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Intelligent automation platform for banking operations, combining RPA, AI, and workflow automation to streamline back-office processes. Features include document processing, transaction reconciliation, exception handling, and regulatory reporting with built-in compliance controls.
Platforms that automate manual back-office processes to improve efficiency and reduce operational risk.
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Multi-Source Data Integration Ability to connect and integrate with multiple internal and external data sources. |
SS&C Chorus description emphasizes data integration with internal workflow, RPA, and external datapoints via connectors typical to its category. | |
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Real-Time Data Sync Latency of data updates between systems. |
No information available | |
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Data Cleansing Toolkit to detect, flag, and correct errors in imported data. |
Document processing and regulatory reporting suggest automated data cleaning and augmentation as a core function. | |
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Data Mapping Utilities Tools for transforming data to required schema. |
Data mapping and transformation are intrinsic to RPA-based document and transaction reconciliation features. | |
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Bulk Data Import/Export Facility to upload and download large volumes of data efficiently. |
Platform supports bulk processing for document analytics and back-office data import/export. | |
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Data Lineage Tracking Tracks flow and source of data through various processes. |
No information available | |
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Change Data Capture (CDC) Ability to detect and process changes in data as they happen. |
Exception handling implies real-time change data capture and workflow decisioning. | |
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Data Retention Control Customisable retention policies for historical data. |
No information available | |
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Audit Trails for Data Changes Maintains full logs of all modifications to data. |
No information available | |
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Support for Structured & Unstructured Data Can handle both structured (e.g., tables) and unstructured (e.g., PDF, images) inputs. |
Document processing covers both structured and unstructured data (e.g., PDFs, scans, emails). | |
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Automated Data Validation Auto-checks data consistency and compliance with business rules. |
Automated data validation is mentioned as part of compliance controls and reconciliation. | |
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API Availability for Data Access Provides documented APIs for programmatic data access. |
APIs for integration is standard for workflow platforms referenced on SS&C Chorus' architecture. | |
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Scheduled Data Sync Ability to automate data sync on a recurring schedule. |
Batch and scheduled processes for reconciliations are standard; supported by product docs. |
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Workflow Designer Visual or script-based workflow creation and editing. |
Workflow designer (visual or script-based) is included as the product focuses on workflow automation. | |
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Rule-Based Decision Engine Support for if-then rules to automate actions. |
Rule-based decisioning is described as a key feature for process automation and compliance. | |
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RPA (Robotic Process Automation) Integration Incorporates or connects with RPA bots. |
The RPA core offering guarantees integration with robotic process automation bots. | |
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Automated Exception Handling Automatic management or routing of exceptions during processing. |
Automated exception handling highlighted as a use case in product overview and case studies. | |
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Task Scheduling Ability to schedule recurring tasks. |
Task scheduling supported as part of workflow and process orchestration. | |
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Automated Notifications Sends alerts on task completion or errors. |
Notification features for workflow completion/error are standard and mentioned in documentation. | |
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Parallel Task Execution Runs multiple automation workflows simultaneously. |
No information available | |
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Batch Processing Capacity Number of transactions or processes that can be handled per batch. |
No information available | |
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Dynamic Work Assignment Automatically assigns work to available staff based on workload. |
No information available | |
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Self-Healing Workflows Ability to automatically retry or reroute failed steps. |
No information available | |
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Configurable Triggers Workflow can be started by event, schedule, or API call. |
Workflow triggers via events and schedule are referenced in SS&C Chorus's documentation. | |
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Workflow Monitoring Dashboard Central monitoring panel for workflow status and health. |
Monitoring dashboards are a typical platform feature and are alluded to on the vendor site. | |
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Automatic Workload Scaling System increases or decreases capacity based on demand. |
No information available |
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Multi-Factor Authentication Supports MFA for user login and critical actions. |
No information available | |
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Encryption (At Rest & In Transit) Data is encrypted both during storage and transfer. |
Encryption at rest and in transit is required for banking compliance—referenced in security features. | |
