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Oracle Financial Services Analytical Applications from Oracle Financial Services
Provides a range of applications for risk management, enabling firms to assess credit, market, and operational risks with advanced analytics and modeling capabilities.
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Product analysis by function
Risk Modeling Platforms for Risk Management
Advanced analytical systems that quantify potential losses from various risk factors, including natural catastrophes, financial market movements, and operational failures.
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Data Integration and Import
(0 Yes /0 Known /14 Possible features)
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Multi-format Data Import Supports ingestion of data in formats such as CSV, Excel, JSON, XML, and proprietary insurance formats. |
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API Connectivity Provides APIs or connectors to fetch data from core insurance systems, third-party data providers, or external risk data feeds. |
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Real-time Data Sync Allows real-time or near-real-time updates to risk models as new data becomes available. |
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Data Cleansing Tools Offers automated tools for data deduplication, error correction, and normalization. |
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Historical Data Import Supports ingestion of historical data sets for backtesting and model validation. |
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Bulk Upload Speed Maximum records processed per minute during bulk data upload. |
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External Catastrophe Model Integration Integrates with third-party catastrophe models (e.g., RMS, AIR). |
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Event-driven Data Import Can trigger imports when new data events occur. |
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Data Mapping Interface Provides an interface to map and align imported data fields with model input requirements. |
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Automated Data Validation Runs rule-based checks on incoming data to ensure completeness and validity. |
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Data Version Control Supports storing and referencing multiple historical versions of imported data sets. |
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File Size Limit Maximum file size supported per upload. |
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User Activity Logging Tracks and logs all data import or integration activities. |
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Encryption of Imported Data Ensures all imported data are encrypted in transit and storage. |
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Modeling Capabilities
(0 Yes /0 Known /15 Possible features)
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Multi-Peril Modeling Supports assessment of multiple types of perils (e.g., nat-cat events, cyber, credit, operational risk). |
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Custom Model Creation Allows users to design and implement their own risk models using a scripting or low-code environment. |
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Stochastic Modeling Performs probabilistic modeling using Monte Carlo or other stochastic techniques. |
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Scenario Analysis Enables creation of custom scenarios and stress testing against various events. |
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Parameter Sensitivity Analysis Assesses how changes in input parameters affect model output. |
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Model Granularity Minimum level of granularity (e.g., policy, location) supported by the model. |
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Correlation Modeling Supports modeling of dependencies and correlations between risks. |
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Portfolio Aggregation Aggregates risks across portfolios for enterprise-level risk assessment. |
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Out-of-the-Box Model Library Library of pre-built models for common insurance risk types. |
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Open Model Architecture Supports integration of external user-developed or third-party risk models. |
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Model Execution Speed Average time to run a single standard risk model. |
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Time Horizon Flexibility Allows selection of modeling time frames (e.g., annual, quarterly, event-based). |
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Data Volume Capacity Maximum data volume supported per modeling run. |
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Batch Processing Ability to execute models on multiple portfolios in parallel. |
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Geospatial Modeling Incorporates geospatial data in modeling (e.g., for natural catastrophe risks). |
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Reporting and Visualization
(0 Yes /0 Known /15 Possible features)
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Custom Report Builder Allows users to design and generate custom risk and portfolio reports. |
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Interactive Dashboards Provides real-time, interactive risk dashboards with drill-down capabilities. |
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Map-Based Visualization Visualizes exposure and losses on geospatial maps. |
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Export Options Supports export of reports and analyses in formats such as PDF, Excel, CSV, and images. |
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Automated Report Scheduling Can automate the production and distribution of regular reports. |
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Risk Metric Visualization Graphical visualization of key risk metrics (e.g., VaR, loss distributions, exceedance probabilities). |
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Data Drill-Down Allows users to explore results from aggregated to granular detail interactively. |
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Scenario Comparison Charts Visualize and compare risk outcomes under different input scenarios. |
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Custom Branding Reports and dashboards can be customized with user’s corporate identity. |
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Mobile-Friendly Visualization Allows access to key dashboards and reports via mobile devices. |
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Large Report Generation Speed Generation time for standard large-scale reports. |
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Embedded Visuals Ability to embed dashboards in external websites or portals. |
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Annotation Tools Allows users to annotate or comment on visualizations. |
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Role-Based Access to Reports Restricts report visibility based on user roles or permissions. |
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Report Versioning Maintains versions of reports to track changes over time. |
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Regulatory Compliance and Governance
(0 Yes /0 Known /14 Possible features)
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Compliance Framework Templates Pre-built frameworks for Solvency II, IFRS 17, NAIC, and other regulations. |
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Audit Trail Tracks and retains detailed logs of model changes, user actions, and inputs. |
