Structured Workflows for Corporate Action Processing
iActs® Corporate Actions
The structured orchestration layer for corporate action processing, enabling firms to move from fragmented event management toward controlled, standards-aligned workflows while supporting a broad range of market participants across the corporate action processing chain
Corporate action processing remains heavily dependent on notifications received from custodians and data vendors, typically delivered through ISO 15022 messaging.
iActs® Corporate Actions normalises these notifications to establish a consistent event record and orchestrates structured workflows for event validation, election management, instruction processing and entitlement calculation.
Built upon a native ISO 20022 data model, iActs® supports firms as the industry moves toward a more issuer-driven market - delivering automation today while enabling the transition to tomorrow’s more structured ecosystem.
Why it Matters
Multiple Event Interpretations
Announcement notifications often arrive from multiple sources, including custodians and data vendors, requiring validation and reconciliation to establish a consistent event view
Operational Complexity
Managing event interpretation, elections and instructions across portfolios introduces operational risk and fragmented workflows
Election & Instruction Control
Coordinating front office decisions, instruction deadlines and confirmations requires structured processes and clear auditability
Market Evolution
While the market continues to rely heavily on ISO 15022 messaging, firms require infrastructure capable of supporting the transition toward ISO 20022-based event models
Business Value
Golden Record
Normalise corporate action notifications from multiple sources to establish a consistent event record
Structured Workflow Orchestration
Route events across operations and front office teams through controlled workflows
Election & Instruction Management
Manage elections, instruction submissions and confirmations through a structured lifecycle
Entitlement Calculation
Support the calculation of corporate action entitlements that can be distributed to downstream systems
Operational Transparency
Maintain full visibility and auditability across event interpretation, decision making and instruction processing
Future-Ready Infrastructure
Supports both ISO 15022 and ISO 20022 event messaging
Who Benefits
Investment & Wealth Managers
Manage corporate action events and elections across portfolios through structured workflows
Third-Party Administrators & Outsourced Operations Providers
Deliver controlled corporate action processing for clients with improved transparency and auditability
Custodians & Asset Servicers
Architecture designed to support the validation and orchestration of corporate action workflows across complex client environments
