ICE Chat USER GUIDE

ICE CHAT USER GUIDE

Jun 2021

   
 
INTERCONTINENTAL EXCHANGE              ICE Chat | April 2019  2/73 
 
© 2018 Intercontinental Exchange, Inc.  
  
TABLE OF CONTENTS 
REGISTRATION ............................................................................................................. 5 
DEFAULT LAYOUT ........................................................................................................ 6 
WIDGETS, REGIONS, WINDOWS, WORKSPACES ...................................................... 6 
DRAG & DROP / REGION SPLITTING .......................................................................... 7 
OPEN NEW CONSOLE WINDOW ................................................................................................................................ 8 
REGION MENU CONTROLS .......................................................................................... 8 
SORT TABS .................................................................................................................................................................. 8 
TAB POSITION ............................................................................................................................................................. 8 
ZOOM REGION ............................................................................................................................................................ 8 
CREATE NEW REGION ............................................................................................................................................... 8 
MOVE REGION INTO NEW WINDOW .......................................................................................................................... 8 
REMOVE REGION ........................................................................................................................................................ 8 
QUICK LAUNCH BAR .................................................................................................... 8 
QUICK LAUNCH BAR SORTING ................................................................................................................... 9 
THEMES ......................................................................................................................... 9 
MANAGING WORKSPACES ....................................................................................... 10 
IMPORT DESKTOP VERSION SETTINGS .................................................................. 10 
MANAGE CONTACTS ................................................................................................. 10 
ADD CONTACT .............................................................................................................................................10 
ADD MORE DETAILS TO CONTACT REQUESTS .......................................................................................11 
ACCEPTING REQUESTS .............................................................................................................................12 
PRIMARY GROUP ........................................................................................................................................12 
SET PRIMARY GROUP FOR ENTIRE GROUP .......................................................................................................... 13 
CONTROL HOW YOU VIEW YOUR CONTACTS .........................................................................................13 
VIEW CONTACTS’ HANDLES ......................................................................................................................13 
MY CONTACTS WIDGET (INCLUDING BLOCK USERS) ............................................................................14 
SKYPE PERSONAL SUPPORT ................................................................................... 15 
EMAIL AS A MEANS TO CHAT ................................................................................... 16 
Chat CAPABILITIES .................................................................................................... 18 
PREFERENCES ............................................................................................................................................18 
TABS SORTING ............................................................................................................................................18 
CONTACTS SORTING ..................................................................................................................................20 
REGION LABELS ..........................................................................................................................................20 
PRINCIPAL REGION .................................................................................................................................................. 21 
ADD REGION LABEL .................................................................................................................................................. 22 
NAMING OF TORN OUT CONSOLES ........................................................................................................................ 22 
CONTACT LIST .............................................................................................................................................23 
RIGHT-CLICK MENU - GROUP .................................................................................................................................. 24 
RIGHT-CLICK MENU - INDIVIDUAL ........................................................................................................................... 24 
ENHANCED MESSAGE SHORTCUTS .........................................................................................................25 
MESSAGE SEARCH .....................................................................................................................................27 

   
 
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© 2018 Intercontinental Exchange, Inc.  
Filter Search Results to Hits only: ..................................................................................................................27 
BLASTER.......................................................................................................................................................27 
CLEAR BLASTER SELECTIONS AFTER SENDING BLAST MESSAGE .................................................................... 28 
DISPLAY PRESENCE IN BLASTER ........................................................................................................................... 29 
File and Image Attachments (NEW) ...............................................................................................................29 
RECENT ACTIVITY .......................................................................................................................................30 
DESK CHAT ................................................................................................................. 31 
MANAGING DESK CONTACTS ....................................................................................................................31 
DESK CHAT PREFERENCES .......................................................................................................................31 
DESK ACTIVITY WIDGET ............................................................................................ 32 
CHAT ROOMS .............................................................................................................. 33 
CHAT ROOM EDITOR ..................................................................................................................................33 
Chatroom Permissions: ..................................................................................................................................33 
CHAT ROOM Tabs ........................................................................................................................................34 
CHAT ROOM LIST ........................................................................................................................................35 
SPIN OFF CHAT ROOM VIA DRAG AND DROP ..........................................................................................35 
SPIN OFF CHAT ROOM VIA RIGHT-CLICK .................................................................................................36 
BLAST TO CHAT ROOMS ............................................................................................................................37 
MESSAGE PRIORITIES ............................................................................................... 38 
PUSH NOTIFICATIONS (PNS) FOR CHAT ROOMS AND DESK MESSAGES ............................................38 
EMAIL NOTIFICATIONS FOR MISSED MESSAGES ...................................................................................39 
PLAY LOCALLY STORED SOUNDS FOR RECEIVED MESSAGES ............................................................39 
PLAY SOUNDS FOR ACTIVE TAB ...............................................................................................................40 
SILENCING ....................................................................................................................................................40 
REMINDER ALERTS .....................................................................................................................................40 
KEYBOARD SHORTCUTS ............................................................................................................................41 
Bell .................................................................................................................................................................41 
Chat Search ...................................................................................................................................................42 
Market Search ................................................................................................................................................42 
Message Flags ...............................................................................................................................................43 
EMOJIS..........................................................................................................................................................43 
ADDITIONAL TIPS ....................................................................................................... 44 
PREFERENCE TO SEND WITH ENTER KEY ..............................................................................................44 
QUICK COPY ................................................................................................................................................44 
DISABLE QUICK COPY ................................................................................................................................45 
COPY ALL MESSAGES ................................................................................................................................45 
QUICK SORTING OF TABS ..........................................................................................................................45 
EXPORT CONVERSATION ...........................................................................................................................45 
CLEAR MESSAGE HISTORY .......................................................................................................................45 
VIEW MESSAGE LOGS ................................................................................................................................45 
SEND TO MESSAGE CONSOLES IN REGION ............................................................................................46 
BLAST TO ALL OPEN TABS IN REGION .....................................................................................................46 
TYPING NOTIFICATIONS .............................................................................................................................46 
DISPLAY PRESENCE ICON IN TABS ..........................................................................................................46 
CONTACT STATUS IN MESSAGE CONSOLES ..........................................................................................47 
CLEARING BADGES FROM NOTIFICATIONS MENU .................................................................................47 
CLEAR ALL BADGES ICON ..........................................................................................................................47 
TOASTER PREFERENCES ..........................................................................................................................48 
CLOSE ALL OFFLINE TABS .........................................................................................................................48 
CLOSE OTHER TABS ...................................................................................................................................49 
Clean up Unused tabs ...................................................................................................................................49 

   
 
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© 2018 Intercontinental Exchange, Inc.  
DISPLAY SYSTEM MESSAGES IN CHAT ROOMS .....................................................................................49 
REMOVE UNDERLINE OF RECOGNIZED MARKETS .................................................................................49 
TEAROUT ON DOUBLE CLICK ....................................................................................................................49 
SET DEFAULT WINDOW SIZE .....................................................................................................................49 
Display time in 24 hour format .......................................................................................................................50 
SMART TEXT RECOGNITION ..................................................................................... 50 
DEFAULT PRODUCT FOR CONTACTS .......................................................................................................50 
INLINE DISPLAY ...........................................................................................................................................50 
AVAILABLE TOOLS .................................................................................................................................................... 50 
PRICING PREFERENCES ............................................................................................................................51 
PRICING SOURCE ..................................................................................................................................................... 51 
LAYOUTS ................................................................................................................................................................... 51 
LEFT-CLICK PREFERENCE ....................................................................................................................................... 54 
DISPLAY BUY AND SELL OPPORTUNITIES ............................................................................................................. 54 
DECIMAL PLACES FOR ANALYTICS ..........................................................................................................56 
MARKET PRICER .........................................................................................................................................56 
USER INTERACTIONS FOR RECOGNIZED MARKETS ..............................................................................57 
PRICE SEARCH ............................................................................................................................................61 
SUBMIT BLOCK ............................................................................................................................................62 
SUBMIT BLOCK PREFERENCES .............................................................................................................................. 63 
EQUITIES RECOGNITION ............................................................................................................................63 
REPORT MISRECOGNIZED MARKETS ...................................................................... 64 
USER STATUS ............................................................................................................. 65 
MANAGE STATUS MESSAGES ...................................................................................................................65 
ALWAYS AVAILABLE ....................................................................................................................................65 
AUTO-AWAY TIMER .....................................................................................................................................66 
MESSAGE FORWARDING ...........................................................................................................................66 
DIRECTORY SEARCH ................................................................................................. 67 
YOUR PROFILE ............................................................................................................................................68 
YOUR CONTACTS’ PROFILES ....................................................................................................................69 
NOTIFICATION CENTER AND SERVICE MONITOR .................................................. 69 
GROUPS MANAGER ................................................................................................... 70 
GROUPS SORTING ......................................................................................................................................72 
CHROME BROWSER EXTENSION ............................................................................. 72 
 
   

INTERCONTINENTAL EXCHANGE ICE Chat | April 2019 5/73

ICE CHAT

ICE’s enhanced Chat application offers the tools to keep you connected to the people and

information that move markets. Featuring an easy-to-use, fully customizable interface, you can

tailor your workspace solutions to increase workflow efficiency and react seamlessly to trading

opportunities in real-time.