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Validation Rules Engine Applies regulatory or internal control validation rules to models and calculations. |
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Model Approval Workflow Built-in workflow for model review, approval, and sign-off. |
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Role-Based Permission Controls Fine-grained access management for data, models, and reports. |
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Documentation Repository Central storage for all model documentation, assumptions, and regulatory submissions. |
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Model Version Management Enables versioning and rollback of risk models. |
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Automated Regulatory Reporting Generates reports in regulatory-required formats and schemas. |
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Access Logging Logs all user access for compliance audits. |
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Change Request Tracking Tracks all proposed and implemented model changes for governance. |
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Segregation of Duties Enforces separation of model development, validation, and approval roles. |
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Data Retention Policy Interface Configure and enforce policies on how long data and models are retained. |
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Automated Compliance Alerts Notifies users of compliance breaches and required remediation. |
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Regulatory Feed Updates Updates on changes to regulatory requirements relevant to the platform. |
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Security and Data Privacy
(0 Yes /0 Known /14 Possible features)
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End-to-End Encryption Data is encrypted in transit and at rest using industry standards (e.g., AES-256). |
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Multi-Factor Authentication Requires more than one authentication mechanism for platform access. |
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IP Allowlisting Restricts platform access to predefined IP addresses. |
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Single Sign-On (SSO) Integration Supports SSO via SAML, OAuth, or other protocols. |
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Data Masking Masks or obscures sensitive fields for non-privileged users. |
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GDPR/CCPA Compliance Capable of supporting GDPR, CCPA, and other data privacy regulations. |
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User Session Timeout Automatically logs out inactive users after defined periods. |
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Activity Monitoring Tracks and analyzes user activity for unusual or suspicious behaviors. |
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Secure API Access APIs are secured with OAuth, API keys, or other strong authentication. |
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Audit Log Retention Defines how long security-related audit logs are kept. |
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Granular User Permissions Fine-tuned access privileges can be set for every user or role. |
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Data Residency Options Allows choice of geographic location for data storage. |
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Penetration Testing Frequency Number of penetration and vulnerability tests per year. |
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Secure Data Destruction Ensures compliant and auditable deletion of customer data when required. |
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Scalability and Performance
(0 Yes /0 Known /13 Possible features)
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Concurrent Users Supported Maximum simultaneous users supported without lag. |
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Data Processing Throughput Volume of data that can be processed in an hour. |
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Horizontal Scalability Platform can scale out by adding more servers or processing nodes. |
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Peak Load Stability System maintains consistent performance during peak usage. |
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Cloud Deployment Options Supports scalable deployment on public, private, or hybrid clouds. |
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Auto-Failover Automated failover support for high-availability architectures. |
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Scheduled Model Runs per Day Number of full-model runs that can be scheduled and completed within a day. |
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API Request Throughput API can handle a certain number of requests per second. |
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Data Storage Limit Maximum data storage capacity supported without upgrade. |
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Elastic Compute Resource Allocation Supports dynamic allocation of compute resources based on workload. |
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Zero Downtime Upgrades Can update or upgrade the platform without service interruption. |
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High-Availability SLA Guaranteed percentage uptime service level agreement. |
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Performance Monitoring Dashboard Real-time visualization of system performance and bottlenecks. |
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Usability and User Experience
(0 Yes /0 Known /13 Possible features)
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Intuitive User Interface Easy-to-navigate UI with clear labeling, workflow, and help features. |
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Guided Workflows Step-by-step wizards for common risk modeling tasks. |
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Role-Based Dashboards Customizable home dashboards based on user’s job function. |
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Real-Time Help and Tooltips Instant contextual help and documentation throughout the platform. |
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Training Materials Integrated platform tour, videos, and self-paced training resources. |
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Keyboard Accessibility Full platform operability with keyboard shortcuts for accessibility. |
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Multi-language Support Provides UI localization options in multiple languages. |
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Customizable Interface Themes Supports light/dark or corporate branding themes. |
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User Feedback Collection Built-in feature for users to submit feedback or feature requests. |
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Data Input Wizards Guided data entry with error prevention and auto-complete features. |
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Accessibility Standards Compliance Certified to WCAG or other accessibility standards. |
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Search and Filter Functionality Global and contextual search and filter features for data, models, and reports. |
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Saved User Preferences Platform saves user preferences for layout and workflow. |
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Integration and Extensibility
(0 Yes /0 Known /13 Possible features)
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Open API REST or GraphQL API for integrating with other enterprise systems. |
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Webhooks Event-driven notifications to external systems or services. |
