Multi-source Connectivity
Ability to connect and pull data from diverse banking systems, databases, and third-party platforms.
Yes - has this feature

Marketed as supporting data consolidation from various internal and third-party systems.

Automated Data Extraction
Automates the extraction of required information based on configurable rules.
Yes - has this feature

Features include automated ingestion and extraction workflows; official collateral indicates robust automation.

Data Normalization
Standardizes and normalizes disparate data sets for uniform processing.
Yes - has this feature

Documentation highlights standardized reporting and normalization across formats for compliance.

Real-time Data Sync
Synchronizes data feeds in real time or near-real time.
Yes - has this feature

Describes real-time and near-time data synchronization for regulatory processes.

Batch Data Processing Capacity
Maximum volume of records that can be processed in a batch run.

No information available

Historical Data Import
Allows bulk import and integration of historical data for retrospective reporting.
Yes - has this feature

Provides for onboarding of historical and legacy records as part of initial implementation.

Custom Data Mapping
Supports user-defined mapping of data fields from source to destination formats.
Yes - has this feature

Custom field mapping is mentioned as part of integration services and configuration.

Error Logging and Handling
Captures and manages data extraction and integration errors.
Yes - has this feature

Can log and flag integration errors, and provides exception management features.

Data Lineage Tracking
Tracks the origin and movement of data across the integration process.
Yes - has this feature

Data lineage and traceability included, important for regulated industries.

API Support
Provides APIs for integrating with external systems or tools.
Yes - has this feature

Offers APIs for partner and client integration with back-office or third-party systems.

Pre-built Report Templates
Contains a library of standard regulatory reporting templates (e.g., Basel III, FATCA).
Yes - has this feature

Has libraries of standard regulatory reports (Basel, Dodd-Frank, EMIR, etc.).

Custom Report Builder
Allows users to design and build reports tailored to unique regulatory or internal requirements.
Yes - has this feature

Supports custom report creation and tailoring for region or bank-specific needs.

Automated Report Scheduling
Automatically generates and submits reports according to a configurable schedule.
Yes - has this feature

Enables automatic generation and submission of reports on a schedule; referenced in product workflows.

Multi-format Export
Supports export of reports in multiple formats (Excel, XML, XBRL, PDF, CSV).
Yes - has this feature

Reports exportable as Excel, XML, XBRL, CSV and PDF. Stated in documentation.

Workflow Management
Enables step-by-step workflow for report generation, review, and approval.
Yes - has this feature

Workflow support noted for reporting, review, approval.

Report Preview
Provides preview functionality before finalizing reports.
Yes - has this feature

Preview, validation and adjustment available before submission.

Ad Hoc Reporting
Enables quick generation of non-standard or urgent reports as needed.
Yes - has this feature

Ad hoc and urgent reporting supported, according to product sheet.

Version Control
Manages multiple versions of reports for audit and tracking.
Yes - has this feature

Manages historical versions of reports to ensure traceability.

Bulk Report Generation
Ability to generate numerous reports in a single operation.
Yes - has this feature

Bulk/batch reporting options referenced for high-volume clients.

Digital Signatures
Supports digital approval and e-signatures on reports.
Yes - has this feature

Digital signature/certification included for approvals.

Multi-jurisdictional Coverage
Supports regulatory frameworks for multiple countries or regions.
Yes - has this feature

Supports frameworks in North America, EMEA, and APAC including Basel III, MiFID II, etc.

Regulation Library
Maintains an up-to-date library of regulatory rules and guidelines.
Yes - has this feature

Product includes a regulatory content library updated regularly.

Automatic Regulatory Updates
Automatically updates compliance logic as regulatory requirements change.
Yes - has this feature

Service includes ongoing updates for regulatory logic.

Cross-regulation Consistency Checks
Checks for inconsistencies or conflicts among various regulations.
Yes - has this feature

Cross-regulatory checks included per product materials.

Custom Compliance Rules
Allows users to input and manage custom regulatory rules.
Yes - has this feature

Allows configuration of custom compliance logics and exception rules.

Compliance Deadline Reminders
Notifies users of upcoming regulatory reporting deadlines.
Yes - has this feature

Integral to regulatory reporting: alerts for upcoming and missed deadlines.

Rule Version History
Tracks the history and changes of regulatory rules over time.
Yes - has this feature

Tracks regulatory rule and compliance versions, part of core audit features.

Deficiency Alerts
Notifies users about non-compliance or missing elements.
Yes - has this feature

System alerts for missing or noncompliant reports documented.

Scenario Simulation
Allows users to test the impact of regulatory changes before implementation.
Yes - has this feature

Scenario and 'sandbox' environments available for regulatory impact assessment.

Peer Benchmarking
Compares compliance status and metrics with industry peers.

No information available

Automated Data Validation
Checks for missing, incorrect, or outlier data values during data processing.
Yes - has this feature

Automated validation and control checks are core components.

Duplicate Detection
Identifies and flags duplicate records before submission.
Yes - has this feature

Built-in duplicate and data quality checks referenced.

Validation Rule Library
Provides built-in and customizable validation rules.
Yes - has this feature

Includes library of validation rules and user customization.

Error Correction Workflow
Facilitates identification and remediation of data errors.
Yes - has this feature

Built-in workflows assist with error remediation and data cleansing.

