Market Data Manual
For Bloomberg Terminal
August 2018
2
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Contents
Account Set Up / Terminology ................................................................................... 4
Account Number ..................................................................................................... 4
Firm Number ........................................................................................................... 4
SID .......................................................................................................................... 4
UUID ....................................................................................................................... 4
License Type .............................................................................................................. 4
Bloomberg Anywhere (BBA) ................................................................................... 4
Open Terminal ........................................................................................................ 4
Serial Number (S/N) ................................................................................................... 5
Access Point ........................................................................................................... 5
APOD ...................................................................................................................... 5
Open Terminal ........................................................................................................ 5
Useful References for Setting up a Terminal ............................................................. 6
Bloomberg Software Download .................................................................................. 6
Bloomberg Anywhere Website ................................................................................... 6
Installing Serial Number (S/N) .................................................................................... 7
APOD Creation .......................................................................................................... 8
How to Create a Serial Number(S/N) by Bloomberg Anywhere user ...................... 8
Quick Install for Bloomberg Anywhere user ............................................................ 9
BCHG ...................................................................................................................... 10
How to re-install a Serial Number for Open Terminal users .................................. 10
Auto BCHG with Login Name ............................................................................... 10
Advanced Options ................................................................................................ 12
Manual BCHG ....................................................................................................... 13
Software Testing – TOUR INSTALL ........................................................................ 14
APOD Admin ............................................................................................................ 16
Useful Terminal Functions ....................................................................................... 17
3
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Disaster Recovery .................................................................................................... 18
Overview ............................................................................................................... 18
Bloomberg Anywhere............................................................................................ 18
Disaster Recovery Terminal for Open Terminal Users ......................................... 18
Enabling Bloomberg Disaster Recovery Terminals ............................................... 18
Online Customer Service Portal for Account Management ..................................... 19
Invoice related report ............................................................................................ 22
Contact us ................................................................................................................ 23
4
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Account Set Up / Terminology
Account Number
An account number is created for every location where billable SIDs (licenses), circuits
or services are installed. Multiple account numbers can be created in one location if
required for billing / administrative purposes.
Firm Number
An account must be under a firm number. Firm number can be regarded as the
"umbrella" number under which all related accounts are grouped. These
accounts/entities under the same umbrella have to be in a control relationship with
one another or under a common control.
SID
= Subscription Identifier
A SID is a unique number which Bloomberg uses to track the progression of a license.
SIDs are also linked to any entitlements or exchanges, allowing them to be carried
across various actions. SID attached to a service are considered “billable” and
represent one paid license.
UUID
= Unique User Identifier
A UUID is a unique number assigned to every Bloomberg login (username).
License Type
Bloomberg Anywhere (BBA)
Billed by user
• Allow users to login anywhere by creating APOD and via bba.bloomberg.net
• Allow users to login on Bloomberg Professional App on mobile devices
• Use a combination of user ID, password, and biometric authentication to login
Open Terminal
Billed by terminal serial number
• Allow creation of multiple logins
• Users are limited to open terminals with the same firm
• Only one user is allowed to login on the terminal at one time
5
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Serial Number (S/N)
Each instance of software has its own serial number that is unique to that installation.
This can be found by hitting the cancel key and the S/N is located at the bottom left
corner. All serial number would be associated with a SID number.
Access Point
Access Point is the initial installation of the Bloomberg software which is installed by
our implementation team. Access Point usually comes with your initial order of the
Bloomberg Anywhere license. Access Point is usually free unless it is associated with
Bloomberg rental Flat Panel or PC.
APOD
= Access Point on Demand
An APOD is a free installation of the Bloomberg software which can be created by
Bloomberg Anywhere users.
• For a PC with connectivity to a Bloomberg provided router/circuit (also known
as “Private IP”), the APOD can quickly be created without required
authentication, and is enabled for trading functionality by default. If the
Bloomberg router is shared by more than 1 firm, a Bloomberg login name will
be required to create the APOD.
• For a PC with no connectivity to a Bloomberg router (i.e., Internet connection),
a valid Bloomberg Anywhere login, password and a B-Unit screen sync is
required. The APOD is created without trading functionality by default.
*APOD and Access Points are set with an automatic expiration. If not logged into, the
serial number will automatically expire after the following time frames, and you will
need to create a new APOD/Access Point.
Automatic expiration
30 Days = Internet Connection
60 Days = Router Connections/Private IP
Open Terminal
An open terminal serial number is linked to billable subscription for open terminal users
to use. Open terminal serial number will never change and always appear on the login
page. Unlike the above Access Point and APOD, there is no expiration for open
terminal until license removal.