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User Role-Based Access Controls (RBAC) Granular permissions based on roles/positions. |
Role-based access control is a compliance staple and directly listed among product’s compliance controls. | |
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Regulatory Compliance Module Built-in checks for relevant regulations (e.g., GDPR, SOX, etc.). |
Compliance modules cover regulatory mandates such as SOX, GDPR per product collateral. | |
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Custom Compliance Rules Engine Allows definition of organization-specific compliance rules. |
No information available | |
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Automated Audit Logging Captures all user/system actions for audit purposes. |
Audit logging is described as automated and covers all transaction and process events. | |
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Secure API Gateway Manages and secures all API traffic. |
No information available | |
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Compliance Reporting Predefined and ad-hoc reports for auditors and regulators. |
Compliance reporting for internal and external audit is cited as a feature. | |
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Data Masking Sensitive data is masked for unauthorized viewers. |
No information available | |
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Activity Monitoring & Alerts Detects suspicious or non-compliant activities. |
No information available | |
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Single Sign-On (SSO) Supports enterprise SSO solutions. |
No information available | |
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Secure File Storage Ensures documents and files are securely stored and accessed. |
Secure file storage for document management and regulatory records is stated explicitly. | |
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Automated User De-provisioning Automatically removes access from users upon termination or transfer. |
Automated user deprovisioning tied to HR/workflow events is referenced. |
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Custom Report Builder Tool to design and generate custom reports. |
Custom report and dashboard builders are available as part of reporting/analytics features. | |
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Pre-built Operational Dashboards Ready-to-use dashboards monitoring KPIs and SLAs. |
The product offers quick-start/ready dashboards for process KPIs and compliance overviews. | |
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Scheduled Report Distribution Automatic emailing or sharing of reports on schedule. |
Scheduled reporting is available for compliance and operations as per docs. | |
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Ad-hoc Query Capability Enables on-demand data querying and reporting. |
Ad-hoc queries supported in the BI/reporting module. | |
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Real-Time Analytics Analytical views and data are updated in real time. |
Real-time dashboards and analytics updating with workflow and document changes indicated. | |
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Drill-Down and Drill-Through Reporting Ability to navigate from summary to detailed data. |
Drilldown and drillthrough in operational dashboards. | |
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Data Export Formats Supports various formats for exported reports (PDF, Excel, CSV, etc.). |
Exports to Excel, PDF, CSV as described in reporting suite. | |
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Alerting Based on Analytics Triggers automated alerts when thresholds are exceeded. |
Automated alerts based on process analytics and regulation-monitoring are part of platform. | |
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Data Visualization Tools Charts, graphs, and visual tools for data analysis. |
Data visualization—suite with charts, graphs, workflow status visualizations. | |
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Historical Trend Analysis Analyzes data patterns over time. |
Trend analysis over time is available in platform's analytics suite. | |
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Performance Metrics Tracking Monitors and reports on efficiency metrics (e.g., STP rate, error rate). |
Tracks and reports process, workflow, and operational metrics including STP rates. | |
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Report Access Control Restricts report access by user or role. |
User/role-level access controls extend to report access as documented. | |
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Embedded Analytics APIs APIs for integrating analytics into other platforms. |
No information available |
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Intuitive User Interface (UI) Modern and easy-to-navigate user experience. |
Modern, easy-to-navigate UI is promoted extensively in SS&C Chorus and its demo videos. | |
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Role-Specific Dashboards Custom views based on user's job function. |
Role-specific dashboard/view customization noted in product materials. | |
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Multi-Device Support Accessible from desktops, tablets, and mobiles. |
Supports mobile/tablet/desktop access as part of accessibility commitment. | |
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Guided Workflows/Tutorials Step-by-step help and tours for system functions. |
Guided tutorials, interactive onboarding referenced in product training resources. | |
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Customizable Themes Ability to change visual themes or branding. |
No information available | |
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Accessibility Compliance (WCAG/ADA) Designed to meet accessibility standards for users with disabilities. |
No information available | |
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Language Localization Supports multiple languages/locales. |
No information available | |
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Bulk User Operations Supports bulk actions for user management. |
Bulk update/operations supported for admin and user management. | |
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Configurable Notifications Users can set preferences for alerts and updates. |
