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我司是一家投资管理公司,现需搭建一套内部 Order Management System(OMS),并完整对接 Bloomberg EMSX 与 DTCC CTM。目标是在一个统一界面内完成订单流全流程管理,从前端下单到交易后确认均可实时回溯与审计。 主要范围 • OMS 核心功能:订单追踪、交易确认、报表生成。 • Bloomberg EMSX 接口:订单发送、交易状态更新、执行报告接收,需使用官方 EMSX API 或 FIX 方式,实现双向实时通信。 • DTCC CTM 接口:交易匹配、确认报告生成、交易结算状态查询,对接 CTM API 并符合行业匹配/确认时限。 交付物 1. 可部署的 OMS 应用(Web 或桌面均可),含数据库脚本及基础用户权限模块。 2. EMSX 与 CTM 接口代码及配置文档,支持测试与生产环境切换。 3. 报表模板(PDF/Excel)及生成逻辑。 4. 技术说明书:系统架构图、接口调用示例、故障排查指南。 5. 简易使用手册及录屏演示。 验收标准 - 订单在 OMS 中创建后,能通过 EMSX 成功发送并接收状态/执行报告,过程日志可追溯。 - 成交数据进入 CTM 后自动完成交易匹配,生成确认并回写结算状态。 - 报表字段与公司合规格式一致,可按日期、策略等条件导出。 - 常见异常(网络中断、接口超时)均有重试或告警机制。 如有现成框架或经验,请在提案中简述所用技术栈及类似项目。期望与熟悉 Bloomberg API、FIX 及 DTCC CTM 的工程师合作,高效完成集成。
Project ID: 40416653
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55 freelancers are bidding on average $4,427 HKD for this job

您好! 根据您的项目描述,您希望构建一个订单管理系统 (OMS),集成彭博 EMSX 和 DTCC CTM,将整个交易生命周期(从下单到交易后确认)集中到一个可审计的界面中。目标是创建一个安全、实时的系统,确保可追溯性、合规性以及与外部金融系统的无缝通信。 我的工作重点是交付一个强大的 OMS 平台,其功能包括:端到端的订单生命周期管理(含跟踪和报告)、通过 API 或 FIX 接口无缝集成彭博 EMSX(用于实时订单传输和执行更新)、集成 DTCC CTM(用于交易匹配和结算状态跟踪)、集中式仪表盘(用于监控交易和状态)、符合审计要求的日志记录(用于合规性和可追溯性)以及安全、可扩展的后端架构。 我擅长构建企业级后端系统,在 API 集成、金融工作流程以及使用基于 Node.js 或 Python 的架构进行安全数据处理方面拥有丰富的经验。我的工作重点是创建一个符合行业标准并支持未来扩展的高性能 OMS。 我们不妨联系一下,了解您当前的交易流程、集成访问详情以及合规性要求,以便我们共同制定架构和实施方案。 此致, Nikita Gupta
$3,000 HKD in 45 days
6.7
6.7

Hi there To build an internal OMS connected with Bloomberg EMSX and DTCC CTM, the most critical part is making every order, execution, confirmation, and settlement status traceable from one audit-safe workflow. I’ll approach this by separating the OMS core from the EMSX and CTM integration layers, and designing clear message handling for order submission, execution reports, trade matching, confirmation, retries, and exception alerts. This means I understand how to support real-time status updates, PDF/Excel reporting, environment switching, role-based access, and full process logs without mixing trading logic directly into the UI. My process is simple: first confirm API/FIX access, message formats, and compliance report fields. Then build the OMS workflow, database, permissions, and integration adapters. Finally, validate test cases, failure handling, exports, documentation, and production readiness. Final timeline and budget will be defined precisely once the full scope and requirements are confirmed. If this aligns with you, let’s discuss in detail via private chat.
$4,000 HKD in 7 days
6.4
6.4

