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All clients using a Partner’s OASYS interface should follow these steps:

  1. Work with DTCC to understand overall migration story, CTM benefits, newest CTM for US Flows features/functionality and CTM pricing
  2. Contact their OASYS interface provider (Partner) to request CTM connectivity along with US Flows parity features, if required (step outs, options, auto-affirmation)
  3. Contact OASYS brokers and confirm CTM readiness on their side
  4. Contact DTCC and enter into a project to migrate OASYS flows over to CTM

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