Trade Statement Generation Workflow Template

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Overview: Trade Statement Generation Workflow Template

This workflow template illustrates the reception, processing and fulfillment of trade valuation and statement requests from clients. Purchase and download this template in PDF, Visio (VSD) and PowerPoint (PPT) formats. You can customize it to fit your own organization, or simply use it to better understand the Trade Statement Generation process.

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Process Details and FAQ: Trade Statement Generation

What is included in the Trade Statement Generation process?

The Trade Statement Generation process involves the reception, processing and fulfillment of trade valuation and statement requests from clients. This process includes trade valuation and statement request reception, new account setup (if the customer is new and does not have an account yet) or account verification, pricing statement generation and review (if needed, ensure that all errors are corrected), trader/marketer review and approval (if necessary), final statement review and transmission of the statement to the requesting party (if the statement is not accurate, further action is required). Trade statements that do not pass review must contain a note describing the reason for the failure.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics may be used to measure the Trade Statement Generation process:

  • 1.Cycle Time: Trade Statement Generation
  • 2.Percentage of Inaccurate Equity Trade Records
  • 3.Trade Reporting Error Rate

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Security Valuation Statements process:

  • Collateral Valuation Team
  • Customer
  • Sales Representative
  • Trader

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio (VSD) and PowerPoint (PPT) formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Trade Statement Generation

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PPT and Visio versions
    - Mapped in BPMN 2.0 format


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