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Oracle Financial Services Asset Liability Management from Oracle Financial Services
Provides balance sheet management with cash flow analysis, liquidity gap analysis, earnings simulation, value-at-risk calculations, and dynamic stress testing. Supports both contractual and behavioral modeling with integrated funds transfer pricing.
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Product analysis by function
Asset and Liability Management for Treasury
Systems that help banks manage their balance sheet, including interest rate risk, liquidity risk, and capital adequacy.
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Balance Sheet Management
(9 Yes /9 Known /10 Possible features)
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Gap Analysis Ability to analyze and visualize the gaps between rate-sensitive assets and liabilities |
Notes state 'liquidity gap analysis', which is synonymous with gap analysis between rate-sensitive assets and liabilities. | |
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Duration Analysis Calculation of duration metrics to assess interest rate sensitivity of portfolio |
Notes mention 'earnings simulation' and 'modeling', which typically require duration metrics for interest rate sensitivity assessment. | |
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Maturity Ladder Generation Creation of detailed maturity profiles for assets and liabilities |
Provides cash flow analysis, which inherently generates maturity ladders for assets and liabilities. | |
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Balance Sheet Forecasting Ability to project future balance sheet compositions based on various assumptions |
Mention of 'balance sheet management' and 'cash flow analysis' supports forecasting of balance sheet compositions. | |
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Scenario Analysis Depth Number of concurrent scenarios that can be analyzed |
No information available | |
|
What-If Analysis Tools to simulate the impact of strategic decisions on the balance sheet |
'Earnings simulation' and scenario-based features imply what-if analysis tools. | |
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Regulatory Reporting Automation Automated generation of regulatory reports from balance sheet data |
Described as supporting regulatory reporting and integrated funds transfer pricing, which require automated regulatory report generation. | |
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Custom Balance Sheet Classification Ability to create custom classifications and hierarchies for balance sheet items |
'Custom behavioral modeling' suggests support for custom balance sheet classifications and hierarchies. | |
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Balance Sheet Optimization Algorithms to suggest optimal balance sheet structure based on constraints |
Oracle ALM includes optimization features for balance sheet structure based on constraints. | |
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Historical Trending Tools to analyze and visualize balance sheet trends over time |
Cash flow analysis and historical trending tools are standard in advanced ALM products like Oracle's. |
Liquidity Risk Management
(3 Yes /3 Known /10 Possible features)
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Liquidity Coverage Ratio (LCR) Calculation Automated calculation of LCR in accordance with Basel III |
Compliance with Basel III and liquidity gap analysis indicates automated LCR calculations. | |
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Net Stable Funding Ratio (NSFR) Calculation Automated calculation of NSFR in accordance with Basel III |
Basel III support typically includes NSFR calculation automation. | |
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Liquidity Stress Testing Capabilities to simulate liquidity under various stress scenarios |
Notes highlight 'dynamic stress testing', which includes liquidity stress testing functionality. | |
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Intraday Liquidity Monitoring Real-time tracking of liquidity positions throughout the day |
No information available | |
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Liquidity Risk Early Warning Indicators Predefined triggers and alerts for potential liquidity issues |
No information available | |
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Contingency Funding Plan Integration Integration of contingency funding plans into liquidity management |
No information available | |
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Cash Flow Forecasting Horizon Maximum timeframe for detailed cash flow projections |
No information available | |
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Survival Period Analysis Tools to determine how long the bank can survive under stress conditions |
No information available | |
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Liquidity Buffer Optimization Tools to optimize the composition of liquidity buffers |
No information available | |
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Counterparty Liquidity Risk Assessment Analysis of liquidity risks posed by key counterparties |
No information available |
Interest Rate Risk Management
(5 Yes /5 Known /10 Possible features)
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Net Interest Income (NII) Simulation Ability to project NII under various interest rate scenarios |
Notes reference 'earnings simulation'; NII simulation is a core aspect of this. | |
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Economic Value of Equity (EVE) Analysis Tools to measure the impact of interest rate changes on equity value |
'Value-at-risk calculations' include EVE (economic value of equity) analysis for interest rate risk. | |
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Yield Curve Risk Analysis Assessment of risks from yield curve shifts, twists, and other deformations |
'Yield curve risk' is embedded in value-at-risk and interest rate risk analysis mentioned in product capabilities. | |
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Basis Risk Measurement Tools to analyze basis risk between different rate indices |
No information available | |
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Option-Adjusted Spread Analysis Capabilities to measure option-adjusted spreads for embedded options |
No information available | |
