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An enterprise pension administration system offering investment tracking, treasury operations, benefit calculations, payment processing, regulatory compliance, and member self-service. Includes cash flow forecasting and liability management tools for corporate treasury departments.
Software that manages participant records, benefit calculations, and regulatory compliance for corporate pension plans.
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Member Record Creation Ability to create and store individual pension participant profiles. |
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Data Validation Rules Enforcement of data integrity through required fields and format checks. |
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Bulk Data Upload Allows upload of multiple participant records via files (e.g., CSV, Excel). |
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Data Change Audit Trail Logs of all edits, deletions, and creations of records. |
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Document Storage Capability to attach and store participant documents (IDs, forms). |
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Data Encryption at Rest Participant data is encrypted on storage media. |
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Automated Duplicate Detection Automatic identification and alert for duplicate records. |
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Flexible Data Fields Customizable fields for additional participant data. |
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Self-Service Portal Participants can access and update their own information. |
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Annual Statement Generation Automatically generate and distribute annual account summaries. |
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Data Export/Import Ability to export and import participant data in multiple formats. |
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Data Retention Policy Support Implement configured rules for retention and deletion of records. |
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Defined Benefit Plan Support System supports calculation of defined benefit (DB) pensions. |
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Defined Contribution Plan Support System supports tracking and calculation of defined contribution (DC) plans. |
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Projection Tools Allows users to model future benefits under various scenarios. |
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Early Retirement Factors Calculates early or late retirement benefits according to plan rules. |
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Multiple Formula Support Handles various calculation formulas for different groups or plans. |
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Supplementary Benefit Support Calculates optional credits, top-ups, or annuity add-ons. |
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Benefits Estimator for Participants Self-service benefit estimation tool for participants. |
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Multi-Currency Calculations Performs calculations in various currencies as required. |
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Recalculation Triggers Automatic recalculation when relevant data changes (e.g., salary updates). |
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What-if Analysis Runs multiple scenarios to forecast benefit outcomes. |
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Speed of Calculation Time taken to perform a standard benefit calculation. |
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Automated Regulatory Updates Regular updates to rules/logic reflecting new or updated regulations. |
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Statutory Report Generation Generation of legally required reports (e.g., 5500, SFAS disclosures). |
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Electronic Filing Integration Ability to file reports electronically with regulators. |
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Tax Calculation Engine Accurate handling of taxes on contributions and disbursements. |
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Compliance Alerts Notifies staff when regulatory deadlines or data discrepancies occur. |
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Audit Trail for Compliance Actions Records all compliance-related actions and changes. |
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Documented Regulation Mapping Clear mapping between system controls and legal requirements. |
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Plan Document Management Stores historical and current plan documents for reference. |
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Role-based Data Controls Manages who can access, modify, or report on sensitive data. |
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Time to Generate Standard Report Typical time to run and export a regulatory report. |
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Automated Payment Scheduling Ability to set up recurring and one-time payments. |
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Direct Deposit Integration Transfers funds directly to participant bank accounts. |
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Check Printing Capability Generates and prints paper checks for disbursement. |
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Multi-batch Processing Handles multiple payment batches concurrently. |
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Payment Status Tracking Monitors payment statuses and failures. |
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Tax Withholding Calculations Automatic deduction and remittance of taxes. |
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Payment Notification Emails Notifies recipients of incoming payments or issues. |
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Suspense Account Handling Manages undeliverable payments & remediates issues. |
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Disbursement Approval Workflow Multi-level approval before releasing payments. |
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Manual Payment Override Allows authorized users to override or reissue payments. |
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Maximum Batches per Day Number of payment batches handled in a day. |
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Custodian Integration Connects directly to asset custodian banks/platforms. |
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Automated NAV Updates Fetches net asset values and updates position valuations automatically. |
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Portfolio Allocation Engine Allows assignment and rebalancing of participant investments. |
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Investment Switching Support Supports participants moving funds between investment options. |
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Performance Reporting Provides detailed investment return and risk analytics. |
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Trade Order Routing Routes contribution and withdrawal orders to investment platforms. |
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Real-Time Data Feeds Displays up-to-date investment valuations. |
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Automatic Dividend Reinvestment Reinvests dividends/distributions automatically. |
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Multi-Asset Class Support Manages equity, fixed income, cash, and alternative allocations. |
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ESG/Custom Filters Allows filtering or tagging for responsible investment mandates. |
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Max Allocation Options Supported Number of investment options the platform can handle. |
