Symphony

Overview

The Symphony Integration enables Genesis applications to seamlessly connect with Symphony, a secure, cloud-based collaboration platform designed for financial services. This integration allows for real-time messaging, notifications, and automated workflow interactions, ensuring secure communication between users, teams, and external counterparties within regulated environments. 

Features & Capabilities

Automated Notifications: Send real-time alerts and updates from Genesis applications to Symphony chats or channels. 

Secure & Compliant Messaging: Ensures end-to-end encryption and regulatory compliance for financial communication. 

Two-Way Communication: Enables interaction between Genesis applications and Symphony users through chatbots and API commands. 

User & Group Mentions: Supports tagging specific users or groups to ensure critical messages are highlighted. 

Group Creation: Supports creating new groups and adding users to them. 

Attachment & Rich Content Support: Allows embedding of structured data, links, and files within Symphony messages. 

Technical Highlights

  • Symphony REST API & Bot Integration: Uses Symphony’s REST API and Bot Framework for seamless connectivity. 
  • OAuth 2.0 & Certificate-Based Authentication: Implements secure access to Symphony services. 
  • Webhook Event Handling: Triggers actions based on incoming messages, alerts, or system events. 
  • Message Formatting & Templates: Supports Markdown and Symphony Elements for structured message presentation. 
  • Logging & Monitoring: Tracks message delivery, API calls, and interaction history for auditing and debugging. 

Extensibility:

Integration with Trade & Compliance Workflows: Enables trade confirmation notifications and compliance alerts. 

  • Multi-Channel Notifications: Can be extended to integrate with Slack, MS Teams, and email for cross-platform communication. 
  • Custom Bot Development: Supports the creation of custom Symphony bots to handle specific workflow automation. 

Component Breakdown:

  • Genesis Application: Generates and processes Symphony messages and events. 
  • Symphony API Client: Facilitates secure communication with Symphony’s messaging platform. 
  • Bot & Webhook Services: Enable automated responses and event-driven interactions. 
  • Symphony Chat & Rooms: Display alerts, trade confirmations, and workflow updates. 
  • Logging & Monitoring: Captures API activity, message status, and error logs. 

Genesis Notification System: Extends Symphony integration with multi-channel notifications (Slack, MS Teams, email). 

Trade Workflow Automation: Uses Symphony for trade confirmations, order status updates, and compliance alerts. 

Incident Management & Monitoring: Sends real-time alerts to Symphony for operational oversight. 

Category

Integration

Dependencies

Symphony API Access & Authentication Credentials 

OAuth 2.0 or Certificate-Based Authentication 

Configured Webhooks & Bot Services

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