Data Modeling for ETRM Systems

Master the art of designing scalable, high-performance data models for Energy Trading & Risk Management systems. This course bridges **trading domain knowledge** and **data architecture** — from trade capture to market risk and settlements.

Duration: 6–8 weeks · Format: Hands-on + Case Studies · Level: Advanced (301)

Program Snapshot

  • • Data modeling for physical & financial trades
  • • Trade capture, reference & market data design
  • • Risk exposure & P&L data structures
  • • Integration models for ORE
Includes hands-on Databricks / SQL labs with ETRM trade datasets.

Overview

Energy and commodity trading systems rely on well-structured, normalized, and extensible data models to manage high-frequency trade, market, and risk data. This course provides practical modeling techniques — from conceptual (UML/ERD) to physical implementation in modern warehouses (Snowflake, Databricks, PostgreSQL).

Who Should Attend

ETRM developers, data architects, business analysts, and risk data engineers.

Key Takeaway

End-to-end energy trading data model with sample schema, normalization & denormalization examples.

Prerequisites

Basic knowledge of SQL, trading workflow, and relational database design.

Curriculum — Modules & Topics

Module 1 — Foundations of Data Modeling

  • Data modeling principles (conceptual, logical, physical)
  • Normalization, keys, and referential integrity
  • Choosing the right model type for trading systems

Module 2 — ETRM Trade Data Domain

  • Physical vs financial trade structures
  • Trade header, legs, and deal components
  • Instrument and contract modeling for Oil, Gas, Power, FX, Metals

Module 3 — Reference & Market Data Models

  • Counterparty, portfolio, location, and price curve modeling
  • Market data ingestion, versioning, and pricing table design

Module 4 — Risk & Exposure Modeling

  • MTM, Delta, Gamma — structuring P&L and risk factor tables
  • Trade valuation links to ORE / Gravitas ETRM / QuantLib results
  • Time-series risk cube and position aggregation

Module 5 — Settlement & Accounting

  • Invoice & cash flow schema design
  • Integration with GL and reconciliation models
  • Journal entry and exposure mapping

Module 6 — Reporting & Data Warehouse

  • Designing fact/dimension models (Star, Snowflake)
  • Trade fact, risk fact, and position dimensions
  • Aggregations for dashboards (Power BI / Tableau)

Hands-on Labs & Case Studies

Lab 1 — Build Core Trade Schema

Create normalized trade tables for oil futures and swaps in PostgreSQL or Databricks SQL.

Lab 2 — Market Data Modeling

Design time-series price table and integrate with risk cube for VaR reporting.

Lab 3 — Risk Aggregation View

Build a consolidated exposure view using SQL window functions and joins.

Case Study — Gravitas ETRM-style Model

Model a simplified Gravitas ETRM trade & risk data flow with reference data joins and MTM tables.

Pricing & Delivery Options

Self-paced

Contact

Recorded modules, schema templates, and SQL labs.

Cohort (Instructor-led)

Contact

6-week cohort with live workshops and real ETRM datasets.

Enterprise

Custom

Private sessions, platform integration, and data architecture consulting.

Contact & Custom Requests

Want an enterprise quote, private cohort, or a customized syllabus? Tell us about team size, preferred delivery and target outcomes.