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This paper explains the three OTC derivatives identifiers that the Derivatives Service Bureau (DSB) issue highlighting what they are, their purposes and how they are complementary with different levels of granularity.
This paper explains the three OTC derivatives identifiers in further detail by representing a sample of OTC derivatives products across different asset classes and instrument types, showing the attributes of the datasets for a CFI, UPI and OTC ISIN.
This paper explains how to search for and create a UPI using the GUI. Follow it step by step to support with any queries around using the GUI.
The UPI launched in Production on 16 October, from this moment, UPIs could be created in two ways. Either by users or by pre-population. This paper explains what pre-population is and why it is important.
25 May 2025 marks the launch of the CFI Service, offering new functionality to support implementation of revisions to the CFI standard, starting with the CFI 2021 standard. This paper explains the changes and what this means for DSB users.
The DSB has translated some materials to support jurisdictions around the globe with their onboarding to the UPI Service. These can be found here.
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