Description

The Settlement Discipline Daily Penalty APIs provide access to Daily, As-of-Date CSDR Settlement Penalty data. The data is enriched by matching penalty records with the original instructed transaction information, enabling users to perform detailed analysis and reporting with greater context and accuracy. # Client Benefits * Real-Time Access to Penalty Data - Clients can access the latest settlement penalty information without waiting for manual reporting cycles. * Improved Operational Efficiency - The APIs reduce dependency on manual processes, email requests, and ad hoc inquiries by providing direct, self-service access to penalty data. * Comprehensive and Flexible Data Sets - Users can retrieve detailed penalty information through rich data sets designed to support a variety of reporting and analytical use cases. * Customized Data Retrieval - API requests can be tailored using specific search criteria, allowing users to extract only the information relevant to their business needs.

Data Availability

• API scope will include Daily, Monthly and Month-to-date penalty reporting.
• Monthly and Month-to-date reports will use the same data sets utilizing a start date and end date in the look up criteria.
• The API will provide the custody penalty data for entity IDs in which the consumer is entitled.

Description

The agent service provides configurable, reusable AI agents that can be integrated into Smart Research workflows and applications. It supports agent orchestration, tool invocation, prompt management, and conversation state handling to deliver task-oriented automation and intelligent assistance.

Client Benefits

• Internal users at State Street can leverage a centralized agent platform to build, configure, and operate domain-specific AI agents.
• Agents can be plugged into workflows to automate decisions, enrich data, and streamline reviews, reducing manual effort and improving time-to-value.

Data Availability

• Data is compartmentalized by environment and user.
• Only client level configurations are stored in Smart Research.

Description

• The Usecase Service provides core lifecycle management for shared cases within the Smart Research platform, enabling users to seamlessly onboard by creating, retrieving, updating, and deleting usecase configurations. It centralizes essential onboarding data—such as knowledge instance mappings, RAI model settings, EAM credentials, and Databricks catalog associations—and exposes streamlined APIs for listing accessible cases, viewing detailed case metadata, registering new shared cases, modifying existing ones, and removing unused cases. Through these capabilities, the service ensures a consistent, governed, and secure foundation for initializing and maintaining usecases across Smart Research.

What is Smart Research (SMR)

Smart Research is an enterprise research and analytics platform designed to unify data processing, workflow automation, Agent-builder, execution, and AI-assisted insights across business lines. It provides a governed environment where data, agent, workflows, and analytical components come together to support scalable research, automated analysis, and decision-making workflows. SMR enables consistent research processes, reduces manual intervention, and ensures transparency and traceability across the full research lifecycle.

Client Benefits

• Internal users at State Street can leverage a unified service to create and manage use cases efficiently. The service simplifies onboarding through guided configuration workflows, reducing manual effort and accelerating adoption of the Smart Research Platform.

Data Availability

• Data is compartmentalized by users and environment
• Only client level configurations are stored in Smart Research.
• Updates in near real-time.

Description

• The Workflow service provides a set of general methods for workflow definition, execution, and monitoring, it can also integrate manual review functionality.

Client Benefits

• Internal Users at State Street can access and utilize a centralized platform for workflow. Through workflow, clients can integrate AI services into their business processes.

Data Availability

• Data is compartmentalized by environment, by users.
• Only client level configurations are stored in SMR.

REST API for document upload, management, and synchronization. Supports asynchronous file uploads with checksum validation and integration with external document storage systems.

Description

WBG Apex Webhook Service API receives and persists Apex webhook events. Events are validated (API key, HMAC signature, timestamp) and stored as raw payloads.

Client Benefits

• Secure webhook event ingestion with HMAC-SHA256 signature verification
• Near real-time event persistence for downstream processing
• OpenAPI 3.0 compliant — suitable for API gateway integration (Apigee, AWS API Gateway)

Data Availability

• Events are stored in PostgreSQL (Aurora) with schema isolation
• Data is compartmentalized by environment
• Payloads are stored as binary (BYTEA) for integrity preservation

Wealth Client Event Service API

Description

Readiness Status API is designed to provide a consistent RESTful interface for downstream applications to check FDL readiness status by business name, EOD date, and optional branch. The API returns a unified response envelope across success and error scenarios so clients can process responses with stable parsing logic and predictable codes.

The endpoint supports both single-record and list-style results, depending on whether the optional branch parameter is provided. This helps consumers use one endpoint for targeted checks and broader status queries.

Client Benefits

• Unified response envelope with consistent fields (success, code, message, data, timestamp)
• Clear business and technical code mapping for easier client-side handling and alerting
• Flexible query behavior for both branch-level checks and business-level aggregate checks

Data Availability

• Data is filtered by required businessName and eodDate parameters
• Branch-level readiness can be queried when branch is provided
• Response supports both ready and not-ready business states with explicit API codes

Description

Asset Management API is designed to manage smartcontract templates, tokenization of assets, fund setup with shared classes and also support balance inquiry. This API supports RESTful endpoints for different business services i.e. managing templates, managing tokenization of assets part of smartcontract deployments, and balance inquiry as well.

Consuming systems can make calls to register smartcontract templates, tokenize assets, setup funds in dap, etc. Below are the high level information for each APIs. * Smart Contracts - The API provides endpoints to register smartcontract templates. Provides business services to get smartcontract templates and the detail information. Also consuming systems can query templates by template id. Provides an option to manage the approval of a template. * Digital Assets - The API provides business services to deploy smartcontracts and create tokenize assets and also querying balance. It also provides all the deployed smartcontracts based on digital account of a client. Also consuming systems can get the details for a specific deployed instance. The API provides services to setup of funds with shared classes part of smartcontract deployment. Also consumers can get detail status, balance, etc. for the deployed asset.

Client Benefits

• Consumers can leverage the business services to register smartcontract templates.
• Smartcontract deployment to tokenize assets and fund setup with whitelisting.
• Get balance of tokenized assets.

Data Availability

• Records will be available for consumers as requested based on the request payloads.

Description

Transaction Management API is designed to manage subscription, redemption, transfer, deposit, and also supports balance query. This API supports RESTful endpoints to support the business functions.

Consuming systems can perform subscription i.e. minting of tokens, redemption i.e. burning of tokens, transfer of tokens between different parties. Below are the high level information for each APIs. * Transactions - The API provides endpoints to initiate business functions like subscription, redemption, transfer, deposit, etc using the workflow defined in DAP. Consumers can get the status as well for a specific transaction. It supports endpoint to read blockchain transactions data like supply, balance, etc for an address.

Client Benefits

• Consumers can quickly use the APIs to seamlessly perform transactions like mint, burn, transfer etc and get the status and balance information.
• Consumers can get transaction history as well.

Data Availability

• Records will be created and data will be available for consumers.