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

Recorded Webinar: Unlocking value: Harnessing modern data platforms for data integration, advanced investment analytics, visualisation and reporting

Modern data platforms are bringing efficiencies, scalability and powerful new capabilities to institutions and their data pipelines. They are enabling the use of new automation and analytical technologies that are also helping firms to derive more value from their data and reduce costs. Use cases of specific importance to the finance sector, such as data...

BLOG

Financial Institutions ‘Layering’ New Risks as Report Highlights Greenwashing Exposure

The number of financial institutions flagged for greenwashing climbed substantially in the past year, highlighting both the vulnerability of individual firms and the need to integrate greenwashing risk management into decision-making processes.. The sector remained the worst offender for overstating their progress or making vague or misleading claims, the report by sustainability risk data company...

EVENT

ExchangeTech Summit London

A-Team Group, organisers of the TradingTech Summits, are pleased to announce the inaugural ExchangeTech Summit London on May 14th 2026. This dedicated forum brings together operators of exchanges, alternative execution venues and digital asset platforms with the ecosystem of vendors driving the future of matching engines, surveillance and market access.

GUIDE

Regulatory Data Handbook 2025 – Thirteenth Edition

Welcome to the thirteenth edition of A-Team Group’s Regulatory Data Handbook, a unique and practical guide to capital markets regulation, regulatory change, and the data and data management requirements of compliance across Europe, the UK, US and Asia-Pacific. This year’s edition lands at a moment of accelerating regulatory divergence and intensifying data focused supervision. Inside,...