Business Process Management

Flexible reference data and business process management workflow solutions tailored to the specific needs of your enterprise

Reference Data Management

The Reference Data Management tool provides a full master data management tool for capturing and managing all the required reference data for efficient business process management. Manage counterparty data, contract data, limits, contact data, regulatory data, KYC, and collateral along with product codes, hierarchies, calendars and country information.

The tool has a full audit trail capability, along with extensive access control. Reference data is extensible to capture client specific fields and document links.


Managing data is vital in a fast moving trading environment. Our powerful workflow module enables flexible modelling and controls of business process management across the enterprise. Workflow can provide multi-step, multi-path processes involving different user communities using desktop, email and mobile interactions for approvals and data capture. Workflows can sit across and interact with Cubes and other systems within the organisation to control and manage complex processes. Typical workflows include counterparty on-boarding, legal contract on-boarding, pre-deal checking, EMIR TR submissions, limit approvals and exception management. Workflows are fully audit trailed and a flexible design tool brings the power to design and build new processes directly to the user.