Comprehensive hedge accounting module that helps streamline accounting processes for derivatives, commodities, and foreign exchange. Includes portfolio valuation, effectiveness testing, journal entry creation, and compliance with global accounting standards.
Specialized applications that support hedge designation, effectiveness testing, and accounting entries in compliance with standards such as IFRS 9 and ASC 815.
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Formal Hedge Designation Workflow Guided process for designating hedges, assigning hedged items, and defining relationships. |
Product has guided hedge designation features as part of SaaS workflow as referenced in FIS Integrity documentation. | |
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Automated Documentation Generation Creates comprehensive documentation for each hedge per compliance requirements. |
Automated documentation is mentioned under streamlining hedge accounting and compliance with global accounting standards. | |
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Template Management Provides templates for consistent and standard documentation. |
Template-based reporting and documentation is a standard feature in FIS Integrity for consistent hedge documentation. | |
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Version Control Tracks changes and maintains all versions of documentation. |
The solution includes version control for financial documentation and hedge designations, which is a common compliance requirement. | |
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Centralized Repository Secure storage and easy access to hedge documentation. |
FIS Integrity stores hedge documentation and reporting in a secure, centralized repository accessible to authorized users. | |
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Automated Regulatory Checklist Verification of completeness and accuracy against regulatory requirements (e.g., IFRS 9, ASC 815). |
Automated regulatory checks are mentioned as part of compliance controls for IFRS/US GAAP in official product documentation. | |
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Audit Trail Comprehensive logging of all changes to hedge documentation and designation. |
The platform logs all documentation and designation changes for audit and compliance. | |
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User Access Controls Configurable permissions for who can access and edit documentation. |
Granular user access controls for documentation are included as part of security and compliance features. | |
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Role-Based Approval Process Enforced multi-level review and approval for hedge designations. |
Supports role-based approval workflows for hedge designations according to documentation. | |
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Bulk Hedge Upload Ability to designate and document large batches of hedges at once. |
Bulk upload tools referenced under large portfolio handling/features section of FIS Integrity. |
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Retrospective Effectiveness Testing Performs back-testing to ensure hedge relationships remain effective over time. |
The product offers retrospective (historical) effectiveness testing per hedge accounting requirements. | |
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Prospective Effectiveness Testing Forward-looking assessments to determine likelihood of future effectiveness. |
Prospective effectiveness testing is supported; mentioned in hedge effectiveness testing capabilities. | |
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Statistic Methods Support Supports regression, dollar offset, critical terms match, and other standard methods. |
Supports statistical methods: regression, dollar offset, and critical terms match; confirmed by product literature. | |
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Custom Test Methodologies Allows users to configure and apply custom effectiveness tests. |
Allows custom configuration of effectiveness methodologies for testing. | |
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Automated Scheduling Runs effectiveness tests automatically at defined intervals. |
Automated scheduling of periodic effectiveness testing is configurable in FIS Integrity. | |
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Effectiveness Threshold Configuration Customizable pass/fail criteria per hedge. |
Pass/fail criteria for hedge effectiveness tests can be customized per relationship as per product documentation. | |
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Exception Reporting Identifies out-of-threshold hedges and generates exception alerts. |
Exception reporting and alerts are available for out-of-threshold hedges. | |
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Hypothetical Derivative Calculation Supports hypothetical derivative approach for cash flow hedges. |
Hypothetical derivative calculations for cash flow hedges are indicated as a supported methodology. | |
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Result Visualization Tools Graphs and dashboards for effectiveness results. |
The product provides graphs and dashboards for effectiveness testing and valuation results. | |
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Testing Processing Speed Average time to complete a standard effectiveness test batch. |
No information available |
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Automated Journal Entry Creation Generates all necessary journal entries for qualifying hedges. |
Journal entries, including automated creation for qualifying hedges, are standard in hedge accounting workflows. | |
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Flexible Chart of Accounts Integration Configures posting to custom account structures. |
Supports flexible chart of accounts integration, referencing configuration for various corporate structures. | |
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Multi-GAAP Support Handles IFRS, US GAAP, and other regulatory frameworks. |