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Data Export for Actuarial Valuations Standard interface to export required data for actuaries. |
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Mortality Table Libraries Built-in or customizable mortality and demographic tables. |
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Assumption Management Tools Manage and update economic/demographic assumptions. |
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Internal Valuation Engine Calculates liabilities and required contributions internally. |
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Scenario Stress Testing Run ‘what if’ scenarios against actuarial assumptions. |
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Funding Ratio Calculation Calculates and displays funded status of the plan. |
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Validation vs. Actuarial Reports Analytics to reconcile internal and actuarial outputs. |
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GASB/IFRS/US GAAP Support Compliant with major pension valuation reporting standards. |
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Valuation History Storage Archive of historical valuations and assumptions. |
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Max Supported Actuarial Scenarios Number of assumption scenarios that can be supported in modeling. |
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Custom Workflow Designer Visual or logic-based workflows for business processes. |
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Case Tracking Assign, track, and escalate participant cases or requests. |
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Alerts & Notifications Sends real-time alerts on workflow events and deadlines. |
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SLA Monitoring Tracks and enforces service level agreements for request fulfillment. |
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Document Workflow Integrates document approval, review, and archival. |
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Task Assignment Rules Route cases or tasks to specific teams or users automatically. |
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Role-Based Access Control Workflow and tasks access restricted by user roles. |
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Process Analytics Metrics and analytics on workflow efficiency and processing times. |
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Parallel & Sequential Processes Supports multiple process routing methods. |
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Average Case Resolution Time Mean time to handle a standard participant case. |
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Multi-factor Authentication Requires an additional verification step for user login. |
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Single Sign-on (SSO) Support Integrates with corporate SSO solutions (e.g., Okta, Azure AD). |
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Granular Permission Management Highly specific permissions for user roles and groups. |
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Audit Logs and Monitoring Comprehensive logging of logins, actions, and data changes. |
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Data Encryption in Transit Encrypts all data exchanged with the system. |
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Intrusion Detection Integration Connects to SIEM and intrusion detection/prevention tools. |
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Field-level Security Can mask or hide sensitive personal information. |
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Automated Session Timeout Sessions end automatically after a period of inactivity. |
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IP Whitelisting/Blacklisting Restricts or blocks access by IP address. |
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Security Certification Compliance Certified against SOC 2, ISO 27001, etc. |
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Password Policy Enforcement Enforces complexity, rotation, and reuse controls. |
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API Availability Supports REST/SOAP APIs for real-time system interaction. |
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Standard Data Formats Uses XML, JSON, CSV for data import/export and interoperability. |
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Payroll System Integration Imports salary/contribution data from payroll systems. |
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Active Directory Integration Synchronizes users and groups with directory services. |
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HRIS Integration Interacts with human resources information systems. |
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Batch File Processing Handles scheduled upload/download of files. |
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Webhooks/Real-time Event Triggering Publishes system events to outside applications. |
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Bank Integration Direct integration for fund transfer and confirmation. |
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Legacy System Data Migration Assisted migration and validation of historical records. |
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Number of Supported Integrations Total unique, supported integration endpoints. |
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Custom Report Builder Users can build custom reports from system data. |
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Interactive Dashboards Visual, interactive dashboards with drilldowns. |
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Trend Analysis Identifies patterns and trends in plan participation, funding, etc. |
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Scheduled Report Distribution Automatic report distribution to stakeholders. |
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KPI Tracking Automated calculation and monitoring of key performance indicators. |
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Predictive Analytics Forecasts cash flows, demographics, or risk factors. |
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Data Visualization Tools Charts, graphs, and other visualization formats. |
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Export to BI Platforms Compatibility with Power BI, Tableau, etc. |
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Time to Generate Dashboard Average time to build and load a dashboard. |
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Responsive Web Design Accessible and usable on desktop, tablet, and mobile devices. |
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Contextual Help Help or tooltips provided throughout the UI. |
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Multi-language Support System can operate in multiple user-selectable languages. |
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Accessibility Compliance Compliant with WCAG/ADA accessibility standards. |
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User Training Resources Access to guides, videos, and documentation. |
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Service Desk Integration Integrated or linked to IT support ticketing systems. |
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Knowledge Base Online, searchable repository of FAQs and solutions. |
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In-app Guidance Step-by-step walk-throughs for processes. |
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System Uptime SLA Guaranteed system availability. |
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Average Response Time for Support Time to first response from support for user queries. |
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Advanced software that analyzes and projects population trends, mortality rates, and longevity risk to assist in long-term pension funding strategies and liability management.