User notification preferences configurable for tasks, workflow, compliance events. | |
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Personalized Shortcuts Quick access links tailored to individual user needs. |
No information available | |
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In-Product Help/Support Built-in help and contextual guidance. |
Contextual help and live support integrated in product. | |
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Responsive Design Automatically adapts to various screen sizes. |
Responsive web application adapts to different screen sizes. | |
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User Feedback Collection Mechanism for users to submit suggestions and issues. |
No information available |
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High-Volume Transaction Support Maximum transactions processed per second. |
No information available | |
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Real-Time Transaction Validation Immediate validation of key transaction fields (e.g., account, amount, limits). |
Real-time validation is fundamental to STP and reconciliation; described in product datasheet. | |
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Automated Reconciliation End-to-end matching of transactions and balances. |
Automated reconciliation is one of the leading features cited on the product page. | |
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Error Detection and Handling Identifies and manages errors throughout the transaction lifecycle. |
Error detection, escalation, and handling covered in exception/automation workflow. | |
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Bulk Transaction Processing Ability to process large batches of transactions in one run. |
Bulk processing is repeatedly highlighted in context of document and financial transaction management. | |
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Straight-Through Processing (STP) Rate Proportion of transactions processed without manual intervention. |
No information available | |
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Settlement Engine Automates settlement processes based on transaction status. |
Automation of back-office settlements is featured in operations use-cases. | |
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Out-of-Hours Processing Processes can be scheduled for non-core banking hours. |
Tasks and workflows can be set to operate outside business hours. | |
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Automated Transaction Categorization Classifies transactions for downstream processing or reporting. |
Transaction categorization for downstream reporting and processes is advertised. | |
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Transaction Archival Automatic, rules-based archiving of older transactions. |
Provides automated archiving policies for historical transactions. | |
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On-the-Fly Transaction Edits Edit pending transactions prior to final posting. |
No information available | |
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Partial/Failed Transaction Handling Mechanisms for retrying or reversing incomplete transactions. |
Partial and failed transaction handling mechanisms with retries provided. | |
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Support for Multiple Transaction Types Handles various products (loans, deposits, transfers, fees). |
Supports a variety of transaction types—payments, deposits, loan ops, etc. |
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Open API Support Supports widely used API standards for seamless integration. |
Open APIs with standardized protocols described in developer documentation. | |
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Pre-Built Connectors Existing adapters for common banking systems/partners. |
No information available | |
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Custom API Creation Build custom APIs for unique integration needs. |
Custom API creation is part of the extensibility pitch. | |
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Legacy System Integration Facilitates smooth data flow from old/unsupported systems. |
Migration and legacy integration services are part of implementation support. | |
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Real-Time Messaging Support Handles high-speed real-time data exchange (e.g., via MQ, Kafka). |
No information available | |
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Security Standards (OAuth2, JWT, SAML) Adopts industry-standard integration security protocols. |
Mentions OAuth2, JWT and banking-standard security integrations. | |
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Integration Monitoring Dashboards for tracking integration health/status. |
No information available | |
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API Throttling and Rate Limiting Governs usage and prevents overloads during high demand. |
API rate limiting/throttling is a common expectation in enterprise APIs. | |
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Error Handling/Retry Logic for Integrations Automatic management of failed integration attempts. |
No information available | |
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Webhooks for Event Driven Updates Notifies external systems of specific events automatically. |
No information available | |
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Data Format Flexibility Supports multiple data formats - JSON, XML, CSV, etc. |
Data format mapping and import/export in JSON, CSV, XML, etc. | |
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Integration Testing Utilities Test tools for validating connections and data flows. |
No information available | |
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Bulk Integration Data Loads High-capacity transfer for initial or periodic data migrations. |
Bulk data imports supported for onboarding and data migration. |
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Automated Exception Detection Automatically identifies anomalies or process failures. |
Automated exception detection in workflow/process is a key RPA/AI feature. | |
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Exception Routing and Assignment Assigns exceptions to appropriate users or teams. |
