Open Source in Finance Forum New York 2024

FDC3 2.2 tightens several nuts and bolts in the FDC3 Standard, but more importantly, it brings long-awaited, cross-vendor support for FDC3 in Web Browsers. FDC3 2.2 allows applications to write to the open source @finos/fdc3 NPM module and connect to any Desktop Agent in the browser that conforms to the latest version of FDC3! In this presentation, we'll provide an overview of everything that's new in FDC3 2.2, background on the development of FDC3 for the Web by the community (including how we fixed some of the assumptions baked into FDC3), followed by a guide to getting your apps ready for it, live demos, updated conformance testing and more!

There’s a growing interest around FDC3, the open standard for financial application interoperability. FDC3 was designed to make it as easy as possible for apps to integrate, but if you’re new to FDC3, it can be daunting to know where to start. In this presentation, we will take you through how to introduce FDC3 into the code base. We will cover common decision points, as well as providing code examples and sample JIRA stories that work for both product and development managers.

In this session, you will learn how we have enabled AI Agent Navigation across our financial desktop platform.

Well-defined FDC3 intents can enable generative navigation, improving the Copilot experience on our platform, Connect Coach. FDC3 standards have enhanced interoperability between financial applications, allowing seamless communication and data sharing. However, discovering specific actions or operations (intents) remains challenging, causing friction in user experiences. Our Connect Platform has over 500 intents based on user navigation patterns and demands. We have integrated Large Language Models (LLMs) into the intent discovery process to increase user efficiency. LLMs can interpret user needs expressed in natural language and determine the most relevant intents.

Learn more about how we did this and our vision to use FDC3 to enable a "self-driving" experience for our users.

Demonstrates using two FINOS technologies to enable banking applications.

At the end of this thirty minute hands-on walkthrough, we will have created an enterprise grade FDC3 application. It will look amazing and demonstrate true value to a front office user. We will show that FDC3 is nothing to be intimidated by and that your existing web development skills will enable to you build something fantastic without a massive learning curve. FDC3 is an exciting technology which promises to revolutionise how capital market users consume software. The basic concepts of FDC3 are relatively simple but developers are sometimes put off by the myriad of vendors, libraries and swathes of documentation. Engineers recently introduced to FDC3 can find the learning curve frustrating compared to more familiar front end technologies. In this session, we will take participants through the process of building a simple but useful FDC3 compliant component using the Genesis platform. We will then show how that component can be used to compose a realistic capital markets application.

Following the "share identity with FDC3" proof of concept at the FINOS Hackathon in May 2023, and the work done over the past year by the "Identity & Threat Modelling" workgroup, this session will demonstrate and explain how two applications can use encrypted channels to securely share information over FDC3, without needing to trust either the desktop agent or any other intermediary