At the onset of this year, the client engaged us to enhance and finalize their brokerage service. Specifically, our focus was on refining the system for collecting data on trade orders across securities, bonds, and currency transactions.

Our team concentrated on two key areas within the service:

1. Trade Order Data Collection: This segment manages the input and output of trade orders, facilitates order transmission to exchanges, and relays execution outcomes to users.

2. Financial Instrument Information System: This component collates and processes data on financial instruments from diverse sources, which is then disseminated to users within the service.

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UPlineSoft specialists undertook the following enhancements:

1. Internalization of Orders: Enabled users to execute buy/sell requests directly with the bank at competitive rates. Database query optimization and exchange protocol extension were pivotal tasks accomplished.

2. Stop Order Placement Release: Introduced the feature allowing users to set predefined buy/sell prices for automatic transaction execution upon market availability.

Under the client's guidance, our team accomplished the following milestones:

1. Code Refactoring: Enhanced error logging and program stability for issuer and corporate action updates.

2. Task Scheduler Migration: Transferred the core scheduler to a new engine, enhancing application stability, reducing process execution time, and improving data accuracy.

3. Code Analysis and Optimization: Reduced corporate action method execution time from 2.5 sec to 0.1 sec.

4. Feature Enhancements: Implemented manual/automated issuer field updates and user information editing capabilities, streamlining client employee workflows.

The project is ongoing with plans to segregate certain service functionalities into a standalone application.

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