Data & Workflow Orchestration

What it is

A powerful, configurable set of tools for configuring custom applications and dashboards, interacting with other modules as a key part of the solution 

How it works

• Easy-to-use config tools to build new user applications fast

• With easily addressable data, complex manual workflows can be easily configured

• Template applications and workflows can be used as the basis for new custom applications and solutions

Example Use Case

Quote Whiteboard

Capture, store and aggregate orders and price information and interest from traders and clients across a broker desk, supporting liquidity building and seamless client delivery.  

What it is

A set of configurable bots and AI agents that automate data orchestration and workflow tasks, removing manual intervention and reducing operational overhead.

How it works

• Bots and AI agents easily automate scheduling, filtering, routing, alerts and other orchestration

• Supports custom code for advanced processing (e.g. calculating spreads, risk measures)

• Template bots and agents can be used as the basis for new custom workflows and solutions

  
  

Example Use Cases(s)

Chat to Quote 

Ingests end-of-day transcripts from chat, e.g., Bloomberg, ICE Chat, LSEG Messenger and others, interprets context to turn messages into quotes, orders, RFQs or trades, links adds, updates, and deletes back to source lines, and outputs to Quote Hub, any OMS, or the Warehouse.

Quote Hub Agent

An embedded assistant inside Quote Hub or any whiteboard/OMS that lets brokers ask natural questions, pull instant curves, tables and ranked lists, look back over pricing and volumes, recognise aliases and nicknames, guide new users, collect feedback and SLA metrics, and enforce guardrails between user input, the model and APIs. 

What it is

A configurable transformation layer that validates, interprets and enriches all inbound and outbound data—making it consistent, accurate and ready to deliver.

How it works

• Supports structured and unstructured (e.g. Natural Language)

• Highly configurable, utilising ipushpull Query Language (IQL) to orchestrate transformation

• Employs self-learning/AI combined with Human-in-the-Loop approaches 

Example Use Case

Utilising RAG to turn chat into clean, normalised trade data; traders review pre-populated tickets to refine accuracy; outputs structured trades to ETRM, OMS, risk and reporting.

What it is

A database that stores standardised and source format messages and data, and archives all for future use.

How it works

• Collects and stores all messages and data events from ipushpull workflows

• Enables auditing and compliance monitoring

• Makes historical data easily accessible for analytics or reporting 

What it is

Dashboards and analytics workspaces that give visibility into all activity across ipushpull data services and messaging platforms.

How it works

• Displays real-time operational metrics

• Stores historic activity for trend analysis

• Configurable views tailored to business and compliance needs

What it is

Manage user permissions and access rights across all ipushpull services with embeddable user account control to any data & platforms.

How it works

• Configures access control for users and groups

• Ensures secure segregation of data and services

• Provides a unified admin interface