FIX Onboarding Process

To maintain a high level of platform integrity we require users to successfully complete a conformance test to ensure that the user’s implementation conforms to the specification outlined in this document. The certification process will test the message flow that users need.

Documents Required

You OSL Relationship Manager or Technical Account Manager will send you the following.

  • SNI Stunnel Setup Guide (PDF)
  • FIX Conformance Test Cases (XLSX)
  • CSS Declaration Form (email)

Checklist

This table below shows the activities involved. The client can appoint a designated vendor who can work directly with OSL on certain parts of the onboarding (e.g. CSR creation, FIX conformance).

However, the set-up must be initiated by the client, and all test result and declaration submissions must come directly from the client.

ActivityOwner
Provide source IP for for UAT and PRODClient or Vendor
Register order management and settlement accounts for FIX user creation via trading platformClient
Provide FIX conformance test plan to userOSL
Generate CSR key for stunnel certificateClient or Vendor
Provide stunnel connection detail/FIX credentials back to client or Designated VendorOSL
Client or Designated Vendor completes conformance testClient or Vendor
Submit conformance test and CSS DeclarationClient
Pre-live test (recommended)Client & OSL
Go-liveClient & OSL