More Longevity and Demographic Modeling Tools
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Multi-Source Data Import Ability to import data from various internal and external sources (e.g., census, HR files, insurance tables). |
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Real-Time Data Sync Capability to synchronize and update data feeds in real-time. |
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Bulk Data Upload Support for bulk uploads of demographic and actuarial datasets. |
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Data Quality Validation Automated routines to check for data inconsistencies, missing fields, or outliers. |
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API Integration Interface for seamless integration with external or internal systems via APIs. |
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Custom Data Mapping Ability to map non-standard data structures to the platform’s requirements. |
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Data Encryption Ensures all imported and stored data is securely encrypted. |
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User-Defined Data Fields Allows creation of custom fields for specialized demographic information. |
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Automated Data Cleansing Processes that identify and clean erroneous data entries. |
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Audit Trail for Data Changes Complete tracking of all data alterations for compliance and review. |
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Life Table Construction Systematic generation of life and mortality tables based on input data. |
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Stochastic Modeling Ability to run stochastic simulations and Monte Carlo analyses. |
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Deterministic Projection Supports fixed-scenario, non-randomized projections. |
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Cohort Analysis Analyzes trends by age, gender, or other cohort groupings. |
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Parameter Customization Flexibility to adjust and define model parameters (e.g., base mortality rates, longevity assumptions). |
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Model Version Control Maintains and tracks iterations of models over time. |
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Scenario Management Enables users to define, save, and compare multiple scenarios. |
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Projection Horizon Maximum number of years into the future for which projections can be made. |
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Stress Testing Allows simulation of adverse longevity or demographic shocks. |
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Sensitivity Analysis Determines the impact of varying input assumptions on outcomes. |
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Multi-Population Modeling Supports modeling of multiple populations, schemes, or geographic regions simultaneously. |
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Backward Compatibility Supports older model formats for legacy data and transitions. |
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Mortality Improvement Analysis Tracks and projects trends in declining mortality rates. |
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Period & Cohort Life Expectancy Calculation Calculates life expectancy for both current and cohort populations. |
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Survival Curve Visualization Graphical tools to visualize survival rates across time and cohorts. |
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Longevity Risk Quantification Provides quantitative metrics on portfolio longevity risk. |
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Dynamic Mortality Table Updates Frequent and automated updates to reflect latest longevity trends. |
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Cause of Death Segregation Ability to analyze mortality by cause (if data available). |
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Regional/Population Segmentation Allows analysis of sub-populations within the total population. |
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Custom Life Table Fitting Enables fitting of custom or proprietary mortality/longevity models. |
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Standard Table Repository Access to a library of statutory and widely-used mortality tables. |
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Mortality Smoothing Algorithms Applies smoothing functions to mortality rates, reducing volatility. |
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Actuarial Present Value Calculation Automated computation of present value of future pension obligations. |
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Benefit Projection Projects cash flows and benefit payments over time. |
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Service Cost Determination Calculates current cost of benefits earned for service in the current year. |
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Vested Benefits Tracking Tracks accrued benefits for each member. |
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Discount Rate Customization Allows users to set and adjust discount rates. |
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Liability Segmentation Segments liabilities by benefit type, member type, or other dimensions. |
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Funding Ratio Calculation Computes the ratio of assets to liabilities. |
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Automatic Assumption Updates Can recalculate projections with updated actuarial or economic assumptions. |
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Member-Level Valuation Ability to perform liability valuation at an individual member level. |
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Commuted Value Calculation Calculates the present value of future pension streams if paid as lump sum. |
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Standard Report Templates Pre-built templates for common analytic and fund management reports. |
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Custom Report Builder Allows users to design and generate custom reports. |
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Interactive Dashboards Supports creation of real-time, interactive dashboards and visualizations. |
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Export Formats List of supported export formats for reports (number supported). |
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Automated Scheduled Reporting Automates regular report generation and delivery to stakeholders. |
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Graphical Visualization Tools Selection of graphs/charts (e.g., waterfall, heatmap, survival curves). |
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Ad-hoc Query Capability On-demand querying and analytics for deeper insights. |
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Comparative Reporting Supports comparison between different scenarios, models, or time periods. |
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Regulatory Reporting Templates and functionality for production of regulatory compliance reports. |
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Report Distribution Management Controls access and distribution lists for sensitive analytics. |
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Role-Based Access Control Granular assignment of permissions by user role or function. |
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Single Sign-On (SSO) Integration with enterprise authentication (e.g., Active Directory, SAML). |
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Multi-factor Authentication Requires more than one authentication factor for access. |
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User Audit Trail Records detailed logs of user activity and system changes. |