* Non-Bloomberg Anywhere users are encouraged to contact their account representative to
convert to Bloomberg Anywhere to be able to take advantages of this service.
6
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Useful References for Setting up a Terminal
Link: https://www.bloomberg.com/professional/support/documentation/
(for users in mainland China, go to https://www.blpprofessional.com)
Hardware requirement – please refer to PC Requirements
Software requirement – please refer to Software Compatibility Matrix
Network requirement – please refer to Transport and Security Specifications
Bloomberg Software Download
Bloomberg Software is Windows based and is not supported on Mac OS. Alternatively,
Bloomberg software can be installed if user runs Windows on Mac.
1. Download the latest version of the Bloomberg Professional software from the
Bloomberg website: https://www.bloombergsoftware.com
(For users in mainland China, go to https://www.blpprofessional.com)
2. Click the option that says “Bloomberg Terminal - New/Upgrade Installation”.
We recommend saving the application to your desktop and then running the
application to complete the installation.
Bloomberg Anywhere Website
Link: https://bba.bloomberg.net
For Mac and PCs that are unable to install Bloomberg software, user can access
Bloomberg via the Bloomberg Anywhere website. This website is only applicable for
Bloomberg Anywhere users. For system requirement, please visit
https://bba.bloomberg.net/Help .
7
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Installing Serial Number (S/N)
After installing the software package, you will see below screens.
* For legacy version of connection wizard set up, please refer to the APOD
document on https://www.bloomberg.com/professional/support/documentation/
1. Login Area for Username and Password.
2. If the terminal already has an active Serial Number it will appear in this area along
with the software version.
3. Advanced Options can be used by IT Technicians and users to access further
options to help with creating a Serial Number or re-installing an existing Serial Number.
8
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
APOD Creation
How to Create a Serial Number(S/N) by Bloomberg Anywhere user
1. Launch the Bloomberg Professional Software
2. Login with your Bloomberg Anywhere username and password
3. Verify on the B-Unit with Fingerprint
4. Sync the B-Unit with the flashing screen
5. Enter the B-Unit Code
9
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
6. Terminal will relaunch and the user will already be logged in
Quick Install for Bloomberg Anywhere user
Alternatively, under Advance Options, IT Technicians or users can also enter their
Bloomberg username to automatically create a serial number for the terminal under
the correct customer number. The terminal software will relaunch and the user will be
able to login using their Username, Password and biometric authentication. This
feature requires an active connection to a Bloomberg Router.
10
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
BCHG
How to re-install a Serial Number for Open Terminal users
BCHG is supported if:
• Open/ Bloomberg Professional terminal
• Terminal is configured to connect over a Bloomberg Router (Private IP).
• Terminal is not currently connected (user’s logged out, application is closed).
• The S/N of the terminal has not been re-installed more than 3 times over the
last 30 days.
• Terminal must have been connected to the Bloomberg router over the last 2
weeks, otherwise the S/N will fall from the Bloomberg router list
If BCHG attempt does not pass any of the security checks above, the system will
either display an error message or generate a service ticket for Bloomberg Help
Desk for a callback.
Auto BCHG with Login Name
Automatic BCHG can be performed by existing Open Terminal users
1. Open Terminal users may login with username and password
11
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
2. You will be given two options:
a. Reinstall S/N – to install the last Open Terminal S/N that the user has
logged in
b. Manually enter a S/N – to install a different Serial Number
3. Enter contact details and reason for BCHG
4. Click Submit, your serial number will be verified, software will relaunch and
the user will be able to login
12
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Advanced Options
Advanced Options is available for IT technicians or users to install the Serial Number
with other identifiers.
Verify with your serial number >>
This option can be used to automatically reinstall an Open Terminal serial number
(BCHG) connecting over Bloomberg routers. For this option to work, ensure the
terminal you are attempting to reinstall is not currently open in another computer.
Verify with your order number >>
This option can be used to install a new terminal by entering a Bloomberg order
number.
Verify with your access key >>
You will be guided to this option by Bloomberg customer support whenever a terminal
serial number needs to be manually installed or re-installed.
Contact Bloomberg to verify by phone >>
This option will provide you with the Bloomberg customer support phone numbers.
Our support team will assist in installing or re-installing a Bloomberg terminal serial
number.
Legacy Connection Options >>
The legacy Connection Wizard remains available by clicking the legacy Connection
Options button. The legacy connection wizard will launch on the Access Point tab to
proceed with creating the APOD.
13
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Manual BCHG
You can also contact Bloomberg Customer Support to perform a Manual BCHG.
Bloomberg Customer Support will provide an Access Key when you need to reinstall
an Open Terminal manually
1. Click on Advanced Options and select verify with your access key
2. Exchange User Key for Access Key
14
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Software Testing – TOUR INSTALL
For technicians who are creating an APOD for a user, you can use the TOUR
INSTALL<GO> procedure to test the following Bloomberg functionality.