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Third-Party Plugin Support Ability to add external modules or plugins for new features. |
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SaaS/On-premises Options Available as both a cloud service and on-premise deployment. |
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Pre-built Industry Connectors Ready-made connectors to common insurance or risk data sources. |
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Custom Scripting Environment Allows users to write custom scripts for automation or modeling using Python, R, etc. |
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Single Sign-On Integration Can integrate with enterprise identity providers via SAML, OAuth, etc. |
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Event Log Streaming Streams platform events (e.g., model run completions) to external log management tools. |
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Data Export API Programmatic export of model outputs and reports. |
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Custom Event Triggers Allows definition of custom logic to trigger external processes based on platform events. |
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Sandbox Environment Dedicated sandbox for safe, isolated testing of integrations and model changes. |
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Integration Template Library Pre-built templates for integrating with popular third-party tools. |
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Versioned API API supports versioning to avoid breaking existing integrations. |
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Support and Service
(0 Yes /0 Known /13 Possible features)
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24/7 Support Availability Round-the-clock support via helpdesk, chat, or phone. |
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Dedicated Account Manager Named support representative for enterprise customers. |
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Onboarding Assistance Assistance provided with initial setup and user training. |
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Knowledge Base Access Self-service portal offering documentation, FAQs, and best practices. |
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Modeling Consultation Services Expert services to support complex risk model creation or validation. |
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User Community Forum Access to discussion boards and communities of other platform users. |
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Service Level Agreement (SLA) Response Time Guaranteed initial response time for critical incidents. |
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Platform Health Status Portal Online dashboard showing real-time platform status and planned maintenance. |
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Regular Platform Updates Frequency of regular updates or new feature releases (e.g., monthly). |
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Incident Notification System Automated email/SMS notifications about major incidents or disruptions. |
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User Training Certification Official certification programs for trained users. |
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Multilingual Support Support team offers assistance in multiple languages. |
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Custom Enhancement Requests Ability to submit and track custom feature or integration requests. |
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Cost and Licensing
(0 Yes /0 Known /13 Possible features)
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Transparent Pricing Model Clear and upfront cost structure (e.g., per user, per model run, or flat fee). |
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Flexible Subscription Terms Various license and subscription term options (annual, monthly, on-demand). |
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Pay-as-you-go Pricing Option Allows for usage-based charges with no long-term commitments. |
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Cost Estimation Tool Online calculator to estimate costs based on anticipated usage or configuration. |
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No Hidden Fees Vendor guarantees that no undisclosed fees or surcharges will be applied. |
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Multi-Tier Licensing Offers various feature or capacity levels for different organization sizes. |
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Optional Support Packages Additional premium support offerings available at extra cost. |
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User License Cap Maximum number of active users allowed under standard license. |
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Free Trial Duration Length of time that full-feature trials are available. |
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Cancellation Terms Clarity Terms to terminate or downgrade service are clear and documented. |
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Upgrade/Downgrade Flexibility Can switch between license tiers as organization needs change. |
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Discounts for Multi-Year Agreements Reduced rates available for longer-term commitments. |
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Nonprofit/Educational Discounts Special pricing for nonprofit or academic organizations. |
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Artificial Intelligence and Automation
(0 Yes /0 Known /13 Possible features)
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Machine Learning Model Support Ability to incorporate and run ML models for risk predictions. |
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Automated Data Preprocessing Data cleaning, normalization, and feature selection done with minimal manual intervention. |
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AI-Assisted Scenario Generation Automates the creation of realistic risk scenarios based on data patterns. |
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Model Calibration Automation Automatic tuning or calibration of model parameters to optimize accuracy. |
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Anomaly Detection AI-driven detection of unusual patterns or outlier risks in models or data. |
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Explainability Tools Provides explainable AI (XAI) for transparency in predictions and outputs. |
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Process Automation Automates recurring jobs such as regular model runs, reporting, and data updates. |
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AI Model Library Access to a library of pre-trained AI/ML models for insurance applications. |
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Natural Language Query Interface Users can ask questions in natural language for simple risk queries and reports. |
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Auto-Generated Insights Automated insight and summary generation from modeling results. |
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Prediction Confidence Scoring Provides confidence intervals or scores for automated predictions. |
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Bias Detection in Models Automatically checks for and flags bias in risk models. |
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Workflow Automation Builder Drag-and-drop tools for designing automated modeling and reporting workflows. |
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Reinsurance Accounting Solutions for Reinsurance
Applications that manage complex financial transactions between insurers and reinsurers, including premium payments, loss recoveries, and commissions.
