MDA roadmap

Repaper 2-4 sp

quote logging - 2-3

Entitlement reports - internal audit ?

MBT

Building Spash Mechanism

Initial sign up

Has access to RTQ

click to edit

take this date?

what is this date?

update logging to reflect properly

Change to trading page ?

turn if off if no MDA

Signed MDA

RTQ date

only when client turned on quotes

Delayed user's have metered RTQ on trading page

NonPro

E Start is when they signed MDA

Pro

E end date -

doesn't exist - with metered RTQ on trading page

turn off for other users

not funded

closed

record / log a turn off for E end date

Logging other field changes

Pheonix

RTQ

Self select RTQ

enabled

Quote bucket

logged -done

logged

Need to add logging

Quote Stream

enabled or not enabled

3rd party

400 users

we download report from Quote media - and we report

Need to add into our reporting

E start when RTQ or phoenix or quote stream

Metered users only - uncapped

RE build - Monthly quote reporting

Internal Audits- additional reports

click to edit

work w/ data team

How frequenty ?

What reports do we need

Monthly

click to edit

Export - need format

Scan all users

re run - keywords against all

re run regRep

Repaper all users MDA (1)

process to trigger repaper once a year

If any employment info or address changes in CRM

force - repaper MDA

release process:

Alert in desktop w/ link

X amount of time shut users off

run scans (2)

Wizetrade

Free for MBT - and non Reported

Same User and Name

Research:

List what is compared to file we get from Wizetrade

Scans

Wizetrade and Pro logins blocked?

Auditing scans

vs Reg REp

vs Keyword

ReDoing any reports ?

entitlement ?

Requires Investigation & research that won't start until next year

Add in auto Scan on MDA submission

keyword

Reg Rep

On new Account - Goes to pending Pro Delayed

On Repaper: No CHange to Quotes

make sure it makes a more detailed no

possible new status

FIX - Futures Pro and quotes

CRM - quote perms keyring

Futures quotes restrictrions should only check futures field

Need Email report

If older than 1 Year

button to force repaper

What if user is change to Pro , and RTQ changed ?