A trading platform needs a coherent connection between live quotes, instrument metadata and historical chart state.
Keep identifiers, price basis and session boundaries consistent between the stream and archive. If live bid quotes are joined to midpoint bars without disclosure, the chart and trading screen can disagree even when both connections work.
Define what the platform shows while disconnected and how it resynchronizes on return. Validate subscription restoration, chart backfill and stale-price indicators in a test environment before enabling production instruments.
Bring the proposed instrument list, source documentation and consumer workflow to a technical discussion. The agreed integration specification defines coverage, fields, usage permissions and acceptance tests.
| Instrument scope | Identify the exact underlying, source identifier, quote currency and intended use. |
|---|---|
| Consumer workflow | List trading platforms, charts, risk tools and applications that need the output. |
| Delivery contract | Agree protocol, quote fields, timestamps, source status and recovery behaviour. |
| Production review | Confirm source rights, integration ownership, test evidence and commercial scope. |
For your instrument universe, define who consumes the prices and what each system needs to reconstruct a usable quote. An application dashboard, broker platform and historical process can require different delivery rules even when they share one normalized instrument model.