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: The ROI of Data Trust: Quantifying the Business Value of Data Observability

Date: 8 July 2026 Time: 10:00am ET / 3:00pm London / 4:00pm CET Duration: 50 minutes Data is the fuel that keeps modern financial institutions’ motors running but if that data can’t be trusted then the decisions made based upon it, or the uses to which its put, will be compromised. That’s especially important for...

BLOG

Sanctions Screening Takes Centre Stage in Riskier New World: Webinar Review

Financial institutions are battling to comply with an increasingly complex and intense sanctions regulatory environment as they contend with “multi-dimensional exposures” across the globe, experts in a recent A-Team LIVE webinar said. Geopolitical tensions, economic conflict and rapidly advancing technological developments are posing new threats to national cohesion, economies and individuals, sparking a regulatory crack...

EVENT

AI in Capital Markets Summit London

Now in its 3rd year, the AI in Capital Markets Summit returns with a focus on the practicalities of onboarding AI enterprise wide for business value creation. Whilst AI offers huge potential to revolutionise capital markets operations many are struggling to move beyond pilot phase to generate substantial value from AI.

GUIDE

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...