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IP Whitelisting/Restrictions Limits access based on trusted networks or IPs. |
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Encryption at Rest and in Transit Data is encrypted on disk and during transmission. |
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Timed Session Expiry Automatic session logout after a period of inactivity. |
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Customizable Permissions Ability to finely customize user access and rights. |
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Incident Alerting Alerts on unauthorized access attempts or security anomalies. |
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Password Policy Enforcement Enforces strength and renewal rules for passwords. |
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Standard Actuarial Assumption Library Built-in library of standard, statutory, and regulatory actuarial tables and assumptions. |
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Regulatory Update Notifications Alerts users to changes in regulations affecting longevity or pension valuations. |
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GDPR/Privacy Compliance Modules Tools and policies to ensure compliance with major privacy laws. |
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Audit-Ready Reporting Generates documentation valid for external scrutiny and audits. |
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Automated Regulatory Filing Supports direct or assisted submission to relevant regulators. |
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Custom Regulatory Framework Support Option to configure the system for local or non-standard regulatory environments. |
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Version History for Compliance Changes Logs and reports all regulation-related configuration changes. |
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Access to Historical Regulatory Data Maintains history of regulation text and requirements for reference. |
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Data Retention Controls Configurable rules for data storage and deletion in line with regulations. |
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Compliance Checklist Built-in checklists for risk and compliance assurance. |
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Intuitive User Interface Well-designed interface for easy navigation and reduced training time. |
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Multi-Language Support System available in multiple languages. |
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Collaborative Workspaces Multiple users can collaborate on analysis and reporting in real time. |
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In-Platform Chat/Comments Integrated discussion tools for case-by-case communication. |
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Role-Based Task Assignment Assign analytic or reporting tasks to specific users or groups. |
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Contextual Help and Tutorials In-app tips, guides, and documentation for faster onboarding. |
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Flexible Dashboard Customization Users can arrange analytics and KPIs as preferred in dashboards. |
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Mobile Access Availability of mobile apps or responsive web access. |
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Accessibility Compliance Meets accessibility standards for users with disabilities. |
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Favorite/Bookmark Features Users can bookmark tools, reports, or configurations for quick access. |
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Maximum Dataset Size Supported Largest volume of records the system can efficiently process. |
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Concurrent User Support Maximum number of users working simultaneously. |
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Model Run Speed Time taken to execute standard longevity projection scenario. |
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Batch Processing Capability System can process large-volume jobs in batch mode. |
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Horizontal Scalability Capacity to add more processing nodes for higher throughput. |
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Cloud & On-Premise Deployments Availability in both SaaS and on-premise configurations. |
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Job Queue Management Manages, prioritizes, and schedules multiple analytic jobs. |
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Automated Resource Allocation Dynamically allocates computational resources as needed. |
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System Uptime SLA Guaranteed system uptime as a percentage per year. |
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Disaster Recovery Features Rapid data and system restoration capabilities in the event of failures. |
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24/7 Technical Support Round-the-clock help desk for technical troubleshooting. |
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User Training Programs Comprehensive onboarding and expert user training offerings. |
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Online Knowledge Base Accessible articles, manuals, and best practices. |
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Ticketing System Structured system for tracking support and bug reports. |
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Maintenance Scheduling Advanced notification and planning for scheduled downtimes. |
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Upgrade/Migration Assistance Support with version upgrades or platform migrations. |
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Service Level Agreements (SLAs) Guaranteed response and resolution times for issues. |
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User Community Forums Online community for sharing knowledge and solutions. |
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Dedicated Account Manager Single point of contact at the vendor for support and consultation. |
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Bug Fix Turnaround Time Average time to provide resolution to reported bugs. |
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Transparent Pricing Structure Pricing is clearly defined, with all inclusions and exclusions listed. |
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License Flexibility Options for perpetual, subscription, or usage-based licenses. |
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Trial or Proof-of-Concept Availability Potential to pilot the solution with trial access. |
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Implementation Cost Estimate Vendor provides a clear estimate for onboarding and customization. |
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Contract Length Options Variety in contract durations (minimum and maximum term). |
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Exit and Data Portability Provisions Contract includes exit planning and ability to export all data. |
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Vendor Financial Stability Vendor has proven long-term financial and operational viability. |
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Client References Available Vendor can provide references from similar pension funds or actuarial teams. |
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Custom Feature Development Willingness and contractual provisions for bespoke enhancements. |
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Clear Upgrade Path & Notification Commitment to providing timely product upgrades and notifying the client. |
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Analytical tools that enable actuaries to model various economic and demographic scenarios to stress-test pension plans and develop contingency strategies for different future outcomes.