REGISTRATION

To launch ICE Chat on Windows, go to www.theice.com/launch and install the appropriate

ICE Web Start 64 or 32 bit installer. Then click the login button in the upper right corner of

the screen and Select ICE Chat.

Please note that Mac users should go to www.theice.com/launch and install the ICE Web

Start MacOS version, then click login in the upper right corner of the screen and select ICE

Chat.

Click on the “Let’s get started!” button to begin the account setup process.

If you’ve logged in from WebICE the next screen will allow you to link an existing Chat account or

have one created for you. If you choose to have one created, a Chat account will be auto-

provisioned on your behalf and linked to your ICE account.

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During the registration you can also link your existing WebICE accounts, as well as your existing

Yahoo accounts. Once this is completed, you will be presented with a screen to add contacts to

your account.

NOTE: if you decide not to do this now you can always link your accounts at a later point in time

DEFAULT LAYOUT

Once registration is completed, the default layout will be displayed. This layout consists of one

main screen containing the Contact List in the left region, a message console in the middle

region, and a recent activity in the right region.

WIDGETS, REGIONS, WINDOWS, WORKSPACES

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1. Widget: A widget is an application. The first widgets available are message tabs, recent

activity, contact list, message blaster, groups manager and the directory search.

2. Region: A Region is a section within a console window which contains widgets.

3. Console Window: A console window can be split into one or more regions, allowing for

layout customization.

4. Workspace: A workspace is an arrangement of console windows that can be distributed

across one or more screens. Users can design and switch between multiple workspaces.

DRAG & DROP / REGION SPLITTING

You can open new regions using advanced drag and drop functionality. Drag and drop a group or

a contact from the contact list to create a new region and start communicating instantly. Drag a

tab from one region to create a new one. As you drag new regions within your workspace, the

application will automatically highlight the recommended drop positions and sizes.

There is also the ability to configure your workspace

layout prior to opening widgets with the use of region

menu options to Create New Region.

On Top / On Bottom: On Top will open a new region to

the top, On Bottom will open a new region to the

bottom.

To Left / To Right: To Left will open a new region to

the left, To Right will open a new region to the right.

TIP: When your workspace is just the way you want it, lock it to prevent any unwanted changes.

Easily access other message widgets by

clicking on the “+” sign next to the last tab in

any region;

• Blaster: Send a message to multiple

contacts at once

• Chat Room List: all of your chat rooms

in one widget.

• Contact List: All of your contacts in one

easy to access list

• Desk Activity: Comprehensive view of

all desk messages.

• Directory Search: Search the ICE

directory for contacts and/or desks

across multiple markets

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• Groups Manager: Organize and

manage your contact groups

• Recent Activity: Comprehensive view

of all inbound messages

OPEN NEW CONSOLE WINDOW

You can open a new console window under the File menu.

REGION MENU CONTROLS

To edit the layout, there are controls in the region menus.

SORT TABS

Choose to sort your tabs alphabetically or reverse alphabetically.

TAB POSITION

Change the tab positions to place them on the Top, Left, Bottom, or Right of

the region.

ZOOM REGION

Set the zoom view for each region in percent value ranging from 20% to

200%.

CREATE NEW REGION

Open a new region in the current console window. The new region could be

opened On Top, On Bottom, To Left, or To Right.

MOVE REGION INTO NEW WINDOW

Tear the region out into its own console window.

REMOVE REGION

Close the region.

QUICK LAUNCH BAR

The quick launch bar is an easy way to launch your widgets. It is available only in the main

console and can be displayed/hidden as you desire. Widgets can be launched:

• By left-click: Opens widgets based on preference “When opening a message widget”

• By right-click: Opens widgets in a new window console

• By drag and drop: Place widgets where you desire, including dragging across windows.

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If the viewable area the bar is within is too small to display the associated text, only the icons will

display with tool tips on hover.

If the viewable area the bar is within gets even smaller, it will display a drop-down for the icons to

be displayed.

QUICK LAUNCH BAR SORTING

The quick launch bar can be sorted by drag and dropping the buttons to the desired position.

There is also the ability to sort them alphabetically or reverse alphabetically by clicking on the

gears icon.

THEMES

ICE Chat offers you the ability to select a theme; currently there are two with more on the way.

To select a theme go to Preferences → Themes and select the theme you wish to use.

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MANAGING WORKSPACES

We know that you aren’t always working at the same computer every day. Whether you’re your

desktop or a laptop, the platform allows you to configure as many workspaces as you require

fitting your needs. To switch between different workspaces, click on the Workspaces menu and

select the workspace you wish to load.

You can create new workspaces by navigating to Workspaces → Manage Workspaces. From

the drop-down select the template you wish to use and click Add. The workspace is now added

to your list of workspaces.

The following actions are also available from the Workspace Manager window:

• Edit workspace name - click on the pencil next to a workspace name

• Activate - changes your workspace view to the selected workspace

• Clone - copies the workspace. The cloned workspace can then be edited as needed

• Remove - delete the workspace from your account

IMPORT DESKTOP VERSION SETTINGS

Your settings from the desktop version of ICE Chat can be exported and subsequently imported

into the new ICE Chat version.

On the desktop version, go to File → Export

→ ICE Chat Preferences.

Save the file on your pc.

From the new ICE Chat, go to File → Import

Desktop Version Settings

The following preferences will be imported through this process:

• Default Message Colors: Incoming Message, Incoming Desk Message, and Outgoing

Desk Message

• Available Priorities: Priority Keywords, Priority Contacts (individual), Silenced Contacts,

and Silenced Phrases

• Message Shortcuts

MANAGE CONTACTS

New contacts can be added from the Add Contact menu and/or the Directory Search.

ADD CONTACT

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From the Contact List, click on the Add Contact icon or navigate to Contacts → Add Contact to

send an invite. Simply enter the username and select the service the contact is on.

You can also include a custom invite message on your contact request by filling out the “invite

message” field. Click “Save as Default” to use the same invite message on all contact requests.

ADD MORE DETAILS TO CONTACT REQUESTS

When adding a new contact the user will have the ability to add more details to the contact from

the Add Contact screen.

Some of the new fields the user will be able to add before even sending the invite are:

• Nickname

• Additional Emails

• Additional Phone

• Default Product

• Notes

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ACCEPTING REQUESTS

When you receive a request to become a contact, you will receive a notification through the

System Alerts tab. Your pending connection requests will be listed in your contact list under the

group Connection Requests. You may also click “View” to view this contact’s profile before

accepting the request.

Please note that contacts in your own company are automatically accepted as contacts. Simply

add an internal contact and chat with them immediately.

Right-click on a contact or click the ellipsis button within that group to accept, ignore, or block the

requestor.

Accept: you agree to become a contact with the requestor who can now contact you via IM.

When a new contact is accepted their tab will be automatically opened.

Ignore: you and the requestor are not connected, but the user can always request you as a

connection again.

Block: you are blocking the requestor from being able to contact you again. NOTE: you do have

the ability to unblock the user at any time

PRIMARY GROUP

When you add or accept a new contact, you can specify a Primary Group. When you receive a

message from a contact whose tab isn’t open, their tab will be opened within their primary group

except if your user preference is set to open in Principal Region.

