BOD Checklist - Beginning of Day
BOD Checklist - Beginning of Day Operations
This checklist ensures all critical systems and processes are validated before market opens at 9:15 AM.
Note: The “Remark” column in each check contains observations and notes from the operations team member who performed the BOD validation.
📊 BOD Task Tracker Spreadsheet - Use this sheet to track daily BOD execution and record remarks.
Market Pre-Open Checks (8:00 AM - 9:00 AM)
1. Order Management System Validation
Time: 8:10 AM - 8:14 AM
| Exchange | Scrips to Test | Order Types | Remark |
|---|---|---|---|
| NSE, BSE, NFO | SBIN, Reliance, HDFCBANK, BankNifty, INFY, TCS, M&M | CNC, MIS, NRML, BO, CO | Order placed properly |
Purpose: Verify all order types execute correctly across all segments. Who: Operations team member performs test orders and notes results
2. Symbol Blocking - Derivatives
Time: 8:15 AM - 8:18 AM
| Exchange | Banned Symbols | Order Types | Remark |
|---|---|---|---|
| NFO | AARTIIND, ABFRL, ADANIENT, GNFC, GRANULES, HINDCOPPER, IGL, NATIONALUM | NRML, MIS, BO, CO | Blocked |
Purpose: Confirm banned symbols in F&O segment are properly blocked. Who: Operations team validates blocking is active
3. Circuit Limits Validation
Time: 8:38 AM - 8:41 AM
| Exchange | Scrips to Test | Check Points | Remark |
|---|---|---|---|
| NSE, BSE, NFO | SBIN, Reliance, HDFCBANK, BankNifty, INFY, TCS | LTP, Upper Circuit, Lower Circuit | Showing properly |
Purpose: Ensure circuit filters and price bands display correctly before market open. Who: Operations team checks price limits on platform
4. Neat Server Validation
Time: 8:45 AM - 8:49 AM
| Segment | Components | Status |
|---|---|---|
| CM & FO | FreeFloat, Security, Participant, SPD_contract, Contract & Fo_participant | ✅ Uploaded successful |
Purpose: Upload and validate all required script files in Neat server.
5. Neat Login Validation
Time: 8:50 AM
| Segment | Remark |
|---|---|
| CM & FO | CM & FO Login successful |
Purpose: Confirm Neat server connectivity to Cash Market and Futures & Options segments. Who: Operations team validates Neat login is successful
Market Open Checks (9:00 AM - 9:20 AM)
6. Index Feeds Validation
Time: 9:07 AM - 9:08 AM
| Exchange | Indices | Status |
|---|---|---|
| NSE, BSE, NFO | Nifty, BankNifty, Sensex | ✅ Feeds coming properly |
Purpose: Verify index data feeds are streaming correctly.
7. Market Data Feeds & Rates
Time: 9:08 AM - 9:16 AM
| Exchange | Scrips to Monitor | Start Time | NSE & BSE Live | NFO Live | Status |
|---|---|---|---|---|---|
| NSE, BSE, NFO | SBIN, Reliance, HDFC, BankNifty, NIFTY, TCS | 9:08 AM | 9:10 AM | 9:16 AM | ✅ Feeds coming properly |
Purpose: Confirm real-time market data and rates are flowing for all segments.
8. T2T & Special Segment Orders
Time: 8:18 AM - 8:19 AM
| Exchange | Category | Scrips | Order Type | Status |
|---|---|---|---|---|
| NSE | T2T | BE-ACL, ADL, BZ-RMCL, RNAVAL | MIS | ✅ Blocked |
| BSE | T2T | XT-AARSHYAM, ABCGAS | MIS | ✅ Blocked |
Purpose: Ensure MIS orders are blocked for T2T (Trade-to-Trade) scrips.
9. ASM & GSM Blocking
Time: 8:19 AM - 8:20 AM
| Exchange | Stage | Scrips | Order Types | Status |
|---|---|---|---|---|
| NSE | ASM/GSM | LTASM, ALL STAGES (except Stage-0, 1, 2 and STASM) | CNC, MIS | ✅ Blocked |
| BSE | ASM/GSM | LTASM, ALL STAGES (except Stage-0, 1, 2 and STASM) | CNC, MIS | ✅ Blocked |
Purpose: Validate Additional Surveillance Measure (ASM) and Graded Surveillance Measure (GSM) restrictions.
10. Mobile & Web Platform Charts
Time: 9:16 AM - 9:20 AM
| Platform | Segments | Scrips | Status |
|---|---|---|---|
| Mobile App & Web | ALL SEGMENTS | NSE-SBIN, BSE-HDFCBANK, NFO-NIFTY 50 | ✅ Working |
Purpose: Verify charting functionality across all platforms.
Order Execution Validation
11. AMO (After Market Order)
Time: 8:36 AM - 8:37 AM
| Exchange | Status |
|---|---|
| NSE, BSE | ✅ Orders successfully executed |
Purpose: Confirm AMO orders from previous day are being processed.
Data Synchronization Checks
12. EDIS (e-DIS) - Demat Authorization
Time: 8:22 AM
| Exchange | Status |
|---|---|
| NSE SME | ✅ TPIN generated |
Purpose: Validate EDIS TPIN generation for demat holdings authorization.
13. IPO Data
Time: 9:11 AM - 9:13 AM
| Exchange | Status |
|---|---|
| NSE SME | ✅ IPO’s showing |
Purpose: Ensure IPO listings and details are displaying correctly.
14. UPI & Net Banking Transactions
Time: 8:20 AM - 8:21 AM
| Exchange | Payment Methods | Status |
|---|---|---|
| NSE SME | UPI & Net Banking | ✅ Working |
Purpose: Verify payment gateway integration for fund deposits.
15. Falcon Synchronization
Time: 8:30 AM - 8:35 AM
| Exchanges | Order Types | Status |
|---|---|---|
| BFO, BSE, NSE, BSE(index), NSE(index), NFO, AMO, IPO | All | ✅ Synced |
Purpose: Ensure Falcon service has synced all exchange data and configurations.
Infrastructure & Portal Validation
16. Monitoring Infrastructure
Time: 8:05 AM - 8:09 AM
| Service | Status |
|---|---|
| Zybisys-Infra | ✅ Working |
| Sify-Infra | ✅ Working |
Purpose: Validate infrastructure monitoring systems are operational.
BOD Sign-off
All checks must be completed and signed off by 9:00 AM to ensure smooth market operations starting at 9:15 AM.
Critical Timelines
| Milestone | Target Time |
|---|---|
| All system checks completed | 8:50 AM |
| Market data feeds validated | 9:10 AM |
| Platform charts operational | 9:15 AM |
| Trading ready for market open | 9:15 AM |
Escalation Matrix
If any check fails, immediately escalate to:
- Tech Lead - For system/infrastructure issues
- Operations Manager - For process/data issues
- Exchange Helpdesk - For exchange connectivity issues
Change Log
| Date | Changes | Updated By |
|---|---|---|
| 25-11-2024 | Initial BOD checklist created | Operations Team |