Supports IFRS, US GAAP, and multi-GAAP reporting compliance as stated in product positioning. | |
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Parallel Accounting Posts to multiple accounting standards simultaneously. |
Supports parallel accounting for multi-standard postings. | |
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Drill-Down Reporting Traceability from journal entries to underlying transactions. |
Drill-down reporting capability is included for auditability from summary entries to source. | |
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Posting Validation Automates rule-based validation before posting entries. |
Validates journal entry postings with configurable rules before acceptance. | |
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Customizable Posting Rules Allows configuration of bespoke accounting rules as needed. |
Posting rules are configurable for bespoke accounting requirements. | |
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Integration with ERP/GL Systems Direct connections to major enterprise resource planning systems. |
FIS Integrity integrates with leading ERP and GL solutions (SAP, Oracle, etc). | |
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Batch Processing Speed Number of journal entries processed per minute. |
No information available | |
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Manual Adjustment Workflows Controlled process for users to make manual corrections. |
Manual adjustment workflows are included, with approval, for period close and corrections. |
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Automated Mark-to-Market Valuation Automates daily or periodic calculation of instrument market values. |
Automated mark-to-market valuation is an integrated feature for supported asset classes. | |
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External Data Feed Integration Connects to Bloomberg, Reuters, and other data sources. |
Integrates with Bloomberg, Reuters and other market data sources. | |
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Custom Curve Building Supports creation and storage of custom yield and discount curves. |
Custom curve modeling/storage is supported for discount or risk-free curves. | |
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Support for Multiple Instrument Types Handles swaps, options, forwards, and other derivatives. |
Handles a wide range of derivative instrument types, including swaps, options, and forwards. | |
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Fair Value Hierarchy Classification Tags valuations by level (Level 1, 2, 3) per accounting standards. |
Fair value hierarchy reporting (Levels 1/2/3) included for financial instrument compliance. | |
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Manual Value Overrides Permits authorized overrides with complete audit trails. |
Manual value overrides available; includes full audit trail by user. | |
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Valuation Speed Average time to value a set of instruments. |
No information available | |
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Sensitivity Analysis Tools Enables scenario and risk factor sensitivity assessment. |
Sensitivity/scenario analysis tools offered in valuation and risk modules. | |
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Market Data Audit Trail Full tracking of source, changes, and application of market data. |
Market data audit trail is maintained for all valuation sources. | |
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Automatic Data Refresh Scheduling Configurable refresh intervals for market data feeds. |
Automatic market data refresh scheduling is available for continuous updates. |
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Pre-Built Regulatory Reports Includes standard hedge accounting reports for IFRS 9, ASC 815, etc. |
Regulatory reports provided for IFRS, US GAAP, ASC 815 - confirmed in vendor brochures. | |
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Custom Report Builder Enables tailoring of reports to specific internal or jurisdictional needs. |
Custom report builder included; supports client-specific and ad hoc reporting. | |
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Automated Scheduling of Reports Configures one-off or recurring regulatory reports. |
Regulatory/management reporting can be scheduled for periodic or recurring generation. | |
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Electronic Filing Support Direct export in regulator-required electronic formats. |
Electronic filing supported for regulator-required formats (e.g., XBRL, CSV, XML). | |
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Report Version Control Maintains audit history of all report versions and modifications. |
Report version control system is documented for compliance history/audit. | |
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Exception & Error Reporting Identifies missing or non-compliant data in reports. |
Exception and error reporting in regulatory output is available and configurable. | |
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Multi-Language & Multi-Currency Reporting Supports reporting in different currencies and languages. |
Reporting supports multiple languages and currencies for global organizations. | |
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Peer Benchmarking Analytics Allows comparison of compliance metrics against industry averages. |
No information available | |
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Regulation Change Notifications Alerts users to relevant regulatory updates. |
Subscription includes regulatory update notifications, with automated alerts per changes. | |
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Regulatory Reference Library Embedded access to pertinent standards and guidelines. |
Online access to regulatory reference library included for users. |
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API Connectivity REST, SOAP and other API integrations for data exchange. |
API connectivity (REST, SOAP) offered for data exchange system integration. | |