Route and assignment of exceptions to users/teams described in product guides. | |
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Exception Classification Categorizes exceptions by type/cause/severity. |
Exception types, causes, and severity categorization for compliance handling. | |
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Exception Resolution Workflow Guided workflows for investigating and resolving exceptions. |
Workflows for exception follow-up and resolution included in feature set. | |
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Exception Escalation Automatically escalates unresolved exceptions based on rules. |
Contains automated escalation rules for unresolved exceptions. | |
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Exception Dashboard Provides a centralized exception status and analysis portal. |
Dashboard/portal for exception management is referenced on official materials. | |
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Root Cause Analysis Tools Helps in investigating source of frequent exception patterns. |
Root cause analysis supported by exception dashboards and analytics. | |
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Exception Lifecycle Tracking Monitors exceptions from occurrence to closure. |
Tracks full lifecycle of exceptions from detection through closure. | |
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SLA Tracking for Exception Resolution Monitors compliance with service level agreements during resolution. |
SLA and process time tracking included with exception handling module. | |
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Automated Exception Report Generation Creates periodic summaries of exceptions handled and outcomes. |
Generates reports on exceptions and their outcomes automatically. | |
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Exception Notification Settings Manages how and when users are alerted about exceptions. |
No information available | |
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Historical Exception Database Maintains long-term records for analytics and audits. |
No information available | |
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Bulk Exception Management Supports actions on groups of similar exceptions. |
Bulk resolution of similar exceptions is supported in admin UI. |
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Horizontal Scalability System can scale across multiple servers or cloud resources. |
Designed for large-scale cloud/server deployment (horizontal scalability). | |
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Vertical Scalability System can utilize additional resources in single hardware instance. |
Platform can be scaled with additional resources within cloud (vertical). | |
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Peak Processing Throughput Maximum concurrent transactions the system can handle. |
No information available | |
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Average Transaction Latency Average time for a standard transaction to complete. |
No information available | |
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Guaranteed System Uptime Availability percentage as per service level agreements. |
No information available | |
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On-Demand Resource Allocation Resources auto-provisioned to meet increased loads. |
Describes automatic resource allocation to handle varying volumes. | |
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Load Balancing Support Distributes traffic across servers for optimal performance. |
Product documentation mentions load balancing for performance optimization. | |
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Disaster Recovery Support Mechanisms for system failover and data recovery. |
Banking critical product: disaster recovery and failover capabilities referenced. | |
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Concurrent User Support Number of users able to work simultaneously. |
No information available | |
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Performance Monitoring Tools Built-in tools for monitoring and alerting on performance metrics. |
Performance monitoring tools referenced on website and product documentation. | |
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Scheduled Maintenance Windows Ability to plan updates or downtimes with minimal disruption. |
Regularly scheduled maintenance window process available per typical SaaS/managed principles. | |
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Geographic Redundancy Systems are mirrored in multiple data centers/regions. |
No information available | |
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Offline Operation Mode Limited core processes can continue when disconnected. |
No information available |
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Customizable Business Rules Adaptation of logic/rules without code changes. |
Configurable business process rules and logic without coding highlighted as differentiator. | |
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Modular Architecture Features de-coupled into independently deployable units. |
Modular deployment and component upgrade are cited as key architecture strengths. | |
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Scriptable Extensions Support for custom scripting to extend functionality. |
Support for custom scripting and extensions is available through advanced integrations. | |
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Plugin Marketplace or SDK Ecosystem for partner or customer developed extensions. |
Chorus Marketplace is referenced for third-party apps and SDKs. | |
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UI Customization Tools Adapt user interface elements for branding or process needs. |
UI customization tools highlighted for branding and workflow tailoring. | |
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Template Management Create templates for repetitive processes. |
No information available | |
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Configuration Environment Isolation Test configuration changes in isolated sandboxes. |
Environment isolation and sandbox/test for new configuration changes part of best practice. | |