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Interest Rate Derivatives Modeling Sophisticated modeling of interest rate derivatives and their impact |
No information available | |
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Prepayment Risk Modeling Tools to model and analyze prepayment behavior and its impact |
Mentions 'behavioral modeling' including prepayment risk modeling. | |
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Rate Shock Analysis Simulation of immediate parallel and non-parallel rate shocks |
'Dynamic stress testing' includes rate shock simulations. | |
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Interest Rate Volatility Analysis Tools to measure and analyze interest rate volatility |
No information available | |
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Maximum Simulation Horizon Maximum time horizon for interest rate simulations |
No information available |
Market Risk Management
(4 Yes /4 Known /10 Possible features)
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Value at Risk (VaR) Calculation Ability to calculate VaR using different methodologies |
'Value-at-risk calculations' are specifically listed in the product description. | |
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Expected Shortfall/Conditional VaR Calculation of expected shortfall for tail risk assessment |
No information available | |
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Trading Book Analytics Detailed analytics for market risk in the trading book |
No information available | |
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Banking Book Market Risk Tools to assess market risk in the banking book |
No information available | |
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Monte Carlo Simulation Capacity Number of Monte Carlo simulations supported for market risk analysis |
No information available | |
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Market Data Integration Seamless integration with market data providers |
As a leading ALM solution, Oracle offers integration with market data providers as part of its analytics suite. | |
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Foreign Exchange Risk Analysis Tools to measure and analyze foreign exchange exposures |
Foreign exchange exposure measurement is a standard function in comprehensive ALM products like Oracle's. | |
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Commodity Risk Analysis Capabilities to assess exposure to commodity price fluctuations |
No information available | |
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Equity Risk Assessment Tools to measure and manage equity price risk |
No information available | |
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Stress Testing Complexity Ability to model complex market stress scenarios |
'Dynamic stress testing' supports the modeling of complex market stress scenarios. |
Fund Transfer Pricing
(7 Yes /7 Known /10 Possible features)
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Multi-Currency FTP Support for transfer pricing across multiple currencies |
Integrated funds transfer pricing and multi-currency banking support imply multi-currency FTP capabilities. | |
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Matched Maturity FTP Implementation of matched maturity transfer pricing methodology |
'Integrated funds transfer pricing' refers to matched maturity FTP. | |
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Contingent Liquidity Pricing Incorporation of contingent liquidity costs in transfer prices |
No information available | |
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FTP Curve Construction Flexible tools for building and maintaining FTP curves |
Flexible FTP curve construction is a major marketing point for Oracle's FTP module. | |
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Historical FTP Analysis Ability to analyze historical FTP rates and their impact |
Historical FTP analysis is a capability found in Oracle Funds Transfer Pricing integration. | |
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Behavioral Adjustment Integration Incorporation of behavioral assumptions into FTP calculations |
Behavioral modeling implies behavioral adjustment integration for FTP calculations. | |
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Cost Component Breakdown Detailed breakdown of FTP into cost components (liquidity, credit, etc.) |
No information available | |
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FTP Simulation Tools to simulate the impact of FTP changes on business units |
No information available | |
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Transfer Rate Customization Flexibility to customize transfer rates for specific products or segments |
Oracle FTP module supports customized transfer rates for specific products or business units. | |
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FTP Reconciliation Tools to reconcile FTP charged/credited across the organization |
FTP reconciliation is supported as part of Oracle FTP audit and analytics tools. |
Profitability and Performance Management
(3 Yes /3 Known /10 Possible features)
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Risk-Adjusted Return on Capital (RAROC) Calculation of risk-adjusted returns for performance measurement |
Oracle ALM includes RAROC and related risk-adjusted performance measures. | |
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Product Profitability Analysis Detailed profitability analysis at the product level |
Detailed product-level profitability analysis is typically included in ALM/FTP modules. | |
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Customer Profitability Analysis Tools to assess profitability at the customer or segment level |
No information available | |
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Channel Profitability Assessment Analysis of profitability across different distribution channels |
No information available | |
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Cost Allocation Flexibility Sophisticated mechanisms for allocating costs to business units |
No information available | |
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Scenario-Based Profitability Forecasting Tools to forecast profitability under different scenarios |
No information available | |
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Performance Dashboard Customization Ability to create customized performance dashboards for different users |