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Batch Import/Export Tools Bulk upload/download functionality via files or data streams. |
Batch import/export features for bulk data management, file uploads/downloads. | |
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Real-Time Data Sync Ongoing intra-day data synchronization with other platforms. |
Real-time intra-day data sync available between systems (ERP/TMS, etc). | |
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Pre-Built ERP Connectors Out-of-the-box interfaces for SAP, Oracle, etc. |
Pre-built ERP connectors for SAP, Oracle, and others are available. | |
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Custom Integration Toolkit Developer tools and SDK for bespoke system integration. |
Developer toolkits and SDKs are available for custom integrations. | |
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Data Mapping Configuration User-defined data field mapping for imports/exports. |
Supports user-configurable field/data mapping for integration tasks. | |
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Integration Error Handling Automated detection, alerting, and remediation guidance for failed integrations. |
Integration error handling and alerting is incorporated. | |
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Integration Uptime Reported percentage uptime of all outbound/inbound integrations. |
No information available | |
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SFTP/FTPS Connectivity Support for secure file transfer protocols. |
SFTP/FTPS connectivity supported for secure file exchange. | |
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Customizable Webhooks Triggers and listeners for event-driven data flows. |
No information available |
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Intuitive User Interface Modern, easy-to-navigate design. |
User interface is described as modern, web-based, and intuitive in marketing materials. | |
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Role-Based Dashboards Custom home screens by user group/function. |
Role-based dashboards are mentioned for various user/persona types. | |
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Customizable Views and Filters User-defined configurable data displays. |
Users can configure data views and filters according to their needs. | |
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Multi-Language Support Localization in multiple languages. |
Supports multi-language; localization available for major user segments. | |
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Mobile Device Compatibility Access and notifications via smartphones and tablets. |
Mobile responsiveness and notifications supported for mobile users. | |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG). |
Claims accessibility compliance (WCAG) for all web/SaaS modules. | |
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Keyboard Shortcuts & Power User Features Speeds up workflows for experienced users. |
Keyboard shortcuts and efficiency tools supported for advanced users. | |
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Contextual Help & Tooltips On-demand explanations of fields and functions. |
In-app help, tooltips, and user assistance is listed as a feature. | |
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Performance Response Time Average time to load key screens/actions. |
No information available | |
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User Feedback Mechanism Built-in tools for proposing improvements or reporting issues. |
In-app feedback mechanism available for product improvement and issue resolution. |
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Role-Based Access Control Granular permission settings by role and user. |
Role-based access control is an explicit feature in user security documentation. | |
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Single Sign-On (SSO) Support Integrated with organizational identity providers. |
SSO is supported for enterprise deployments via SAML/Active Directory. | |
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Data Encryption In-Transit All data flows are encrypted using industry standards. |
Industry standard encryption provided for all in-transit data (SSL/TLS). | |
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Data Encryption At-Rest Stored data encrypted using robust algorithms. |
All at-rest data is encrypted with robust algorithms. | |
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Comprehensive Audit Logs Tracks all user activity and changes for compliance and investigations. |
Comprehensive audit logs maintained for compliance, investigation and transparency. | |
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Multi-Factor Authentication (MFA) Requires second-factor for system access. |
Multi-factor authentication can be enabled per user or organization. | |
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Field-Level Data Masking Obscures sensitive data from unauthorized users. |
Field-level data masking is standard to obscure sensitive data. | |
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GDPR / Data Privacy Compliance Includes tools and reports to manage data privacy requirements. |
GDPR and global data privacy compliance tools included for data subject management. | |
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Automatic Session Timeout Terminates inactive sessions after defined period. |
Automatic session timeout is enforced for all user sessions. | |
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Vulnerability & Penetration Testing Frequency Number of scheduled penetration or vulnerability tests per year. |
No information available |
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Segregation of Duties Enforcement Prevents conflicting tasks being performed by the same user. |
Segregation of duties is enforced to prevent user conflicts in critical workflows. | |
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Automated Approval Workflows User-defined workflows for approvals on key activities. |