More Reinsurance Accounting Solutions
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Core Transaction Processing
(0 Yes /0 Known /10 Possible features)
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Premium Booking Ability to record and process ceded and assumed reinsurance premiums. |
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Loss Recovery Processing Processes recoveries from reinsurers for ceded losses. |
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Commission Management Calculates, accrues, and manages different types of reinsurance commissions. |
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Retrocession Transactions Supports booking and management of transactions with retrocessionaires. |
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Batch Transaction Processing Processes high volumes of transactions in batch mode. |
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Transaction Reversal Allows reversing or correcting posted transactions. |
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Currency Handling Supports multi-currency transactions and conversions. |
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Automated Settlement Automates the settlement process for premium and claim payments. |
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Unallocated Cash Processing Ability to manage receipts pending allocation to specific contracts or accounts. |
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Capacity Maximum number of transactions processed per minute. |
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Contract Management
(0 Yes /0 Known /10 Possible features)
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Contract Setup Wizard Guided process to create new contracts with all required parameters. |
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Support for All Contract Types Handles facultative, treaty, proportional, and non-proportional contracts. |
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Clause Management Captures and manages specific contract clauses and endorsements. |
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Layered Structure Support Enables configuration of layered or multi-level treaties. |
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Contract Versioning Tracks contract amendments and history over time. |
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Attachment & Detachment Points Captures threshold and limit definitions for contracts. |
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Automated Expiry Tracking Alerts on contract expiry or renewal deadlines. |
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Counterparty Management Manages information and terms related to cedants, brokers, and reinsurers. |
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Linked Contract References Ability to reference retrocession or related contracts. |
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Contracts Supported Total number of concurrent contracts the system can manage. |
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Data Integration and Interoperability
(0 Yes /0 Known /10 Possible features)
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APIs for Data Exchange Provides REST/SOAP APIs for smooth data interchange. |
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Core System Integration Seamlessly connects with policy administration and claims systems. |
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General Ledger Mapping Automates mapping of reinsurance transactions to general ledger accounts. |
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Broker System Compatibility Allows integration with broker portals and systems. |
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Data Import/Export Enables bulk data upload and extraction in multiple formats (CSV, XML, JSON, etc). |
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Real-Time Data Sync Supports real-time synchronization with other financial and operational systems. |
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Automated Data Validation Performs checks on data imports to detect errors and inconsistencies. |
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Document Management Integration Links documents, contracts, and correspondence with transactions. |
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Third-party Data Feeds Imports market rates and external reference data automatically. |
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Integration Speed Average time to sync core data feeds. |
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Accounting & Reporting
(0 Yes /0 Known /10 Possible features)
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Sub-ledger Accounting Maintains sub-ledgers for premiums, losses, commissions, etc. |
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Automated Accruals Automates calculation and posting of accruals for future obligations. |
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Reconciliation Tools Enables reconciliation of system balances with external systems. |
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Standardized & Customizable Reporting Provides a library of standard reports and tools to build custom reports. |
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Financial Statement Generation Creates GAAP, IFRS, and statutory financial statements. |
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Aging Reports Tracks overdue balances for receivables and payables. |
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Audit Trail Captures a complete record of all accounting entries and modifications. |
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Automated Journal Creation Automatically generates journal entries from transactions. |
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Currency Translation Reporting Provides translated reports by currency for multi-national operations. |
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Report Generation Speed Average time to generate a standard accounting report. |
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Claims & Settlements Management
(0 Yes /0 Known /10 Possible features)
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Automated Claims Notification Notifies relevant parties when a claim is recoverable under reinsurance. |
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Claim Recovery Calculation Automatically calculates recoverable amounts and shares by reinsurer. |
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Large Loss Tracking Monitors high-value or CAT event claims and recovery status. |
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Partial & Installment Settlements Handles claims settled in parts or through payment plans. |
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Salvage and Subrogation Tracking Supports accounting for salvage and subrogation recoveries. |
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Interest and Penalty Calculation Automatically calculates penalties or interest for late settlements. |
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Subrogation Sharing Automatically shares subrogation recovery among participants. |
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Event Aggregation Aggregates claims for event-based or CAT treaties. |
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Claims Settlement Capacity Maximum number of claim settlements processed per hour. |
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Disputed Claim Handling Manages workflows for claim disputes and negotiation with partners. |
