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Project Tags:

In Progress

OTC

Technology and operations

Listed

Product benefits

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

  • Other

    Phase 3 - Release of access to the New Platform for all participants.

  • Webinar

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

  • Disclosure plan

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

  • 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.

Technical details

  • Catalog changes

    No catalog changes

  • Main systems

    Document Portal.

  • Main related functions

    Registration Update / New Profile and Participant Onboarding.

  • Certification roadmap

    No impact

  • What is the Sinacor version?

    No impact