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 ?