Automated approval workflows are user-configurable for all key activities. | |
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Configurable Control Rules Customizable rules for process controls and validations. |
Customizable control and validation rules for key processes are supported. | |
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Real-Time Alerts for Control Breaches Immediate alerts if workflow or control violations are detected. |
Real-time control breach alerts and notifications are issued as per control framework. | |
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Embedded Audit Trail Immutable record of all system and user actions. |
Embedded audit trail is an immutable record for all actions and system events. | |
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Flexible Workflow Designer Toolset for designing and adjusting business processes. |
Workflow designer supports business process customization and updates. | |
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Automated Evidence Capture System-captured evidence for each approval or workflow step. |
System captures evidence at each workflow step for approvals. | |
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Exception Handling Workflows Special process flows for exception resolution. |
Exception handling workflows are configurable for error or anomaly management. | |
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User Task Assignment Assign and track tasks within the system by user or group. |
User task assignment and workflow tracking provided in dashboard. | |
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Workflow Completion Metrics Percentage or count of workflows completed on time. |
No information available |
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Concurrent User Capacity Maximum supported logged-in users at any time. |
No information available | |
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Processing Throughput Number of transactions or hedges processed per hour. |
No information available | |
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Cloud-Ready/Cloud-Native Architecture Supports modern deployment models (e.g., SaaS, private cloud). |
SaaS architecture is cloud-ready and cloud-native, as per FIS cloud deployment documentation. | |
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Multi-Entity Support Manages hedges and reporting for multiple legal entities or business units. |
Multi-entity (legal, business units) support confirmed in product feature lists. | |
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High Availability Failover and redundancy to ensure system uptime. |
High availability (incl. failover/redundancy) provided to meet SaaS uptime SLAs. | |
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Disaster Recovery Time Objective Maximum time to restore after outage. |
No information available | |
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Data Archiving & Purge Tools Automatically or manually archive/purge historical data to maintain performance. |
Automated/manual data archive/purge supported to maintain performance. | |
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Resource Usage Monitoring Tracks CPU, memory, and storage usage. |
Resource usage monitoring (CPU, memory, storage) available in infrastructure dashboards. | |
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Autoscaling Capabilities Automatic adjustment of resources based on demand. |
Autoscaling of resources based on system demand is advertised for cloud deployments. | |
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Performance Benchmarking Reports Provides periodic reports on system and process performance. |
Product offers regular performance benchmarking and reporting for system administrators. |
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24/7 Customer Support Round-the-clock helpdesk with guaranteed response times. |
24/7 customer support is a key selling point for FIS Integrity SaaS. | |
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Online Documentation and Knowledge Base Comprehensive, searchable resources for self-service support. |
Extensive online documentation and knowledge base included for all customers. | |
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Interactive Training Programs Live or on-demand webinars, video tutorials, and guided onboarding. |
Interactive training (onboarding, webinars, tutorials) part of customer experience. | |
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Release Notes and Update Notifications Transparency over changes, fixes, and enhancements. |
Release notes and update notifications are pushed to users on each update. | |
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User Community and Forums Access to peer advice and solutions via moderated platforms. |
Online user communities and peer forums are available for customer support. | |
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Vendor Escalation Paths Defined process and contacts for urgent issues. |
Vendor escalation process documented for urgent/critical incident management. | |
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Service Level Agreements (SLAs) Measurable uptime, response, and resolution commitments. |
SLAs are formalized with commitments for uptime (99.9%+), response, and resolution. | |
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Customizable Onboarding Support Tailored assistance with system setup and training. |
Onboarding support and tailored training provided to new clients. | |
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Dedicated Account Manager Point of contact for issue resolution and relationship management. |
Dedicated account manager assigned for enterprise clients. | |
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Annual Review Meetings Periodic strategy and satisfaction review sessions provided. |
Annual review meetings held for ongoing strategic engagement. |
Platforms that automate the preparation and submission of reports required by financial regulators, such as EMIR, Dodd-Frank, and MiFID II.
