| Name | Company | Email address | Contact |
|---|
TBD - same credentials may be used for both market data and trading - as long as those credentials have been enabled for both functionalities. Currently, by default, customers are given two sets of credentials, one for market data and one for trading. Need to clarify this in setup for both UAT and PROD.
| # | Section | Question | Answer | signed off |
|---|---|---|---|---|
| 1 | Drop Copy | What is the name of the firm? | ||
| 2 | Will the firm require the use of the Drop Copy service? | Yes/No | ||
| 3 | PrimeBroker Trade Report | Will the firm require the use of thePrimeBrokerTradeReport service? | Yes/No | |
| 4 | Hosted Servers | Does the firm make use of Algo servers to execute strategies? | Yes/No | |
| 5 | Is the business interested in the hosted services provided by MarketFactory? | Yes/No | ||
| 6 | Market Data Collection | Will the company be interested in the use of futuremarketdataproducts? | Yes/No | |
| 7 | UAT Feeds | Have you obtained the connection details from the venue? | Yes/No | |
| 8 | Which protocol does the connection use (i.e FIX, ITCH / OUCH)? | text box or drop down | ||
| 9 | Does the firm intend to Make or Take on the connections (provide liquidity to the market or consume liquidity from the market)? | make / take options | ||
| 10 | How many trading venues would you like access in total? | text/numerical field | ||
| 11 | What are the names of the venue connection services you would like access to (e.gEBSAi,EBSLive ultra,EBSEdge etc..) | text box or drop down | ||
| 12 | Select the Trading Venues, you want access to from the list (multiple selection available) | multiple selection | ||
| 13 | List or attach a document of the major currency pairs that you would like to go live within production | listed or as an attachment field so a document can be input | ||
| 14 | Please provide the Market Data Credentials: | listed or as an attachment field so a document can be input | ||
| 15 | Please provide the Order Credentials: | listed or as an attachment field so a document can be input | ||
| 16 | UAT Users | How Many Users purposes does the company require? | empty field or table | |
| 17 | How many users for each purpose are needed? | empty field or table | ||
| 18 | UAT Feed Filters | How many Feeds Filters will the firm require? | empty field or table | |
| 19 | List the names for each of the feed filters | empty field or table | ||
| 20 | Which feeds will each feed filter contain? | empty field or table | ||
| 21 | Product Types | What does the business presently trade? Options of (SPOT, Forwards, Non-Deliverable Forwards, SWAPs) | multiselect list | |
| 22 | Connectivity | Who is the firm's Networking contact for connectivity to MarketFactory Whisperer? (preferably a network engineer or suitably knowledgeable connectivity contact) | Name and contact number field | |
| 23 | How would the business like to connect to UAT? | open text field | ||
| 24 | In which Co-Location(s) does the business want the UAT environment based in | open text field | ||
| 25 | What are the firm's bandwidth requirements? | open text field |