New Participant Onboarding Platform

Informative

New Participant Onboarding Platform

New tool will enable entering and updating participant data

B3’s new Participant Onboarding Platform will replace the Document Portal and will bring greater agility and transparency to it systems.

The new tool offers an intuitive and informative interface that will allow institutions to have greater control and autonomy over completing and entering documents, besides monitoring the process status and those responsible for it.

The delivery of this platform will take place in phases and can be viewed below.

Project Tags:

OTC

Listed

In Progress

Technology and operations

Product benefits

Transparency

Visibility of each process phase with visualization of the onboarding timeline and update of the institution's registration.

Storage

Possibility of attaching agreements and documents in a single tool.

Enhanced UI

Adaptable and intuitive experience for each participant profile.

Further details about the new platform

The new tool will enable greater speed and simplicity of processes

Process of posting data and documents streamlined.
Greater speed to authorize participants or carry out registration updates.
Visibility of order status in real time through the system.
Implementation of a new technology: OCR – Automated Document Reading will simplify and even eliminate the need to key in data.
Other teams will be able to interact with processes, bringing predictability, organization and agility.

Services available: Listed and OTC onboarding, registration update, access monitoring and investment club registration module
OCR - AI will read corporate documents and will automatically complete the fields Integration into the Signature Platform – PDSign
“Cloud-First” based with automated tests
Flexibility in the order in which the registration form is completed (around 5 steps)
B3 will point out inconsistent data for correction without the need to cancel the request
B3’s validation prior to the legal representative’s signature
Subscriber selection
Process monitoring workflow
Automatic warnings and notifications
Integration with other B3 platforms for data sharing and corporate documents

Timeline

02/28/2024

02/28/2024
Other

Phase 3 - Release of access to the New Platform for all participants.
11/29/2024

11/29/2024
Webinar

External Announcement #2: Opening to the entire market of the new platform and disclosure of the shutdown date for the Document Portal.
11/30/2024

11/30/2024
Disclosure plan

Phase 4 - Customer Service Announcement #1: reinforcement of the Document Portal shutdown date.
11/30/2024

11/30/2024
Other

Phase 1 - Platform exclusively available for new participants in the listed segment; Project presentation at the Post-Trading Chamber; External Announcement #1: Formal project disclosure and commencement of the testing phase.