Key Functionalities

Main Features

A comprehensive set of capabilities for message entry, processing, routing, translation, and operational control — all managed through a web-based interface.
Message Entry

Message Capture

Multiple creation methods adapt to different user needs. Real-time compliance validation as you type with field-level highlighting.

Dynamic forms with auto-complete BIC selection and context-sensitive help
Fast entry for pasting raw content
Template-based creation with auto-generated MUR/UETR
Import from files (FIN, RJE, MX XML)
Smart date pickers with timezone awareness and automatic field initialization
PMH message entry UI showing schema-driven form for pacs.008.001.08
ISO 20022

ISO 20022 Translations

Automatic bidirectional conversion for 40+ message pairs supporting regional clearings including CBPR+, SIC, RITS, SCRIPS, CHATS, T2, LYNX, MEPS+, FISC, EBA, FEDWIRE, and IAP.

Translation dashboard monitors all conversions with color-coded results
Truncation detection flags TRFR and TRNR
Side-by-side comparison view
Manual translation UI for testing before automation
PMH translation dashboard showing bidirectional MT/MX conversions with status and truncation flags
Extensibility

Extensible Message Standards

Support proprietary clearing formats and custom schemas beyond pre-configured markets. Deploy XML schema definitions (XSD) to instantly extend message support without code deployment or application restarts.

Market-specific automation with clearing identifiers and business service pre-configuration
Default sender/receiver settings and clearing-specific business rules
Automated sequence number generation for RITS
Adapt to new market infrastructures independently of product release cycles
Regional payment systems and proprietary formats handled within same platform
PMH extensible message standards showing pacs.008 with CBPR+, SIC4, MEPS, T2, SCRIPS regional variants
Workflow Engine

Routing

Event-driven workflow engine with visual rule configuration orchestrates message processing without coding.

15+ action types including validation, matching, translation, dispatcher, email notifications, and duplicate detection
20+ condition filters support BIC patterns, message types, currencies, amount ranges, tags, and field-level matching
Tag-based routing enables sophisticated multi-step workflows
Custom action buttons for operators with role-based visibility
PMH routing rules configuration showing event-driven rules with conditions, actions and message types
Format Conversion

Custom Formats

Format mappings digest CSV, JSON, FIXED-LENGTH (COBOL PIC format), and custom XML files.

40+ transformation functions including uppercase, substring, date formatting, and SWIFT-specific functions (formatMTDecimal, bic8, uetr)
Conditional logic (ifElse, ifMatches)
Define mappings in Excel and import, or create directly in UI with autocomplete
Support for nested structures, repetitive elements, and complex transformation pipelines
PMH custom format mapping rules showing source-to-target field mapping with transformations
Search & Reporting

Search & Reporting

Search inside message payload, not just headers, using Elasticsearch or OpenSearch full-text indexing.

Wildcards at any position (beginning, middle, end) with logical operators
Saved queries provide one-click access to frequently-used searches
Navigate message relationship chains (original to ACK to translations to matches)
Export results to Excel, XML, or generate PDF reports
Email message content with multiple attachment options
Add operator comments and notes visible to all users
PMH search interface with filters for message type, status, direction, date, BIC, amount and reference
Reconciliation

Trade Matching

Automated trade reconciliation preconfigured for 15+ message types including FX (MT300), options (MT305/306), loans (MT320/330), derivatives (MT340/341/360/361/362), securities (MT515), and commodities (MT600).

Dual modes: matching reconciles messages with counterparties, chaining links message flows in same direction
Interactive dashboard with color-coded status
Manual intervention for exceptions with complete audit trail
Flexible rule configuration with primary and secondary matching criteria
PMH matching dashboard showing trade confirmations with MATCH and UNMATCH statuses
Message Lifecycle
Approval Workflows & Templates

Verification (Maker-Checker)

Re-keys critical fields to prevent errors. Separate queues for pending verifications with complete audit trail of who verified each transaction.

Authorization

Final supervisory approval before message release. Complete audit trail of who authorized each transaction.

Message Templates & Drafts

Save frequently-used messages as reusable templates. Import templates from FIN, RJE, MX XML files, or bulk upload with metadata. Save work-in-progress as private drafts.

ACK/NAK Reconciliation

Automatically match service 21 acknowledgements with original sent messages. Extract error codes from NAKs for troubleshooting. Support for system messages (MT010-MT019).

Message Detail

Message Detail

Every message includes a comprehensive detail view with multiple payload representations, full audit trail, and relationship tracking across the message lifecycle.

Multiple payload views: structured tree, raw SWIFT/FIN, XML source, and printable format
Audit trail showing all workflow status transitions with timestamps and users
Related messages panel linking translations, acknowledgements, and responses
Operator comments for complementary information and annotations
PMH message detail view showing XML payload, audit trail tabs, and message metadata
Reference Data

BIC & Reference Data Management

Built-in reference data directories ensure message accuracy and support validation, routing, and compliance decisions.

Built-in BIC, currency, and country code directories
Import SWIFT official updates automatically
Optional BIC validation for quality control
Currency rate conversion support for amount-based routing rules
PMH BIC directory showing search results with institution, city, country and subtype columns
Testing & QA

Workflow Testing & Regression

Validate routing rule changes before deploying to production. Reduce deployment risk for configuration changes.

Test sets collect message samples with metadata for automated testing
Configuration snapshots capture baseline routing behavior
Automated diff reports identify all execution differences when rules change
Coverage metrics show rules and action result coverage percentages
Export/import test sets for sharing across environments
Docker-based isolated testing with automatic cleanup
PMH regression test diff report comparing baseline vs modified routing rules results
Infrastructure
Performance & Operational Controls

Performance Monitoring

Event-driven architecture with configurable concurrency for optimal message throughput. Built-in health checks and metrics via actuator endpoints.

High Availability & Clustering

Built-in distributed caching enables horizontal scaling without downtime. Automatic cluster formation with session replication across instances.

Elasticsearch / OpenSearch

Full-text search across millions of archived messages. Optional integration enables payload-level search, wildcards, and advanced query operators.

Dynamic Configuration

Operational settings adjustable through UI with immediate effect without restarts. Performance tuning, search behavior, audit retention, and session parameters updated dynamically.

Observability Stack

Dynatrace integration with zero-code setup, distributed tracing, and Davis AI for root cause analysis. Open-source support with Prometheus, Grafana, Zipkin, and Jaeger.

Data Archiving

Maintains performance beyond 100M messages. Connection pool management with leak detection. Automatic database statistics management reduces DBA overhead.

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