您好! ★★★★(构建一套稳健的订单管理系统 [OMS],实现与 EMSX 及 CTM 的无缝集成,并支持完整的交易生命周期追踪)★★★★ 我理解您的需求是构建一套完整的内部订单管理系统(OMS),该系统需具备订单追踪与报表生成功能,并能与 Bloomberg EMSX 和 DTCC CTM 实现全面集成,从而支持实时的交易流转、交易撮合以及符合审计要求的日志记录。 ⚜ OMS 开发:支持订单全生命周期追踪 ⚜ EMSX API/FIX 集成(支持双向数据流) ⚜ DTCC CTM 集成:用于交易撮合与清算结算 ⚜ 报表系统(支持 PDF/Excel 格式导出) ⚜ 数据库设计:包含用户角色与权限管理体系 ⚜ 日志记录、重试机制及预警机制 ⚜ 技术文档 + 用户指南及演示视频 我在金融系统、API 接口开发以及基于 FIX 协议的集成方面拥有丰富的经验。我曾参与过交易平台及数据管道的开发工作,因此深知此类系统对低延迟与高可靠性的严格要求。在技术选型上,我计划采用 Python 或 PHP 作为后端语言并搭配 MySQL 数据库,辅以模块化的架构设计及安全可靠的 API 层。 我很乐意与您进一步探讨具体的工作流程,并期待能尽快启动该项目。 诚挚问候, Farhin B.
$2,000 HKD in 12 days
6.6
6.6

Your DTCC CTM integration will fail compliance audits if transaction matching doesn't complete within T+1 settlement windows. I've built similar OMS systems for 2 hedge funds where delayed confirmations triggered regulatory penalties - this is fixable with proper queue architecture and retry logic. Before architecting the solution, I need clarity on two points: What's your expected daily order volume, and does your Bloomberg EMSX license support FIX 4.4 or are you restricted to their REST API? This determines whether we build event-driven microservices or a monolithic polling system. Here's the architectural approach: - BLOOMBERG EMSX API: Implement bidirectional FIX gateway with session management and heartbeat monitoring to handle order routing and execution reports without data loss during network interruptions. - DTCC CTM INTEGRATION: Build automated matching engine with T+0 reconciliation logic, generating ISO 15022 compliant confirmation messages and tracking settlement status through their CTMFILE API. - MYSQL + REDIS: Design normalized schema for order lifecycle tracking with Redis caching layer to achieve sub-100ms query performance on 50K+ daily transactions. - PHP/PYTHON BACKEND: Develop RESTful API with JWT authentication, role-based access control for traders/compliance teams, and async job processing for report generation using Celery workers. - AUDIT TRAIL: Implement immutable event sourcing pattern where every order state change writes to append-only log tables, ensuring full regulatory compliance for SEC/FINRA reviews. I've integrated Bloomberg EMSX for 3 asset management clients and handled DTCC workflows that process $200M+ daily volume. The critical risk here isn't coding - it's handling edge cases like partial fills, trade cancellations, and CTM timeout scenarios that junior developers miss. Let's schedule a 20-minute technical call to review your current infrastructure and compliance requirements before I draft the final architecture document. I don't start builds without understanding your disaster recovery expectations and whether you need real-time vs batch settlement reporting.
$3,600 HKD in 10 days
6.3
6.3

Hi, I have strong experience building trading and financial systems with Python and API/FIX integrations, including order flow management, audit logging, and real-time data processing. For this project, I can develop a scalable OMS with full order lifecycle tracking, integrate Bloomberg EMSX (API/FIX) for order routing and execution updates, and connect DTCC CTM for trade matching and settlement status. I will ensure reliable two-way communication, detailed audit logs, reporting (PDF/Excel), and proper error handling with retry/alert mechanisms, all structured for both test and production environments. Best regards, Juan
$3,000 HKD in 7 days
5.9
5.9

Hello, I came across your 投资管理公司OMS对接开发 and I am very interested in working with you. I have reviewed your requirements and full understand the scope of expectations. I specialize in PHP, Python, Software Architecture, MySQL, Software Development, Database Development, Web Development, API Development, Web Application, Financial APIs, and have successfully delivered similar projects before. I am committed to delivering high-quality work with reliability, clarity and professionalism. I work transparently throughout the project progress, deadlines and expectation stay clear at every stage. I would be glad to disucss further details and am ready to start immediately. Looking forward to hearing from you. Regards. Anum
$4,000 HKD in 7 days
5.4
5.4

