ITAS Services

                        

Overview

These are a set of Services designed to complement Trader Desktop and the ITAS Business Modules, allowing our clients to customise and extend their use of ITAS Data and Functionality.

They are available to all clients under subscription and packaged according to their specific requirements and capabilities. 

Subscription Packages

	Enterprise	Premium	Core
ITD	Trader Desktop	Trader Desktop	Trader Desktop
DMC	Document Management	Document Management	Document Management
NWC	Alerts & Notifications	Alerts & Notifications	Alerts & Notifications *
NWC	Data Processing (Workflow) Service	Data Processing (Workflow) Service	Data Processing (Workflow) Service *
DWH	Data Warehouse	Data Warehouse
DPC	Web / Data Portal	Web / Data Portal	Web / Data Portal *
DMP	Integrated Document Storage	Integrated Document Storage
ODC	OData Service	OData Service	OData Service *
API	ITAS and Events API
DQS	Data Query Service	Data Query Service
DMS	Data Modify Service

A typical Enterprise client will have their own IT (development) capability allowing them to fully utilise the open architecture provided by the API. Directly subscribing to the Events Engine allows alert and event notifications to be picked up by middleware processes, whereas the ITAS API and Data Query Service (DQS) provide the ability to extract core trading data, and the Data Modify Service (DMS) to create, update and remove data. The typical requirement concerns system-to-system workflow, for example, accounting information flowing from ITAS to an external accounting system, or broker trades incoming from a brokers own trading platform.

As part of the package on offer we provide a dedicated Project Management Board which allows collaboration between our and your developers and business analysts. This resource is useful for managing projects and time around workflows such as described above, where our integration team can assist with using the services available; whether its identifying Data Entities, building queries or offering advice on design or solution provision. 

Note: On top of the monthly subscription fee there will be a one-off licence cost which will include an initial TMA budget to help with service adoption. 

Premium Services

Premium clients can benefit from their package of services by working with our development team to design and build the solutions on their behalf. Workflow processes can be developed within the Data Processing Service, for example, for direct Integrations with external packages or Services. Other services available include Web Portal Application development, data extractions or reporting. 

Core Services

Many of our clients do not need major changes to the system post-implementation and the package on offer reflects this. Clients can benefit from adopting Alerts and can build simple workflows for condition-based actions through the Data Processing (Workflow) Service (DPS). 

NOTE: Irrespective of Package, projects/developments can be commissioned on a T&M basis or alternatively, larger bespoke projects can be managed under HQ in order to cap the cost. 

Benefits to Subscribers

All subscribers will be able to influence the ongoing development of the ITAS Services and the innovation Roadmap.

Potential enhancements to all Services will be discussed, detailed and timetabled via our open forum. Major Releases will be on a quarterly basis.

Enhancements will include:

• Data Entities added to the Entity Framework and available via Data Query Service and OData Service
• ITAS API workflow endpoints for Create/Update data functions
• Heritage functions transitioned to Entity Framework allowing Trader Desktop and Web (Data) Portal Apps to be developed
• Functions added to the library available to the Data Processing Service (Workflow)

Requests for enhancements can be made and discussed within the ITAS community and it is anticipated that, combined with the generic framework (architecture) each of the Services provides, many traditional Change Requirements will be able to be managed through configuration and/or minor development work. Examples include:

• Building custom User Interfaces for data entry and recall
• Reports, Enquiries and Dashboards development
• Components (functions) and data access (both inbound and outbound) for Integration projects