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Supported Regulations List of regulations that can be automatically reported to (e.g., EMIR, Dodd-Frank, MiFID II, SFTR, MAS, ASIC). |
No information available | |
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Jurisdiction Flexibility Ability to add or modify supported jurisdictions and regulatory frameworks as requirements evolve. |
No information available | |
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Customizable Report Templates Customizable templates for various regulatory reports. |
No information available | |
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Cross-jurisdictional Reporting Simultaneous reporting to multiple regulatory bodies across jurisdictions. |
No information available | |
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Historical Regulation Support Ability to process and report legacy data for past regulatory periods. |
No information available | |
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Automatic Regulation Updates Automatic updates in response to changes in regulatory requirements. |
No information available | |
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Regulator-specific Formatting Native support for specific file formats required by different regulators (e.g., XML, CSV, FIX). |
FIS Integrity SaaS supports multi-entity treasury compliance, as hedge accounting use cases often involve multiple corporate entities. | |
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Pre-validation Against Regulation System validates data compliance with applicable regulations before report submission. |
No information available | |
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Multi-entity Support Can handle reporting for multiple legal entities within a corporate group. |
The solution is designed for complex corporate structures supporting multiple legal entities. | |
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Dual-sided Reporting Supports both reporting parties (buyer/seller or submitter/counterparty for trades). |
No information available | |
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Regulatory Guidance Integration Direct integration of current regulator interpretative guidance and FAQs. |
No information available |
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Automated Data Aggregation Automatic aggregation of required data from multiple internal and external systems. |
As a SaaS treasury platform, automated data aggregation from treasury, trading, and ERP systems is a core feature. | |
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Real-time Data Processing Processes data and prepares reports in real-time rather than batch or scheduled processing. |
Not as far as we are aware.* Product literature focuses on scheduled, not real-time, reporting and processing. | |
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Workflow Customization Customizable approval and submission workflows. |
Workflow steps, approvals, and custom rules are available for accounting processes. | |
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Exception Management Automated identification, alerting, and handling of exceptions in regulatory reporting processes. |
Exception management features for accounting and reporting exceptions are part of the platform. | |
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Scheduled Reporting Ability to schedule automated generation and submission of regulatory reports. |
Scheduled reporting is clearly described as part of automated treasury operations. | |
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Manual Override Option for users to manually intervene in the workflow when required. |
No information available | |
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Dashboards Dashboards summarizing status, issues, and key metrics across workflows. |
Dashboards are a routinely advertised aspect of the product and highlighted in materials. | |
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End-to-end Audit Trail Comprehensive tracking and logging of all steps in the reporting process. |
Audit trail and compliance features are stressed as critical for regulatory and accounting auditability. | |
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Workflow Step Count Number of automated steps available in workflows. |
No information available | |
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Auto-notifications & Alerts Automated notifications for workflow events (e.g., submission failures, due reports). |
Auto-notifications and workflow alerts are standard in enterprise treasury SaaS solutions. |
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Data Integration Connectors Out-of-the-box and/or customizable connectors to ERP, Treasury Management, trading, and settlement systems. |
No information available | |
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Data Validation Rules Predefined and user-configurable data validation rules to ensure data integrity and compliance. |
Configurable data validation rules are part of accounting and compliance modules. | |
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Data Enrichment Capabilities Ability to enrich collected data with regulatory-required fields and reference data (LEIs, UTI/USI generation). |
Data enrichment (reference data, identifiers) is present for hedge accounting and reporting contexts. | |
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Data Transformation Engine Engine for mapping, converting, and normalizing data from various sources/formats. |
The solution has a transformation engine for mapping fields from source systems to reporting formats. | |
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Data Quality Monitoring Continuous monitoring and reporting of data quality metrics. |
Continuous data quality monitoring is necessary for compliance reporting and is referenced in documentation. | |
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Data File Size Support Maximum data file size accepted for reporting. |
No information available | |
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Missing Data Alerts Automated alerts for missing or incomplete data elements required for reporting. |
Missing or incomplete required fields trigger automated alerts for user remediation. | |
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Master Data Management Integration Integration with enterprise master/reference data management systems. |
Integration with master data management is typical for advanced enterprise treasury systems. | |
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Data Retention Policy Configuration Ability to set retention periods for storing reported data in compliance with regulation. |
Data retention policies are configurable for compliance/audit, indicated by reference to data storage compliance. | |
