Holdings / position recon
The CSD's statement of holdings against your internal investment / securities sub-ledger, position by position — matched on ISIN, nominal (face value) and maturity.
Treasury securities
T-bills, notes and bonds — your depository's holdings against your investment ledger, on the same engine that matches your nostros. The hard part is already built.
Three reconciliations, one engine
Reconciliation is “external confirmation vs internal book” — exactly what Kilter does for cash. Securities just changes the keys: ISIN, nominal and maturity instead of payment references.
The CSD's statement of holdings against your internal investment / securities sub-ledger, position by position — matched on ISIN, nominal (face value) and maturity.
Auction allotment debits, maturity / redemption credits and coupon settlement through your settlement account — this is standard two-sided nostro reconciliation, working now.
Coupon, discount accretion and redemption reconciliation — part of the scoped CSD connector, available on request.
A 6-holding GoG-securities book, run through the production matcher. Tier-1 only auto-confirms — the break and both one-sided exceptions stay for the back office.
How it maps
Each holding becomes a matchable record. No new engine — the four-tier matcher, tolerances and auto-confirm policy carry over unchanged.
What ships today vs. the connector
The matching core is built and proven; the connector is the ingestion layer for native depository messages. Holdings reconciliation can go live in weeks — talk to us to scope it.
Send us a CSD holdings statement and your investment-ledger extract. We'll run both through the engine and show you the breaks — on a 30-minute call.
Scope it with us