Institutions conduct many types of financial activity, with each transaction presenting its own combination of currencies, markets, providers, funding needs, timing requirements, costs, and risks. Intelligent Orchestration evaluates those conditions and coordinates the capabilities and providers needed to complete the transaction.
A financial objective may be achieved through several approaches. ClearTrust evaluates eligible approaches against your organization’s requirements and priorities, coordinates execution of the selected approach, and reassesses the options when conditions change.
Flowchart. Start: your financial objective. Next: your requirements and priorities, for example timing, cost, liquidity, controls, resilience. Next: available approaches A, B, C, through n. Within Intelligent Orchestration, the approaches converge on an activity: evaluate and select an eligible approach. Then coordinate execution of the selected approach. Then a decision: do conditions require reassessment? Yes: reevaluate available approaches, returning to the whole group. No continues to: continue coordinated execution. Reassessment may retain the current approach or adjust the remaining execution. On completion: objective fulfilled. Approved providers perform their defined execution roles.
Your financial objective
Your requirements and priorities (e.g., timing, cost, liquidity, controls, resilience)
Available approaches
Intelligent Orchestration
Evaluate and select an eligible approach
Coordinate execution of the selected approach
Do conditions require reassessment?
Continue coordinated execution
Reassessment may retain the current approach or adjust the remaining execution.
Approved providers perform their defined execution roles.
Objective fulfilled
Watch this video to see how Intelligent Orchestration evaluates eligible transaction paths against an organization’s requirements and priorities, then coordinates the selected path across the complete transaction.
Intelligent Orchestration connects the institution’s priorities, eligible paths, provider participation, and exception handling across the complete transaction.
Capability, market and structure availability is subject to qualification and the applicable operating context.