More Scenario Modeling and Forecasting Systems
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Multi-Scenario Simulation Ability to simultaneously run and compare multiple scenarios (economic, demographic, regulatory, etc.). |
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Stochastic Modeling Support for random variable simulations, such as Monte Carlo methods or similar, to create probabilistic forecasts. |
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Deterministic Modeling Capability to perform scenario analysis with fixed inputs and assumptions. |
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Demographic Projections Tools for projecting member population dynamics (e.g., mortality, retirement, new entrants). |
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Economic Variable Modeling Ability to input, model, and stress test different economic variables (inflation, salary growth, market returns). |
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Regulatory Scenario Simulation Capability to model potential regulatory changes and their impact on actuarial assumptions and outcomes. |
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Asset-Liability Modeling (ALM) Includes tools for analyzing and projecting asset and liability cashflows over time. |
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Projection Time Horizon Maximum number of years the system can project into the future. |
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Scenario Complexity Number of input variables or parameters that can be customized in each modeling scenario. |
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Integrated Contingency Planning Allows for creation and management of actions or strategies triggered in specific scenarios. |
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Real-time Scenario Adjustment Enables users to modify assumptions and view results dynamically during analysis. |
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Stress Testing Tools Dedicated utilities to automatically apply shocks or stresses to key variables. |
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Scenario Saving & Versioning System can store, retrieve, and version multiple scenario models for comparison. |
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Scenario Documentation Facility to document key assumptions and rationale for each scenario. |
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Modular Modeling Architecture Supports plug-and-play of different models or modules (e.g. mortality, investment return) for flexible scenario building. |
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Data Import Formats Number of supported formats for importing member and economic data (CSV, Excel, etc.). |
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Data Validation Tools Built-in utilities for checking data integrity, completeness, and consistency before modeling. |
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Historical Data Handling Ability to store and retrieve historical actuarial, financial, and demographic data. |
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External Data Integration API or other integration with third-party data sources (market indices, demographic tables, etc.). |
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User Data Customization Users can define custom input datasets (e.g., bespoke mortality tables). |
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Data Anonymization Support for de-identifying member data to comply with privacy regulations. |
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Audit Trail Automatic recording of all data uploads and changes for traceability. |
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Data Storage Capacity Maximum volume of data the system can support. |
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Bulk Data Processing Speed Time taken to process or import large datasets. |
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Role-based Data Access Different user profiles can be assigned unique data access and editing permissions. |
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Custom Report Builder Drag-and-drop or menu-driven creation of customized reports based on scenario results. |
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Scenario Comparison Reports Automated side-by-side comparisons of multiple modeled scenarios. |
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Interactive Dashboards Real-time graphical dashboards to visualize key metrics and projections. |
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Export Formats Number of formats supported for exporting reports (PDF, Excel, PowerPoint, etc.). |
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Chart Types Available Number of different chart types available for result visualization (line, bar, heatmap, etc.). |
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Automated Alerts System-generated notifications for out-of-bounds or concerning results. |
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Narrative Reporting Ability to generate automated, plain-language descriptions and insights from scenario results. |
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Report Scheduling Ability to schedule recurring report runs and distributions. |
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Regulatory Report Templates Predefined templates for common regulatory or actuarial disclosures. |
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Scenario Result Archiving Long-term storage and retrieval of modeling outputs and reports. |
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Regulation Library Built-in reference to modeling-relevant pension regulations (e.g., Pensions Regulator standards). |
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Audit Logging Detailed change logs for all activities within the modeling environment. |
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Data Encryption Encryption of data at rest and in transit to ensure security. |
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User Access Controls Role-based security controls for all system functions and data. |
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GDPR/Privacy Compliance Support for European GDPR or similar jurisdictional privacy rules in data handling. |
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Segregation of Duties Ability to enforce separation between users for authorizing, modeling, and reporting functions. |
