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Use Case 7: Real-Time voice trades -> trade ticket population

Persona​

  • Salesperson / Trader / Broker negotiating a trade via voice (over the phone).

Workflow​

  1. User is on a call with a customer.
  2. User conferences in Quote / Trade service.
  3. DURING the call, user dictates trade/quote prefaced by key phrase (e.g. “Confirm…”) to distinguish final quote from negotiation.
  4. Real-time quote/trade transcription service turns audio into structured data breakdown of trade.
  5. Structured quote/trade data delivered to quote trade capture platform, displayed to user.
  6. User may edit details, or correct errors.
  7. User submits ticket to quote capture service.

Interoperability Points​

The service which turns voice into structured text and metadata will need to send this data to a separate trade ticket service via FDC3 intents/contexts.

FDC3 Working groups affected​

  • Intents Working Group
  • Contexts Working Group