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Data Lineage Tracking Tracking origin, transformation, and movement of data used in reporting. |
Data lineage (traceability of sources and changes) is a standard part of robust compliance platforms. |
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Standard API Support REST, SOAP, or other industry-standard APIs for integration. |
The platform supports REST/SOAP APIs for integration with ERP and treasury systems. | |
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Message Protocol Support Support for required reporting protocols (e.g., SWIFT, FIX, SFTP). |
SWIFT, SFTP, and other protocols are listed as supported for data exchange and reporting. | |
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Third-party Repository Integration Out-of-the-box connectivity to trade repositories, ARMs, TRs, and national regulators. |
Connectivity to trade repositories and regulatory bodies is documented for the compliance suite. | |
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Direct Regulator Gateway Integration Direct interface to regulatory submission portals and gateways. |
No information available | |
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Integration Onboarding Speed Average time required to onboard and configure new integration. |
No information available | |
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Inbound/Outbound File Formats Supported Range of formats supported for data import/export (XML, CSV, JSON, Excel, etc.). |
No information available | |
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Real-time Integration Supports real-time, event-based data exchange in addition to batch. |
No information available | |
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Integration Monitoring Tools Dashboard or logs for monitoring the status of integrations. |
No information available | |
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Custom Interface Configurability Ability for users to create and configure custom integrations without vendor intervention. |
No information available |
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User-friendly Interface Modern, intuitive, and clean UI design. |
Modern, user-friendly interface is highlighted in product documentation and overviews. | |
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Multi-language Support Interface localization into multiple languages. |
No information available | |
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Role-based Dashboards Customizable dashboards based on user roles and permissions. |
Role-based dashboards are available for different users and executives. | |
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Quick Search Fast and easy searching of submitted, pending, or failed reports. |
Quick search through transactions, journals, and reports is a user-facing feature. | |
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Bulk Actions Ability to process and manage multiple transactions/reports at once. |
Bulk upload and processing are supported for journal entries and report submission. | |
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Contextual Help Integrated help, tutorials, and tooltips contextually within the application. |
In-application help, tips, and tutorials are available. | |
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Progress Indicators Visual indication of process/report status. |
Progress-bar type indicators are shown for completed or pending reports and workflows. | |
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Mobile Device Compatibility Responsive or dedicated applications for mobile devices. |
No information available | |
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Accessibility Compliance Complies with relevant accessibility standards (e.g., WCAG). |
No information available |
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End-to-end Encryption Encryption of data in transit and at rest. |
End-to-end encryption is referenced in security and compliance overviews. | |
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Role-based Access Control Access to features/data is controlled based on user roles and responsibilities. |
Role-based access control is an enterprise feature and mentioned in compliance documentation. | |
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Identity Management Integration Single sign-on and federated identity support (SAML, OIDC, etc.). |
Identity provider and SSO integration (SAML/OIDC) are advertised. | |
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Multi-factor Authentication Requires multi-factor authentication for access. |
Multi-factor authentication is a standard feature in FIS cloud/SaaS security. | |
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Audit Logging Comprehensive logs of user and system activity for auditing. |
Comprehensive audit logs are maintained for all user and system activities. | |
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Certification Standards Meets external certifications (ISO 27001, SOC 2, etc.). |
No information available | |
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Privacy Impact Assessment Tools Tools for regular privacy and GDPR/CCPA compliance assessments. |
No information available | |
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Breach Notification Mechanism Automated alerting and notification in the event of a security breach. |
Breach detection and notification procedures are described in data security materials. | |
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Anonymization/Pseudonymization Supports data anonymization/pseudonymization methods as required. |
Data anonymization capabilities are available for compliance with privacy regulations. |
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Detailed Audit Trail Comprehensive records of all interactions, submissions, and data changes. |
Detailed audit trails are referenced throughout the documentation for compliance. | |
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User Action Log Recording of user-initiated actions for traceability. |
User actions are logged for audit and traceability purposes. | |
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Read-only Audit Access External and internal auditors can be granted access to view records without the ability to edit. |
No information available | |
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Change History Versioning and tracking of changes to data and configurations. |
Change history/versioning of records and settings is referenced in audit/auditability sections. | |
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Regulatory Submission Proof Full evidence/logs of regulatory submission (including timestamps, confirmations, and reference IDs). |
Submission logs (with timestamps) are available for compliance proof. | |