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Third-Party Audit Readiness Design and documentation to enable external auditing of scenario processes and results. |
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Regulatory Change Updates System automatically applies or notifies of relevant regulatory updates. |
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Consent Management Tracks and manages consent documentation for member data usage. |
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Disaster Recovery Ability to recover data and configuration in the event of failure. |
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User Interface Customizability Degree to which users can tailor dashboards, layout, and views. |
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System Response Time Average time taken to run a scenario model and return key results. |
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Concurrent Users Number of users that can use the system simultaneously without performance degradation. |
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Self-Service Help Availability of user guides, tutorials, and FAQs within the platform. |
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Accessibility Support Conformity with web accessibility and usability standards (e.g., WCAG). |
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Multi-Language Support Number of languages the application supports in its interface. |
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Mobile Device Compatibility System can be accessed and used on mobile or tablet devices. |
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Personalized Workspace Individuals can set up favorites, shortcuts, or custom views within the environment. |
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Error Handling and Recovery System provides clear feedback and allows recovery from errors during scenario modeling. |
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Intuitive Navigation Logical layout and journey through all modeling steps and options. |
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User Commenting & Threads Users can leave comments, create discussion threads, and tag team members. |
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Workflow Automation Automated routing of scenario runs for approval and escalation. |
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Approval Process Integration Support for multi-step or conditional approval workflows. |
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Task Assignment Scenario modeling and review can be assigned to specific users or teams. |
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Version Control Track changes, revert to previous versions, and compare model revisions. |
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Shared Workspaces Spaces where teams can coordinate on particular projects and scenarios. |
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Activity Notifications System-generated alerts for assignment, changes, approvals, or review requests. |
. | No information available |
Document Attachment Ability to upload and link external documents to models or reports. |
. | No information available |
Model Audit Trails Track who made what change to which scenario and when. |
. | No information available |
Collaboration Export Export collaborative history alongside reports or scenario data. |
. | No information available |
Open API Access RESTful API or similar for bi-directional data integration with external systems. |
. | No information available |
Plug-in/Module Support Supports the addition of custom or provided plug-ins for extended modeling features. |
. | No information available |
Data Export API Supports programmatic extraction of scenario outputs for downstream systems. |
. | No information available |
SFTP/Batch File Integration Supports automated secure file transfer protocols for nightly or batch data loads. |
. | No information available |
ERP System Compatibility Pre-built interfaces for popular enterprise resource planning platforms. |
. | No information available |
Integration with Risk Platforms Supports data exchange with dedicated portfolio and risk analytics tools. |
. | No information available |
Custom API Endpoints Users can define custom endpoints for specialized workflows. |
. | No information available |
Third-party Add-on Marketplace Marketplace for approved add-ons or model templates. |
. | No information available |
Single Sign-On (SSO) Integration with corporate authentication systems for unified login. |
. | No information available |
Event-driven Integration Supports event or trigger-based data exchange with other platforms. |
. | No information available |
Embedded Tutorials Scenarios and walkthroughs built into the product to bring new users up to speed. |
. | No information available |
Comprehensive Documentation Availability of full user manuals, reference guides, and technical documentation. |
. | No information available |
In-Product Tooltips Contextual explanations or hints available throughout the UI. |
. | No information available |
Helpdesk Access Direct access to technical support (email, chat, or phone). |
. | No information available |
Online Knowledge Base A searchable online repository of help articles and known issues. |
. | No information available |
Certifiable Training Program Available structured training program which grants certification upon successful completion. |
. | No information available |
Community Forums User-to-user forums for sharing tips and best practices. |
. | No information available |
Release Notes and Change Log Regularly published documentation for new features, fixes, and changes. |
. | No information available |
Sandbox/Test Environment Isolated environment for experimentation and practice without affecting production data. |
. | No information available |
Multi-Language Support for Training Training materials are available in multiple languages. |
. | No information available |
Deployment Options Supported deployment forms (cloud, on-premise, hybrid, SaaS). |
. | No information available |
High-Availability Architecture Redundancy and failover built in to minimize downtime. |
. | No information available |
Elastic Scalability Capability to dynamically scale computation and storage resources to meet demand. |
. | No information available |
Multi-Tenant Support System can support multiple organizations or clients within a single infrastructure. |