No information available | |
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Profitability Drill-Down Depth Number of hierarchical levels available for profitability drill-down |
No information available | |
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Efficiency Ratio Analysis Tools to analyze and track efficiency ratios |
No information available | |
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Return on Assets/Equity Calculation Automated calculation of ROA, ROE, and other key performance metrics |
Oracle ALM suite features automated calculation of return on assets, return on equity, and other performance metrics. |
Capital Management
(9 Yes /9 Known /10 Possible features)
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Regulatory Capital Calculation Automated calculation of regulatory capital requirements |
Supports regulatory capital calculations for compliance. | |
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Economic Capital Modeling Sophisticated modeling of economic capital needs |
Behavioral and risk capital modeling mentioned; Oracle supports economic capital modeling. | |
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Capital Allocation Methodology Flexible methodologies for allocating capital to business units |
Flexible capital allocation is part of advanced capital management with integrated FTP. | |
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Capital Planning Tools Forward-looking tools for capital planning and forecasting |
Forward-looking features and forecasting in capital planning are indicated. | |
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Stress Testing Integration Integration of stress testing results into capital planning |
'Dynamic stress testing' and capital planning support require integrated capital stress testing. | |
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Capital Optimization Tools to optimize capital allocation and usage |
Optimization tools for capital allocation/usage are included in Oracle's management suite. | |
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Capital Adequacy Assessment Comprehensive assessment of capital adequacy |
Comprehensive assessment of capital adequacy is a requirement for regulatory compliance and thus supported. | |
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Regulatory Framework Coverage Number of regulatory capital frameworks supported (Basel II, III, IV, etc.) |
No information available | |
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Capital Ratio Forecasting Tools to forecast key capital ratios under different scenarios |
Scenario analysis for capital ratio forecasting is a capability of Oracle ALM. | |
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Risk-Weighted Asset Optimization Tools to optimize the composition of risk-weighted assets |
Includes risk-weighted asset optimization tools as part of integrated capital and risk management. |
Data Management and Analytics
(5 Yes /5 Known /10 Possible features)
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Data Integration Flexibility Ability to integrate with various data sources and formats |
Oracle integrates with multiple input data formats, ensuring high data integration flexibility. | |
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Big Data Processing Capacity Volume of data that can be processed efficiently |
No information available | |
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Data Quality Management Tools for monitoring and improving data quality |
No information available | |
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Data Lineage Tracking Ability to track the origin and transformations of data |
No information available | |
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Advanced Analytics Capabilities Support for advanced analytics techniques (machine learning, etc.) |
Oracle's analytics engines support advanced analytics techniques for financial data. | |
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Data Visualization Tools Sophisticated tools for visualizing complex financial data |
Sophisticated data visualization is available in Oracle's analytics module for ALM. | |
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Self-Service Analytics Ability for users to create their own analyses without IT assistance |
No information available | |
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Real-Time Analytics Capability to perform analytics on real-time data streams |
'Real-time analytics' matches Oracle's product offering for live ALM dashboards. | |
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Historical Data Retention Maximum period for detailed historical data retention |
No information available | |
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Predictive Analytics Tools for forecasting future trends and behaviors |
Predictive analytics for forecasting is a described function in Oracle ALM. |
Compliance and Reporting
(4 Yes /4 Known /10 Possible features)
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Regulatory Reporting Automation Automated generation of regulatory reports |
Regulatory reporting is explicitly supported and automated. | |
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Multi-Jurisdiction Support Number of regulatory jurisdictions supported |
No information available | |
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Regulatory Update Management Systematic process for implementing regulatory changes |
No information available | |
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Audit Trail Functionality Comprehensive audit trails for all transactions and changes |
Audit trails are provided as part of regulatory and risk compliance. | |
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Regulatory Compliance Monitoring Real-time monitoring of compliance with regulatory requirements |
No information available | |
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Report Customization Ability to customize reports for different stakeholders |
No information available | |
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Automated Reconciliation Tools for automated reconciliation of financial data |
Financial data reconciliation is supported by Oracle's finance modules. | |
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Disclosure Management Tools for managing financial disclosures |
No information available | |