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Security & Compliance
(0 Yes /0 Known /10 Possible features)
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Role-Based Access Control Restricts access to functions and data by user role. |
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Audit Logging Maintains detailed audit logs of all user and system actions. |
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Data Encryption Uses encryption for data at rest and in transit. |
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Regulatory Reporting Compliance Supports SFCR, NAIC, Solvency II, IFRS 17 and other reporting standards. |
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User Authentication Methods Enables SSO, MFA, and other secure login technologies. |
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Data Masking Masks PII in screens and reports as required. |
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Automated Compliance Checks Performs ongoing compliance checks as per rules. |
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Disaster Recovery Capabilities Supports high-availability and system failover. |
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GDPR/CCPA Support Includes tools to comply with data privacy laws. |
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Audit Retention Period Number of years audit logs are retained. |
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Automation & Workflow
(0 Yes /0 Known /10 Possible features)
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Automated Notification Engine Sends automated alerts/reminders to users for due actions. |
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Custom Workflow Builder Allows customization and automation of common business processes. |
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Task Assignment & Escalation Assigns tasks and auto-escalates uncompleted tasks. |
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Bulk Action Processing Performs actions on groups of similar transactions at once. |
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Template Library Provides standard templates for documents and emails. |
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Business Rule Automation Automates steps based on user-defined rules. |
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Approval Routing Routes items for approval according to workflow maps. |
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Integration with Communication Tools Connects with email and chat for notifications and workflow actions. |
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Process Throughput Average number of workflow tasks completed per hour. |
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Scheduled Task Automation Runs routine jobs (e.g., nightly settlements) based on schedules. |
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Analytics & Business Intelligence
(0 Yes /0 Known /10 Possible features)
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Dashboards Interactive dashboards for real-time monitoring of KPIs. |
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Portfolio Performance Analytics Analyzes contract, treaty, or portfolio-level financial performance. |
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Claims and Loss Analysis Generates insights on loss ratios, claim frequencies, severities, etc. |
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Counterparty Exposure Analysis Assesses exposure to reinsurers/retrocessionaires by metrics. |
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Predictive Modeling Supports predictive models (e.g., cash flow forecasts, reserve adequacy). |
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Export to BI Tools Allows export of data to tools like Power BI, Tableau. |
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Scenario & What-If Analysis Enables modeling of alternative portfolio or treaty outcomes. |
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Automated Alerts on KPIs Creates configurable alerts on critical analytics metrics. |
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Drilldown Capabilities Provides detailed transaction-level drilldowns from dashboards. |
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Analytics Query Speed Response time for typical ad hoc analytics queries. |
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User Experience & Usability
(0 Yes /0 Known /10 Possible features)
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Modern User Interface Provides intuitive, clean, and responsive web-based UI. |
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Customizable Dashboards Allows users to configure their homepage/widgets. |
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Search and Retrieval Tools Advanced filters and queries for quick record retrieval. |
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Contextual Help & Documentation Built-in help, wizards, and guidance for users. |
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Accessibility Compliance Meets accessibility standards (WCAG, Section 508, etc.). |
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Localization/Language Support Supports multiple languages and localizations. |
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Mobile Device Compatibility Optimized for use on tablets and smartphones. |
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Personalized Settings Users can personalize notifications and data views. |
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Minimal Clicks Navigation Average number of clicks to complete a key task. |
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Bulk Entry/Edit Tools Allows user to edit or add multiple records at once. |
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Customer Support & Vendor Services
(0 Yes /0 Known /10 Possible features)
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24/7 Support Availability Round-the-clock support for urgent issues. |
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Dedicated Account Manager Assigned manager for ongoing relationship and escalations. |
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Implementation Services Vendor assistance for project implementation and migration. |
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Training Resources Access to user guides, training materials, and webinars. |
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Regular Feature Updates Ongoing product enhancements and patching. |
. | No information available |
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User Community Forum Online forum for peer-to-peer support and idea sharing. |
. | No information available |
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Service Level Agreements (SLAs) Formalized commitments to uptime and support response times. |
. | No information available |
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Customization Services Ability to deliver software customizations as per client needs. |
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Customer Satisfaction Rating Average customer satisfaction score with vendor services. |
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On-site Support Availability Can provide in-person, on-premise support as required. |
. | No information available |
Pension Fund Accounting Systems for Financial Operations
Specialized accounting platforms that handle the unique requirements of pension fund accounting, including unitization, pooled fund accounting, and complex fee structures across multiple investment types.