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SET PRIMARY GROUP FOR ENTIRE GROUP

Right-click on a group from your Contact List or in the Groups Manager to set the primary group

for all contacts within the group.

There is also a button in the Groups Manager, on each group, to perform this function.

CONTROL HOW YOU VIEW YOUR CONTACTS

You can choose to view your contacts by their Full Name or Nickname by going to Contacts →

Nicknames.

TIP: If you are viewing by nickname, you will see the nickname they have set for themselves

unless you choose to edit.

VIEW CONTACTS’ HANDLES

To view the handles of a contact, go to Edit Contact. The handles are displayed at the bottom of

the window.

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MY CONTACTS WIDGET (INCLUDING BLOCK USERS)

The My Contacts widget displays all pending requests related to your contacts. Here you can

view the connections requests sent, the connection requests received, those contacts who have

removed you from their contact list, as well as those users you have blocked.

For each Sent Connection Request there is

the option to Cancel Request or Block the

user.

For each Received Connection Request

there is the option to Accept, Ignore, or

Block the user.

For each Blocked User in the widget there

is the option to UnBlock.

For each Removed Contact in the widget

there is the option to Delete Contact or

Send Connection Request.

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SKYPE PERSONAL SUPPORT

ICE Chat supports sending and receiving messages over the Skype personal network. Once

enabled, all users are provided their own Skype account - ICEIMuser[email protected]om - which

can be used to communicate to users on Skype.

You can view your assigned handle under

your profile.

Clicking on Upload Contacts will allow you to

import your Skype contacts from your

account.

• Please be sure to export your

contacts from Skype into a .vcf file

(default)

• NOTE: contacts who have a

Microsoft live account cannot be

exported. This is a limitation of Skype

and not ICE Chat. These contacts will

need to be re-added manually.

When adding a Skype contact only include the username. For example, if you’re looking to add

[email protected]m only enter scottbesner in the username field. Then select the

appropriate domain.

There will be instances wherein the user will accept your connection request in Skype and you

will receive an inbound connection request from the Skype server. The request will be in the

format cid-(string of numbers)@domain.com (user's account name). You should accept this

contact request and use this to communicate with the Skype contact. You can remove the

original contact added.

*** NOTE: For domains which are not listed, there is a different format supported by Skype which

is username(domain)@msn.com. For example, if you’re looking to add scottb[email protected]om

enter scottbesner(yahoo.com) and then select the domain msn.com from the dropdown. ***

When a connection request is received from a Skype contact it will follow the current workflow.

You will see a request in Incoming Contact Requests group in your Contact List as well as a

System Alert indicating a contact request. Simply right-click on the contact request and accept

the contact.

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Skype contacts can be added on behalf

of yourself and/or your desk:

Once a connection request is made you can chat with your Skype contacts as you would any of

your other contacts.

EMAIL AS A MEANS TO CHAT

You can now be provisioned with an ICE Chat email address which enables you to send and

receive email messages from your ICE Chat client keeping all of your message workflow in one

application. All messages in and out of the system run through the ICE Chat system, ensuring

that our proprietary parsing is applied as well all of your compliance rules. Your email address

will be ICEIMhandl[email protected].

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When a message arrives from an email address you are not already a contact with, you will have

the ability to Accept, Block, or Ignore. The actual message will not be delivered unless you

Accept.

First Message From Non-Contact Email

Address

Message Delivered After Accepting

Once you’re connected to an email address, messages can be sent and received using ICE Chat.

When sending a message from ICE Chat to an email address the user will see the first line of the

message as the subject so they can see what the message is about without even opening it.

ICE Chat Email Tips

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ICE Chat does our best to strip out signatures and disclaimers.

ICE Chat does our best to strip out history so that only the most recent message comes through

CHAT CAPABILITIES

Our Chat platform offers you not only the basic IM necessities, but also includes some advanced

features to streamline your workflows.

PREFERENCES

User preferences have been added to control the opening of message widgets.

When a new message arrives → (for your inbound messages)

• Open New Window Maximized = if contact’s tab is open, highlight tab. If contact’s tab is

not open - open a new window for their group which pops up.

• Open New Window Minimized = if contact’s tab is open, highlight tab. If contact’s tab is

not open - open a new window for their group which opens in the background. (Task bar

flashes)

• Open in Principal Region = if contact’s tab is open, highlight tab. If contact’s tab is not

open - open a tab in the region you designated as principal region.

• Never open New Window = if contact’s tab is open, highlight tab. If contact’s tab is not

open - do not open a new window/tab - just highlight the contact list.

When opening a message widget →

• Open in Same Region = if contact’s tab is open, focus on the tab. If contact’s tab is not

open - open a tab in whichever region you clicked in.

• Open in Principal Region = if contact’s tab is open, focus on the tab. If contact’s tab is

not open - open a tab in the region you designated as principal region.

• Open in New Window = if contact’s tab is open, focus on the tab. If contact’s tab is not

open - open a new window for their group which pops up.

TABS SORTING

ICE Chat offers the ability to sort tabs under Preferences → Tab Sorting. There are 3 options:

Alphabetical, Reverse Alphabetical, or Manual (default).

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Tabs will open in their respective regions based on preference selection.

There is an indicator in the top

right of the main window

letting you know which more

you’re currently in for your tab

sorting.

Clicking here will open the

preferences window.

Group By Widget Type Before Sorting: This allows you to specify the order for each widget

type, each of which will be opened in the selected order.

Tabs sorted reverse alphabetically:

Same tabs sorted reverse alphabetically with the group by widget selected:

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CONTACTS SORTING

You can sort your contacts alphabetically or reverse alphabetically in widgets such as the contact

list, the blaster, and the participant lists of your chat rooms. For sorting within the contact list you

can also specify if you want to group your contacts by presence before sorting. Go to Contacts

→ Contact Sorting Preferences.

REGION LABELS

Regions are tagged with labels indicating which group(s) comprises the region. Regions can

contain multiple groups. The opening of message widgets, both manually and upon receiving a

message, will abide by the region tags.

When a region is tagged, the labels will be displayed above the tabs:

The task bar as well as the window title bar will display the tags.

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If you wish to un-tag a region, hover on the tag and click “x”. This will remove the association

between the group and region.

PRINCIPAL REGION

You can always set a principal region for opening your message tabs.

Select “Open in Principal Region”, from the following preferences:

• When a new message arrives

• When opening a message widget

With this preference set:

• Manually opening message tabs will open in the principal

region if there is no instance of the contact open already

• Incoming messages will open in principal region if there is no

instance of the contact open already

You can change the principal region from the Region Menu within any

region by selecting “Set as Principal Region”.

In this same Region Menu, you can show or hide region labels by selecting/de-selecting “Show

Region Labels”. With this de-selected, the rules of the labels still apply.

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ADD REGION LABEL

You can add a group label to any region

from the Region Menu by selecting “Add

Region Label”.

A menu will appear with all of your current

groups to choose from.

NAMING OF TORN OUT CONSOLES

• When a tab is torn out into a new window console, the window title and task bar icon will

display the active tab name.

• When an entire region is torn out, the window title and task bar will display all group labels

and widgets as well as the active tab.

• As more widgets, groups, and contacts are added the window title bar will update

accordingly.

• With one console the groups and widgets are always displayed as well as each active contact

tab in each region.

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CONTACT LIST

The contact list widget displays all of your contacts. Contacts are listed within their groups and

contacts can be members of more than one group.

Search Contacts - Quickly

type-ahead to find the

contact you’re looking to

message. You can search

by Name, Desk, and

Company. Additionally, you

can click the arrow next to

the search fields to also

search on Role, Market

Type, Product Name, and

Region.

Click on a contact to open it and clear the search, ctrl+click a contact to open it and keep the

existing search in place.

When you search your contacts, ICE Chat will automatically query the ICE Directory for non-

contact matches. Current contacts will appear in the “My Contacts” folder. Non-Contacts in your

company will appear in the “My Company Directory” folder. External non-contacts will appear in

the “External Contacts Directory” folder. You can expand or collapse each folder.

