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Institutional Fast Path Plan

This plan starts from the current foundation:

  • FIX 4.4 raw TCP/TLS gateway.
  • BSL Direct TCP/TLS binary gateway with compact action frames.
  • BSL compact HTTP order-entry.
  • institutional_agent HMAC credentials.
  • Symbol-sharded execution path and BSL/FIX permission boundaries.
  • Private execution replay and drop-copy contracts.

The immediate beta product is BSL Direct TCP plus FIX 4.4, with compact HTTP as the compatibility path. SBE/FIXP and binary market data are the next protocol upgrades, not replacements for the current path.

Phase 0: Direct BSL/FIX foundation

Status: current implementation target.

ItemContract
Self-service bundleGET /api/v1/bsl/connectivity and /api/v1/fix/connectivity.
FIX CompIDsTargetCompID(56)=SENTICORE, stable client SenderCompID(49), TargetSubID(57)=order_entry/drop_copy.
BSL Direct TCPsenticore-bsl-tcp-v1, 48-byte handshake, 8-byte message header, 192-byte compact action frames, bounded gateway backpressure.
BSL direct HTTPSame compact submit contract on a direct/DNS-only endpoint when assigned; compatibility path, not the primary low-latency path.
SDK examplesTypeScript/Python examples perform real FIX Logon with derived CompIDs.
Guardrailapi_agent remains rejected for BSL/FIX order entry.

This phase removes onboarding friction and Cloudflare confusion while making the existing native binary gateway the official BSL order-entry transport.

Phase 1: SBE + FIXP order entry

Build this when a co-located or direct institutional client has passed Phase 0 conformance and needs lower parse/session overhead.

Reuse

Existing componentReuse
institutional_agent HMACFIXP Negotiate/Establish session auth.
Windowed nonce and derived order idSame action identity and replay model.
BSL order result contractSame ack, durable, full boundaries.
BSL backpressure codesSame fast reject vocabulary.
Symbol-sharded sequencer pathSame engine admission and ordering.

New work

ComponentScope
SBE schemaVersioned XML schema for place, cancel, replace, quote replace, mass cancel, heartbeat, reject, and execution result.
FIXP sessionNegotiate, Establish, Sequence, Terminate, heartbeat, retransmit/gap recovery.
Binary gatewayDedicated TCP/TLS service next to the current FIX gateway.
Reference codecsRust server codec, C++/Rust/TypeScript client codecs generated from the schema.
ConformanceGolden frames, sequence recovery, duplicate client order id, reconnect, and rate-limit tests.

Success criteria

  • No per-order HMAC signing inside the SBE stream after session establishment.
  • Same account/risk/backpressure behavior as BSL/FIX.
  • Stable monotone session sequence numbers with replay.
  • SDK conformance client can place, cancel, replace, reconnect, and gap-fill.

Phase 2: Binary market data

Fast order entry is not enough for market makers if the book signal stays slow. Binary market data should follow the same versioned discipline.

Transport stages

StageUse
TCP recoverable feedFirst binary MD release; simple firewall and cloud deployment.
UDP multicastCo-located lowest-latency release when there is real colo demand.

Feed content

  • Instrument directory.
  • Snapshot marker.
  • L2 book delta.
  • Trade print.
  • Market status/halt.
  • Sequence reset/gap signal.
  • Heartbeat.

Recovery model

  • Every delta has a monotone feed sequence.
  • Clients detect gaps locally.
  • Snapshot plus fromSeq replay is the recovery path for TCP.
  • UDP multicast requires a separate TCP replay/snapshot channel.

Phase 3: Colo-grade operations

Only after a real direct institutional client needs it:

  • DNS-only/direct cross-connect endpoint.
  • IP allowlisting and dedicated rate tiers.
  • Per-client conformance cert.
  • Optional mTLS.
  • Kernel-bypass or specialized NIC work only after TCP/TLS is proven to be the bottleneck.
  1. Make every market maker use the connectivity bundle and current FIX/BSL examples.
  2. Certify one live external client on BSL direct HTTP and FIX 4.4.
  3. Freeze the SBE action schema against the existing BSL action/result model.
  4. Build FIXP/SBE as a sibling gateway, not a rewrite of the matching engine.
  5. Add binary TCP market data before UDP multicast.
  6. Add UDP multicast only for co-located clients.

The current foundation makes this smaller than a greenfield exchange protocol, but SBE/FIXP is still a new wire/session layer. Treat it as a protocol product with schemas, golden frames, SDKs, and conformance tests.