Onboarding Plan

Pre-requisite (4 weeks)

Task	Mandatory	Responsible Party
Customer business contact requests connectivity through MarketFactory through product sales	Y	Customer
Contractual agreement and NDA signed and returned	Y	Customer
Customer obtains new connectivity credentials for Trading venues to associate with Whisperer	Y	Customer
Customer IT and Development resources allocated	Y	Customer
Customer is ready to commence connectivity with testing Order management system	Y	Customer
Project schedule for connectivity is confirmed with the business and Development team	Y	Customer

Project planning (2 weeks)

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

Gathering requirements (1 weeks)

Task	Mandatory	Responsible Party
Complete and return Questionnaire by submitting results to the MarketFactory onboarding team	Y	Customer
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	Y	Customer
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	Y	Customer /MarketFactory

Note

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)

Task	Required	Responsible Party
MarketFactory onboarding and account management to coordinate the following: Allocate customer credentials for a dedicated or shared test environment Raise requests for firewall changes for client source IPs Configure connections within Whisperer for test sessions Configure users for connectivity to UAT	Y	MarketFactory
MarketFactory will send customer connectivity details for UAT to the customer's development team	Y	MarketFactory
Customer development team test connectivity	Y	Customer
Customer development team integrate to the MarketFactory API	Y	Customer
Integration development and QA completed	Y	Customer

Certification (1 day)

Task	Required	Responsible Party
Re-confirm day 1 requirements	Y	Customer/MarketFactory
MarketFactory will send the customer's development/QA team a link to the certification test pack	Y	MarketFactory
Completion of certification tests	Y	Customer/MarketFactory
Review and sign off on test cases	Y	Customer/MarketFactory