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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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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.

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