Settlement Hub
Demo of trade lifecycle: booking → affirmation → settlement → reconciliation
PM's Lens
Personas: Operations PM, Clearing Analyst
KPIs: Settlement rate, Reconciliation accuracy
Artifacts (BRD / FSD)
BRD
BRD - Settlement Hub
Summary: Reduce manual touchpoints in settlement of equity trades.
Goals
- Reduce settlement failures by 40% in 6 months
- Automate matching with custodians
Key features
- Trade injection
- Matching engine
- Exception handling dashboard
FSD
FSD - Settlement Hub
Feature: Trade injection API
- Input: trade id, instrument, qty, price
- Output: 200 OK + trade object
Feature: Matching workflow
- Automated match by isoRef / clientRef