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AutoLink User`s Manual

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1. 6 Return to the next choice on the Main Voice Menu gt 6 Page 15 6 22 2005 Appendix A AutoLink 2 Host Service Specifications CQS CTS OPRA RAPS CQS CTS Primary Phone 718 797 1777 RAPS CQS CTS Backup Phone 866 441 5967 ONLY utilized in cases where the Primary fails 1 Multicast IP CQS Devices 1 Linel 2 Line 2 3 Line3 4 Line4 5 Line 5 2 Multicast IP CTS Devices 1 Linel 2 Line2 3 Line3 4 Line4 RAPS OPRA Primary Phone 718 797 1661 RAPS OPRA Backup Phone 866 441 5969 ONLY utilized in cases where the Primary fails 1 Multicast FCO and Equity OPRA Devices LPN OS A FCO Line 2 Line 3 Line 4 Line 5 Line 6 Line 7 Line 8 Line 9 Maximum Request Block Size 400 msg Maximum Request Block Size 5000 msg Page 16 6 22 2005
2. 9 11 AUTOLINK Confirms the choice You have selected Resend by number Prompts for the first sequence number Enter the FIRST sequence number followed by the number sign now Number sign key is the button located to the right of zero USER Enters the first number XXXXX F This number should not exceed current message number being broadcasted on the requested device Page 10 6 22 2005 Ref Source Message 12 AUTOLINK Prompts for the number of messages USER Enters the number of messages yyy 12a AUTOLINK If number of messages exceeds certain limit configurable parameter currently set to 100 000 Then program issues this warning Warning Your have selected over 100 000 messages to resend Please verify your request 13 AUTOLINK Reads the request entered by user Your request contains lt amount gt messages from lt first gt to lt last gt Prompts to confirm the request To continue press 1 to return to previous menu press star USER To confirm enters Ll To reject enters Any key except 1 and To return to previous menu enters 6 gt 14 AUTOLINK If user entered 1 then AutoLink replies Request was accepted Reference number is zzz Please make note of this reference number If user entered star then it replies Request was
3. digit menu choices by entering one single keystroke according to the voice prompt Page 3 6 22 2005 e All the numbers the user enters such as Message Number Number of Messages and Request Number must be followed by the number sign The exceptions are ID Number and Password They are always 5 digits long and do not need to be followed by the number key ma e To return one level up in the voice menu structure user usually should press star key as a response to the menu prompt e Should a mistake happen while entering a number user can correct it by pressing star key The entered portion of the number gets immediately rejected and the user will be prompted for that number again e Number sign is the button located on the right of the 0 button Star key is the button located on the left of the 0 button e It is recommended for a new user to listen carefully all the voice prompts and menus An experienced user can essentially speed up the dialog by entering the responses without listening to a voice prompt to the end e User can interrupt the dialog by hanging up the phone at any time Starting the dialog Users can access retransmission data from multiple host systems with only one single telephone number The AutoLink Service is connected to the telephone system using several phone lines That means that several concurrent telephone dialogs can be maintai
4. Menw and making a new choice at the Device prompt After the selection is made user will be provided with the Main Voice Menw options again Page 5 6 22 2005 10 User can select a different Service by pressing the star key twice from the Main Voice Menu prompt and making a new choice at the Service prompt After the selection is made user will be provided with the Device prompt again After making device selection the user will be provided with the Main Voice Menu options again Page 6 6 22 2005 User procedures Source Message USER Dials the AutoLink telephone number AUTOLINK Plays the greeting message Hello welcome to the AutoLink service Plays ID prompt Please enter your five digit ID Number USER Enters the user ID 11111 2 AUTOLINK Plays password prompt Please enter your password USER Enters the password 99999 3 AUTOLINK Plays the service prompt Select the service CTS press one CQS press two XYZ system press three oer to exit press star Star key is a button located to the left of a zero USER Enters the number corresponding to one of the services 1 Page 7 6 22 2005 Ref Source Message 4 AUTOLINK Confirms the system chosen You have selecte
5. SIAC Securities Industry Automation Corporation AutoLink 2 User s Manual Revision 1 1 5 06 22 05 National Market Systems Introduction The Securities Industry Automation Corporation SIAC provides a retransmission capability for the output data from host systems As part of this service SIAC provides the AutoLink facility to assist vendors with requesting retransmissions by submitting requests over a touch tone telephone set AutoLink is an application based on a telephone voice menu interface It allows users to phone into it enter retransmission requests verify these requests check on the status of previously issued requests and even cancel requests that are still outstanding without an operator s intervention The messages are subsequently transmitted to the retransmission device in response to the particular request Here device is defined as a host retransmission source Several telephone lines use one phone number to connect the application to the telephone service see Appendix A for the current list of phone numbers and services One telephone number can also be used to access AutoLink from multiple services This provides a convenience for the user community and efficiency for SIAC Operations This release of AutoLink 2 was developed to provide an improved user interface better response time and more efficient usage of telephone lines and computer resources The following pages contain step by step pr
