About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

DSB Adds Option to Use Alternative Underlier Ids to Search for or Create UPIs

Subscribe to our newsletter

The Derivatives Service Bureau (DSB) continues to prepare for the production launch of the Unique Product Identifier (UPI) on 16 October 2023 with an option for users of the UPI User Acceptance Test (UAT) environment to search for and create UPIs using a range of alternative underlier IDs.

The alternative underlier ID feature allows firms to use data available in their existing workflow to obtain a UPI using different identifiers of the same underlier. This has been made possible by the implementation of the DSB’s reference data solution that is provided in partnership with The Association of National Numbering Agencies (ANNA) Service Bureau (ASB) and Intercontinental Exchange (ICE) as reference data providers, and SmartStream as a reference data aggregator.

High-quality cross-referenced symbology data provided by ICE and SmartStream also helps enable the DSB to meet data quality objectives to ensure integrity, completeness, and consistency of UPI codes and associated reference data.

“The introduction of the alternative underlier ID feature will provide fee-paying UPI users with the option to use the underlier ID of their choice, streamlining business processes and delivering efficiencies,” says Emma Kalliomaki, managing director at ANNA and the DSB. “This feature wouldn’t be possible without our chosen reference data partners whose data will also assist the DSB to monitor and assess UPI data quality that is fundamental to the success of the UPI system.”

Subscribers to the UPI UAT service can request permission to use one or more alternative underlier IDs via the DSB’s Client Onboarding and Support Platform (COSP).

Subscribe to our newsletter

Related content

WEBINAR

Upcoming Webinar: How to organise, integrate and structure data for successful AI

25 September 2025 11:00am ET | 3:00pm London | 4:00pm CET Duration: 50 Minutes Artificial intelligence (AI) is increasingly being rolled out across financial institutions, being put to work in applications that are transforming everything from back-office data management to front-office trading platforms. The potential for AI to bring further cost-savings and operational gains are...

BLOG

Strong Governance, Privacy Policies Can Negate AI Risks, Informatica Says

Debate about the limitations of artificial intelligence (AI) in data management was stoked further this week when a leading vendor warned that applications built on nascent large language model (LLM) technology could pose an “existential threat” to companies if not deployed thoughtfully. Jason du Preez, vice president of privacy and security at cloud data management...

EVENT

TradingTech Briefing New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...