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Reference Data in Progress

Explore the latest trends, market focus, and prototype designs of reference data products for financial institutions. Learn about the current status, content focus, and target customers. Discover suggested features and how you can get involved in shaping the future of this cutting-edge development.

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Reference Data in Progress

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  1. Reference Data in Progress Johnnason Yang Product Manager of Reference Data SSE InfoNet

  2. Outline • Intro to Reference Data in progress • Data products structure • Current status of Reference Data in progress • Content Focus • Market recognition and target customers • Prototypes design and data categories • Your suggestion and involvement 2

  3. Intro • Intro to Reference Data in progress • Data product structure : Market Data and Reference Data 3

  4. Intro • Intro to Reference Data in progress • Data Presence: • The most simple type: labels, identities of underlying securities • The most ideally type: cover all particulars referred to each other • Data development trend: • Quality-oriented Data: reliable source and straight through process • Standard-oriented data 4

  5. Current status • Market Research • Overseas Exchanges • Vendors • Funds • Other buy-side financial institutions 5

  6. Current status • Our work in progress • Research: semantic study and scope • Prototype building: data definition, description and structure with ratification process • Data source:recognition,reorganization and quality analysis • Infrastructure:design and optimization • Trial data :1st quarter of year 2010 Before the final launch, there will be a preparation period for vendor. 6

  7. Content Focus Market recognition and target customers • Customers included: • clearing institutions, commercial banks, investment banks, information services companies, financial data processing companies, legal services, auditing agencies, insurance agencies, rating agencies, all kinds of media, and various types of investors • Characteristics: • Able tohandle a large amount of structured data daily • To require useful data for programming trading • To require high quality and standardized data

  8. Content Focus - Prototypes • Data categories • Basic equity data • Calendar data • Market statistics data • Post trade data (Block Trade) • Trade Parameter data • Participant data • Issuing data • Shareholder data 8

  9. Content Focus - Prototypes 9

  10. Content Focus –Format & Channel 10 • Full text data and Delta Data • Push Channel and FTP Channel • Structured format

  11. Content Focus – Sample1 11

  12. Content Focus - Features New reference product features： • Pre-processed data from the exchange; • Low-latency message oriented, seamless connection to terminal； • Information packed by the ISO format; • To facilitate re-processing for vendor; To accommodate customized results for terminal user • To provide vital parameters for program trading • To provide clear multiple reference information • To upgrade continuously and further expand to corporate action data

  13. suggestion and involvement • Your suggestion and involvement • Content suggestion • Market development suggestion • More discussion will move to afternoon panel work (3:30 PM at 3rd floor) 13

  14. suggestion and involvement Thank You! 14

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