嗨,我可以帮您完成这项工作。 我是具有丰富自动化与集成经验的开发人员,曾为客户完成过类似项目。 如需合作,请告知, 此致, Nicolas
$4,000 HKD in 7 days
5.5
5.5

✋ 您好!✋ 项目目标:构建一套稳健的订单管理系统(OMS),并集成彭博社(Bloomberg)的 EMSX 和 DTCC 的 CTM,以实现端到端的交易生命周期管理及可审计的订单流追踪。 我已仔细研读了您的需求,即需要一个集实时交易执行、对账核对及合规报告功能于一体的统一 OMS 平台。 我是该项目的最佳人选,因为我专精于金融系统的集成工作,并擅长构建基于安全 API 驱动的交易工作流。 1 开发 OMS 核心模块,涵盖订单追踪、审计日志、用户角色管理及报告生成功能。 2 通过 FIX 协议/API 集成 Bloomberg EMSX,实现实时订单执行与状态更新。 3 集成 DTCC CTM,实现交易撮合、确认及结算状态的同步。 我将为您提供 UI 设计、数据库管理、系统测试、完整的源代码交付、技术文档编写以及安全部署支持服务。 我拥有超过 9 年的全栈开发经验,专注于金融 API 开发、交易系统构建以及企业级后端集成工作。 我曾参与过多个类似的 OMS 及市场数据集成项目,涉及实时消息处理与外部金融 API 的对接。 期待能与您进一步沟通,达成合作意向。 诚挚问候, Elisha Mariam
$3,000 HKD in 16 days
4.9
4.9

With over 9+ years of experience in web and mobile development, my company and I have successfully delivered numerous projects similar to yours. Our expertise includes proficiency in PHP, MySQL, but also Bloomberg API and DTCC CTM integration. Drawing on this knowledge, we are confident in creating a robust Order Management System (OMS) tailored specifically to your requirements that seamlessly integrates with Bloomberg EMSX and DTCC CTM. One of the essential aspects we understand is the importance of real-time communication, order tracking, and trade confirmation for your investment management company. By leveraging official EMSX API or FIX methods, our solution will ensure two-way real-time communication between OMS and Bloomberg EMSX. We will also incorporate CTM API capabilities to handle trade matching, confirmation report generation, and settlement status queries as per industry standards. As a bonus, our proposal includes comprehensive deliverables such as deployable OMS application (web or desktop), EMSX and CTM interface code with configuration documents for smooth testing and production environment switching. Additionally, we commit to providing report templates in preferred formats (PDF/Excel), architectural diagrams, interface call examples in technical documentations, user-friendly manuals and demo videos to assist your users effectively. Choosing myself and my team would not only mean opting for
$4,000 HKD in 7 days
5.5
5.5

⚠️ If you're not happy, you don’t pay. ⚠️ Hi there, thank you for sharing the detailed project brief. I can build your internal Order Management System (OMS) integrating Bloomberg EMSX and DTCC CTM using cutting-edge technology for a seamless, efficient, and audit-friendly experience. I will deliver: • Feature-rich OMS with order tracking, trade confirmation, and report generation • Bloomberg EMSX integration for real-time order handling and reporting • DTCC CTM integration for trade matching, confirmation generation, and settlement status checks • Deployable OMS application with database scripts and user permission modules • Comprehensive documentation, including API configurations and troubleshooting guides • User-friendly manuals and demo videos for easy adoption You will also receive expert guidance on system usage. I am confident in executing your vision professionally and looking forward to further discussion. Best regards, Chirag.
$4,500 HKD in 7 days
4.7
4.7

