How we onboard

A written-first path from requirement to live feed.

Onboarding starts with a short written brief, not a long discovery process. We turn a few representative requirements into a feed your dealing, risk, and technology teams can review.

  • Start without a finished specification or a meeting.
  • Use representative symbols and failure cases to settle the design.
  • Verify pricing, delivery, and backup behaviour before production.

Written first

Decisions, open questions, and responsibilities stay easy to review across teams and time zones.

Representative first

A small set of normal and difficult symbols reveals more than a generic connector demo.

Verified before live

The agreed pricing and delivery paths are checked before production acceptance.

CoinPriceFeeds onboarding is a written-first implementation path. You can begin with an incomplete requirement, receive focused questions by email, review a representative feed, and move through integration and acceptance without turning the early stages into a series of meetings.

Start with a short written brief

You do not need to prepare a full request for proposal or a detailed technical specification. A useful first message normally contains:

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Useful at the startCan wait until the fit is clear
Instrument groups and a few representative symbolsComplete symbol-by-symbol rules
Sources or venue accounts you already useCredentials and private endpoint details
One normal pricing rule and one difficult caseFinal protection thresholds
Target platform, bridge, or FIX consumerDetailed field and session mappings
Primary and backup expectationsProduction network addresses
The teams that own pricing and integrationFull operating procedures

The demo request form starts the enquiry with only basic contact information. We collect the useful scope in the email that follows, so management, dealing, risk, and technology staff can review the same answers in their own time.

The onboarding path at a glance

The exact route depends on your sources and integration, but the work usually follows this order:

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StageWhat we settlePractical outcome
1. Written scopeInstruments, source roles, pricing intent, destinations, and continuity needsA focused list of requirements and open questions
2. Representative designNormal, difficult, synthetic, scheduled, or fallback examplesA demo scope that tests the important decisions
3. Source readinessAccess, entitlements, symbol mapping, and source ownershipConfirmed inputs for the agreed use
4. Pricing setupAggregation or priority, commercial controls, schedules, and protection intentA client-specific rules view ready for review
5. Delivery integrationStreaming or FIX, connection direction, subscriptions, and network boundariesA test consumer receiving the agreed output
6. AcceptancePrice behaviour, invalid-source handling, reconnects, monitoring, and backup agreementWritten evidence that the feed behaves as expected
7. Production handoverRollout, access, alert ownership, changes, and support arrangementsA live feed with clear operating responsibilities

Each stage produces something reviewable. That keeps a technical connection from moving ahead while a pricing assumption is still unclear.

1. Agree the business result

We first describe the intended client price in plain English.

One symbol may use a group of preferred sources. Another may use a named primary source and move to a valid backup. A synthetic instrument may depend on two other prices. A weekend policy may need different sources and spreads from the weekday policy.

These examples establish what the feed should do without publishing or requesting every implementation detail. The market data aggregation guide explains the main policy choices, while how the complete feed works shows where they fit in the wider path.

2. Choose representative test cases

A useful demo is deliberately small. It should include enough variety to expose the decisions that matter:

  • one normal, liquid symbol;
  • one instrument with a fallback or several inputs;
  • one instrument with a special spread, markup, precision, or schedule;
  • one synthetic or less straightforward market, if relevant; and
  • one source failure or abnormal-quote case.

The purpose is not to simulate the whole production book. It is to let each team see whether the proposed source, pricing, protection, and delivery model makes sense before broader setup begins.

The price-feed evaluation guide contains a fuller cross-team checklist.

3. Confirm source access and responsibilities

A connector and the right to use market data are different things.

The client normally owns the relevant venue relationships, credentials, subscriptions, and market-data entitlements. CoinPriceFeeds confirms the connection path and maps the agreed instruments into the client-specific pricing flow. For a client-provided platform or proprietary source, both sides also agree how that source is authorized and who supports the publishing side.

We keep source identity visible so that a pricing rule can treat each input according to its intended role. See the available market data source categories .

4. Review the pricing policy in a familiar form

The client-specific pricing policy is prepared in a reviewable rules sheet. Depending on the scope, it can describe:

  • which inputs are eligible for each symbol;
  • whether they are combined or used in priority order;
  • commercial spread and markup controls;
  • precision and rounding;
  • session or weekday policies; and
  • the intended response to stale, unavailable, or abnormal data.

Dealing and risk staff can review the result without reading application code. CoinPriceFeeds validates a proposed change before it replaces a working configuration. More detail is available in the pricing engine overview and quote protection overview .

5. Connect the downstream system

Technology teams choose the smallest suitable integration.

A readable streaming connection can suit a bridge or internal service. FIX 4.4 can fit an established market-data workflow. The written scope confirms who initiates each connection, which symbols each consumer needs, and how primary and backup paths will be represented.

Production credentials, private addresses, detailed session settings, and client-specific mappings are exchanged only with the authorized implementation team. The public delivery and integration overview explains the available models without exposing those details.

6. Test behaviour, not just connectivity

Receiving a quote proves that a socket works. Acceptance should also show that the agreed operating behaviour works.

Useful checks include:

  1. representative prices and symbol names are correct;
  2. spreads, markups, precision, and schedules follow the reviewed policy;
  3. unavailable, stale, or abnormal inputs produce the agreed response;
  4. reconnect and subscription behaviour is understood;
  5. primary and backup endpoints report the expected pricing version;
  6. monitoring gives the right teams a useful view; and
  7. failover ownership is clear before it is needed.

CoinPriceFeeds can provide reference and comparison tools for this work. The redundancy and monitoring and verification pages describe the evidence at a client level.

7. Move to production with clear ownership

Before production, both sides should know who owns each operating decision.

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AreaClient responsibilityCoinPriceFeeds responsibility
Market dataVenue relationships, permitted use, and client-side sourcesAgreed connectors and source-state handling
Pricing policyBusiness intent, review, and authorized approvalValidation and application to the client feed
IntegrationPlatform, bridge, firewall, and client failover logicAgreed delivery endpoints and feed-side diagnostics
AccessChoosing and removing authorized client usersEnforcing the agreed feed and dashboard access
MonitoringInternal recipients and escalation ownershipFeed-side visibility and agreed operational signals
ChangesRequesting and approving client-specific changesControlled implementation and verification

Commercial terms, support expectations, and any maintenance arrangements are confirmed for the agreed scope rather than assumed from a generic website statement.

Timing depends on the integration

There is no useful universal onboarding duration. A feed using an available source and an existing client bridge is different from one that needs a new authorized connection, a large symbol map, or platform work on the client side.

The main dependencies are source access, the complexity of the pricing policy, the readiness of the downstream consumer, network approvals, and how quickly each team can review representative results. The written plan makes those dependencies visible early.

Sensitive details stay in the implementation channel

Public pages explain what the product does and what a client should evaluate. They do not publish credentials, network locations, client source mappings, exact protection settings, or other deployment-specific information.

Those details are shared with authorized people when they become necessary for scoping, testing, or production. This keeps the early conversation understandable while protecting the client’s setup and the service’s operating boundaries.

A feed shaped around your setup

Start with the feed requirement you already have.

Send your instruments, available sources, target systems, and one difficult pricing case. We’ll reply in writing with the next useful step.