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Agenda. Introduce i-Deal Discuss i-Deal's Value PropositionOverview of i-Deal's use of Web ServicesObstacles and Opportunities. The i-Deal Story. i-Deal is a Financial Services Technology Company that has developed an Innovative Engine" to bring the Entire Capital Raising Process OnlineASP mo
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1. Utilizing Web Services to Facilitate the New Issue ProcessSeptember 2002
2. Agenda Introduce i-Deal
Discuss i-Deal’s Value Proposition
Overview of i-Deal’s use of Web Services
Obstacles and Opportunities
3. The i-Deal Story i-Deal is a Financial Services Technology Company that has developed an Innovative “Engine” to bring the Entire Capital Raising Process Online
ASP model
i-Deal is Designed to Streamline the Capital Raising Process for all Participants in the Global Equity and Debt Markets
Investment Banks and Broker/Dealers
Frequent Issuers
Investors
Single/Multi-Dealer Systems
Facilitates Multi-Product, Multi-Tranche, and Multi-Currency Offerings to Participants at all Levels of the New Issuance Process both in the U.S. and Abroad
i-Deal has a unique and powerful partnership structure
Salomon Smith Barney
Merrill Lynch
Thomson Financial
Microsoft
4. World Class Partners contribute Essential Assets
5. i-Deal’s Value Proposition Subject matter expertise across all asset classes
Global - Equity, Fixed Income, Retail Notes and Municipals
ASP Model
Economies of scale on cost and service
Developed as a Broker Neutral system
Multi-Product, Multi-Tranche and Multi-Currency
Provides services from Deal Creation through Final Settlement
Secure, well documented APIs
Accessible via Browser or Web Services
Provides Internal and External views
Real-Time Joint Book Capabilities
Consortia Compliant
Seamless link to e-Roadshow vendors
Content Contribution
6. i-Deal’s Functionality Snapshot Administration
Deal Creation/Maintenance
Syndicate Creation
IOI entry
Bookbuild
Joint Books
Allocations
Designations
Reporting
Economics
Profit and Loss
Risk and Hedging
Wires
Content Contribution
Private Labeling
Localization
Compliance with Regulatory bodies
Client Concordance
Multi-level Sales Coverage
Web services
Japanese Price Talk
7. i-Deal’s Client Benefits
8. i-Deal Technology Overview Developed with core Windows DNA and .Net technologies
9. i-Deal “Inside”
10. i-Deal’s importance to Wall Street Business Drivers
Costly technology “arms” race is over
This is NOT the late 90’s
Issuers/Investors still demanding e-presence and e-distribution capabilities
Retail distribution becoming very important
No global industry standard
i-Deal provides enterprise-wide solution
Creating and maintaining Proprietary Portals is costly
i-Deal’s architecture extensible and fully redundant
11. i-Deal approach to Web Services Low risk approach
XML using SOAP over HTTPS
Encryption
Client and Server side certificates
Mutual authentication
Tokens
Authorization
Component based security
“Defense in depth”
Security protection layers
Access routers filtering
Front-end firewall layer
Secure load balancers
Intrusion detection system
Multihomed Web servers
Hardened OS installation
Back-end firewall layer
Ethical Hack and Network Penetration tested
12. i-Deal’s use of Web Services Web Services is essential to our ASP model
How to I get access to my information?
Single transaction, event driven (listener), or bulk feeder
Deal Calendar
Thomson SDC data
Indications of Interest from Proprietary Systems
Joint books
User uploads
Synch’ing client data
Historical and Ad hoc reporting
Allocations and Trades for STP
e-Roadshows
Some samples
http://ws.demo.i-deal.com
13. Obstacles and Opportunities Obstacles
Security, security, security
Getting beyond “toe in the water”
Growing from Simple to Complex transactions
Commercial viability
Go from “Buzz” to “Bucks”
How do we make/save money?
Opportunities
Standards
Acceptable security methodologies
i-Deal to propose standard XML schemas and vocabulary for the new issue process
Allow for proprietary extensions
Industry acceptance and de-mystification