More Pension Fund Accounting Systems
More Financial Operations ...
Core Accounting and General Ledger
(0 Yes /0 Known /10 Possible features)
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Multi-currency Ledger Ability to maintain and report financial records in multiple currencies. |
. | No information available |
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Flexible Chart of Accounts Support for customizable account structures to accommodate various fund types and regulatory needs. |
. | No information available |
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Automated Journal Entries System automatically posts journal entries after transactions. |
. | No information available |
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Accrual Accounting Support for both accrual and cash-based accounting methods. |
. | No information available |
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Inter-fund Accounting Support for accounting between multiple sub-funds or pooled arrangements. |
. | No information available |
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Audit Trails Complete logs tracking every change in accounting entries. |
. | No information available |
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Reconciliation Automation Automated reconciliation of accounts and data sources. |
. | No information available |
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Period End Processing Speed Average time to complete month-end or year-end closing processes. |
. | No information available |
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Batch Processing Ability to process large batches of transactions simultaneously. |
. | No information available |
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Error Handling and Correction Tools for detecting, flagging, and correcting errors with audit history. |
. | No information available |
Unitization and Net Asset Value (NAV) Calculation
(0 Yes /0 Known /10 Possible features)
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Automatic NAV Calculation System automatically calculates daily NAV per unit. |
. | No information available |
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Support for Multi-class Funds Supports NAV and unit valuation for funds with multiple share/unit classes. |
. | No information available |
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Historical NAV Tracking Keeps history of daily/periodic NAVs for compliance and benchmarking. |
. | No information available |
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Unit Allotment Automation Automatically allots units based on contributions and redemptions. |
. | No information available |
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NAV Calculation Speed Time taken to compute NAV for all funds per cycle. |
. | No information available |
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Dividend and Distribution Processing Automatic calculation and posting of dividends and capital gains to unit holders. |
. | No information available |
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Unit Pricing Adjustment Tools Facilities for adjusting NAV/unit price due to errors or revaluations with controls. |
. | No information available |
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Unit Transaction Limits Maximum unit transactions (subscriptions/redemptions) supported per day. |
. | No information available |
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NAV Error Detection Automated detection and notification of abnormal NAV movements. |
. | No information available |
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Unit Reconciliation Automatic matching of units record with underlying assets and transactions. |
. | No information available |
Investment and Asset Accounting
(0 Yes /0 Known /10 Possible features)
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Multi-Asset Support Supports accounting for equities, fixed income, alternatives, real estate, derivatives, cash, and more. |
. | No information available |
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Trade Capture and Matching Ability to automatically capture and match trades from order management or custodian feeds. |
. | No information available |
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Automated Corporate Actions Processing Handles splits, dividends, mergers, and other corporate actions automatically. |
. | No information available |
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Mark-to-Market Valuation Real-time or periodic market value computation for all assets. |
. | No information available |
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Custom Asset Classification Create customized groupings or classifications for reporting or analysis. |
. | No information available |
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Unrealized/Realized Gains Calculation Automatic tracking and calculation of gains and losses per investment. |
. | No information available |
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Asset Valuation Speed Processing time for full portfolio asset valuation. |
. | No information available |
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Integration with Custodians/Market Data Direct connectivity for asset positions, trades, and prices. |
. | No information available |
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Asset Holding Limit Maximum number of assets handled per legal entity. |
. | No information available |
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Shadow Accounting Ability to run parallel valuation/accounting versus external administrator or custodian records. |
. | No information available |
Fee Administration and Expense Processing
(0 Yes /0 Known /10 Possible features)
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Fee Rule Flexibility Configurable rules for multiple fee types (fixed, tiered, performance-linked, etc.). |
. | No information available |
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Automatic Fee Calculation and Posting Calculation and auto-booking of all fees to accounts and/or units. |
. | No information available |
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Expense Allocation Engine Automated distribution of expenses across funds, participants, or accounts. |
. | No information available |
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Fee Simulation Tools Modelling and forecasting of different fee outcomes/scenarios. |
. | No information available |
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Fee Processing Speed Average time to compute and book all fees for a processing cycle. |
. | No information available |
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Bulk Expense Upload Ability to import multiple expense items in one operation. |
