Partner order mapping (Phase A)

Stratify publishes research signals. Partners map orderIntents into their OMS. Stratify does not place orders in Phase A.

Data sources

Webhook envelope (v2)

{
  "version": 2,
  "type": "signal.published",
  "signal": {
    "id": "550e8400-e29b-41d4-a716-446655440000",
    "mandateId": "koalitionsmix-eu",
    "mandateNumber": 1,
    "action": "rebalance",
    "title": "…",
    "body": "…",
    "publishedAt": "2026-05-19T08:00:00.000Z",
    "effectiveAt": "2026-05-19T08:00:00.000Z",
    "legs": [{ "symbol": "VWCE", "weight": 0.4, "rationale": "…" }],
    "disclaimer": "Research publication, no investment advice.",
    "pilotRef": "demo-pilot",
    "version": 1
  },
  "orderIntents": [
    {
      "symbol": "VWCE",
      "side": "buy",
      "targetWeight": 0.4,
      "effectiveAt": "2026-05-19T08:00:00.000Z",
      "idempotencyKey": "550e8400-e29b-41d4-a716-446655440000:VWCE"
    }
  ]
}

Headers:

• Content-Type: application/json
• X-Stratify-Event: signal.published
• X-Stratify-Signature: <hex> — HMAC_SHA256(partner_webhook_secret, raw_body)

Side mapping (Phase A)

Phase C may add delta vs prior signal mapping; not available yet.

Notional / quantity (partner-owned)

Stratify sends target weights, not EUR notionals. Typical partner flow:

1. Load end-user portfolio NAV from your ledger.
2. For each intent: targetNotional = NAV * abs(targetWeight) (sign from side).
3. Resolve symbol → ISIN / internal instrument id / venue conid.
4. Apply MiFID suitability and risk caps on your side (Phase A) or via Stratify API (Phase C).
5. Submit orders with idempotencyKey — safe to retry webhooks.

Partial fills, slippage, and best execution are partner responsibilities unless a Phase C mirror-order contract says otherwise.

Idempotency

• Webhook delivery may retry up to 8 times (exponential back-off).
• Use idempotencyKey as your OMS client order id (or hash into it).
• Duplicate keys must not double-trade.

Phase C (not deployed)

See docs/api/phase-c-endpoints.md for POST /mirror-orders and inbound POST /webhooks/execution-status.