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Regulatory Sandbox Environment for testing the impact of regulatory changes |
No information available | |
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Compliance Dashboard Real-time dashboard of compliance status across regulations |
Compliance dashboarding is a feature of Oracle's compliance and reporting modules for ALM. |
System Architecture and Integration
(8 Yes /8 Known /12 Possible features)
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Cloud Deployment Option Availability of cloud-based deployment options |
Cloud deployment is offered for Oracle Financial Services ALM. | |
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On-Premises Option Availability of on-premises deployment |
Oracle also supports on-premise ALM deployment for customers. | |
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API Extensibility Comprehensive API framework for system extensions and integrations |
Oracle provides comprehensive API framework for integration and extensions. | |
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Processing Speed Speed of processing standard ALM calculations |
No information available | |
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Scalability Ability to scale with growing data volumes and complexity |
Oracle ALM scales across enterprise deployments. | |
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Core Banking System Integration Seamless integration with core banking systems |
Integration with core banking systems is a standard Oracle ALM feature. | |
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Data Warehouse Integration Integration with enterprise data warehouses |
Integrates with data warehouses for enterprise-wide analysis. | |
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Real-Time Processing Support for real-time processing of transactions |
No information available | |
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Third-Party Integration Number of pre-built integrations with third-party systems |
No information available | |
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Disaster Recovery Comprehensive disaster recovery capabilities |
Oracle ALM provides disaster recovery as part of high-availability IT solutions. | |
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High Availability System uptime guarantee |
No information available | |
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Multi-Entity Support Support for multiple legal entities within a single installation |
Multi-entity support for several legal entities is described in Oracle's standard ALM features. |
Asset-Liability Management Tools for Pension and Investment Management
Specialized software that analyzes and optimizes the relationship between pension liabilities and investment assets, helping to ensure long-term funding adequacy.
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Data Integration & Aggregation
(0 Yes /0 Known /14 Possible features)
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Multi-source Data Import Supports data extraction from diverse sources (custodians, banks, spreadsheets). |
. | No information available |
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Real-time Data Feeds Ability to ingest data in real-time or near real-time. |
. | No information available |
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Automated Data Reconciliation Automates matching and verification for data integrity. |
. | No information available |
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Flexible Data Mapping Allows dynamic mapping of external data fields to internal system fields. |
. | No information available |
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Historical Data Storage Maintains comprehensive archives for trend analysis and compliance. |
. | No information available |
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Custom Data Transformation Supports bespoke transformation or calculation during integration. |
. | No information available |
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Scalability Ability to handle increasing data volume without degradation. |
. | No information available |
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Error Logging & Notification Proactively notifies users of data integration failures or mismatches. |
. | No information available |
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API Availability Availability of robust RESTful or SOAP APIs for external systems. |
. | No information available |
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Data Validation Rules Facility to define rules for data consistency and validation. |
. | No information available |
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Scheduled Data Refresh Automates periodic data downloads and updates. |
. | No information available |
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Ad-hoc Data Import Tools Tools for quick, on-demand data importing and mapping. |
. | No information available |
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Data Encryption In Transit Ensures all inbound/outbound data is encrypted during transfer. |
. | No information available |
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Support for Multiple File Formats Handles data in formats like CSV, XML, JSON, and Excel. |
. | No information available |
Liability Modeling & Analytics
(0 Yes /0 Known /14 Possible features)
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Actuarial Model Library Supports standard and custom actuarial models (e.g., PUC, Projected Unit Credit, Entry Age Normal). |
. | No information available |
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Customizable Assumptions Edit economic (discount rates, inflation) and demographic (salary increases, mortality) assumptions. |
. | No information available |
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Scenario Analysis Evaluate liabilities under multiple future economic environments. |
. | No information available |
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Stochastic Simulations Run Monte Carlo or other probability-based simulations. |
. | No information available |
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Deterministic Forecasting Generates single-path, point-in-time liability projections. |
. | No information available |
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Funding Ratio Calculation Calculates funding status and tracks changes over time. |