. | No information available |
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Audit of Fee Changes Full logging of any manual fee edits and reversals. |
. | No information available |
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Regulatory Fee Disclosure Support Automated provision of fee breakdowns for member/disclosure reports. |
. | No information available |
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Fee Cap Controls System enforces mandated caps on specific fee types. |
. | No information available |
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Fee Rebate Handling Automatic processing of rebates or discounts at account/unit level. |
. | No information available |
Member Accounting & Contributions Management
(0 Yes /0 Known /10 Possible features)
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Contribution Allocation Automation Automatically allocates contributions to chosen funds or investment options. |
. | No information available |
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Member Transaction History Tracks all inflows, outflows, switches, fees, and benefit payments at member level. |
. | No information available |
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Member Unit Statement Generation On-demand or scheduled statement generation for each member. |
. | No information available |
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Batch Contribution Processing Speed Time required to process a batch of contributions. |
. | No information available |
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Automated Contribution Validation System automatically checks for contribution limits and errors. |
. | No information available |
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Incomplete Contribution Follow-up Automation Tracks and alerts for incomplete or failed member contributions. |
. | No information available |
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Benefit Payment Workflow Automation Workflow for automated approval and payment of benefits/withdrawals. |
. | No information available |
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Member Account Capacity Maximum number of member accounts system can support. |
. | No information available |
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Portability & Rollovers Support for rollovers and transfers between pension schemes. |
. | No information available |
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Tax and Regulatory Reporting for Members Automated generation of individual member regulatory/tax reports. |
. | No information available |
Pooled Fund and Multi-Manager Support
(0 Yes /0 Known /10 Possible features)
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Nested/Pooled Entity Structure Support Models and consolidates multi-level fund and pooled investment structures. |
. | No information available |
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Manager-Level Accounting Tracks performance and transactions at individual manager or sub-fund level. |
. | No information available |
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Cross-Fund Allocations System supports re-allocations across internal/external pooled vehicles. |
. | No information available |
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Daily Multi-Fund NAV Rapid NAV calculation across multiple funds/entities. |
. | No information available |
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Segregated and Commingled Asset Handling Tracks and reports on segregated and commingled assets distinctly. |
. | No information available |
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Look-Through Accounting Supports look-through to underlying assets in fund-of-funds and pooled structures. |
. | No information available |
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Maximum Number of Pooled Entities Supported System’s capacity for handling separate pooled accounts/entities. |
. | No information available |
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Automatic Manager Report Consolidation Aggregates and produces consolidated reports at manager or pooled entity level. |
. | No information available |
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Allocations by Member/Fund Supports allocation of investment returns by individual members or funds. |
. | No information available |
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Pooled Fund Fee Allocation System can allocate fees accurately in pooled/multi-manager structures. |
. | No information available |
Regulatory Compliance and Reporting
(0 Yes /0 Known /10 Possible features)
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Automated Regulatory Filing Generates standard regulatory returns (e.g. 5500, SFTR, Solvency II) as per jurisdiction. |
. | No information available |
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Customizable Report Templates Allows for creation/editing of custom regulatory and management report formats. |
. | No information available |
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Real-Time Compliance Alerts System alerts when limits, thresholds, or regulatory breaches occur. |
. | No information available |
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Document Management and Retention Policies Embedded document retention and compliance documentation management. |
. | No information available |
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Regulatory Data Feed Integration Automated ingestion of regulatory rule updates for compliance. |
. | No information available |
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Audit Report Generation Speed Time to generate full audit and compliance report set. |
. | No information available |
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Multi-jurisdiction Support System supports regulations in multiple countries. |
. | No information available |
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Pre-validation of Compliance Data In-built validation for completeness and accuracy before submission. |
. | No information available |
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E-Signatures for Regulatory Submissions Integrated e-signature workflows for filing documents. |
. | No information available |
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Automated Regulatory Schedule Updates System auto-updates regulatory submission schedules and deadlines. |
. | No information available |
System Integration and Data Management
(0 Yes /0 Known /10 Possible features)
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Open API Support Availability of REST/SOAP APIs for real-time integration with external platforms. |
. | No information available |
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Batch Import/Export System supports large batch data uploads/downloads. |
