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Contract Enquiry Bulk Valuations

The Origo Contract Enquiry Bulk Valuations Standard enables the provision of regular, ‘bulk’ valuation data feeds from Providers of such data to its consumers for all product types with an investment element. This helps to:-

• Provide Advisers with an up to date view of all of their clients’ Value and Investment positions;
• Reduce the phone calls to providers and platforms to get this information.

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Documents

This is version 1.0 Final of the Contract Enquiry Bulk Valuations Standard.

This is designed to be used in association with the Maintain Publish and Subscribe Origo Standard.

File
Size
Process_Design.pdf
1493 KB
Description: CE BulkValuations v1.0 Finalisation
BRD.pdf
465 KB
Description: Bulk Valuation Business Requirements Document
BulkValuationsCSVSpecification.pdf
555 KB
Description: csv artefact
Bulk_Valuation_Use_Cases.pdf
302 KB
Description: Bulk Valuation Use Cases
BulkValuations.xsd
31 KB
Description: Bulk Valuations data pattern (schema)
BulkValuations.pdf
403 KB
Description: Bulk Valuations MIG
SampleMessages.pdf
353 KB
Description: Sample Bulk Valuation Messages
BulkValuationSamples.zip
41 KB
Description: zip of bulk valuation samples
Other Versions
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