Slide 1: JSE Market Data Connect
JSE Market Data Connect “Your way to connect with our team for your JSE market data needs” December 2020: Project Overview and Phase 1 (reporting) demonstration Presenters : Neil Vendeiro (JSE) Mark Bird (DataBP)
Slide 2: Welcome and Agenda
Welcome and Agenda • JSE Market Data Connect Overview (All Clients) • Project Overview (All Clients) • Reporting • Onboarding and Licensing • Subscription Requests and Approvals • Additional Self-Service • 5 minute pause: • Leg stretch and attendees that aren’t impacted by phase 1 brief and demo can
Slide 3: JSE Market Data Connect Overview
JSE Market Data Connect Overview “Your way to connect with our team for your JSE market data needs” Presenters : Neil Vendeiro (JSE) Mark Bird (DataBP) supporting 3
Slide 4: Introduction
Introduction In the interest of providing you with an enhanced and seamless client experience, the JSE decided to embark on a digital transformational journey to Why digitize a number of Market Data (“MD”) business processes. The goal is for you to have a simple and intuitive JSE Market experience i
Slide 5: What will you gain?
What will you gain? 2020/12/17 ©Johannesburg Stock Exchange 5 5
Slide 6: What will not change?
What will not change? As clients are invoiced for multiple services from the JSE, billing will still Billing be done in JSE systems and invoices issued by the JSE. As direct data access enablement and disablement requires Product The solution technical actions and Enablement complements but does pos
Slide 7: Project Overview
Project Overview Presenters : Mark Bird (DataBP) Neil Vendeiro (JSE) Supporting 7
Slide 8: Project Objective and Phases
Project Objective and Phases Objective: Improve Client Experience Through Self-Service Portal New Portal URL: https://marketdataconnect.jse.co.za Notification Email: marketdataconnect@jse.co.za Project Phases • Phase 1: • Reporting • Phase 2: • Onboarding and Licensing • Subscription Requests and Ap
Slide 9: Phase 1: Reporting
Phase 1: Reporting Existing Reporting Formats • License Quantities (Monthly, License-Based) • Authorised Clients (Monthly, Subscriber-Based) • Assets Under Management (Quarterly, Fund-Based) Reports submitted monthly for usage quantities for the month prior. Usage Reports due on the 15th of the mont
Slide 10: Phase 1: Reporting (via Portal)
Phase 1: Reporting (via Portal) The reporting via the Portal is your one-stop shop for fulfilling your JSE reporting obligations. 10
Slide 11: Phase 2: Onboarding and Licensing
Phase 2: Onboarding and Licensing • Self-Initiate New Data Requests • Step-by-step guidance through JSE policies • Dynamic contracts, pre-filled with your responses • E-Signature via DocuSign • Easy access to existing and in-flight licenses and data requests • API-enabled for digital consumption 11
Slide 12: Phase 2: Onboarding and Licensing (Catalogue and Workflows)
Phase 2: Onboarding and Licensing (Catalogue and Workflows) 12
Slide 13: Phase 2: Onboarding and Licensing (e-signature via Docusign)
Phase 2: Onboarding and Licensing (e-signature via Docusign) 13
Slide 14: Phase 2: Requests and Approvals
Phase 2: Requests and Approvals Full transparency into a three-party process and approvals • Data subscriber to data vendor to the JSE For data vendors, no more guesswork For data subscribers, integration with licensing for no redundancy For both: Be able to view your existing approvals and track st
Slide 15: Phase 2: Requests and Approvals (cont.)
Phase 2: Requests and Approvals (cont.) 15
Slide 16: Phase 2: Additional Self-Service
Phase 2: Additional Self-Service Additional Self-Service • Contacts • Users and Permissions • Account details • Agreement changes / updates • New usage guidance and understand implications • Many more to follow… 16
Slide 17: Project Timeline
Project Timeline November December January February March April May June July August Sept PHASE 1 PHASE 2 Solution configuration Solution testing and acceptance 17
Slide 18: 5 Minute Break
5 Minute Break - Clients that don’t report and want to leave can do so at this point. Full presentation will be sent out to all clients after second session. If you have questions, contact your Market Data Account Manager or send an email to mdclients@jse.co.za 18
Slide 19: Reporting via Portal Presentation
Reporting via Portal Presentation Presenters : Mark Bird (DataBP) Neil Vendeiro (JSE) supporting 19
Slide 20: Reporting Portal
Reporting Portal Production Reporting Portal URL: https://marketdataconnect.jse.co.za/reporting Notification Email: marketdataconnect@jse.co.za 20
Slide 21: Monthly Schedule
Monthly Schedule Each month, the reporting portal reminder schedule will be as follows: All client reporting contacts • 1st: Portal opens Only to client reporting contacts that have not completed reporting • 8th: Reminder email sent • 13th: Second reminder sent • 15th: Last day to report, final remi
Slide 22: Reporting Portal Status
Reporting Portal Status Reporting is due on the 15th of each month. Portal Open Portal Closed 22
Slide 23: Site Registration
Site Registration Demo/Sandbox URL: https://jsesandbox.databp.com When first signing in to the sandbox, register with the same email address that you use on the current JSE site. Your permissions have been transferred to the new portal. 2020/12/17 ©Johannesburg Stock Exchange 23
Slide 24: Reporting License Quantities (License-Based Reporting)
Reporting License Quantities (License-Based Reporting) Current Interface New Interface 24
Slide 25: Reporting Authorized Clients (Subscriber-Based Reporting)
Reporting Authorized Clients (Subscriber-Based Reporting) Current Interface New Interface 25
Slide 26: Reporting Assets Under Management (Monetary Reporting)
Reporting Assets Under Management (Monetary Reporting) Current Interface New Interface 26
Slide 27: New: Location-Based Reporting
New: Location-Based Reporting 27
Slide 28: Phase 1 Timeline
Phase 1 Timeline Preparing for new reporting 1. Education Sessions - all clients: • Beginning of December 2020 2. Demo Solution availability – Only reporting clients • From second half of December 2020 until mid March 2021 3. Refresher Education Sessions – All clients but high focus on phase 1 • Mid
Slide 29: Phase 1 Next Steps
Phase 1 Next Steps Review content and ask questions Request test user ID’s for demo solution Log-on and actively use/try out the solution to get familiar with it. Ask questions where you JSE not sure Market Data Connect We will be tracking your progress to make sure that you are ready for go-live an
Slide 30: Thank You
Thank You If you have questions, contact your Market Data Account Manager or send an email to mdclients@jse.co.za 30