Services
01
Consultancy
Advise on lifecycle modelling for each product type (trade capture, confirmations, resets, fixings, margin, coupons, exercises, novation, terminations) and how those events should be represented and sequenced in the platform to support full automation.
Review and translate legal/ISDA terms (e.g., product definitions, CSAs, fallbacks) into parameterized configuration and rule sets, ensuring that what is coded into the platform is aligns to market practices.
02
Strategy / Market onboarding
Shape a go‑to‑market and integration strategy keeping in mind interoperability with existing dealer, CCP, FCM, and custodian workflows (e.g., CDM alignment, messaging formats, hybrid on‑chain/off‑chain architectures) to position the platform as a drop‑in efficiency layer rather than a replacement.
Advise on partnership models with custodians, prime brokers, and tokenization providers (for collateral and underlyings), including which roles stay on‑chain, which remain off‑chain, and how value propositions differ for dealers, buy‑side and infrastructures.
03
New Instrument onboarding
Build and document a standard “new instrument onboarding playbook” for the platform, covering product analysis, risk/valuation model mapping, data requirements, lifecycle events, collateral rules, and testing and pilot phases, in line with leading new‑instrument onboarding practices.
Design flexible product‑configuration templates and rule engines so that business users can parameterise new derivatives (tenor, day‑count, underlying, payoff formula, margin logic) with minimal code changes.
Define validation, simulation and regression‑test frameworks (e.g., golden trade sets and lifecycle event scenarios) to certify that any new instrument behaves correctly end‑to‑end on the blockchain infrastructure before it is released to production.
Risk, compliance and regulatory: Map regulatory obligations (reporting, margin, disclosure, audit trails) into the platform design, including on‑chain evidence and automated workflow hooks, reflecting how modern onboarding and compliance tools embed auditability and rule updates.
04
Client onboarding
Define operating models, roles and training for middle office, collateral, and technology teams to use the platform, including standardized workflows for client setup, reference data, permissions and connectivity.