FDC3 Trader Persona
@mistryvinay is already working on this.
Since Apr 4, 2024.
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Description
## Overview
Discovery exercise to understand the Trader user personas within financial services that would be a user of FDC3.
Many thanks to @Lecss for the below contribution.
Below is a high level grouping which then allows for specific actions to be drilled down into.
### Detail
For trading there are generally 3 main stages ( not-exhaustive list but a good start) :
**1. Pre – Trade**
- Risk Assessment
- Analytics ( PnL, Flows, Vols etc)
- Client/Counterparty Lookup
- Charting / History Lookup
- News
- Liquidity Checks
- Flows Monitoring
- PNL analysis
**2. Trade Execution**
- Electronic comms
- Chat interaction
- Phone interaction
- Trade automation
- Trade Confirmation / Notifications
**3. Post trade**
- Position / Risk management
- Hedge
- Compliance
- Historical Analysis
- Status monitoring
- Rolls
- Settlement
- Reconciliation
- Reporting
For each stage, traders generally need to interact with and exchange data between multiple apps / systems for every sub point above.
### Additional Context:
Contributions are welcomed to this issue.
**Add further workflows that are related to the trader persona for any use-cases you are trying to build on FDC3.**
Contributor guide
First steps
- Read the whole issue, then the project's contributing guide.
- Comment on the issue to say you are picking it up — it saves two people doing the same work.
- Fork the repository and make your change on a branch.
- Open a pull request that references the issue number.
Assessment
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