The action menu next to the filter contacts box offers you the following capabilities:

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• Expand All Groups

• Collapse All Groups

• Show/Hide Offline Contacts

• Show Only Desk Contacts

Recent Contacts - Recent contacts appear

in a special group at the top of your contact

list as messages are sent/received to that

contact. To enable/disable or set options on

how many and what type of contacts display

in the group, go to “Enable Recent Contacts Group” in your preference menu.

VIP Contacts - You can create a dynamic group that appears under your Recent Contacts folder

that contains your priority contacts or contacts with flagged messages. Go to Preferences-

>Enable VIP group to enable/disable this group

Show Company Name in Contact List - Company names can be displayed in your contact list

by selecting on “Show Company Name In Contact List” in your Preferences menu. In this mode,

company names will be shown underneath the contact name.

RIGHT-CLICK MENU - GROUP

The contact list offers functionality via the right-click menu on the group. Users can:

• Open as Group Message Console: if the group is not open elsewhere, this will open

the group as a new console window.

• Send a Blast message to the group, seeding the Blaster

with members of the group

• Create Chat Room loading the group members into the

invite list in the Chat Room Editor. (Permission based)

• Toggle the Visibility of a group within the Contact List

and/or Blaster

• Manage Group via the Group Manager

• Delete Group

RIGHT-CLICK MENU - INDIVIDUAL

The contact list offers functionality via the right-click menu on the individual as well. Users can:

• Open in Message Console: will open the contact within a message console, abiding by

user preferences.

• Send a Blast message to the user, seeding the Blaster with the selected user

• Create Chat Room loading the contact into the invite list in the Chat Room Editor.

(Permission based)

• Edit Contact so you can update their contact details.

• Copy Contact To another group; will place the contact in the selected group as well as

keep the contact in the current group

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• Move Contact To another group; will place the contact in the selected group and remove

them from the current group

• Remove From Group will remove the contact from the selected group

• Disconnect from the contact so they can longer reach you

• Block a current contact from reaching you in the future

ENHANCED MESSAGE SHORTCUTS

Message shortcuts are user defined buttons that allow you to send (or queue up) preset

messages. For each button you can configure:

• The button label

• The message associated with the button

• The foreground color of the button

• The background color of the button

• A distribution list to associate with the button (default is none)

To create a message shortcut button, go to Preferences → Message Shortcuts. Click Add

New Shortcut. Enter your desired Label for the button as well as the Message to associate.

You can configure the Text (foreground) and Background color for the button as well.

If you don’t want to associate any Recipients you can Save this button. If you wish to associate

Recipients with the button you can select Chat Rooms, Groups, and/or Contacts.

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There are some General Settings to set default actions for the left and right clicks. There are 3

options:

• Auto-Send: Sends the message to the selected tab if there is no distribution list

associated with the button or sends the message to the entire associated distribution list

if there is one associated.

• Insert: Loads the message into the text entry for the selected tab if there is no

distribution list associated with the button or loads the message into the Blaster with the

associated distribution list selected.

• None: Does nothing on mouse click.

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Messages can even be built by pressing multiple shortcut buttons. Message shortcut buttons can

be displayed or hidden in each region via the user setting in the region menu.

MESSAGE SEARCH

You are able to search through your messages in each region and can elect to search only the

current tab or all tabs in the region. Message search can be displayed / hidden in each region via

the user setting in the region menu. As you scroll through your results, the text string will be

highlighted.

FILTER SEARCH RESULTS TO HITS ONLY:

In your Preferences menu, check Filter Search Results to display only the messages that match

your criteria when searching your message consoles. Clear your search to view all

messages. When unchecked, ICE Chat will display all messages and highlight matching text as

we do today.

BLASTER

Send one message to multiple contacts and quickly pick and choose recipients within the

Blaster. Each group you create is available to be blasted to.

Sending Messages from the Blaster:

1. Select the group(s) you wish to send

message to. This can include Chat

Rooms.

2. You may also select/de-select users or

chat rooms from the group(s) selected.

a. There are options for Contact

Selection to select None, All,

or Toggle between the

currently selected and de-

selected ones.

3. Type your message in the text entry

area and Send.

Type Ahead and Multi-Select

ICE Chat offers the ability to quickly search for

the contact(s) you wish to select as recipients

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via type-ahead search. Along with type ahead

search you can perform multi-select functions

in the blaster to quickly select/de-select

recipients.

Blaster Resizing

You can change the layout of the blaster by

toggling the groups to be viewable via the

icon in the top left.

The divider is now able to be dragged to

resize the two regions of the blaster.

CLEAR BLASTER SELECTIONS AFTER SENDING BLAST MESSAGE

Select Preferences → Blasting → Clear Blaster Selections After Sending Blast Message to

clear out all selected recipients in the Blaster after a message is sent.

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DISPLAY PRESENCE IN BLASTER

To view your contacts’ presence in the Blaster go to Preferences → Blasting → Display

Presence in Blaster. This will be off by default. If enabled your contacts will display presence in

the Blaster.

FILE AND IMAGE ATTACHMENTS (NEW)

ICE Data now offers functionality to send/receive attachments or images between ICE Chat

users. ICE Data reserves the right in its sole discretion to limit the size and volume of

attachments, or to remove attachments or images.

To send an attachment, simply click the attachment icon in your message entry window, or drag

the attachment to the message send box. You will receive a confirm before sending the

attachment. The attachment will be scanned for viruses prior to being made available.

When an attachment is sent, the counterparty will be prompted to Accept or Deny the attachment.

The user has 48 hours to accept it or the attachment will be expired. Once accepted, the file can

be downloaded.

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When sending an image, you will see a preview of the image in our attachment viewer window.

Additionally, you can view any received images in an image preview within ICE chat.

Please see our Attachments Security and Compliance FAQ for more information.

RECENT ACTIVITY(NEW)

Recent Activity consolidates and

displays all incoming messages in

chronological order. Use it as a “ticker”

for your IMs and view messages as

they are delivered without switching

between tabs.

You can quickly respond to an IM from Recent Activity by clicking on the

contact’s ID. This will open a tab for the contact.

Recent Activity widgets can be filtered by groups and can include/exclude

chat room messages.

Filter Recent Activity Console

You can choose to hide silenced contacts, disclaimers, silenced phrases

from your Recent Activity Console, and filter the console by Group,

Company and Message Type, flagged messages and more. Click the +

button to view and set available filters. You can also hide or include chat

room messages.

Recent Activity consoles can also be renamed, making it easier to maintain

multiple consoles with different filters.

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DESK CHAT

Desk chat allows a group / desk of users to chat internally as well as view all external chats

between the contacts of the desk. The external recipient only communicates with one shared ID.

Unlike a chat room, where each user must “join” a specific chat room and remain there to chat,

desk chat propagates the message to each user attached to the desk ID.

MANAGING DESK CONTACTS

When a member of a desk adds a new

contact they can select to add a

contact on behalf of:

• Individual – added contact can

only be contacted by desk

member who added them.

Message would come from user’s

individual account.

• Desk – added contact can be

contacted by anyone on the desk.

Message comes from desk

handle.

When a contact is added as a Desk contact by one member of a desk, the contact is added to all

members of the desk as a desk contact. All members of the desk will receive a notification of the

accepted connection.

Desk contacts are distinguished with an asterisk (*).

DESK CHAT PREFERENCES

When sending a message to a desk contact

you can choose whether you wish to display

your user name. Under Preferences → Desk

Chat select Insert My Username into

Messages Sent from Desk Chat to include

your user name.

Desk message sent with the preference:

On: Desk123 (userID): this is a desk

message

Off: Desk123: this is a desk message

When another member of your desk sends a

message out to a desk contact you will

If you wish to have tabs opened when another

member of your desk sends a message go to

Preferences → Desk Chat and select Open

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receive a notification. However by default, the

tab will not automatically open.

Chat Tabs When Coworkers Send Desk

Messages

DESK ACTIVITY WIDGET

The desk activity widget will display all of your desk messages in one tab. This tab includes all

inbound and outbound messages for your desk.

Sending messages in this widget will only send messages to your desk, never externally, just like

your internal desk chat. This allows a desk to get a full picture of the markets they’re working with

their customers while interacting with their own, internal desk.