6. d CTS system Plays the Device prompt Enter device Line 1 press 1 Line 2 press 2 dake Return to the previous menu press star Star key is a button located to the left of a zero USER Enters the number corresponding to one of the Devices 2 5 AUTOLINK Response from the Service You have selected line 2 Current sequence number is ZZZzzz Or if there is a problem communicating to the host system You have selected line xx Current sequence number is not available 6 Main Menu AUTOLINK Plays back the MAIN menu To resend by interval press 1 To resend by number press 2 Sequence number inquiry press 3 Transaction status press 4 Cancel transaction press 5 Return to the previous menu press star Star key is the button located to the left of a zero Page 8 6 22 2005 Ref Source Message At this point voice menu logic splits We start with the description of Choice One Resend by Interval USER Enters the number corresponding to Resend by interval of the Main Voice Menu choices 1 7 AUTOLINK Confirms the choice You have selected Resend by interval Prompt for the first sequence number Enter the FIRST sequence number followed by the number sign now Number sign key is the button located to the right of a zero USER Enters the first seque
7. ed on the maximum request block size see Appendix A for values which can be configured by SIAC Operations Each request is given a chance to send out a block of the retransmission amount in a rotary fashion 5 After entering the ID Number and the Password user will be given a prompt to pick a Service and to select a Device After that user will get a choice referred to as Main Voice Menu to enter a new request to check the status of the existing one or to cancel the request that has not yet been completed 6 After user enters a new request a voice confirmation message will be transmitted containing the starting and ending sequence numbers just entered User should enter 1 to confirm the request The AutoLink service replies by giving back the reference number To reject the request user should enter any key other than T 7 It is recommended to make a note of the reference number This number is used to track the request status and to cancel the request while it is still outstanding 8 After entering the request user will be given the Main Voice Menu prompt again At this point of the dialog session user can continue with one of the following choices e Enter another request Inquire about request status e Cancel one of the outstanding requests e Change the Service or the Device selection e Hang up the phone 9 User can select a Device by pressing the star key at the Main Voice
8. menu choices 5 23 AUTOLINK Confirms the choice You have selected Cancel option Reads summary of outstanding requests You have xxx outstanding requests and yyyyy messages to resend Prompts for details To get the list press 1 To skip the list press 2 Return to the previous menu press star Star key is the button located to the left zero ofa USER To get the request list enters a 1 When the reference number is known enters 2 r To return to previous menu enters 6 9 24 AUTOLINK When 1 is chosen it reads the list of outstanding messages see ref 22 Then prompts Please enter the reference number When 2 is chosen prompts Please enter the reference number USER Enters a valid reference number XXX Page 14 6 22 2005 Ref Source Message 25 AUTOLINK Reads the request to cancel You have selected request number zzz Contains messages from xxxxx to yyyyy Prompts user to confirm cancel action To cancel order number xxx press 1 USER To cancel request enters 1 To skip cancel action enters any other key 26 AUTOLINK If number 1 was entered then AutoLink replies Request number xxx removed from the queue Otherwise it would say Request number xxx was not canceled Back to the Main Voice Menu prompt
9. nce number XXXXX H This number shouldn t exceed current sequence number being broadcasted on the requested device 8 AUTOLINK Prompt for the last sequence number Enter the LAST sequence number followed by the number sign now Number sign Key is the button located to the right of zero USER Enters the last sequence number yyyyy This number shouldn t exceed current sequence number being broadcasted on the requested device and of course the first number should be less then the last 8q AUTOLINK If the number of messages exceeds certain limit configurable parameter currently set to 100 000 then program issues this warning Warning Your have selected over 100 000 messages to resend Please verify your request Page 9 6 22 2005 Ref Source Message 9 AUTOLINK Reads the request entered by user USER To confirm enters 1 To reject enters Any key except 1 and To return to previous menu enters gs 10 AUTOLINK If user entered T then AutoLink replies Request was accepted Reference number is zzz Please make note of this reference number If user entered star then AutoLink replies Request was not accepted Returns to the Main Voice Menu prompt 6 Return to the next choice on the Main Voice Menu gt 6 USER Enters the number corresponding to Resend by number of the Main Voice Menu choices