• Software Update
• Keyboard Test
• PDF Download
• Bloomberg Video/Audio
• Bloomberg API
• Bloomberg Smart Client
• Web Access
• Printing
1. From the 1-Bloomberg window, hit Esc, type: "TOUR INSTALL" and press
<Enter> The system will log in, using TOURINST as the user name.
15
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
2. The TOUR INSTALL language option page will appear, select the language to
continue.
3. Please run each step manually. Any functions required during the testing process
will be run on the 2-Bloomberg screen. If a test fails, correct the problem and
retest until each test has been performed and passed.
16
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
APOD Admin
APOD Administrator – APOD<GO> is a function that allows authorized
administrators to enable and disable access to transactional product / trading system
functionality on all APODs, Access Points and Mobile Devices within their firm or
account.
Your firm’s compliance officer will need to contact your Bloomberg account
representative to designate the authorized APOD administrator; this user must also
be a Bloomberg Anywhere user.
Once authorized, the APOD administrator will be required to electronically accept the
terms of the APOD Agreement (required just once per APOD administrator on initial
access). Upon acceptance, the administrator will be permitted to update the APODs
access to transactional product functionality.
The APOD administrator can run the function APOD<GO> to launch this page:
For more information on APOD<GO> and the usage of the above functions, please
refer to APOD D<GO>
or visit https://www.bloomberg.com/professional/support/documentation/
- Access Point on Demand document
17
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Useful Terminal Functions
You can type below functions and follow by Enter/<GO> key
Functions Description
ENTV 3
rd
Party Entitlement that your User/Office/Firm have subscribed to
IDOC Bloomberg Related Document
BLP Bloomberg Launchpad
MGU Bloomberg Message Setting
BBPC Bloomberg Software/Hardware Requirement & Technical Document
BTTC Bloomberg Technology Training Certification
BU Bloomberg Training Resources
UUF Change Bloomberg Password
TZDF Change Time Zone Defaults
CMPC Compliance Center
CONN Connection Wizard
DSCL Disclaimer Management
EIS Exchange List and Enablement
GCSN Global Customer Support Numbers
INQ Helpdesk
IBSR IB Chat Search
CRCO Overview of Chief Risk & Compliance Office
GDPR Overview of Privacy Compliance
NOTE Personal and Share Notes
SPDL Personal Speed Dial
UPGR View Bloomberg Software Status
HDSK View Historical Helpdesk Record
APOD AL View the List of APOD Admin in Your Firm
IAM View User/Session Information
18
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Disaster Recovery
Overview
Bloomberg offers two options to assist customers in their preparation for Disaster
Recovery. In the event of loss of service to a primary location, Bloomberg Anywhere
users can log in anywhere with an internet connection. For Terminal users, a
prearranged secondary site with Disaster Recovery licenses will limit the downtime of
users and loss of access to the Terminals.
A Bloomberg account representative can assist in meeting Disaster Recovery needs.
Bloomberg Anywhere
Bloomberg Anywhere users can access the Bloomberg Professional from virtually any
Internet connected PC, allowing the same license that logs in on a daily basis to be
used in an alternative location.
To allow for easy transition during a crisis, a secondary site can be populated with
APODs. APODs can be created independently at any time by the customer without
the need to call into Bloomberg.
Disaster Recovery Terminal for Open Terminal Users
Disaster Recovery terminals are to be installed at a secondary site giving Bloomberg
Professional user’s access when the primary site is inaccessible. Customers must
install these licenses at a site other than the primary location. Customers provide all
hardware with exception to keyboards and routers (where required).
Orders for Disaster Recovery terminals can only be placed if the customer has a
primary subscription location with fully billable terminals. Disaster Recovery terminals
require a signed schedule of services as well as a signed Disaster Recovery
Addendum. There is a monthly lease fee for each terminal and connectivity.
Subscription capabilities such as real-time, third party research and pricing
enablement will assume the functionality of the terminal last logged into by the user.
Enabling Bloomberg Disaster Recovery Terminals
1. Call our 24/7 Global Customer Support hotline
2. Provide DR serial number
3. Provide the login name of the users
(*Please note that our enablement is by account number. If you have a user
from a different account that needs to use the DR terminal, please also provide
that user's login.)
19
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Online Customer Service Portal
for Account Management
Link: https://service.bloomberg.com/
For Mainland China: https://service.blpprofessional.com/
An online platform (previously known as online SOR portal/web portal) created in 2010
for market data reps to enter orders online and accept/sign contracts online. Over the
years, more features such as Inquiries, Billing, Exchanges were added for market data
and techs to manage Bloomberg Terminal accounts. It's the easiest way to administer
contracts, order new services and exchanges and manage billing.
