Key Takeaways
- Scenario 293 is an options-assignment confirmation CSV — not CD maturities, IRA contributions, margin calls, RSU vests, crypto withdrawals, domestic wires, brokerage trade confirms, 529 contributions, 401(k) match, HSA/FSA, escrow interest, 1099 notices, garnishment remits, annuity payables, dividends, loan draws, FX, insurance lapse, BNPL, chargebacks, ACH NSF, payroll, EWA, collections, KYC, travel, card PIN, or settlement.
- “Assign OA-3 posted — last-4 28” is transactional. “Trade options with us” is marketing. Split SIMs.
- Dashboard OTP stays on a dedicated Android. An assignment-window file will starve it.
- Priced by devices and SMS send volume. You use your own phone and operator SMS credit. Free is 1 / 300 / 300. Developer is 25,000 SMS per year.
- Do not put strike, quantity, or SSN on the SMS. Assignment id + last-4 is enough.
- REST import fields live in Developer Center — not a CodeCanyon options add-on. MCP, if you use it, is only a REST wrapper.
Summary
Scenario 293 is fintech bulk CSV for options assignment notices. Ops owns the cycle. The Android is a radio, not the OCC file. Priced by devices and SMS send volume. You use your own phone and operator SMS credit.
If you SMS the strike because “people need the number,” you have turned a confirm file into a harvest list.
Options-assignment files
Import assignment id, last-4, and a portal link — not strike or quantity. CSV import · fintech notes. Fields: Developer Center. Industry context: GSMA.
Column map
| Column | On SMS | SIM | Do not |
|---|---|---|---|
| Assign + last-4 | Yes | Transactional | Strike / qty / SSN |
| Underlying short | Ok | Same From | Reuse as a marketing key |
| Trade-options pitch | Promo only | Promo MSISDN | Ride the confirm inbox |
| Dashboard login | OTP | Dedicated OTP phone | Share the batch radio |
No strike on the SMS
Last-4 is enough for the client to recognize the assignment. Idempotent send. DLR ≠ posted — DLR.
Cost
Priced by devices and SMS send volume. You use your own phone and operator SMS credit. Free: 1 device, 300 SMS lifetime, 300 contacts. Developer: 25,000 SMS per year. Paid plans uncap platform volume; devices still meter. Pricing.
Ops
Spare radio before an assignment-window run. Doze · setup.
Security
Drop the CSV after send. Encrypt at rest. Trust Center · OTP. Options-pitch STOP off the confirm inbox. STOP.
Checklist
- No strike / qty / SSN on SMS.
- Idempotency on assignment + last-4.
- OTP isolated.
- File deleted after send.
- Airtime for assignment-window run.
Next steps
Transactional SMS · SMS API documentation.
Related product pages
Jump to the live product docs for this topic—not another long-form article.
- bulk SMS from Excel and CSVSpreadsheet campaigns
- contacts, lists, and segmentsAudience hygiene
- bulk SMS with consent best practicesHigh-volume outreach
- SMS API documentationLive endpoint reference
