Broking /Securities

Industry	Use Case	Sample Message Template / Description
Securities	Trade confirmation message	Message to user when trade is confirmed
Securities	End of Day - Transactional Report	End to day, send a summary with pdf link.
Securities	Margin Statement	Send margin statement.
Securities	Monthly portfolio	Dear <NAME>, Here is your detailed Portfolio analysis statement to analyse your holding in your trading acc <ACCOUNT>. <LINK>
Securities	Ledger Balance	<ABC> securities reported your FundBal <AMOUNT> & ShareBal(margin) 0, as on <DATE> excluding your bank/demat a/c.
Securities	Trade Confirmation	BUY:<STOCK>, Qty: <QTY>, @ <AMOUNT> executed successfully for Order no <ORDERNO> ,Client code <CODE>
Securities	Welcome Kit	Hi <NAME>, Thanks for opening an account with ABC Securities. Here is your digital welcome kit to get you started – <LINK>
Securities	Gain/Loss Report	Capital gain loss report for profits/ losses customers has made
Securities	Market analysis/reports	market insights and research message
Securities	Application status	application for accounts/shares etc
Securities	Policy update	changes in policy