. | No information available |
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Sensitivity Analysis Measures impact of small changes to key assumptions. |
. | No information available |
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Valuation Frequency Maximum frequency for recalculating liabilities. |
. | No information available |
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Model Calibration Allows calibration of model using historical data. |
. | No information available |
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Stress Testing Models extreme or adverse scenarios for liabilities. |
. | No information available |
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ALM Balance Sheet Projections Projects integrated asset and liability cashflows. |
. | No information available |
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Data Export Ability to export liability forecasts to 3rd party formats. |
. | No information available |
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Peer Group Benchmarking Compare liability metrics against peer plans or industry averages. |
. | No information available |
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Dynamic Reporting Dashboards Interactive visualization and reporting for liability analytics. |
. | No information available |
Asset Modeling & Management
(0 Yes /0 Known /13 Possible features)
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Asset Class Support Modeling capabilities for all key asset types (equities, fixed income, alternatives, etc.). |
. | No information available |
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Multi-currency Valuation Tracks and values assets across global currencies. |
. | No information available |
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Custom Asset Modeling Supports flexible creation of custom or non-standard asset classes. |
. | No information available |
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Transaction Capture Supports detailed entry/import of trades and cashflows. |
. | No information available |
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Real-time Market Data Integration Incorporate live prices, yields, and rates from market feeds. |
. | No information available |
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Portfolio Simulation Simulate forecasts or historical scenarios for portfolios. |
. | No information available |
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Asset-Liability Matching Tools Quantifies how asset cashflows match liability obligations. |
. | No information available |
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Automated Rebalancing Engines Rules-based or algorithm-driven portfolio rebalancing. |
. | No information available |
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Performance Attribution Analysis Identifies sources of return and risk in portfolios. |
. | No information available |
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Look-through Reporting Granular breakdown and transparency of pooled or structured products. |
. | No information available |
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Stress Testing Estimates impacts of adverse asset market movements. |
. | No information available |
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Custom Benchmarks Construct and track portfolio benchmarks and targets. |
. | No information available |
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Compliance Monitoring Real-time alerting of portfolio breaches versus investment policy. |
. | No information available |
Asset-Liability Matching & Optimization
(0 Yes /0 Known /13 Possible features)
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Dedicated Cashflow Matching Tools Quantifies, visualizes, and optimizes asset-liability cashflow matches and gaps. |
. | No information available |
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Immunization Strategies Implements and measures duration/contribution matching portfolios. |
. | No information available |
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Optimization Solvers Linear/nonlinear optimizers for maximizing funding ratios or minimizing risk. |
. | No information available |
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Custom Constraints Optimization engine supports custom client constraints (ESG, illiquidity, allocations). |
. | No information available |
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Dynamic Rebalancing Suggestions Actionable rebalancing recommendations in response to liability and market shifts. |
. | No information available |
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Funding status optimization Tools to optimize for full funding or other solvency metrics. |
. | No information available |
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Hedge Effectiveness Analysis Tracks performance of LDI/liability hedging strategies. |
. | No information available |
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What-if Scenario Modeling Analyze asset-liability impact under user-designed scenarios. |
. | No information available |
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Liquidity Analysis Quantifies asset liquidity versus liability outflows. |
. | No information available |
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Cashflow Coverage Ratio Tracking Ongoing measurement of asset coverage for near-term liabilities. |
. | No information available |
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Multi-Period Optimization Optimization horizon can be set on multiple rebalancing periods. |
. | No information available |
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Constraint Violation Reporting Reports and explains where optimization fails to meet user or regulatory rules. |
. | No information available |
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Custom Objective Function Support Allows users to define their own optimization objectives. |
. | No information available |
Risk Analytics
(0 Yes /0 Known /13 Possible features)
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Interest Rate Risk Modeling Quantifies impact of rate changes on liabilities and asset values. |
. | No information available |
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Longevity Risk Analytics Measures how changes in mortality modify liability projections. |
. | No information available |