. | No information available |
Geo-Redundant Data Centers Hosting in multiple geographic locations for resilience and regulatory compliance. |
. | No information available |
Disaster Recovery RPO Recovery point objective—maximum data loss in event of failover. |
. | No information available |
Disaster Recovery RTO Recovery time objective—maximum outage before restoration after failure. |
. | No information available |
Scheduled Maintenance Controls Users can schedule and manage system maintenance windows. |
. | No information available |
Cloud Platform Certifications Cloud provider holds certifications (e.g., ISO 27001, SOC 2) relevant to pension data. |
. | No information available |
Uptime Guarantee Guaranteed system availability (typically expressed as a percentage uptime SLA). |
. | No information available |
Transparent Pricing Model Clear, published breakdown of licensing and usage costs. |
. | No information available |
Usage Metering Real-time dashboard for tracking usage or resource consumption for billing. |
. | No information available |
License Flexibility Ability to adjust user, feature, and resource licensing up or down as needs change. |
. | No information available |
Free Trial Available Trial period before full commitment. |
. | No information available |
Volume Discounts Discounting for higher levels of usage or more users. |
. | No information available |
Bundled Service Options Packages including support, training, updates, or other features. |
. | No information available |
No Hidden Fees All pricing components are disclosed up front. |
. | No information available |
Marketplace for Add-ons Flexible procurement of additional features or capacities as add-ons. |
. | No information available |
Automated Invoice Generation Billing is automated and can integrate with corporate AP systems. |
. | No information available |
Cost Estimation Tools System allows users to estimate future costs under different usage scenarios. |
. | No information available |
Feature Request Portal Mechanism for clients to submit and track feature requests. |
. | No information available |
User Group/Community Events Regular webinars, roundtables, or conferences for sharing updates and best practices. |
. | No information available |
Roadmap Transparency Public visibility into planned product improvements and timelines. |
. | No information available |
Dedicated Customer Account Manager Named contact for ongoing customer support and relationship management. |
. | No information available |
SLA Response Times Service level agreement for response to support inquiries. |
. | No information available |
Proactive Issue Notification Vendor notifies customers about incidents or outages before users are impacted. |
. | No information available |
User Satisfaction Survey Frequency How often vendor solicits user feedback via surveys. |
. | No information available |
Continuous Updates Frequency with which new features and improvements are rolled out. |
. | No information available |
Comprehensive Release Notes Detailed release documentation with each update. |
. | No information available |
User Escalation Pathways Clearly defined escalation procedures for unresolved issues. |
. | No information available |
Powerful computation platforms that support complex statistical analyses, data mining, and predictive modeling specific to pension fund demographics and financial projections.
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Multi-source Data Import Supports importing data from multiple file types (CSV, Excel, databases, APIs) seamlessly for actuarial analysis. |
. | No information available |
Data Cleansing Tools Includes tools for identifying and correcting errors or inconsistencies in raw data. |
. | No information available |
ETL (Extract, Transform, Load) Capability Provides integrated ETL features to automate data preparation workflows. |
. | No information available |
Automated Data Validation Checks incoming data against predefined rules and flags anomalies. |
. | No information available |
Large Dataset Support Can efficiently handle and process large, multi-million record actuarial datasets. |
. | No information available |
Data Versioning Tracks and manages different versions of datasets for audit and compliance purposes. |
. | No information available |
Metadata Management Enables tagging, describing, and tracking dataset properties for easy identification. |
. | No information available |
Secure Data Storage Ensures data stored in the platform is encrypted and secured. |
. | No information available |
Data Export Flexibility Exports results and data to multiple file formats or databases. |
. | No information available |
Real-time Data Refresh Enables automatic refresh of external data connections. |
. | No information available |
Actuarial Life Table Functions Implements generation and manipulation of life tables for mortality analysis. |
. | No information available |
Survival Analysis Includes advanced techniques for survival and mortality projection. |
. | No information available |
Regression Analysis Broad support for linear, logistic, and generalized regression models. |
. | No information available |
Time Series Analysis Provides robust methods for modeling and forecasting financial and demographic time series data. |
. | No information available |
Stochastic Modeling Ability to conduct simulations with Monte Carlo and other stochastic processes. |
. | No information available |
Multivariate Analysis Performs principal component analysis, factor analysis, and other multivariate techniques. |
. | No information available |
Custom Model Development Allows users to define and implement custom actuarial models. |
. | No information available |
Actuarial Valuation Modules Integrated tools for pension fund valuation and liability estimation. |
. | No information available |
Sensitivity and Scenario Analysis Efficient tools to test models under various economic, demographic, and regulatory scenarios. |
. | No information available |
Parameter Estimation Tools Automated routines for fitting and optimizing model parameters. |
. | No information available |
Portfolio Risk Modeling Quantitative tools to assess and optimize investment portfolio risk in the pension context. |
. | No information available |
Embedded Mortality/Disability Models Pre-built actuarial tables and risk models relevant to pension funds. |
. | No information available |
Parallel Processing Utilizes multicore or distributed computing to accelerate analysis. |