Although all external messages are displayed here, they are not seen by other external contacts.

When an external contact needs to be contacted, clicking on their user name in the window will

bring you directly to their tab.

The widget can be filtered to view the messages you wish to see and you can open multiple

instances of the widget with different filters set.

Message types within the desk activity widget are:

Message sent by your to your internal desk.

Message sent by someone on your desk to your internal desk.

Message sent by anyone on your desk to an external desk contact, including blast messages to

desk contacts.

Message received from any external desk contact.

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CHAT ROOMS

Chat rooms, which can be created on the ICE server, are fully compliant and controlled by each

user’s permissions. Users can be permissioned for the following access on chat rooms:

• Restricted: Access to chat rooms has been revoked

• Company Only: User can only participate in chat rooms with users from their company

• Company +1: User can participate in chat rooms with users from their company and one

other company only

• Full Access: User can participate in chat rooms with any users

Once you’ve received permissioned access, you will be able to access your running chat rooms

from your Contact List and/ or the Chat Room List. Snapshots will only be available in the Chat

Room List.

CHAT ROOM EDITOR

If the service type is ICE, you can:

• Determine whether members are able to view message history when they join by selecting or

deselecting “Reload entire chat room history when a new member joins”; this is selected by

default.

• You can make the room permanent or temporary by selecting or deselecting “Keep this chat room

running until I delete it”; this is selected by default.

• You can name the room and select the service you want to create the room on. Inviting contacts

is made easy via filtering by company, group, and/or type-ahead search.

You can create snapshot templates of chat rooms for quick start up of a new room.

CHATROOM PERMISSIONS:

Chatroom participants can be permissioned as General Members or Admins. Each role is designated

with a shield icon.

The Room Creator can rename the room, add or remove people, and add or remove Admin

permissions from users.

The room Admin can add or remove people from the room, and can designate additional admins.

A room General Member cannot add or remove people from the room.

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Click the shield icon on a member when setting up the room to toggle the user between Admin and

General Member, or right click on a participant in the room roster to change their permission.

CHAT ROOM TABS

All users will receive system generated announcements when another user has joined or left.

Action buttons:

• Edit the room - add/remove participants

• Leave the room - you will receive no messages sent in the chat room but can rejoin at

your convenience

• Remove the room - you will need to be re-invited to the chat room in order to participate.

Room is removed from your platform.

• Delete the room (creator only) - chat room is deleted from the server for ALL participants.

You’re able to:

• Invite other users (if you are an Admin or Room Creator)

• Remove other users

• Filter messages

If you are invited to a room, you will receive a Chat Room Invite that can be accepted or declined.

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All active chat rooms will appear in your contact list as well as the Chat Room List.

Chat Room Resize:

You can now choose to hide the side

panel of a chat room or resize. To

resize the side panel simply drag the

divider to the desired size.

To show/hide the side panel there is a toggle in the top left corner of each chat room.

CHAT ROOM LIST

Under Running Chat Rooms you will find a list of all the chat rooms you are currently a

participant of; including information on the number of unread messages and the number of

participants. All action buttons listed above are available in this widget as well.

There is also a list of your Saved Chat Room Snapshots, which allow you to spin up a chat

room from a template.

SPIN OFF CHAT ROOM VIA DRAG AND DROP

You can quickly spin up a chat room and add contacts to a chat room via drag and drop. While

on the tab you want to spin off the chat room with, drag any other contact into the middle of the

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region to see target drop points. Simply release the contact onto Create Chat Room to start up

a chat room with the two contacts and you!

To add other contact(s) to any existing chat room, drag them into the middle of the chat room

region and drop them on Add To Chat Room.

SPIN OFF CHAT ROOM VIA RIGHT-CLICK

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Clicking on a chat tab now offers the ability to invite more users to a chat room by selecting Invite

More Contacts. This selection will bring you to the Chat Room Editor widget with the current

contact selected.

From here you can select other contact(s) to invite to a chat room. Message history will not be

carried over so new people joining will not see what was discussed previously.

BLAST TO CHAT ROOMS

Chat rooms can be selected as recipients of your blast messages. You can select which chat

rooms to send a blast message to within the blaster or you can include them when blasting from a

region.

If your Chat Rooms group isn’t visible in the

Blaster, right-click on the Chat Room group

and select Visibility → Blaster.

Under Preferences → Blasting select

When sending a blast from a region include

chat rooms to include chat rooms when

blasting from a region menu or from the

arrow next to Send.

Select Open chat room tabs when I

include them in a blast if you want the

chat room to open when included in your

blast.

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MESSAGE PRIORITIES

With priority messaging you can play a custom sound and display a custom color tab every time a

message is received from a specified contact or whenever a message contains a specified

keyword. You can also indicate when you want a push notification sent to your phone.

You can set message priorities under the Notifications menu. Your default message priorities can

be found by navigating to Notifications → Message Defaults. Here you can view or edit the

default notification settings for messages received.

Under Notifications → Priorities you have the ability to:

• View Available Priorities as well as create more of your own

• View predefined Prioritized Keywords and add your own keywords

• Define Prioritized Contacts

PUSH NOTIFICATIONS (PNS) FOR CHAT ROOMS AND DESK

MESSAGES

Under Notifications → Message Defaults a user is now able to select to send push notifications

for missed messages in a chat room as well as for inbound and outbound desk messages.

For chat rooms, the PNS will be sent based on your status, whether you’re away or offline, as

well as if you’re a member of the chat room.

For desk messages, the PNS will be sent based on your status, whether you’re away or offline

regardless of anyone else on the desk being available. This means that although a contact of the

desk might see the desk as available, you can still receive PNS for those messages.

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EMAIL NOTIFICATIONS FOR MISSED MESSAGES

Similar to getting push notifications (PNS) for missed messages sent to your phone, you will now

be able to have an email sent for your missed messages. This can be set from Notifications →

Message Defaults. A new column, Send Email Notifications When I’m is available with the

following choices:

• Away of Offline - sends an email

• Away

• Offline

• Never

The email will be sent to the email you are registered for ICE Chat under. These emails for

missed messages are batched on the server and delivered so as to not inundate you with emails.

The email will come from ICE Chat with the message in the email.

PLAY LOCALLY STORED SOUNDS FOR RECEIVED MESSAGES

You are able to select your own sounds for your incoming messages by going to the priority you

wish to update and clicking the sounds file icon. This will allow you to browse your computer for

your own .wav files to play when a message is received.

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PLAY SOUNDS FOR ACTIVE TAB

Under Notifications → Sounds you can select to Play Sounds For Active Tab. With this

selected, your sounds will play for the active tab.

SILENCING

Contacts, entire groups, disclaimers or specified phrases can be silenced within the platform.

When silenced, the message is still received but no notification is displayed to the user. Silencing

settings are found under Notifications → Silencing.

REMINDER ALERTS

For each priority there is the ability to set a reminder alert so if a message tab has not been

acknowledged, a new alert can be triggered. This is available for the Message Defaults and

Available Priorities, both of which are found under the Notifications menu.

For each priority, the reminder alerts can be set under the Remind Me column. The default is set

to Never, which means no reminder will be triggered. To enable a reminder, change Never to

After and select the time period after which a new alert will be sent.

The alert will make the tab flash/pulse from a bright shade of the associated color as well as

make the task bar flash.

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KEYBOARD SHORTCUTS

ICE Chat is shipped with 2 keyboard shortcuts allowing you to quickly navigate through your open

tabs in a region. Keyboard shortcuts can be found under Preferences → Manage Keyboard

Shortcuts.

Look for enhancements to this functionality in future releases.

BELL

You can send ring a bell on your counterparties ICE Chat by clicking on the bell icon to the left of

the send button. It will send a “Ring Ring!!!” message to your counterparty and play a sound if

your counterparty has sounds enabled.

To disable the sounds on your ICE Chat, remove the message priority for the “Ring Ring!!!”

keyword. You can also disable the bill icon completely by unchecking “Show bell shortcut in chat

console” from your preference menu.

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CHAT SEARCH

Click the “Chat Search” shortcut button to search

your message logs by keyword, contact, or date

range. When a search is executed, we will show

all hits in the Search Results window, along with

the messages before and after the search hit for

additional context.

