The Lab

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Pre-requisite (4 weeks)

TaskRequiredMandatoryResponsible Party
Customer business contact requests connectivity through MarketFactory through product salesYCustomer
Contractual agreement and NDA signed and returnedYCustomer
Customer obtains new connectivity credentials for Trading venues to associate with WhispererYCustomer
Customer IT and Development resources allocatedYCustomer
Customer is ready to commence connectivity with testing Order management systemYCustomer
Project schedule for connectivity is confirmed with the business and Development teamYCustomer

...

Project planning (2 weeks)

TaskRequiredMandatoryResponsible Party
Meeting with customer business and development contacts to discuss trading and technical
requirements for connectivity		YCustomer / MarketFactory
Customer is sent link to Whisperer documentation and Onboarding questionnaire for
UAT & PROD		YMarketFactory
Establish any additional services required or vendor needed for integration.YCustomer

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Gathering requirements (1 weeks)

TaskRequiredMandatoryResponsible Party
Complete and return Questionnaire by submitting results to the MarketFactory onboarding teamYCustomer
The following must be confirmed:
  • External internet source IP for UAT
  • Network Provider
  • PROD IP addresses if known
  • Confirm Development and Production site locations
  • Present trading models and behaviour e.g amends/cancels
  • Product requirements e.g instruments/currencies required from day 1
YCustomer
Follow up call with customer stakeholders to:
  • Confirm start date of the project
  • Confirm target go-live date
  • Confirm IP addresses for UAT
  • Review customer Questionnaire and trading/technical requirements
  • Review the major milestones within the onboarding process
  • Advise who the customers business contact will be for the escalation of issues
  • Answer any questions concerning connectivity with MarketFactory
  • Review contact details for the onboarding team and provide an alternate contact
YCustomer /MarketFactory

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Info
titleNote

Some venues may take a longer period of time to establish a new production connection, one such example is Thompson Reuters that can take up to 6 weeks for the establishment of a new connection, therefore this timescale must be accounted for to achieve an accurate go live date.

Customer Development and Testing (4-8 Weeks)

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