Description

IMS West Breaks Transition API offers client ability to retrieve Transition related Breaks information based on Account numbers. Client can request IMS West system to retrieve all the data captured as part of the break tracker for one or multiple accounts.

Client Benefit

• Time savings and elimination of email manual follow ups.

• Provides transparency on account setup to client.

• Eliminated manual touch points to reduces risk.

Data Availability

• Near real-time transparency to client for accountable actions (eliminating emails and phone calls) by accessing data in workflow tool.

• Streamlined workflows across various teams at IMS and client.

Description

IMS West Separate Account Transitions Checklist API offers client ability to provide data from New Separate Account transition checklist process.

IMS Transition Associate completes the information in the New Separate Account Transition checklist process and the data is retrieve by client via this API.

Client Benefit

• Time savings and elimination of email manual follow ups.

• Provides transparency on account setup to client.

• Eliminated manual touch points to reduces risk.

Data Availability

• Real time transparency to client for accountable actions (eliminating emails and phone calls) by accessing data in workflow tool.

• Streamlined workflows across various teams at IMS and client.

Description

The DynamicSQL Management Service provides comprehensive application lifecycle management capabilities for text-to-SQL applications. It enables users to request new applications, manage configurations, handle approvals, and validate entitlements and RAI client credentials.

Client Benefits

Benefits include:

• Streamlined application onboarding and approval workflows

• Comprehensive application configuration management

• Entitlement validation and security controls

• RAI client credential validation

• Application lifecycle management from request to production

Data Availability

The service ensures reliable access to application metadata, configurations, and approval status with support for filtering and pagination.

Description

The DynamicSQL Ingestion Service provides comprehensive data ingestion capabilities for text-to-SQL applications. It enables users to upload, manage, and export various types of training data including fewshots, prompts, semantic models, ambiguity pairs, and business instructions.

Client Benefits

Benefits include:

• Streamlined data ingestion workflows for ML model training

• Support for multiple data formats (CSV, JSON, text)

• Comprehensive data management and export capabilities

• Version control for prompts and semantic models

• Automated validation and processing of training data

Data Availability

The service ensures reliable access to ingested training data with support for pagination, filtering, and export capabilities across all data types.

Description

The DynamicSQL Text-to-SQL Inference Service enables users to seamlessly convert natural language queries (NLQ) into SQL statements for efficient database interaction. The service incorporates contextual understanding through few-shot learning and historical query reconstruction to improve the accuracy and relevance of the generated SQL statements.

Client Benefits

Benefits include:

• Real-time conversion of natural language to optimized SQL queries

• Contextual understanding through query history and few-shot learning

• Enhanced query accuracy with gating and relevance validation

• Support for complex business logic and metadata-driven responses

• Rate limiting and error handling for production environments

Data Availability

The service provides reliable access to SQL generation capabilities with comprehensive response metadata including trace IDs, gating responses, commentary, and error handling to ensure transparency and debugging support.

Description

The DynamicSQL Evaluation Service provides comprehensive testing and validation capabilities for text-to-SQL applications. It enables users to run evaluation suites, download test results, promote models, and export artifacts for analysis and reporting.

Client Benefits

Benefits include:

• Automated testing and validation of text-to-SQL models

• Comprehensive evaluation metrics and reporting

• Model promotion workflows for production deployment

• Artifact export capabilities for analysis and documentation

• Performance tracking and comparison across versions

Data Availability

The service ensures reliable access to evaluation results and metrics, supporting various export formats including PDF and CSV for comprehensive analysis and reporting.

Description

Trigger a workflow-driven processing engine that executes the necessary operations, generates and delivers the requested market data, mapped to the specified source ID.

Client Benefits

• This allows self-service for initiation for requests.
• This offers market data access from internal and external sources.

Data Availability

• Offering both UAT and PROD environements.
• Updates in near real-time as well as End Of Day/Start Of Day

Description

This endpoint accepts webhook notifications from external systems. The target schema is explicitly provided in the request path as {schemaId}. The service retrieves the registered schema for the supplied identifier, validates the incoming payload against it, and asynchronously routes the event for downstream processing.

If the supplied schemaId is unknown, inactive, or not authorized for the calling client, an error response is returned. This ensures secure, structured, real-time event integration regardless of the use case. Notifications may include a wide range of business events such as file availability, status changes, or transactional updates.

Client webhooks are self-service. The client exposes a webhook endpoint that includes the structure of its requests. We examine this structure, derive the corresponding schema, generate a schemaId, and provide it to be passed as the path variable. Our notifications API is then registered with the client's webhook endpoint (via an internal API not exposed at the gateway), enabling incoming event delivery.

On receipt, the service:

• Validate the schemaId from the path and look up the registered schema.
• Validate the payload against the corresponding schema.
• Route the validated event asynchronously to the appropriate downstream workflow.

Client Benefits

• Secure, real-time communication between external systems and internal workflows.
• Simplifies event-driven automation by replacing manual checks or polling mechanisms.
• Can be reused across different clients and use cases with minimal configuration changes.
• Ensures secure, schema-based processing with full traceability for incoming events.

Data Availability

• Data in DEV/UAT may be purged periodically.
• Notifications are processed in near real time upon receipt.
• Schema-validated events are routed immediately for downstream processing.
• No persistent storage of incoming payloads unless implemented in downstream workflows.

Inquiry Management services for providing management of Client inquiries via an API channel, SSBT Inquiry Management allows Clients to perform basic operations for inquiries such as create and close inquiries

Description

This Payments API enables external clients to submit payment instructions through a secure API endpoint. Each request carries a well-defined ISO 20022 message wrapped in a standard envelope structure. The API validates the payload against the approved ISO 20022 schemas, applies business rules, and queues the payment for downstream processing.

Client Benefits

• Single standardized API for ISO 20022 payment ingestion across all external clients.
• Schema-driven validation ensuring strict adherence to approved ISO 20022 message formats.
• Environment consistency across development, UAT, and production with versioned endpoints.

Data Availability

• Data in DEV/UAT may be purged periodically.
• Production data retained in accordance with regulatory and compliance requirements.
• API designed for concurrent ingestion at scale with back-pressure safeguards.