Summary
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-codeInstalls into .claude/skills of the current project.
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →
Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →
Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →
On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
Files
SKILL.md
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Featured
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
