CLIENT LIFECYCLE & REGULATORY SOLUTIONS
SSI Automate
Settlement for a T+1 world
Invalid Standing Settlement Instructions (SSIs) account for one third of all settlement failures. As much as 40% of SSIs are still being processed manually by financial institutions in their settlement operations. Automating the extraction, validation, and reconciliation of SSIs is the key to achieving T+1 compliance, mitigating risk, and improving operational efficiency, liquidity and market resiliency.
SSI Automate, S&P Global’s SSI Automation platform, addresses these challenges with an enterprise-grade standing settlement instructions solution. The platform combines AI-driven SSI data extraction, a comprehensive SSI validation solution, and a centralized environment for SSI reconciliation and SSI lifecycle management, creating standardized referential data management driven by a single source of truth.
Improve instruction accuracy, strengthen post-trade processing, enhance the trade settlement workflow and settlement risk management, and enable full post trade automation for settlement in a T+1 settlement world.
How It Works
Capture and extract
An AI engine performs automated SSI data extraction from PDFs, Excel files, images, and email attachments. Extracted fields are normalized and structured to support scalable SSI processing.
Validate
An SSI validation solution strengthens settlement operations by comparing extracted SSIs against a robust ruleset comprising 1,700+ rules that reflect current regulatory and market requirements.
Reconcile
Automated SSI reconciliation takes place on a portal that streamlines the client experience and establishes a full audit trail for transparent SSI lifecycle management.
Key Benefits
Compliance
Enforce consistent standing settlement instructions and align with RMSB recommendations and T+1 settlement requirements.
Cost management
Reduce technology and operational overhead by 90+% with a fully hosted SaaS platform that automates SSI processing.
Risk mitigation
Lower exposure to settlement failures by eliminating high-risk channels and call-backs and establishing a full audit trail for SSI reconciliation.
Process efficiencies
Reduce funding costs and accelerate revenue recognition through workflow automation that accelerates the full trade settlement workflow.
Analytics
Establish a trusted source of settlement instruction data and financial reference data to enhance referential data management and drive analytics across post-trade processing.
Integrations
Integrate SSI processing data into your own systems or CLM Pro, the industry standard for client lifecycle management.
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