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

Marketplace Type

Integrations

Marketplace Business Area

Middle Office

Front Office

Back Office

Marketplace Firm Type

Sell Side

Buy Side

Marketplace Asset Type

Cash Equities

Cash Bonds

FX Spot

Forward

Listed Futures and Options

Cash

Money Market

Swaps

Mutual Funds

Other Specialist Assets

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