From the Search Results window, you can click on

the contact name to jump to their chat tab, or click

on the magnifying glass icon to show the full

conversation. To go back to search results, click

the “Search Results” header on the page. You

can also export your conversation to a CSV file by

clicking on the document icon.

You can access the Chat Search screen from the

Launch Menu, the Quick Launch Bar, or by using

the “Message Search” functionality on a chat tab and

clicking the Search Icon.

The search parameters include:

• Keyword - Boolean searches are supported using

AND, OR, and NOT keywords. See the tooltip

for additional formatting tips.

• Search Period

• Contacts - Defaults to All contacts, you can

choose specific contacts or search on private

messages, desk messages, or chat rooms.

• Exclude One Sided Conversations - You can

choose to exclude one sided conversations. This

will exclude results where the counterparty does

not respond. ICE Chat will even ignore

disclaimers and away messages for messages sent after May 1

2020.

• Messages Per Result - You can select how many messages to

show in the message preview per search hit. For example, if you

select 3 messages we will show the message with the result and

the previous and following message.

MARKET SEARCH

ICE Chat Pro users will now have access to search their message logs for

specific markets. To access, click on the Market Search tab in the chat search widget and choose

if you’re searching on market parameters or market strings and keywords. Please note that

chatroom markets are not currently included in market search.

• Parameter Search- Select a combination of product name, structure, term, and

hedged/not hedged.

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o Click on “Strict term search” to match on term exactly. Otherwise, a search on

Jan will also include terms that include Jan (like Q1, Cal21).

• Market String/Keywords Search - Simply enter the term, product, structure, or a full

market string and ICE Chat will attempt to find matching markets.

o Return Exact Results Only - This will return exact matches. For instance, a

search on “wti Jun” will only return WTI June futures, rather than any WTI market

with a June term.

• Click Search to view all matching conversations.

• Click Market Viewer to see a list of all matching markets, then choose which specific

market to run a search on. Please note that the Market Viewer can be selected without

any keywords or parameters to view all markets sent in a specified time period.

Please contact your sales rep if you’d like access to the market search tool.

MESSAGE FLAGS

You can now flag a message in the message console, desk activity console, or recent activity

console to follow up on later. To flag a message, simply click the flag icon to the left of the

message. Flagged messages will also be flagged in all consoles that contain the message.

You can clear flags on each message by right clicking on a contact and selecting “Clear all

Flags”, or by selecting “Clear all Flags” on a region.

Recent Activity and Desk Activity consoles can filtered to show only flagged messages, or priority

messages.

Message Flagging can be disabled in the Preferences menu -> Show message flags. Flags will

be stored for 2 weeks.

EMOJIS

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ICE Chat offers a set of emojis which contains

search capabilities.

Emojis can be inserted by clicking on the emoji

symbol next to the send button.

To search for an emoji, enter your term

in the search box within the emoji

selector.

ADDITIONAL TIPS

The Chat platform has built in user shortcuts to improve your workflow.

PREFERENCE TO SEND WITH ENTER KEY

The default in ICE Chat is to send a message when the enter key is struck. There is a preference

to change this: Preferences → Send Message with Enter Key.

QUICK COPY

Copy and paste content from messages by clicking and dragging over the text. You can quick

copy by clicking to the left of the text; this copies the text of the message excluding the timestamp

and userID.

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The following text will be copied: “wti z 50 calls”

DISABLE QUICK COPY

Quick copy can be disabled/enabled under Preferences. There is a selection to Disable Quick

Copy.

COPY ALL MESSAGES

You can right-click in the body of a tab and select Copy All Messages to copy the entire

message within the tab, including the timestamp and userID(s).

QUICK SORTING OF TABS

This is only available while you’re in manual sort mode. Quickly sort your tabs in each region on

the fly with a menu choice in the Region menu. Click on the Region menu and select Sort Tabs.

You can then select to sort them alphabetically (A-Z) or reverse-alphabetically (Z-A).

EXPORT CONVERSATION

To export the conversation from the selected tab into a .txt file, right-click and select Export

Conversation.

CLEAR MESSAGE HISTORY

To clear out message history within a tab, you can right-click on the tab and select Clear

Message History.

VIEW MESSAGE LOGS

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Need to see more history? Right-click on the contact’s tab and select View Message Logs. This

will load up the client area as a tab in a new window console with the logs between you and the

contact selected.

NOTE: viewing logs is contingent upon your company’s compliance recording preferences.

SEND TO MESSAGE CONSOLES IN REGION

Quickly send a blast message to all contacts tabs open in a region by clicking the arrow next to

Send and clicking Send to Message Consoles in Region. The message is sent to all open

message console tabs within the region upon clicking.

BLAST TO ALL OPEN TABS IN REGION

By clicking Send Blast under the Region Menu, the Blaster will be seeded with all contacts for

whom a tab is opened in the region.

TYPING NOTIFICATIONS

While you’re on a tab, you are able to view whether or not your contacts are responding to you. If

they are actively typing a message to you, their name in their tab will be underlined. In addition to

the underline of the tabs who are currently typing, you will see “is typing” in the active message

console.

Sending and receiving these notifications can be controlled by going to Contacts → Typing

Notifications and toggle:

• Display Typing Indicators in Message Tabs - controls seeing whether your contacts

are actively typing to you

• Send Typing Notifications - controls whether you want your contacts to see that you

are actively typing to them.

DISPLAY PRESENCE ICON IN TABS

You can choose to view your contacts’ presence icon on the chat tabs themselves to quickly see

if a contact is available, away, or offline.

To enable this preference, go to Preferences menu and select Display Presence Icons in Chat

Tabs

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CONTACT STATUS IN MESSAGE CONSOLES

You can view your contacts’ status message in the message console as well as the Contact List.

CLEARING BADGES FROM NOTIFICATIONS MENU

You can quickly clear badges across the entire platform or for each region. To clear badges

across the entire platform navigate to Notifications → Clear All Badges.

To clear badges for a specific region, click on the Region Menu and select:

• Clear All Badges - clears all badges within the selected region

• Clear Outgoing Badges - clears all outbound (desk) badges within the selected region

CLEAR ALL BADGES ICON

You can quickly clear badges across the entire platform by simply clicking on the Clear All

Badges icon found to the right of the Help menu.

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TOASTER PREFERENCES

Toaster preferences can be found under Notifications → Toasters.

Show Toasters On: There are four choices of where to display the toasters:

• Top Left

• Top Right

• Bottom Left

• Bottom Right (default)

The toasters will display in the location the user selected on the monitor where their “main”

window displays.

Show Toasters for All Incoming Messages: This will control seeing the toaster pop-up for all

inbound messages, including desk messages.

Show Toasters for Outbound Desk Messages: This will control seeing the toaster pop-up for

all outbound desk messages.

Show Toasters for Chat Rooms: This will control seeing the toaster pop-up for all chat room

messages.

CLOSE ALL OFFLINE TABS

When you wish to “clean up” your message console and remove those users who are no longer

online, click on the Region Menu and select Close All Offline Tabs.

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CLOSE OTHER TABS

While on a tab, right-click and select Close Other Tabs to close all tabs except the one you’re

actively on.

CLEAN UP UNUSED TABS

Now you can clean up your workspace quickly by clicking on the

region menu and selecting “Close Unused Message

Consoles”. You can close tabs not viewed in 1, 2, 3 ,7, 14 or 30

days.

DISPLAY SYSTEM MESSAGES IN CHAT

ROOMS

A toggle has been added via right-click to allow a user to display

or hide the system messages in chat rooms. Right-click

anywhere in the message history of a chat room to select /

deselect Display System Messages.

REMOVE UNDERLINE OF RECOGNIZED

MARKETS

A preference is added to change the display of recognized markets from the blue, underlined text

to the same as “regular” text. The recognized markets will retain all their functionality.

Go to Preferences → Underline Recognized Markets to toggle this off and on.

Preference Set to Display with Underline

Preference Set to Display without Underline

TEAROUT ON DOUBLE CLICK

A new preference is added to control tearing out a tab when double clicking. This preference is

found under Preferences → Open Tabs in New Console on Double Click. This will be

selected by default which tears a tab out into its own window when double clicked. Deselecting

the preference will disable this.