10. ned by AutoLink allowing users to place their requests for the data from different hosts at the same time Each vendor is assigned a user ID Number and a Password to the AutoLink service Both the ID Number and the Password are currently implemented as 5 digit numbers They are used for security reasons user authentication The ID Number is also used for vendor identification so that requests can be sent out to the appropriate data recipient as indicated by the recipient s pre assigned retransmissions code contained in the message header Page 4 6 22 2005 3 For ease of entry it is recommended to write down the requests ready for entering and keep them in view while using the AutoLink Service This is to prevent a delay that could result in the need to re enter numbers or premature hang up by the service 4 The user should pay attention to the size of the request A retransmission request will be given a higher priority if it is less than the threshold see Appendix A for values and lower priority if it exceeds this value Retransmission requests to the different devices don t compete with each other they are served in a rotary fashion Within the same device requests are sorted according to their priority group which depends on their size configurable at the run time Each retransmission request is broken up into smaller portions blocks and sent to a retransmission device for processing The block size sent is bas
11. not accepted Returns to the Main Voice Menu prompt 6 Return to the next choice on the Main Voice Menu gt 6 Enters the number corresponding to Sequence number inquiry of the Main menu choices 3 XxXX USER Enters the number corresponding to Sequence number inquiry of the Main menu choices 3 Page 11 6 22 2005 Ref Source Message 15 AUTOLINK Confirms the choice Return to the next choice on the Main Voice Menu gt 6 USER Enters the number corresponding to Transaction status of the Main Voice Menu choices 4 16 AUTOLINK Confirms the choice Status You have selected Status Option Menu Reads the options menu If you know the reference number press 0 Outstanding requests press 1 Completed requests press 2 Canceled requests press 3 All the requests press 4 Return to the previous menu press star Star key is the button located to the left of a zero USER Enters the number corresponding to one of the Options menu 16 choices 1 17 AUTOLINK Plays status information You have xxx outstanding requests and yyyyyyy messages to resend Proceed to 21 prompt USER Enters the number corresponding to one of the Options Menu 16 choices 2 r Page 12 6 22 2005 Ref Source Message 18 AUTOLINK Plays status information USER Enters the
12. number corresponding to one of the Options Menu 16 choices 3 r 19 AUTOLINK Plays status information You have xxx canceled requests and yyyyyyy messages to resend Proceed to 21 prompt USER Enters the number corresponding to one of the Options menu 16 choices QA 20 AUTOLINK Plays status information You have xxx requests and yyyyyyy messages to resend Proceed to 21 prompt 21 AUTOLINK Reads the options To get the list press 1 To skip the list press 2 Return to the previous menu press star Star key is the button located to the left of a zero USER User enters Ll or 2 or 22 AUTOLINK If 1 is chosen then AutoLink announces You can skip to the next item any time by pressing star key Plays the list of outstanding messages and their reference numbers Example Request number 11 contains messages from 56500 to 57000 last updated at 3 41 p m Request number 13 contains messages from 11200 to 12000 completed at 3 47 p m Page 13 6 22 2005 Ref Source Message ee i es Request number 17 contains messages from 22500 to 22600 canceled at 3 55 p m 66 99 Returns to the Main Voice Menu 6 prompt Return to the next choice on the Main Voice Menu gt 6 USER Enters the number corresponding to Cancel transaction of the Main
13. ocedures for requesting retransmissions through the AutoLink service Obtaining OPRA Retransmissions after a single Multicast Line Sequence Number Rollover Retransmissions for sequence numbers after a Multicast line sequence number rolls over to 1 are not available through Autolink There will be no change in obtaining the first set of sequence numbers through Autolink To obtain a retransmission for the second set of sequence numbers a data recipient can contact SIAC at 866 USE SIAC 866 873 7422 To request re transmissions a user should call the telephone number provided in Appendix A and follow the procedures described below Page 2 6 22 2005 How to Use This Manual This manual assumes that you are familiar with SIAC s retransmission service operations Typographical Conventions This manual uses the following typographical conventions Example Usage Enters the user ID This is standard text Describes what the program does Also describes the user s actions Hello welcome to Message from the AutoLink the Autolink application system 11111 Response from the user USER T h AUTOLINK wo parties participating in the dialog Numbers used to reference the 2 conversation topics Operation Notes e User communicates with the AutoLink service only by listening to voice menu prompts and responds to these prompts by pressing touch tone telephone keys e User responds to one

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