Portal users are registered using their corporate email address as login name. A
terminal user login is not required for this portal.
To request for access, please reach out to your Bloomberg account representative.
20
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
You will be able to submit orders
online for faster order processing
• Enter orders at your convenience
24/7
• Add/Relocate licenses
• Convert equipment
• Initiate conversions to Bloomberg
Anywhere
• Swap Bloomberg Anywhere user
• Order list
• Order B-unit
You will be able to manage and
enable real-time exchange data
• Manage approval when user
requests subscription to real-time
exchanges data via EIS<GO>
• Update exchange access based on
user, product or ticker
• Copy exchange privilege profile for
an existing user to another user
• Monitor subscriptions from the
exchange inventory report
• Download pricing information
You will be able to manage and
monitor your contracts all in one
place online without the need to go
through Bloomberg
• Download documents including
agreements schedule of services
etc.
• Accept and sign contracts
electronically
• View and archive electronically-
signed contracts
• View orders with pending contracts
to be executed
21
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
You will be able to send request to
Bloomberg’s support team directly
for assistance:
• Accounting
• Contracts
• Terminal Exchanges
• Technical Support
• Supply Chain
You will be able to access billing
information and accounts 24/7,
securely and easily online
• Download copies of current and past
invoices (up to 12 months)
• Download SID report for invoice
detail which has info on licenses,
license type, user contract info & unit
price etc.
• Change billing contact and address
information
22
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Invoice related report
1) Go to Customer Service Portal and login with your login name
2) Click “Billing > Unpaid Invoice” – to download outstanding bill
Or click “Billing > Paid Invoice” – to download the past invoices up to 12 months
3) Click “SID report” – to download below report for details
Text Format – A text-formatted report that includes activity, inventory and
exchange charges on the invoice.
Subscription/Change Activity – This section is designed to track SID activity for
the account. It lists every change to your inventory in chronological order since the
last invoice, identifying each action by SID Instance.
Current Subscriptions – This section lists all SID numbers that are active at the
time of invoicing. To facilitate your transition to SID, the current serial number of
each SID is included here.
Exchange/Third Party Charges – This section lists all SID numbers associated
with each provider for the charges incurred each month.
SID Invoice Details- This section list the billing cycle & line item total for each SID,
which have now been integrated as part of the SID invoice report. This information
was previously available only on your invoice.
Exchange/Third Party Charges with EID – This section lists all SID numbers
associated with each provider for the charges incurred each month. There is a
newly added Entitlement ID field.
Pay Per View Details – This section lists SID numbers associated with BMART
charges incurred each month.
App Portal Details – This section lists SID numbers associated with App Portal
service charges incurred each month.
Frequently asked reports
23
The BLOOMBERG TERMINAL service and Bloomberg data products (the “Services”) are owned and distributed by Bloomberg Finance L.P. (“BFLP”) except that Bloomberg L.P. and its subsidiaries (“BLP”) distribute these products in Argentina, Australia and certain
jurisdictions in the Pacific islands, Bermuda, China, India, Japan, Korea and New Zealand. BLP provides BFLP with global marketing and operational support. The following are trademarks and service marks of BFLP, a Delaware limited partnership, or its subsidiaries:
BLOOMBERG, BLOOMBERG ANYWHERE, BLOOMBERG MARKETS, BLOOMBERG NEWS, BLOOMBERG PROFESSIONAL, BLOOMBERG TERMINAL and BLOOMBERG.COM. Absence of any trademark or service mark from this list does not waive Bloomberg's intellectual
property rights in that name, mark or logo. All rights reserved.
Contact us
You can find customer support phone numbers for your geographical area, so you
can reach a local support desk with your questions.
Australia – Melbourne +61-3-9228-8700
Australia – Sydney +61-2-9777-8600
China – Beijing +86-10-6649-7500
China – Shanghai +86-21-6104-3000
Hong Kong +852-2977-6000
India - Mumbai +91-22-6120-3600
India - New Delhi +91-11-4179-2000
Indonesia +62-21-2355-3000
Japan +81-3-3201-8900
Korea +82-2-3702-1600
Malaysia +60-3-2302-7800
New Zealand +64-4-498-2200
Philippines +63-2-789-7000
Singapore +65-6212-1000
Sri Lanka +94-1-1735-1333
Taiwan +886-2-7719-1500
Thailand +66-2-098-7400
Vietnam +84-24-3935-0950
Alternatively, you can press the <Help> key twice for 24/7 instant live
assistance on Bloomberg Terminal.