SET DEFAULT WINDOW SIZE

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When you resize a window, the size will be saved and automatically set as the default size for all

new windows opened.

DISPLAY TIME IN 24 HOUR FORMAT

Click on your preferences menu to toggle timestamp display to use 24 hour formatting.

SMART TEXT RECOGNITION

ICE Chat offers proprietary message recognition technology which turns market messages into

market data. Connect an analytics model to ICE Chat and get instant feedback on buy/sell

opportunities.

ICE Chat allows the customization of the message data views; Display the data you want

wherever you want.

DEFAULT PRODUCT FOR CONTACTS

To properly utilize our proprietary recognition engine, ensure your contacts are set with the proper

default products. If one is not set properly, you must specify the product you’re sending a market

on. You can set a contact’s default product by editing the contact.

INLINE DISPLAY

Once enabled for recognition, the message views can be set to display analytics and pricing in

the message layouts themselves. The following pieces of data will be available as tools, all of

which can be added or removed in the message layouts as desired. The data tools can be added

in any order via drag and drop functionality.

AVAILABLE TOOLS

Name

TOOL DISPLAY

Theo Indicator

Based on preferences for colors.

Open ICE Order Ticket

ICE Price Indicator

hh:mm:ss user message

Theo

Theo with Color

Delta

Residual Delta

Gamma

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PRICING PREFERENCES

All ICE Chat users can send and receive markets to and from their counterparties. However, to

take advantage of the added recognition functionality special permissions are required.

Once permissioned a new menu option, Pricing, will be available under Preferences.

PRICING SOURCE

There are two selections to get pricing in ICE Chat:

1. Trade (Application): sends the analytics and pricing values through from the Trade

application. These values will come through whether the pricing api or Options Analytics

is being used in Trade.

2. Options Analytics (Server): uses the valuations from ICE Options Analytics

LAYOUTS

ICE Chat offers full customization of the message layouts once permissioned for recognition.

Four predefined layouts are provided. Note that the only portion of the message layout which

cannot be broken up is the timestamp, sender, and message.

BASIC DOCKED

• This layout does not change the current layout of the messages.

• There is no inline data and all analytics and pricing is displayed in the market pricer

at the bottom of the consoles.

Vega

Theta

ICE Bid

ICE Bid Quantity

ICE Offer

ICE Offer Quantity

Under Price

Last Trade

Open Pricer

New Line (Line Break)

Tab

Reprice

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DOCKED

• This layout adds a theo indicator to the left of the message timestamp as well as an

ICE indicator when there is a better price on ICE for the same market.

• All analytics and pricing is displayed in the market pricer at the bottom of the

consoles.

BASIC

• This layout adds a theo indicator to the left of the message timestamp as well as an

ICE indicator when there is a better price on ICE for the same market.

• A new line break and a tab space are added after the message, creating a new line

for the analytics data.

• On the new line will be a colored theo price and the delta.

ALL TOOLS

• The All Tools layout will add all available tools to the message layout.

• To the left of the message timestamp will be a theo indicator as well as an ICE

indicator when there is a better price on ICE for the same market.

• A new line break and a tab space are added after the message, creating a new line

for the analytics data.

• On the new line will be all of the available tools.

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CUSTOMIZE LAYOUTS

The predefined layouts can be customized as desired by simply dragging and dropping tools into

and out of the layout as well as reordering.

All changes are updated and saved dynamically for the layouts.

CREATE NEW LAYOUTS

Clicking the “+” button on the Layouts layer provides the ability to create a new blank layout or

add any Preset layouts. Likewise, the ability to duplicate the selected layout will be available.

COPY LAYOUTS

By selecting a layout and then clicking on the drop-down arrow, an option to Copy Layout is

presented. Clicking this will copy the layout. From there, the layout can be customized.

DELETE LAYOUTS

Select the layout to delete and click the Delete button.

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LEFT-CLICK PREFERENCE

For all layouts, there is a preference for the left-click action on a recognized market. When I left-

click on a Recognized Market,

• Display Market Pricer - opens the market pricer in the bottom of the consoles

• Open in Watch Tab - selects the market in the Market Watch in Trade.

DISPLAY BUY AND SELL OPPORTUNITIES

The colors displayed for buy and sell opportunities can be configured as well. This will be under

“Display Preferences when comparing Theo vs Bid/Offer”.

These colors will affect the Theo Indicator tool as well as the Theo with Color tool.

• Select the base color for Sell and Buy opportunities from the respective sliders. The

default base colors are red for a sell opportunity and green for a buy opportunity.

• Select the number of ticks to shade the Theo Indicator and Theo with Color tools by.

The default number of ticks is 3.

• Once the selections are made, a preview of the various shadings will be displayed in the

color sliders.

Default settings for the preferences:

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Customized settings for the preferences:

THEO INDICATOR

The Theo Indicator tool will display as a colored circle displaying when there is a buy/sell

opportunity, based on the preference settings, when there are prices sent/received on the IM

markets. Should there be no buy/sell opportunity the neutral indicator is a gray circle.

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If no prices are included on the IM markets or a market was reloaded the Theo Indicator tool will

display as a dash, clearly indicating there was no price to check against the model.

DECIMAL PLACES FOR ANALYTICS

If the Pricing Source is set to Trade (Application) the decimal places will be displayed as they

are set within the Trade application.

If the Pricing Source is set to Options Analytics (Server) there is a slider to select how many

decimal places to display the analytics.

MARKET PRICER

The market pricer is available on the bottom of the consoles and can be displayed based upon

the left-click preference being set to Display Market Pricer or by adding the Open Pricer tool

into any views and clicking that.

The layout of the market pricer is not customizable and contains the following information.

In the top left of the market pricer will be the ICE Chat standardized string for the recognized

market. This will show confirmation of what was actually recognized and constructed by the ICE

Chat recognition engine.

In the top right of the market pricer will be the timestamp of the message along with a Reprice

tool, an action menu, and ability to close the pricer itself.

BQty, B, O, and OQty: These four fields represent the ICE screen prices for the same market if

available. The Bid and Offer fields will have the Open ICE Order Ticket tool to quickly allow for

order entry on the Trade application.

Theo with Color tool will display the theo returned from the pricing source colored if a potential

buy or sell opportunity is there based on the preferences.

Delta [Residual Delta], Gamma, Vega, Theta are all returned from the pricing model.

Clicking on the Reprice tool will update the analytics data for the market loaded in the pricer.

The timestamp will update with the time the new pricing data was received.

The action menu contains the action items available for the market in the pricer, much like the

right-click menu on a recognized string. These actions are documented in the User Interactions

section.

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USER INTERACTIONS FOR RECOGNIZED MARKETS

The actions available for recognized markets are based on permissions and user preferences.

THEO INDICATOR - PIN MARKET

Clicking on the Theo Indicator tool will pin a market to the Market Watch tab in the Trade

application. The theo indicator tool itself will change to a pin icon indicating that the market was

successfully pinned to the market watch tab.

OPEN ICE ORDER TICKET

If a market received and recognized has a corresponding market listed on the ICE, clicking this

tool will open an order ticket in the Trade application.

OPEN PRICER

Use the Open Pricer tool to view the docked market pricer on the bottom of the console for more

information.

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REPRICE

Click the Reprice tool to refresh the analytics for the market.

LEFT-CLICK

On the preferences screen there is a setting for the left-click action. When I left-click on a

Recognized Market, has two choices available:

• Open in Watch Tab - brings the market into focus in the Market Watch tab in Trade.

• Display Market Pricer - opens the Market Pricer in the bottom of the ICE Chat console.

RIGHT-CLICK

The right-click menu will be available on all recognized markets. Available options are dependent

upon user permissions.

• Submit RFQ prepopulates the RFQ Wizard in Trade. **

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• Submit Cross prepopulates a crossing order ticket in Trade. **

• Submit Block prepopulates a block order ticket in Trade. **

• IM Blast prepopulates the ICE Chat Blaster with the recognized market string.

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• Copy copies the market string.

• Open in Watch Tab brings focus to the market in the market watch tab

• Pin Market pins market to the top of the market watch tab

• Reprice Market reprices the market’s analytics.