Hello, I am Vishal Maharaj, with 20 years of experience in PHP, Python, Software Architecture, MySQL, Software Development, Web Development, API Development, and Database Development. I have carefully reviewed your requirement for developing an Order Management System (OMS) integrated with Bloomberg EMSX and DTCC CTM. To achieve this, I propose to build a robust OMS with core functionalities like order tracking, trade confirmation, and report generation. I will integrate with Bloomberg EMSX using their API or FIX protocol for real-time communication and connect with DTCC CTM to handle trade matching, confirmation, and settlement status queries within industry timelines. Deliverables will include a deployable OMS application, interface codes for EMSX and CTM, report templates, technical documentation, and user manuals. I have expertise in similar projects and technologies, ensuring efficient integration and successful project completion. Let's discuss further to initiate the project. Cheers, Vishal Maharaj
$4,000 HKD in 5 days
5.8
5.8

我看到你们要同时对接Bloomberg EMSX和DTCC CTM,并在单一界面实现订单全流程可回溯——这正是系统设计里最容易被忽视但又最关键的部分。 真正的挑战不是单纯发送订单,而是保证消息ID映射、执行回写、持久化审计日志与在网络异常下的幂等重试。 我最近为一家香港量化基金在3个月内完成过类似OMS与EMSX/FIX双向对接,包含MySQL持久日志、PDF/Excel报表与故障告警机制。 我的做法是先画清交易生命周期与数据流,设计可回溯的消息表与幂等键;用Bloomberg官方EMSX API(或按需接FIX网关)实现下单/执行报告,CTM采用其API完成匹配与回写;交付包含可部署应用、DB脚本、接口代码与配置切换、报表模板、技术说明与录屏演示。技术栈:Python(后端),MySQL,轻量前端(React/模板),可用PHP替代后端部分。 我的报价4000 HKD,预计6周交付。你们目前有现成的订单模型或需要我从零设计?
$4,000 HKD in 7 days
4.8
4.8

Hi, The goal of your investment management company is to streamline internal Order Management System (OMS) development and seamlessly integrate with Bloomberg EMSX and DTCC CTM. This involves managing the entire order process in a unified interface, from front-end ordering to real-time auditing and confirmation post-trade. I propose a comprehensive solution leveraging PHP and Python to develop a robust OMS with core features like order tracking, trade confirmation, and report generation. By utilizing Software Architecture expertise, we will integrate Bloomberg EMSX and DTCC CTM APIs for efficient two-way communication. I am a certified Senior Full-Stack & AI Automation Engineer with 6+ years of experience in developing scalable APIs and web applications. I have successfully implemented similar solutions, ensuring seamless integration and performance optimization. I would like to discuss further details about the project. Please feel free to message me via chat. My time zone is flexible, so I can easily work around yours. Cheer, Dax.M
$4,000 HKD in 5 days
4.6
4.6

Hi, this is Kris from McKinney, Texas. I've reviewed your project requirements and understand that your investment management company needs an internal Order Management System (OMS) integrated with Bloomberg EMSX and DTCC CTM. The main challenge lies in ensuring seamless order flow management from front-end order placement to real-time auditing and confirmation within a unified interface. My approach involves developing a robust OMS application with core functionalities like order tracking, trade confirmation, and report generation. I will utilize official EMSX API or FIX protocol for Bloomberg integration and CTM API for DTCC integration to facilitate bidirectional real-time communication. A few additional questions: Q1: Are there any specific compliance or security requirements that need to be addressed in the system? Q2: What is the expected volume of orders and trades that the system will need to handle on a daily basis? Q3: Do you have any preferences for the technology stack to be used in this project? Best regards, Kris Kramer
$2,000 HKD in 3 days
4.9
4.9

When it comes to building your internal Order Management System (OMS) and integrating it flawlessly with Bloomberg EMSX and DTCC CTM, my broad-ranging technical abilities perfectly align with your needs. Having worked extensively in API development, MySQL, PHP, Python, Software Architecture, and Web Development, I'm confident I can create a seamless OMS complete with robust functionalities like real-time order tracking, trade confirmations, and comprehensive report generation - all of which are vital for streamlined order management. Throughout my career, I have embraced challenges like these as opportunities to display my adaptability and prowess in diverse technologies. My promise is an OMS that not only meets but exceeds your specifications. From the deployment-ready application to the code and configuration documents to reports generation logic, I will provide robust deliverables aligned with your compliance formats. What's more, my experience will be evident in the system architecture documentation that lets you navigate effortlessly, a simple user manual for easy handling; all this coming together with a relentless focus on problem-solving. Partnering with me would ensure an efficient collaboration toward realizing this intricate integration.
$4,000 HKD in 7 days
4.5
4.5

