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FINANCE / INSTITUTIONAL WORKFLOW

One trade. Every dependency in view.

Follow BUY 250,000 XYZ from the Asset Manager’s OMS through independent broker, funding, custody and clearing responses. See what is waiting, which path can proceed, who owns the next action and what was recorded.

See the decision change

SYNTHETIC FINANCE PROTOTYPE / ILLUSTRATIVE INTERFACE / NO LIVE EXECUTION OR INTEGRATION

STRATX · DECISION VIEWSYNTHETIC · PROTOTYPE
DECISIONBUY 250,000 XYZ
INT-0042 v1proposed in Asset Manager OMS
  • Asset ManagerOrder, mandate and selection
    READY
  • Broker AMarket access and acceptance
    PERMISSIBLE
  • Broker BMarket access and acceptance
    BLOCKED
  • TreasuryFunding availability
    WAITING ON FUNDING ASSERTION
  • CustodianCustody and instruction support
    SUPPORTED
  • ClearingClearing eligibility
    ELIGIBLE
Available paths
0none cleared yet
Waiting paths
1on Treasury
Blocked paths
1by Broker B
Decision evidence
14records
NEXT REQUIRED ACTIONTreasury funding confirmation
OWNER · Treasury
Illustrative interface · synthetic participants and data · institutions decide and execute

INDEPENDENT PARTICIPANTS

Each response belongs to its owner.

The decision crosses separate rulebooks and systems. StratX coordinates the shared state; it does not supply another participant’s approval.

Asset Manager / OMS

Originates the proposal and retains selection and authorization.

Broker

Responds under its own access and execution responsibilities.

Treasury / Funding

Confirms whether the funding condition is ready in its own system.

Custodian

Owns its custody and settlement readiness response.

Clearing / Settlement

Owns its applicable downstream requirements and action.

Authorized review

Inspects scoped decision evidence without gaining authority to act.

THE PRODUCT IN ACTION

See the consequence of one missing response.

Change Treasury’s readiness. Participant states, permissible paths, the blocker, owner and next action update together. A missing response is never permission.

STRATX · DECISION VIEWSYNTHETIC EXAMPLE
DECISIONBUY 250,000 XYZ
Funding readinessowned by Treasury
PARTICIPANT DETERMINATIONS
  • Asset ManagerOrder, mandate and selection
    READY
  • Broker AMarket access and acceptance
    PERMISSIBLE
  • Broker BMarket access and acceptance
    BLOCKED
  • TreasuryFunding availability
    READY
  • CustodianCustody and instruction support
    SUPPORTED
  • ClearingClearing eligibility
    ELIGIBLE
CANDIDATE PATHS
  • Path 01via Broker A
    PERMISSIBLE

    Available — every required participant permits it.

  • Path 02via Broker B
    BLOCKED

    Not available — excluded by Broker B.

PERMISSIBLE PATHS1
DECISION EVIDENCE14
NEXT ACTION
NO OPEN BLOCKER

Required determinations are satisfied.

OWNER
Asset Manager
NEXT REQUIRED ACTION
Select an available broker path

An institutional decision. StratX does not select.

WHAT CHANGED

Baseline: funding is READY, so one path clears every required participant. Set funding to NOT READY to watch the decision change.

Synthetic participant assertions · bounded candidate set · no real order or institutional action

A readiness update changes coordination state. Institutions still select, authorize, execute and settle.

RECORD AND REVIEW

Return to what was known.

Inspect the illustrative participant determinations, recorded reasons and a role-scoped read-only reviewer view. Reconstruction uses retained context, not universal executable replay.

STRATX · DECISION RECORDSYNTHETIC · ILLUSTRATIVE
DECISIONBUY 250,000 XYZ
REFERENCEINT-0042 v1
EVIDENCE14 records · append-only
View the record asrole-scoped, illustrative

READ-ONLY. The whole record, scoped to this reviewer. Inspection grants no authority to act, and the query is itself logged.

Decision record for BUY 250,000 XYZ, as of 09:31:21
TimeParticipantDeterminationPolicy / versionReasonEvidence
Asset Manager OMSIntent normalizedREADYSYN-INTENT-SCHEMA · v1Scoped order context from OMS-88213 normalized into INT-0042 v1.RECORDEDR-01 · R-023f3e…80aa
Broker ABroker A permissiblePERMISSIBLESYN-BRKA-ACCESS · v3Instrument and size are within Broker A’s access policy.RECORDEDR-03 · R-043256…4350
Broker BBroker B blockedBLOCKEDSYN-BRKB-ELIG · v2Internal eligibility restriction applies to this order.RECORDEDR-05 · R-068949…14b6
TreasuryTreasury funding confirmedREADYSYN-TRSY-FUND · v1Funding availability asserted for the settlement date.RECORDEDR-07 · R-08ffa1…2801
CustodianCustodian supportedPERMISSIBLESYN-CUST-ACCEPT · v2Custody instructions for this instrument are supported.RECORDEDR-09 · R-10109f…a4ef
ClearingClearing eligiblePERMISSIBLESYN-CLR-ELIG · v1Instrument is eligible for the relevant clearing route.RECORDEDR-11 · R-12d8eb…d328
StratX coordinationcoordination output, not an authorityRoute set producedPERMISSIBLESYN-FEAS-GATES · v11 path permissible, 1 excluded. Hand-back to the institution; StratX does not select.RECORDEDR-13 · R-140cb1…d24d

AS OF 09:31:21Path 01 PERMISSIBLEPath 02 BLOCKED

Stored-context reconstruction, not executable replay. Exact replay requires retained evaluator artifacts and separate verification. Policy identifiers, record numbers and digests are illustrative.

THE NEXT CONVERSATION

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Explore the finance prototype and define what a focused institutional evaluation would need to prove.

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