Operational domains
Separate client operations, dealing/risk, finance/reconciliation, technical administration and support responsibilities.
Role-based access
Grant only the permissions required for each role and review privileged access periodically.
Account operations
Define controlled workflows for account changes, exceptions and administrative interventions.
Reconciliation
Create repeatable checks between customer systems, trading records, payments and external execution where applicable.
Reporting
Use consistent definitions, timestamps and identifiers so reports from different systems can be compared.
Change management
Record production configuration changes with owner, reason, approval and rollback information.
Incident response
Maintain dependency maps, escalation contacts and procedures for common operational failures.