Hello, I checked your project "投资管理公司OMS对接开发" and I already have a clear idea how to deliver this efficiently. I have solid experience in PHP, Python, Software Architecture, MySQL, Software Development, Database Development, Web Development, API Development, Web Application, Financial APIs, and I’ve worked on similar projects where I delivered high-quality, scalable, and clean solutions. Why choose me? • Strong expertise in PHP, Python, Software Architecture, MySQL, Software Development, Database Development, Web Development, API Development, Web Application, Financial APIs • Clean, optimized, and scalable code • Fast communication and daily updates • 100% focus on delivering results, not just code If needed, I can also suggest improvements to make your project even better. Let’s connect I’m ready to start right away. Best regards, Umer
$24,000 HKD in 2 days
3.6
3.6

Hi, I will develop a robust Order Management System (OMS) that seamlessly integrates with Bloomberg EMSX and DTCC CTM, providing you with a unified interface for comprehensive order flow management. My experience with similar projects ensures that I can deliver core functionalities like order tracking, trade confirmation, and report generation effectively. I have successfully implemented solutions using Bloomberg APIs and FIX protocols, ensuring reliable two-way communication for real-time order processing. My technical approach involves leveraging a well-structured architecture that prioritizes maintainability and scalability. I’ll ensure the OMS meets the acceptance criteria, including traceable logs, automated trade matching, and compliance with reporting standards. Could you clarify any specific compliance requirements or existing systems that need integration? I am ready to start immediately to fulfill your needs efficiently. Thank you.
$4,300 HKD in 7 days
3.3
3.3

Hello, The core engineering challenges include ensuring real-time synchronization between the OMS and external systems like Bloomberg EMSX and DTCC CTM. We must also manage the complexity of handling transaction confirmations and audit trails efficiently. Additionally, maintaining data integrity and security during cross-system communications poses significant challenges. Could you clarify the expected data flow between the OMS and the external APIs? Are there specific compliance requirements that the generated reports must adhere to? Additionally, how do you envision handling network interruptions and ensuring system reliability? I look forward to discussing the architecture in more detail.
$2,000 HKD in 7 days
3.5
3.5

Hi, team My name is Sean, a full-stack developer with 8 years of experience specializing in API development, database architecture, and financial API integrations. I have successfully built and integrated multiple investment management systems, helping clients achieve real-time order flow management. I have a strong understanding of core OMS functionalities, including order tracking, trade confirmation, and reporting. I am fully capable of handling integrations with Bloomberg EMSX and DTCC CTM, ensuring real-time bidirectional communication and industry-standard trade matching. I typically deliver this type of project within 7 days, including thorough testing and documentation. I ensure system security, clean code, and adherence to OWASP best practices to maintain a secure, vulnerability-free application. Do you currently have an existing system or framework that needs to integrate seamlessly with the new solution? Thank you, Sean
$6,000 HKD in 7 days
3.0
3.0

您好,我了解到您的目标是构建一个统一的端到端订单管理界面,并具备实时审计和报告功能。 我可以帮您实现这个目标,并且可以立即开始工作。我是一位人工智能自动化和全栈专家,拥有金融系统、FIX协议集成和实时API工作流方面的经验。我曾在类似的环境中实现过订单路由、执行报告和交易后匹配。 在技术方面,我将设计一个基于Web的订单管理系统(OMS),该系统采用模块化数据库脚本、用户角色和强大的日志记录功能。通过官方API/FIX集成EMSX将确保实时订单跟踪,而CTM API接口则负责处理交易确认、结算状态以及自动生成PDF/Excel报告。重试和警报机制将应对网络中断和超时情况。 我们可以通过聊天进行讨论。 Jeff Chong
$4,000 HKD in 7 days
3.1
3.1

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