. | No information available |
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Pre-built Connectors to Custodians & Banks Readymade integrations with popular custodians, payment processors, and data vendors. |
. | No information available |
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Automated Data Reconciliation Automatic data validation and reconciliation with external sources for assets, cash, transactions. |
. | No information available |
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Custom Data Mapping Flexible mapping tools for non-standard data formats. |
. | No information available |
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Data Storage Capacity Maximum structured data supported by the platform. |
. | No information available |
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Real-time Data Sync Frequency Minimum interval for real-time system data updates. |
. | No information available |
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ETL (Extract, Transform, Load) Capabilities Full-fledged ETL functionality for mass data transformation/migration. |
. | No information available |
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Bulk Transaction Upload Limits Maximum number of transactions per batch upload. |
. | No information available |
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Data Anonymization Tools Assists with GDPR/privacy compliance via anonymization. |
. | No information available |
User Experience and Workflow Automation
(0 Yes /0 Known /10 Possible features)
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Role-Based Access Controls Granular permissions and workflow routing by user roles. |
. | No information available |
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Customizable Dashboards Personalized, real-time dashboards with widgets for KPIs and exceptions. |
. | No information available |
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Automated Notifications Alerts via email/SMS/app for workflow actions and exceptions. |
. | No information available |
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Mobile Access Support Responsive web or mobile app access for users. |
. | No information available |
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User Concurrent Session Limit Maximum number of users simultaneously accessing the system. |
. | No information available |
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Workflow Builder Tools Drag-and-drop or scriptable workflow automation tools. |
. | No information available |
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Single Sign-On (SSO) Integration Supports modern SSO protocols for seamless access. |
. | No information available |
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Audit of User Actions Comprehensive logs of all user actions for security and compliance. |
. | No information available |
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Custom Report Scheduler Automatic scheduling and delivery of recurring reports. |
. | No information available |
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Accessibility Compliance Adherence to web accessibility standards (e.g., WCAG, ADA). |
. | No information available |
Data Security, Backup, and Disaster Recovery
(0 Yes /0 Known /10 Possible features)
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Data Encryption In-Transit and At-Rest Uses advanced encryption (e.g., AES-256) for all data. |
. | No information available |
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Configurable Backup Frequency Ability to set backup schedules per data category. |
. | No information available |
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Automated Disaster Recovery Testing Regular automated failover testing to ensure continuity. |
. | No information available |
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Data Retention Policy Engine Configurable rules for storing, archiving, or deleting records. |
. | No information available |
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Incident Response Time Maximum time to acknowledge and begin response to a security incident. |
. | No information available |
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Uptime SLA Guarantee Guaranteed system uptime percentage per annum. |
. | No information available |
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Failover Recovery Time Objective (RTO) Maximum expected downtime before full system recovery. |
. | No information available |
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Vulnerability Scanning Automated scheduled scans for system vulnerabilities. |
. | No information available |
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Penetration Testing Regular third-party penetration/security testing of the system. |
. | No information available |
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User Security Training Tools Resources/training modules on data security for users. |
. | No information available |
Implementation, Support, and Vendor Stability
(0 Yes /0 Known /10 Possible features)
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Implementation Timeline Average time for full setup and data migration. |
. | No information available |
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Dedicated Account Manager Named support manager for each client. |
. | No information available |
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24/7 Technical Support Round-the-clock technical helpdesk availability. |
. | No information available |
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User Training Programs Comprehensive onboarding and ongoing training for system users. |
. | No information available |
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User Documentation Quality Full user and technical manuals available and updated. |
. | No information available |
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Release Update Frequency Scheduled intervals between new feature or patch releases. |
. | No information available |
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System Customizability Degree to which processes, screens, and integrations can be customized. |
. | No information available |
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Size of Support Team Number of dedicated support professionals. |
. | No information available |
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Financial Health of Vendor Vendor’s Dun & Bradstreet or credit risk score. |
. | No information available |
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Client Retention Rate Percentage of clients retained over the last 3 years. |
. | No information available |
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