integration-patterns
Integration Patterns
Purpose
Guide the design and implementation of integration architectures connecting financial systems. Covers API design conventions for financial data services, the FIX protocol for order and market data messaging, ISO 20022 XML-based financial messaging and SWIFT migration, event-driven architectures for trade and settlement event propagation, batch file processing for custodian feeds and end-of-day reconciliation, idempotency and exactly-once semantics for financial transactions, error handling and resilience patterns (retry, circuit breaker, dead letter queue, compensating transaction), data transformation and mapping between systems with different schemas and identifier conventions, and security and compliance requirements for integration infrastructure. Enables building or evaluating integration architectures that reliably connect portfolio management, trading, settlement, custodian, and reporting systems while maintaining data integrity and audit trails.
Layer
13 -- Data Integration (Reference Data & Integration)
Direction
both
When to Use
- Designing a custodian integration architecture for an advisory firm or asset manager
- Evaluating FIX protocol connectivity for order routing or market data
- Implementing ISO 20022 messaging for payments, securities settlement, or SWIFT migration
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