Getting started
Getting started with Trade Reconstruction Repository
What Trade Reconstruction Repository is for, who uses it, what you need before you start, and your first steps.
Applies to Trade Reconstruction Repository as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.
The Trade Reconstruction Repository links recorded calls, emails and chat messages to the orders and executions they relate to, so a trade can be reconstructed as one timeline. Compliance teams answer regulator requests, best execution reviews and internal investigations from a single record instead of searching several archives. Every link, search and export is logged, so the reconstruction itself can be evidenced.
What it is for
When a regulator or an internal review asks how a trade came about, firms have to assemble the answer from an order management system, a voice recording platform, an email archive and one or more chat archives, each with its own search, clock and identifiers. Analysts match timestamps and trader names by hand, and the result is a document that is hard to repeat and harder to defend. Best execution reviews suffer the same way: the execution data is easy to find, but the conversations that explain the decisions are not.
- Communications and trade records sit in separate archives with no shared identifiers
- Reconstructions are assembled by hand and are difficult to reproduce
- Clock differences between systems make the order of events uncertain
- Best execution reviews rarely include the conversations behind the decision
Who uses it
- Compliance and surveillance teams at broker-dealers, investment firms and banks
- Best execution committees and the analysts who support them
- Legal and investigations teams responding to regulator requests
- Records management teams who answer for retention and retrieval
- Internal audit, who need to test that reconstructions are complete
Before you start
- Your organization licenses Trade Reconstruction Repository from Moraph.
- A Moraph client account in that organization, signed in.
- Access to Trade Reconstruction Repository in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
- For setup: the product administrator role.
Steps to get started
Sign in at app.moraph.com with your Moraph account.
Open Trade Reconstruction Repository from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.
Check your role: what you can see and do depends on it. See Roles and permissions.
Product administrators: work through Set up Trade Reconstruction Repository before your team starts.
Everyone else: start with Everyday tasks.
Where to go next
Was this page helpful?
Report a problem with this page
Need help with your own setup rather than this page? Raise a support ticket.