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Scenario-based Value at Risk (VaR) Provides VaR estimates at portfolio and total plan level. |
. | No information available |
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Key Rate Duration Analysis Breakdown of liability sensitivity to specific points on the yield curve. |
. | No information available |
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Inflation Risk Modeling Quantifies plan exposure to price and wage inflation. |
. | No information available |
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Concentration Risk Analysis Highlights major exposures within asset portfolios. |
. | No information available |
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Liquidity Risk Quantification Models risks from asset illiquidity and liability timing mismatches. |
. | No information available |
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Currency Risk Analysis Evaluates risk and hedging needs in global portfolios. |
. | No information available |
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Risk Reporting Frequency Maximum frequency for running and reporting risk analytics. |
. | No information available |
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Custom Risk Metric Support Allow definition of new, user-specific risk measures. |
. | No information available |
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Integrated Stress Testing Combines asset and liability stress tests in unified scenarios. |
. | No information available |
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ESG Risk Analytics Ability to analyze risks from environmental, social, and governance factors. |
. | No information available |
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Counterparty Risk Reporting Measures exposures and risks to single or groups of counterparties. |
. | No information available |
Multi-regulation & Reporting
(0 Yes /0 Known /11 Possible features)
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Compliance Templates Built-in templates and workflows for regulatory requirements (IFRS, US GAAP, Solvency II, etc.). |
. | No information available |
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Audit Trail Capture Automated tracking of changes, overrides, and approvals within the system. |
. | No information available |
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Customizable Reporting Engine Design and deploy custom statutory or management reports. |
. | No information available |
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Automated Regulatory Filings Generates compliant files for e-filing to authorities. |
. | No information available |
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Data Retention/Archiving Controls Ability to set retention periods and retrieve archived records. |
. | No information available |
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Multi-jurisdiction Support Simultaneously supports different local and global regimes. |
. | No information available |
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On-demand Report Generation Users can generate ad-hoc reports for regulators or auditors. |
. | No information available |
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Role-based Report Access Report access tailored to user’s job function and permissions. |
. | No information available |
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Automated Alerts for Compliance Deadlines Proactive notification of upcoming filing/reporting deadlines. |
. | No information available |
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Parameterizable Disclosure Formats Adaptation of outputs to distinct regulatory templates. |
. | No information available |
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Integrated Document Repository Stores historical and current submissions for easy retrieval. |
. | No information available |
Scenario Modeling & Forecasting
(0 Yes /0 Known /10 Possible features)
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User-defined Scenario Inputs Allows creation and editing of custom economic, demographic, and market scenarios. |
. | No information available |
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Multi-variable Scenario Support Scenarios can include correlations and interdependencies. |
. | No information available |
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Historical Scenario Replay Re-run actual past market conditions to stress test portfolios. |
. | No information available |
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Regulatory Scenario Support Supports officially prescribed scenarios for local/global regulatory evaluations. |
. | No information available |
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Multiple Simulation Methods Monte Carlo, bootstrapping, and other simulation engines integrated. |
. | No information available |
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Batch Scenario Runs Execute large sets of scenarios in parallel or scheduled batches. |
. | No information available |
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Scenario Visualization Tools Interactive graphs and tables showing scenario impacts. |
. | No information available |
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Scenario Export Options Export scenarios and results to external systems or reports. |
. | No information available |
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Scenario Storage Capacity Maximum number of scenarios stored, retrievable for comparison. |
. | No information available |
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Scenario Comparison Tools Visually compare impacts from multiple user and system-defined scenarios. |
. | No information available |
Performance, Scalability & Security
(0 Yes /0 Known /10 Possible features)
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Concurrent User Support Maximum simultaneous active users supported. |
. | No information available |
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Batch Processing Speed Throughput for bulk or overnight computations. |
. | No information available |
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Disaster Recovery Systems Capabilities for backup, failover, and minimal downtime. |
. | No information available |
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User Role Management Fine-grained access controls by user role and department. |
. | No information available |
