Deal entry
Record party, currency pair and commercial terms as draft booking information.
Designed with purposeLifecycle boundaries
Separate a quote or booking from payment, receipt, cash exchange or settlement.
Designed with purposeExposure context
Structure information needed for future reporting and positions.
Designed with purposeApproval context
Identify roles and controls before any financial action.
Designed with purposeLink later activity
Design links from deals to their eventual executed transactions.
Designed with purposeNo premature postings
Preserve financial correctness with explicit execution boundaries.
Designed with purposeTHE OPERATING FLOW
From ambition to an accountable workflow.
A structured conversation about what happens next.
Book
Create a draft trade record.
Review
Validate trade details and approval needs.
Match
Associate related execution or settlement records later.
Reconcile
Investigate differences without rewriting history.
NEXT STEPS
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