Feature Spotlight: Execution Intelligence

Trade Confirmation Dashboard

Complete Operational Visibility Across Your Trade Lifecycle

Eliminate post-trade blind spots. Built within the ClearOpx™ Operations Trade Risk Management (OTRM™) Platform, our new Dashboard—a feature of our Trade Confirmation Intelligent Application—unifies your post-trade execution workflow into a single, real-time operational command center. By centralizing configurable KPIs, automated reconciliation tracking, key risk indicators, team workloads, and an embedded natural-language AI agent, commodity operations teams gain the clarity needed to resolve bottlenecks faster, reduce revenue leakage, and optimize trade margins.

Why Use the Dashboard

Traditional trade confirmation relies on manual checks across disconnected systems, making it difficult to spot execution discrepancies until they impact settlement. The Trade Confirmation Dashboard gives commodity trading operations teams immediate, actionable oversight to prioritize daily workflows, resolve exceptions proactively, and maintain strict operational control.

✓ Centralized KPI & Performance Tracking

Monitor trade throughput across configurable timeframes. Instantly track Average Time to Confirm, late trade entries beyond T+1, and trade amendments caused by data entry errors to pinpoint operational friction early.

✓ Proactive Key Risk Indicators (KRIs)

Identify high-risk contractual and execution discrepancies before they impact settlement. The dashboard surfaces and ranks exceptions across Counterparty Confirm, Credit Risk, and Governing Law to prioritize urgent trade discrepancies.

✓ End-to-End Reconciliation Visbility

Track automated matching progress in real time across external broker data and core CTRM records. Maintain clear auditability into confirmed matches, pending reviews, and unmatched trades to resolve settlement differences faster.

✓ Integrated To-Do List & Task Tracking

Organize and prioritize daily confirmation responsibilities in one place. Track completion across assigned trade records, create personalized to-do items, and launch directly into the Application Workspace to execute tasks efficiently.

✓ Embedded AI Chat Assistance

Ask specific questions and surface deal information instantly through a conversational AI assistant. Operations teams can search documents, download files, and trigger notifications directly from their personal workspace.