Trade Capture Automation For CTRM Platforms Using RPA - Value Creed

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Trade Capture Automation For CTRM Platforms Using RPA

Capture Trades Automatically to Optimize Efficiency

While trade capture is a critical component of CTRM transaction management, it requires no particular skill or knowledge. So, traders’ time is spent documenting pricing, fees, and other trade details within the CTRM platform which is a low-value, error-prone and time-consuming task.

RPA can perform trade capture tasks more quickly than is humanly possible, making results available for reporting and decision-making on the fly. In addition, robots never make calculation or data-entry errors. Several attributes make trade capture a particularly good fit for robotic process automation (RPA). These include:

Well-structured
data

Importable data
sets

Defined workflow and outcomes

Multiple iterations daily

Current Trade Capture Processes

Without employing RPA the trade capture process requires traders to perform several manual activities and encompasses many moving parts. Any of these can cause breakdowns and bottlenecks, robbing commodities trading organizations of productivity:

1

Open the spreadsheet and the CTRM application

2

Navigate to the trades
dashboard

3

Enter the trade data

4

Defined workflow and outcomes

5

Update the platform field to generate a trade ID

5

Copy the trade number into the spreadsheet

5

Close the application and save the spreadsheet

Play Video about RPA

VIDEO

Trade Capture with Power Automate

Value Creed’s CTRM experts explain how robotic process automation makes a multi-step manual process for trade entry into a more productive and efficient automated process.

Trade Capture with Power Automate

RPA streamlines the capture of both purchases and sales of physical liquid commodities by triggering their import from the spreadsheet into the corresponding fields in the CTRM platform. The bot not only enters the provided data but also validates any data missing from the spreadsheet.

Click to Enlarge >

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Get In Touch

+1 (833)-282-7333 | info@valuecreed.com

By calling or texting this number (833) 282-7333, Customers agree to receive text messages. If you no longer wish to receive text messages,
you may opt out at any time by replying “STOP.”

© 2024 Value Creed

All Rights Reserved