Work Intake (Core Brokerage Platform)

Intake Page Decomssioned

For submission of work to FBT please use the following Work Intake form (this page has been deactivated): Core Brokerage Work Intake

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About you

Business Group

First Name

Last Name

The Core Brokerage Platform Domain exists to develop leading Brokerage-As-A-Service APIs and recordkeeping services for the Fidelity Distribution Channels and Operations Professionals. In order to deliver on this mission Agility must be at the core of how we operate to deliver Next Generation solutions that are not only secure and scalable, but also innovative and customer centric.

Domain

Tribe

Tribe Mission

To provide a secure, stable, and scalable platform that allows for seamless customer integration while we continue to deliver innovative money movement capabilities to meet our client needs & industry changes.

Tribe Mission

Provide best-in-industry modernized and cost-effective platform that captures and processes all brokerage activity (bookkeeping) along with key position and balance data.

Tribe Mission Statement:

Sustain a critical and complex platform of brokerage capabilities while also developing and seamlessly migrating its customers to a new generation platform utilizing serverless cloud technology

Work Type

Work Sub-Type

Confidential Data

Note: Jira is not a tool to store confidential information either via text or attachments. If there is confidential information, please submit a ticket first, then email the confidential ticket to shripad.patil@fmr.com or inna.rogov@fmr.com

Confidential Data

Note: Jira is not a tool to store confidential information either via text or attachments.

Products Impacted

TaxSecurity MasterCorporate Actions

Request Details

Title

Detailed Description (please describe the problem to be solved)

Requested Delivery Date (please use the pop-up calendar)

MM/DD/YYYY format required for successful submission

Urgency

Request Details

Title

Detailed Description (i.e User Story - “As a [persona], I [want to], [so that].”)

Sample: As a member of the enterprise auditing team I want to know who has viewed brokerage documents for account # 033123456 over the past 30 days so that we can document this data for an upcoming audit.

Describe how our engagement will add value (i.e. efficiency gain, risk reduction, client/customer experience, technical debt, etc.)

Please define the opportunity (who/how many), align with KPI’s (what outcome will it drive) and/or identify legal/compliance impact

Is there a regulatory requirement for this request? If yes, please provide additional detail.

Please provide a summary of the regulatory requirement

Have you engaged the business owner for this request?

Which quarter would you like a solution to be in place?

Please explain what would be the cost of delay, if this request isn’t completed by the requested quarter?

Specify if request is ?

RegulatoryRisk or Compliance MandatedStreet Mandated

Prioritization and Timing: please select a business value and urgency between 1-8:

Business Value

Urgency

Priority

Click the above hyperlink for additional information on determining appropriate levels of business value and urgency

Cost of Delay

Urgency

Core Brokerage Objectives

Fidelity Neighborhoods

RapidView

ProjectKey

issuetype_id

Components

Epic Name

Basic Jira Description

Tax Jira Description

Customer Communications Jira Description

NextGen Jira Description

CAM TOA Jira Description

FBT OSG Platform Jira Description

Margin and Risk Jira Description

Jira Description

Labels

Attachment URL

SLA Message

Jira Issue Summary

Document Attachments

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Contact Information