Stp Automation

This walks you through building straight-through processing for securities operations, from measuring your current STP rate to designing exception-based workflows that replace review-all processes. It covers the architectural layers you need (data standardization, validation rules, integration patterns), helps you choose between RPA and API-based automation for legacy systems, and explains how to set up exception queues with auto-resolution. The benchmark numbers are useful: equity trade processing hits 90-98% STP at mature firms while complex account opening might only reach 20-40%. Best when you're trying to eliminate manual touchpoints in trade processing, settlement, reconciliation, or account opening and need to think through controls and audit trails for automated environments.

Install to Claude Code

npx -y skills add joellewis/finance_skills --skill stp-automation --agent claude-code