Samples

Securities Data Warehouse - Runbook

75-page data warehouse runbook providing detailed descriptions of all the ongoing operational procedures related to collection, storage, maintenance, reporting and distribution of the firm's securities transaction data.

All samples are de-branded for client confidentiality

Sample 1
Sample 2
Sample 3
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API Specification

A detailed application programming interface (API) specification for a company's extensive query library into its online book publishing resources.

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Financial Big Data - System Specification

A comprehensive specification describing the design/implementation of an industry-standard big data collection platform, to be used by regulators to analyze equities and options exchange order activity submitted by all major exchanges and broker dealers in North America.

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Sample page 1 - Big Data Spec
Sample page 2 - Big Data Spec
Sample page 3 - Big Data Spec

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Fund Management Operations - Runbook

A comprehensive library of detailed runbook procedures related to the daily operation and maintenance of the Clear Value Funds, a family of fixed income derivative investment products and the related support software, as performed by the operations group of a Wall Street investment firm.

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Streaming Video Support Process - Flow Diagram

Detailed, automated process flow diagram describing the corporate support mechanisms, process flows and components for alerting, tracking and resolving operational issues and customer complaints, for a global, subscription streaming video platform.

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Sample page 1
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Newsletter Articles

1. IT newsletter - New project plans, including virtual computing, customer service and network security improvements.
2. Securities trading newsletter - Expansion into OTC trading space.
3. IT newsletter - Successful grid computing initiative.

All samples are de-branded for client confidentiality. All published in corporate newsletters.

Newsletter Article 1
Newsletter Article 2
Newsletter Article 3
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Infrastructure - Products & Services Catalog

A comprehensive guide to the technology infrastructure products and services offered by the IT department of Wall St. investment bank to its business units worldwide. Each product listing includes description, price, service level and contact information.

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Sample 1
Sample 2
Sample 3

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Equities Trading System - FIX Specification

60-page detailed technical specification describing the FIX protocol syntax (and recommended GUI layouts) to be used by client order management systems (OMS) that submit transaction orders to the firm's automated algorithmic trading system for equities.

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Telecommunications - Policies & Procedures Guide

Comprehensive descriptions of global telecommunications facilities and services for Wall Street brokerage firm. Includes telephone desk sets, switches, cabling infrastructure, deployment and maintenance services, telephone carrier services and data services. Management and support procedures are covered.

All samples are de-branded for client confidentiality

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Trouble Ticket System - User Guide

An 88-page user and administrator guide for generating, processing and tracking help desk trouble tickets at a Wall Street financial services firm. Includes instructions for creating application-specific help ticket templates. Also includes complete report generation procedures.

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Securities Data Management - Quick Reference Guide

2-page quick learners guide to basic procedures for performing data maintenance on the firm's global market data platform used by securities traders and investment managers.

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