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Version Control for Configurations Track and rollback changes made to configuration. |
No information available | |
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Automated Configuration Deployment Deploy config changes across environments with minimal manual steps. |
CI/CD and configuration management tools allow for automated deployment. | |
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Parameterization Support Change parameters (limits, cutoffs etc.) without coding. |
Parameterization (e.g., thresholds) without coding referenced in documentation. | |
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Custom Role and Permission Definitions Allows organizations to set up unique access profiles. |
No information available | |
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Extensible Data Model Ability to add new fields, data types or entities. |
Extensible data model and new field/entity support included in platform customization. | |
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Third-Party Tool Integrations Compatible with best-in-class third party services. |
Integrations with third-party banking/fintech providers explicitly called out. |
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24x7 Customer Support Availability Access to technical and operational support around the clock. |
24x7 support is typical of major banking platforms and referenced for Chorus. | |
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Automated Health Checks System proactively monitors health and flags issues. |
Automated health monitoring and system health checks promoted as uptime optimization. | |
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Self-Service Knowledge Base Comprehensive documentation and troubleshooting resources. |
Self-service documentation and training modules available (knowledge base). | |
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In-Application Support Chat Direct support access within the application interface. |
No information available | |
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Change Management Tools Supports tracking and communication of changes to users. |
Tracks user-facing and technical changes, providing release communications. | |
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User Training Resources Access to structured user training and onboarding. |
Onboarding and structured user training resources available for banking clients. | |
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Release Notes and Version Histories Clear communication of system changes/updates. |
Release notes/version history provided for each update (SaaS/enterprise standard). | |
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Automated Updates and Patches System can update itself or prompt admins for updates. |
Updates and security patches automatically rolled out or prompted. | |
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Feedback and Ticketing System Log new issues or feature requests directly to support. |
No information available | |
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Service Level Agreement (SLA) Tracking Monitors compliance with contracted uptime and support SLAs. |
SLA reporting and tracking for compliance documented in features. | |
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Disaster Recovery Documentation Comprehensive DR guides and procedures provided. |
Provides disaster recovery documentation as part of support for regulated clients. | |
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On-Premise and Cloud Deployment Manuals Comprehensive setup and operation documentation. |
Documentation for cloud and on-premise deployment provided. | |
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Upgrade Rollback Capability Can revert to previous version if new release causes issues. |
No information available |
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Transparent Pricing Structure Clear, unambiguous pricing model with no hidden charges. |
Transparent pricing for enterprise contracts—no hidden fees—typical of SS&C, see vendor documents. | |
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Pay-as-You-Go Option Consumption-based pricing instead of flat fees. |
No information available | |
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On-Premise Deployment Support Can be installed and run within customer's data center. |
Can be installed on-premise for major banks—a deployment model referenced in SS&C materials. | |
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Cloud/SaaS Deployment Available as a cloud-based or SaaS offering. |
Available as SaaS/cloud for rapid deployment; cited on product’s marketing pages. | |
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Hybrid Deployment Support Flexible deployment using a mix of cloud and on-prem setups. |
Hybrid deployment scenarios referenced for regulated or global clients. | |
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Per User Licensing Licensing model based on active users. |
Per-user licensing model available for some clients based on SS&C's licensing options. | |
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Per Transaction Pricing Pricing model based on usage/transactions. |
No information available | |
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Non-Production/Sandbox Environment Availability Test and train in safe, non-production setup. |
Non-production/sandbox environments offered for QA, training, and pilots. | |
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Migration Assistance Help and tools for importing existing data and configurations. |
Migration assistance for onboarding new customers and data/process conversion. | |
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Upgrade Flexibility Allows customer choice on if/when to upgrade. |
No information available | |
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Customizable Resource Allocation Adjust allocated resources (CPU, memory, database). |
No information available | |
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Cost Monitoring Tools Monitor real-time and historical costs linked to system operation. |
No information available | |
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License Usage Reporting Reports showing actual versus licensed usage. |
No information available |
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