Solution
For asset servicing, custody, and investment operations teams: every announcement normalized, cross-checked, and built into one validated golden copy.
The problem
SWIFT messages, vendor feeds, exchange PDFs, and custodian emails describe the same event differently — and someone has to establish the truth.
Election deadlines tick down while analysts cross-reference sources by hand. A missed cutoff is a direct financial liability.
Dividend and proxy season doubles workload overnight, and the usual fix is temporary staff doing the riskiest work on the calendar.
The product, not a promise
How it works
Announcements arrive from SWIFT messages, vendor feeds, exchange PDFs, and custodian emails.
Each announcement is parsed into a common event structure — dates, ratios, options, terms.
Sources are checked against each other field by field; discrepancies are isolated.
Dates, ratios, and narrative terms are verified, and a confidence-scored master record is built.
Conflicting or low-confidence events go to a senior analyst; clean events flow straight through.
Who it's for
Corporate actions analyst
Head of asset servicing
Risk & audit
Corporate action announcements arrive as ISO 15022/20022 messages, vendor feeds, exchange PDFs, and custodian emails — and they routinely disagree with each other. Analysts burn hours cross-referencing sources to establish the truth while election deadlines on voluntary events tick down.
This solution ingests every channel, normalizes each announcement into a common event structure, and compares sources field by field. Where sources agree, the validated master record — the golden copy — builds itself. Where they conflict, the discrepancy is isolated and routed to a senior analyst with every version presented side by side. Standard mandatory events process touchless; analyst time goes only to the events that genuinely need judgment, and every one of those calls is human-approved before it moves downstream.
Complex events are where manual processing hurts most. A misread ratio on a rights issue, a missed deadline on a Dutch auction or spin-off — each is a direct financial liability. The platform validates dates, checks ratios, and reads the narrative text of announcements against prospectus terms, flagging anything that deviates from the historical pattern for that event type.
Every field in the master record carries lineage to the source document that supplied it, so an auditor — or a doubtful trader — can trace any date or ratio back to the original announcement in seconds. The same validated record feeds trading desks, risk teams, and client reporting at the same time, replacing the copy-paste chains that let versions drift. Seasonal spikes in dividend and proxy season are absorbed by the platform rather than by temporary staff, and the audit trail is a by-product of normal operation, ready the moment anyone asks.
Objections, answered
Every field carries lineage to the source announcement that supplied it, and any field where sources disagree is isolated and routed to a senior analyst rather than silently chosen. Consensus builds the record; conflict summons a person.
Event structures, validation rules, and routing thresholds are configured to your operating model. The platform reads ISO 15022/20022 alongside unstructured sources like exchange PDFs and custodian emails.
Field-level lineage, the version each source asserted, the validation results, and the named analyst who approved each conflicted event. The trail is a by-product of processing, available the moment an event closes.
Connect the message flows and feeds you already receive; nothing upstream changes. First normalized events flow in days, with validation rules tuned against your live announcement traffic over the following weeks.
Watch four disagreeing sources become one validated golden copy — with the conflict isolated for your analyst — live in the demo.
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