Trade Confirmation Matching
Resolves confirmation mismatches before settlement.
How it works
The workflow runs autonomously. Your team manages the exceptions and approves the decisions that matter.
1
Trade booked
2
confirmation arrives
3
matches economics/static data
4
identifies discrepancy
5
retrieves supporting instructions
6
resolves standard issues
7
routes material mismatches
Runs autonomouslyYour team decides
Human control
Exceptions and material decisions are routed to your team for approval.
Systems it works across
Business impact
Manual matching effort shrinks to exception handling. Period-end closes faster, backlogs stop forming, and error rates fall.
See this solution for your business
Tell us your industry and systems. We'll show you what runs as is and what we'd adapt.
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