Use Case · Governed OTC RFQ
Governed OTC RFQ Automation
WhatsApp RFQ → NLP → mandate check → exposure → pricing → response
WhatsApp
OTC Trading Desk
Also via
Teams
Slack
Email
any channel…
Workflow
Controlled pricing execution across messaging channels
OTC RFQs arrive via email, chat and messaging platforms. Traders must extract parameters, validate mandates and respond within minutes. Manual handling slows execution and fragments control.
The Challenge
The Solution
The Impact
The Challenge
- Unstructured RFQs require manual interpretation
- Exposure limits checked outside execution flow
- Pricing responses depend on trader availability
- Limited auditability across systems
The Solution
- Interprets intent using NLP
- Structures trade parameters
- Validates mandates and exposure thresholds
- Routes approved requests to the pricing engine
- Returns structured responses via the original channel
The Impact
- Faster RFQ turnaround
- Embedded exposure control before pricing
- Elimination of manual interpretation errors
- End-to-end traceability
Outcome — From message to validated pricing response.
Execution accelerates. Governance remains intact.