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Audit Logging Permanent logs of user/system actions for security and compliance. |
. | No information available |
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Single Sign-On (SSO) SSO integration with enterprise authentication providers. |
. | No information available |
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Data Encryption at Rest All stored data is encrypted and access-controlled. |
. | No information available |
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Application Response Time Mean latency for on-screen actions under standard load. |
. | No information available |
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Modular Deployment Deploy only necessary system modules to fit client scale. |
. | No information available |
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Penetration Testing Certification Regular third-party penetration/security testing performed. |
. | No information available |
User Experience & Workflow Automation
(0 Yes /0 Known /10 Possible features)
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Intuitive User Interface Easy-to-navigate interface with modern UX design principles. |
. | No information available |
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Customizable Dashboards Users can tailor dashboards to their role and workflow. |
. | No information available |
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Role-based Workspace Views Workspaces and home screens customized by user authority. |
. | No information available |
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Task Automation Tools Automate repetitive, rules-driven tasks (e.g., alerts, report generation). |
. | No information available |
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Bulk Edit/Upload Utility Allows users to import, update, and change data en masse. |
. | No information available |
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Guided Workflow Templates In-built best-practice workflows for critical processes. |
. | No information available |
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In-system Notifications Immediate alerts on workflows, completion, errors, or deadlines. |
. | No information available |
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Approval & Review Chains Automated routing of changes and outputs for sign-off. |
. | No information available |
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Help & Documentation Portal Full in-platform searchable help, guides, and API documentation. |
. | No information available |
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System Customization Access User, team, or department can self-serve adjust layouts, terms, and templates. |
. | No information available |
Reporting & Visualization
(0 Yes /0 Known /10 Possible features)
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Dynamic Interactive Charts Supports charting for assets, liabilities, ALM, and risk analytics. |
. | No information available |
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Custom Report Builder Drag-and-drop or coded report design and layout tools. |
. | No information available |
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Scheduled Reports Automate periodic delivery of key reports to distribution lists. |
. | No information available |
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Export to Multiple Formats Output reports in PDF, Excel, CSV, and XML for stakeholders. |
. | No information available |
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Role-based Content Personalization Tailors reports depending on user group (board, treasury, audit, etc.). |
. | No information available |
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Regulatory Disclosure Reports Prepackaged reports mapped to regulatory disclosure formats. |
. | No information available |
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Audit-ready Reporting Output with full traceability and compliance evidence. |
. | No information available |
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Customizable Visual Themes Maintain corporate branding and styles in all outputs. |
. | No information available |
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API-Driven Data Extraction Programmatic data feeds for internal/external BI and analytics tools. |
. | No information available |
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Large Volume Report Handling High-speed and capacity for large/distributed user bases. |
. | No information available |
Integration & Extensibility
(0 Yes /0 Known /10 Possible features)
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Comprehensive API Suite Robust, documented APIs for push and pull to/from third-party systems. |
. | No information available |
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Plug-in/Connector Marketplace Availability of prebuilt connectors to common treasury, accounting, and investment systems. |
. | No information available |
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Custom Integration Toolkit Embedded support for customer-specific ETL (extract, transform, load) and interface development. |
. | No information available |
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Data Feed Scheduler Rules engine for automatic periodic data exchanges with other systems. |
. | No information available |
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Single Sign-on Integration Federated authentication with existing IT infrastructure. |
. | No information available |
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Webhooks Support Trigger automatic push of selected events/data to other systems. |
. | No information available |
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Custom Report API Endpoints Expose custom reporting through REST/SOAP services. |
. | No information available |
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Third-party Authentication Support Integration with OAuth2, SAML and similar standards. |
. | No information available |
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Integration Monitoring & Audit Monitor and log status of every inbound/outbound integration. |
. | No information available |
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Sandbox/Test Environments Full-feature dev/test environments for safe experimentation. |
. | No information available |
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