Accounting Rules Engine
OL
Global Markets · OTC Derivatives RQ-001 High urgency (Due: May 31)

Update OTC derivatives margin adjustment

Submitted by Linda Daniels 10 Apr 2026 OLAssigned to Olivia Levine (You) · Michael W.
Execution complete — send to business for validation
Business must confirm the rule change matches the intended impact before checker sign-off.
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Request Summary

Update mapping for OTC derivatives margin adjustment to reflect new Sub-type B structure introduced in Q1 2026 product catalogue. Aligns subledger output with revised product taxonomy and ensures correct GL posting for EMEA Holdings book.

Business Context
Aligns with Q1 2026 product taxonomy update and required by audit.
Update existing mapping
Rule Impact RS-4482 · OTC Derivatives — EMEA booking

OTC Derivatives — EMEA booking

Field Current rule Proposed rule
entity EMEA Holdings EMEA Holdings
product OTC OTC
tx_type Previous value: Structured New value: Structured · Sub-type B
mapping GL-4482 GL-4482
sub_type Previous value: null New value: B
Highlighted rows indicate fields that differ from the current rule
Estimated impact — requires business confirmation.
Based on matching conditions against available transaction data: ~140 transactions / month across 3 GL accounts. This is a system estimate — business review will confirm whether it reflects the intended outcome.
Conditions
Legal Entity EMEA Holdings · 0300
Product OTC Derivatives
Transaction Type Structured · 0012
Natural Account 4482 · OTC Derivatives Liability