. | No information available |
Cloud-Based Compute Options Offloads heavy computation to scalable cloud resources. |
. | No information available |
Computation Speed Average time to run a standard large actuarial projection. |
. | No information available |
Concurrent User Support Number of users who can simultaneously perform computations without performance degradation. |
. | No information available |
Batch Processing Ability to execute large jobs in batch mode, scheduling or automation. |
. | No information available |
Memory Optimization Optimized use of memory for very large datasets. |
. | No information available |
Job Queue Management Advanced job scheduling and monitoring capabilities. |
. | No information available |
Failover and Recovery Ability to recover from failed computations automatically. |
. | No information available |
Graphical User Interface (GUI) Intuitive, modern, and customizable visual interfaces. |
. | No information available |
Interactive Dashboards Drag-and-drop, customizable dashboards for exploring and presenting data. |
. | No information available |
Command Line Interface (CLI) Allows scripting and automation via command-line for power users. |
. | No information available |
Customizable Workspace Users can personalize the layout, colors, and component arrangement. |
. | No information available |
Keyboard Shortcuts Extensive keyboard shortcuts to speed up workflow. |
. | No information available |
Multi-language Support Supports multiple languages and region-specific settings. |
. | No information available |
Accessibility Options UI can be adapted for users with disabilities. |
. | No information available |
Role-based Access Control Interface adapts scope and options according to user roles. |
. | No information available |
Interactive Charts & Graphs Generates dynamic, interactive visualizations for data and model outputs. |
. | No information available |
Automated Report Generation One-click or scheduled generation of recurring reports. |
. | No information available |
Customizable Templates Allows users to create or customize templates for regular reports. |
. | No information available |
Export to PDF/Excel/Word Exports charts, tables, and reports to common business file formats. |
. | No information available |
Drill-down Reporting Supports deep dives from summary numbers to granular data visuals. |
. | No information available |
Data Annotation Enables the addition of comments or contextual notes to reports. |
. | No information available |
Infographic Tools Enables creation of infographic-style outputs for stakeholder presentations. |
. | No information available |
Dashboards with Real-time Data Dashboards update automatically as underlying data changes. |
. | No information available |
Regulatory Reporting Support Pre-formatted reports for regulatory compliance, e.g., actuarial valuations. |
. | No information available |
Audit Trail Comprehensive logs of all data imports, modifications, calculations, and exports. |
. | No information available |
Regulatory Compliance Modules Specific modules designed for relevant pension regulations (e.g., IAS19, US GAAP, local pension laws). |
. | No information available |
Permissions Management Granular control over user data and feature access for regulatory compliance. |
. | No information available |
Change Tracking Tracks all changes to models, assumptions, and data for compliance reviews. |
. | No information available |
Automated Documentation Automatically generates documentation detailing all critical actuarial and statistical processes performed. |
. | No information available |
Encrypted Audit Logs Stores system logs and audit trails in an encrypted, tamper-resistant format. |
. | No information available |
User Authentication Supports strong password policies and multi-factor authentication. |
. | No information available |
Data Encryption at Rest and in Transit Ensures all data, both stored and transmitted, is encrypted using industry standards. |
. | No information available |
Role-based Access Control Restricts access to data and features based on user roles and responsibilities. |
. | No information available |
Regular Security Updates Receives and applies regular security fixes from the vendor. |
. | No information available |
Penetration Testing Certifications Undergoes independent penetration tests and holds certifications (e.g., ISO 27001). |
. | No information available |
Disaster Recovery Includes backup and restore features to ensure data is not lost in case of failure. |
. | No information available |
Shared Workspaces Teams can share data, models, and results in real time. |
. | No information available |
Commenting and Annotation Allows users to comment on datasets, assumptions, and reports for transparency and discussion. |
. | No information available |
Version Control Integration Integrates with version control systems for source management of scripts and models. |
. | No information available |
Workflow Automation Automates recurring tasks like data imports, calculations, and report generation. |
. | No information available |
Task Assignment and Tracking Assigns tasks to team members and tracks workflow progress. |
. | No information available |
API Access Well-documented APIs to integrate with other enterprise or external systems. |
. | No information available |
Plug-in/Extension Support Support for third-party add-ons, extensions, or user-defined scripts. |
. | No information available |
Custom Scripting Languages Ability to write and execute code in R, Python, or other relevant languages. |
. | No information available |
Integration with BI Tools Seamlessly exports/imports data to/from popular business intelligence platforms (like PowerBI, Tableau). |
. | No information available |
Webhooks/Event Triggers Ability to send customized notifications or actions based on certain platform events. |
. | No information available |
Comprehensive Documentation Up-to-date, searchable documentation for all platform features. |
. | No information available |
Built-in Tutorials Interactive tutorials and walkthroughs for new and advanced users. |
. | No information available |
User Community and Forums Active online user communities and moderated discussion forums. |
. | No information available |
Vendor Support Availability Hours per day vendor support is available. |
. | No information available |
Multilingual Help Resources Help resources and support available in multiple languages. |
. | No information available |
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