** Requires an ICE account with permissions to Trade and/or Block. **

ACTION MENU IN MARKET PRICER

The action menu found in the market pricer will have the same menu options as the right-click

menu described above.

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PRICE SEARCH

The Price Search functionality provides the ability to price markets prior to sending. The price

search is available in the blaster by default and can be added to the message consoles and desk

activity widget if desired. It can be toggled off/on in any of these widgets from any of the region

menus.

PRICE A MARKET

• Type a market into the field Find market to price…

• Price the market by:

o Clicking the Price button

o Hitting the Enter key

o Hitting F9

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• Click Insert to populate the market into the text entry area and Send when ready.

REPRICE AND RESEND MARKETS

The price search text entry field is also a type-ahead drop-down displaying the last ten

recognized markets priced and/or sent.

Select a previous market to price again to get an updated snapshot of the analytics.

SUBMIT BLOCK

If you are permissioned for block trading on ICE, when a recognized market is received you can

have the ICE Block order ticket automatically populated with the order details by right-clicking on

the recognized market and selecting Submit Block.

The ticket will open in WebICE or ICE Block for you to submit for straight-through-processing on

the ICE trading platform.

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SUBMIT BLOCK PREFERENCES

Once a block ticket is submitted, pre-confirms and confirms are automatically sent via IM on

behalf of your desk. If you wish to modify these settings go to Preferences → ICE Block.

• Auto Send Pre-confirm and Confirm Messages

• Send Confirm Messages on Behalf of Desk

EQUITIES RECOGNITION

Inline Analytics also supports displaying the analytics data for recognized equities data via the

ICE Chat API (AppLink).

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REPORT MISRECOGNIZED MARKETS

Users may now report a misrecognized IM quote to the ICE Market Recognition team directly

from their message console.

To report a misrecognized market, right click on the market and select Report Misrecognized

Market OR Right click next to a completely unrecognized market and select Report

Misrecognized Market

In the Report Misrecognized Market dialog box, enter the Expected market and any comments

on how it should be properly parsed, then click submit. The recognition team will receive your

report and follow up if they have any questions regarding the submission.

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USER STATUS

There are 3 user statuses available on the Chat platform. A user can set their status to:

• Available: your contacts see you online and active

• Away: your contacts see you online and inactive

• Invisible: your contacts do NOT see you online

You can change your status by clicking on the menu under your profile in the top right corner of

your main console window. You can also associate a status message to be displayed to your

contacts.

MANAGE STATUS MESSAGES

Under the status sub-menu, is Manage Status Messages. Here you can create custom

messages to associate with your status; Once created they will appear in the menu above.

ALWAYS AVAILABLE

You can manage your settings to never appear “away” or “offline” to your contacts by clicking on

your name in the top right corner of the main window. Simply hover over the Available or Away

menu to open the sub-menu and select Manage Availability & Auto-Away. In the window will

be a setting While I’m away of offline:

To always show available to your contacts select Appear available to contacts and receive

PNS based on priority.

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AUTO-AWAY TIMER

The platform will automatically set your status to away based on your specified settings. You can

adjust this setting under the status sub-menu by selecting Manage Availability & Auto-Away.

TIP: If you wish to NEVER appear away, enter 0 minutes.

MESSAGE FORWARDING

Message Forwarding allows you to forward your message to another contact on ICE Chat when

you’re online and away, or offline.

To set up message forwarding, open the Message Forwarding Setup window and select a

contact to be the recipient of your forwarded messages.

• To turn on message forwarding while you’re online but away, select Enable online

message forwarding

• To turn on message forwarding while you’re offline, select Enable offline message

forwarding

• You can decide if you want to receive a mobile notification for each message which gets

forwarded on your behalf by selecting the checkbox Send mobile notifications when

enabled

• Each forwarded message can display which IM service the original sender was on if you

so choose, just select Show IM service in forwarded messages

A user who forwards a message will see that message both in the chat window for the original

sender and also copied into the chat window of the forwarding recipient.

A user who is the recipient of a forwarded message will receive the message on the tab of the

forwarding user. In order to reply to the original sender of the message, the forwarding recipient

and original sender must be connected. The actual sender will be hyperlinked in the forwarded

message to allow the forwarding recipient to quickly reply or add the original sender as a contact

if they are not connected.

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DIRECTORY SEARCH

The Directory Search provides access to a community of more than 20,000 ICE participants via

a digital rolodex containing user profiles customized to meet the privacy requirements of each

firm and/or user.

You are able to search for individual contacts as well as desks. All searches on individual

contacts outside your own firm must include at least two of the following: first name, last name,

product focus, market type, region, role, nickname and/or company. If you’re searching for a

desk, these rules do not apply.

You can search the directory from both the directory widget and contact list.

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YOUR PROFILE(NEW)

You can upload a profile

picture, edit your nickname,

and add the contact

information you want to make

available to your contacts.

Simply click Edit Profile

under your name in the top

right corner of the main

window.

Your profile also includes

fields for your Role, Title,

About Me, About my desk,

Region, and your Product

Focus. These fields can be

set as private (only viewable

by your contacts) or public

(searchable via the directory).

You can also import your

product focus directly from

your ICE Chat and WebICE

activity.

When you edit your own

nickname, this becomes the

nickname all of your contacts

will view (based on their

preferences) unless they’ve

added their own nickname for

you.

Clicking on the Chat

Accounts tab will display all

of your linked accounts.

If you did not link your AOL or

Yahoo account during

registration, you can do it here

by clicking on Link Account.

Even after you linked your

Yahoo account, you have the

ability to update the contacts

by clicking on Upload

Contacts.

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YOUR CONTACTS’ PROFILES

You can view your contacts’ information

by right-clicking on them from a tab or

from the Contact List and selecting Edit

Contact.

Here you’ll be able to view the basic

contact information.

Click the Edit button to enable editing of

their contact information. This includes

editing their Primary Group, Priority,

and Default Product for recognition.

NOTIFICATION CENTER AND SERVICE MONITOR

The Notification Center and Service Monitor are available to give you more insight into what is

going on with your account. The Notification Center will provide ICE the ability to notify users of

information related to their account while the Service Monitor gives you a view of your accounts

connectivity and services.

Both can be found in the upper right corner of your main console under one new icon: . The

icon will display in the color of the highest priority of any items under it when there is a reason to

notify you.

Under Service Monitor you will be able to see the connectivity of the following, provided they’re

permissioned:

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• ICE Chat

• AIM

• Skype

• ICE Connect

• Desktop Controller

• Analytics

• Chrome Extension - only available in Chrome

Notifications will come into the Notification Center only went sent from ICE. ICE will decide

whether the message could be cleared by the user or not. If so, there will be an “x” to clear it, if

not the notification can only be cleared by ICE.

GROUPS MANAGER

The Groups Manager provides an interface to make mass updates to your groups.

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In the first view of groups manager you can view all of your groups with some basic information

about them. The group order can be rearranged here via drag and drop.

Clicking on any group will open a more detailed group view where you are able to:

• Edit group name - simply type the new name in the Name field

• Edit membership of groups

• Delete Group

• Control a group’s visibility - choose to have the group Visible in Blaster and/or Visible

in Contact List

QUICK TIP: Utilize the various type-ahead filters to quickly find contact(s) to take action on:

• Contact

• Company

• Group

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GROUPS SORTING

On the main page of the Groups Manager, to the right of the Add New Group link is a toggle to

quickly sort your groups A-Z, Z-A, or manually.

CHROME BROWSER EXTENSION

The ICE Chat Chrome extension provides users some of the functionality of the full Instant

Message application inside Chrome such as:

• Taskbar Notifications/Flashing

• Quick Copy Functionalities

• Status Reports (Available vs. Away)

To install the Chrome Browser Extension, go to the Service Monitor when you’re running in

Chrome. You will see ICE Chat Chrome Extension with an Install button. Simply click the Install

and follow the prompts.

Open Service Monitor and Click Install

Click Add on the Confirm Screen

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Once the install is done you will see a Restart button in the Service Monitor, click this to complete

the installation.

SUBMIT FEEDBACK

If you would like to submit feedback go to Help → Submit Feedback; we are always looking to

improve our platform, and would welcome your comments and feedback.