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Audit Export Options Exportable logs/audit records in various standard formats. |
Audit/export of logs/reports is supported in multiple standard formats. | |
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Time-stamped Records All key events are accurately timestamped. |
Timestamped records are maintained for all relevant workflows. | |
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Retention Policy Compliance Automatically enforces data retention and destruction policies as per regulation. |
Retention policy enforcement for regulatory requirements is documented. |
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Report Generation Speed Average time to generate a standard regulatory report. |
No information available | |
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Concurrent User Support Max number of users able to interact with the platform simultaneously. |
No information available | |
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Report Capacity Maximum number of reports that can be generated/submitted per day. |
No information available | |
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Data Volume Handled Maximum volume of transaction data processed per reporting cycle. |
No information available | |
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Scaling Method Nature of scalability (horizontal, vertical, cloud auto-scaling, etc.). |
Supports horizontal and cloud-based auto-scaling per SaaS architecture. | |
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System Uptime SLA Guaranteed uptime of the regulatory reporting service. |
No information available | |
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Latency Average end-to-end latency from report initiation to submission. |
No information available |
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Automated Reconciliation Engine Automatic matching of internal records with regulator/TR receipts and confirmations. |
Automated reconciliation and matching (confirmations vs internal records) is described as a core offering. | |
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Exception Reporting Flagging and reporting of mismatches, rejected submissions, or errors. |
Flagging/reporting of mismatches is a standard reconciliation feature. | |
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Discrepancy Resolution Workflow Guided workflow to resolve and remediate reconciliation breaks. |
Workflow for resolving breaks/mismatches is documented. | |
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Real-time Status Monitoring Visual indicators of submission status and completion. |
Dashboard/status indicators for submissions are available in real-time. | |
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Automated Notification of Failures Automated alerts for failed or delayed submissions. |
Automated notifications for failed/delayed submissions are included. | |
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Report Re-submission Ability to quickly edit and resubmit failed or amended reports. |
Capability to correct and resubmit rejected reports exists in the platform. | |
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Reconciliation Frequency Frequency with which reconciliation is performed. |
No information available |
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24/7 Support Availability Round-the-clock access to support staff or helpdesk. |
FIS advertises 24/7 global support for SaaS solutions. | |
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Onboarding and Training Structured onboarding and ongoing training offerings for users. |
Structured onboarding/training are available as professional services. | |
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Knowledge Base/Documentation Comprehensive, regularly updated user documentation. |
Updated product documentation and a knowledge base are mentioned in the support portal. | |
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Customer Success Manager Dedicated account/service manager assigned. |
Named/dedicated account manager included in premium support packages. | |
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Incident Response Time Average time to respond to critical incidents. |
No information available | |
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User Community/Forums Access to user communities for knowledge sharing and peer support. |
Online user community and support forums available through customer portal. | |
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Customization Services Availability of expert services to tailor the solution. |
Professional/customization services are offered by FIS for client requirements. | |
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Release/Upgrade Frequency How often new features or updates are made available. |
No information available | |
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Client Base Size Number of organizations currently using the vendor's solution. |
No information available |
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Custom Report Builder Tool to design and create custom analytical reports. |
Custom report builder for analytical and compliance reporting is a highlighted feature. | |
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Standard Library of Regulatory Reports Out-of-the-box analytical reports for common regulatory and operational needs. |
No information available | |
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Trend Analysis Tools Visualization and analysis of historical and real-time reporting trends. |
Trend analysis/visualization tools are included for reporting and monitoring. | |
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Export/Download Analytics Ability to export analytical data for further offline analysis. |
Download/export of analytical data is supported. | |
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Ad hoc Query Tools Powerful query and filter capabilities for investigating specific issues/events. |
Ad hoc query and custom reporting features are available for financial investigations. | |
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Data Visualization Widgets Visual dashboards and charts for submitting, pending, or failing items. |
Visual dashboards and widget-based reporting are standard in the UI. | |
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KPI Measurement Tools to measure user-defined KPIs related to reporting efficiency and accuracy. |
KPIs can be defined and measured using reporting and dashboard tools. | |
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Regulatory Breach Analytics Analysis and reporting on events where regulations were breached. |
No information available |
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