso/register/, complete user profile fields and submit. 

2. Once the CME Group login is created you will receive an activation email, which must be completed within 90 days.

3. After verifying your account, you can ADD MULTI-FACTOR AUTHENTICATION. Click the button to add multi-factor authentication, then follow the steps provided.

4. Submit the Quant Analytics Client Registration Form.
   If your application is successful you will be sent an email with a link to the dashboard.

 __Quant Analytics Access and Support

• Access the Smart Insights Platform or from the CME Customer Center menu, navigate to Apps & Analytics>Smart Insights Platform.
  
  For assistance, please contact the Global Command Center (GCC).

EBS Risk Management (EBS RM) application is available to Bilateral Risk Administrators and Prime Risk Administrators to manage credit relationships, configure risk limits and access other available credit functionality. EBS RM also supports the ability for users to monitor credit usage, audit history, and generate an end of day report.  Read-only access is available.   

An optional order management tool that provides real-time access to information on working and filled CME Globex orders. 

An Admin Manager grants FirmSoft access via the Request Center - User Administration function.

For additional requests contact Global Account Management.

Firm Administrator Dashboard (FADB) is used to manage Self-Match Prevention IDs, which allows authorized users to prevent matching orders for accounts with a common beneficial owner.

EBS FADB users can view the following:

• iLink Order Entry Session ID details for GFIDs to which they are associated, including charges

• Drop Copy Group

• Cancel on Disconnect Status

Access is granted via the Request Center - User Administration function.

An Admin Manager or Application / Service Administrator can access the User Administration application to assign user entitlements to view and manage SMP assignment.

EBS Reports are available via two options:

• Enterprise Reporting Portal (EREP):  Browser-based tool that enables firm users to search, view, and print or download CME Group pre-processed reports. This feature offers customers the flexibility to review and reconcile reports in various formats and is typically the tool used for most traders to view and download their daily reports.

• Secure File Transfer Protocol (SFTP): Network transmission protocol that uses a Secure Shell (SSH) connection and public / private key pair to authenticate access prior to sending and receiving files over a secure connection.  SFTP is typically used by a firm's back office to set up a centralized, systematic method for receiving reports into their systems.

To obtain access to either EREP or SFTP, the following steps are required:

__ An entity officer must complete and submit a CME Customer Center Self-Service Form to GAM; specifying at least two back-office admin managers.

__ Report recipients and application users must create or use an existing CME Group Login.

__ Report recipients request access to EREP and/or SFTP through their firm's Back-Office Admin Manager.

__ Back-Office Admin Managers complete and submit applicable form(s) for required report access:

• EBS Standard EREP Report Registration form

• EBS Credit Report EREP Registration form

• EBS Regulatory Report EREP Registration form

• EBS Session Report EREP Registration form

• EBS Billing Report EREP Registration form

• EBS SFTP Production Registration form - Institution Code Report

• EBS Institution Code Report - EREP Registration Form

• EBS SFTP Post Trade Registration form - Production

When connecting to an API service, ensure you have a valid CME Group Login, then create an API ID, if required, which is used to authenticate system-to-system connections.

Authorized users can access the CME Customer Center with a valid CME Group Login to create and manage IDs that are used to authenticate API system-to-system communication to CME Group applications. 

__ From the CME Customer Center, navigate to My Profile, and then select the API Management tab.

__ Configure the customer side system with API ID, as required. 

Select links from the 'API Service' column below to see additional setup details:

Contact your Global Account Manager to request access to CME Group APIs.  

A required function that connects trading systems to transact business (i.e. order routing) on CME Globex; through available connectivity options.

__ After requesting NR and Production environment access, use the Request Center NR application to create a CME Globex New Release order entry session, which is used to submit orders and receive confirmation messages. This includes setting up a Globex Firm ID and Signature.

__ Set up customer side systems.

__ After successful CME Globex NR environment testing and certification, create a production iLink order entry session ID via CME Request Center and set up the environment and additional applications for trading.

__ Set up a secure login via HMAC keyed-hash message authentication code.

Required for customers that use iLink Order Entry. CME Group disseminates market data over the CME MDP 3.0 Market Data. Recovery and supporting services for market data processing are also provided with this solution.  This impacts the following markets: