Customization & Integration

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CUSTOMIZATION & INTEGRATION

Assist clients in developing application enhancements and interfaces to extend their capital markets systems deployment. Scripting, middleware, application and workflow expertise across platforms

STRATEGY

PROOF-OF-CONCEPT

DESIGN & DEVELOPMENT

DELIVERY

Customization and integration expertise, domain experience and understanding of the underlying business and technologies enables the company to facilitate the best solution

Core Service Offerings

Case Study: System Implementation

Case Study: Summit Upgrade

CORE SERVICE OFFERINGS

Integration and Customization of financial and trading applications, whether with third party vendors or in house proprietary solutions often requires additional customization or development to ensure the systems meet business and technical requirements. This especially applies if the functionality requirements are not available “out of the box”.

O3’s experienced development team is well positioned to assist our clients in developing application enhancements and interfaces to extend their systems deployment. Whether a client requires customization of existing capabilities or integration into other applications, our domain experience and understanding of the underlying business and technologies enables us to facilitate the best solution for their organization.

MULTINATIONAL INVESTMENT
MANAGEMENT COMPANY

Introduction of a new business line for the firm, with critical integration with the firms’ proprietary capital model leveraging commercially available software from a leading trading platform vendor.

Requirements

For an end to end new system implementation integrating with the firms internal capital model; engaged to define a complete set of business and technical requirements from the front office through a back office perspective in support of a vendor specific COTS implementation.

Secondly, the firm was tasked with leading the implementation from an “STP” front to back office operations perspective based on the leveraging to as great a degree as possible the off the shelf functionality of the trading system tied in to upstream / downstream, accounting and proprietary systems.

Approach

The project was split into multiple phases; detailed business and technical requirements analysis phase including integration and gapping, followed by a full lifecycle software implementation phase, knowledge transfer and then cut over to production and post production support

Contribution

The project was split into multiple phases; detailed business and technical requirements analysis phase including integration and gapping, followed by a full lifecycle software implementation phase, knowledge transfer and then cut over to production and post production support

Results

Successfully delivered a fully configured and complete end to end environment based on the functional requirements of the client. The ability to monitor and review capital adequacy requirements was fundament to the success of the project

LARGE MULTINATIONAL BANK AND CUSTODIAN

The objectives were to gain additional control and flexibility over the business / technical environment and to establish a single instance of the Derivative Trading System to support a standardized service delivery for all of the Bank’s OTC (“Over the Counter”) derivative clients.

Requirements

Detailed analysis to support an end to end implementation plan commencing with the front office for a broad class of assets (Fixed Income, Equity, Credit, FX, Loans) initially deal capture, trading and risk, followed by operational processing, interface creation, accounting and integration with downstream systems

Approach

The implementation followed a standard SDLC approach with defining functional requirements from the gap report items, technical specifications, test cases with expected and validated results, unit testing, development, quality assurance testing, user acceptance testing, deployment, parallel testing, deployment into production, and finally knowledge transfer

Contribution

Project management and implementation along with client resources commencing with business and technical requirements from a front office through a back office perspective

Results

The project was implemented and rolled into production on time and budget based on the original project plan and continues to be used for end to end processing successfully

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