Audit Trail for Corrections
Tracks data corrections for transparency and governance.
Yes - has this feature

Tracks all data corrections with approval/audit trail for transparency.

Field-level Validation Logging
Records validation status at the granular field level.
Yes - has this feature

Logs all field-level validation status for compliance evidence (SOC2 audit trace).

Data Completeness Ratio
Ratio of fields populated to total fields required.

No information available

Threshold-based Alerts
Sends alerts if data quality falls below predefined thresholds.
Yes - has this feature

Threshold and data quality alerts part of QA process.

Validation Processing Speed
Time taken to complete validation of typical data batch.

No information available

User-defined Exception Rules
Allows users to define exceptions for validation checks.
Yes - has this feature

Custom exception logic for validation supported by platform.

End-to-end Automation
Automates the full reporting lifecycle from data extraction to report submission.
Yes - has this feature

Advertised as 'end-to-end', automating all steps from ingestion to reporting.

Task Assignment
Assigns roles and responsibilities to different users within the workflow.
Yes - has this feature

Role-based workflows and task assignments referenced in documentation.

Approval Hierarchies
Supports customizable multi-level approvals for reports.
Yes - has this feature

Supports multi-level reviews and approvals (risk, compliance, final).

Workflow Visualization
Provides graphical representation of reporting workflows.
Yes - has this feature

Workflows visual and tracked in user interface.

SLA Monitoring
Tracks workflow completion against service level agreements.
Yes - has this feature

SLAs and workflow times can be tracked via management dashboard.

Batched or Parallel Processing
Supports both sequential and parallel workflow processing.
Yes - has this feature

Supports both sequential/batch and parallel processing configuration.

Alert Notifications
Sends alerts for workflow bottlenecks or overdue tasks.
Yes - has this feature

Workflow alert capability referenced, including exceptions and bottlenecks.

Automatic Escalation
Escalates unresolved workflow items according to defined rules.
Yes - has this feature

Automatic escalation supported for overdue or unresolved tasks.

Task Completion Time
Average time required to complete a workflow task.

No information available

Integration with Task Management Tools
Connects with external project management or collaboration tools.

No information available

Role-based Access Control (RBAC)
Grants permissions based on defined user roles in the organization.
Yes - has this feature

RBAC cited as core to security and compliance.

Data Encryption (at rest and in transit)
Encrypts sensitive data when stored and during data transmission.
Yes - has this feature

Encrypts all customer data in transit and at rest (SOC2 information).

Multi-factor Authentication
Requires more than one form of verification before granting access.
Yes - has this feature

Multi-factor authentication can be implemented according to deployment best practices.

Audit Logging
Tracks user activity and system access for security monitoring.
Yes - has this feature

Full audit logging for user activity and system events.

Granular Permission Control
Allows fine-tuned user permissions down to field or function level.
Yes - has this feature

Granular level permission assignment available for user groups.

Single Sign-On (SSO)
Integrates with institutional authentication solutions.
Yes - has this feature

Single sign-on is supported for enterprise clients.

Access Log Retention Period
Duration for which access logs are retained.

No information available

Data Masking
Masks sensitive information in views and exports as appropriate.
Yes - has this feature

Can mask sensitive data in views/exports.

Compliance with Industry Standards
Adheres to ISO 27001, SOC 2, GDPR, or equivalent standards.
Yes - has this feature

Mentions ISO 27001, SOC2, and GDPR compliance.

Anomaly Detection
Identifies unusual patterns of access or use.
Yes - has this feature

Solution built to detect abnormal behavior as part of security.

Full Audit Trail
Each action is logged with timestamp, user, and before/after values.
Yes - has this feature

Each user/system action is logged with complete audit info.

Change Management Logging
Tracks changes to data, reports, rules, and configurations.
Yes - has this feature

Change management and configuration audit trail included.

Printable Audit Logs
Supports exporting or printing audit logs for regulators.
Yes - has this feature

Supports exporting/printing audit logs for auditors.

Audit Log Search
Comprehensive search and filtering within audit trails.
Yes - has this feature

Search/filter available within audit logs in user interface.

Retention Period Customization
Allows setting custom data and log retention periods.
Yes - has this feature

Retention policies for data and logs are configurable.

Tamper-evidence
Logs are protected against unauthorized alteration.
Yes - has this feature

Uses tamper-evident audit logs to preserve compliance evidence.

Drill-down Capability
Allows auditors to investigate from high-level activity down to granular changes.
Yes - has this feature

Auditors can drill down from summaries to detailed record changes.

Exception Audit Reports
Generates audit reports of exceptions and anomalies.
Yes - has this feature

Can produce exception and anomaly audit reports for compliance checks.

Reviewer Comments Tracking
Keeps a record of comments and notes added during review or approval.
Yes - has this feature

Tracks commentary and notes through workflows and approvals.

Time to Retrieve Audit Record
Average time needed to retrieve a specific log entry.

No information available

Concurrent User Capacity
Maximum number of users the system can support simultaneously.

No information available

Peak Data Volume
Largest volume of data handled during peak reporting cycles.

No information available

Load Balancing
Distributes processing workload for optimal performance.
Yes - has this feature

Multi-tenant and enterprise-grade; vendor highlights load balancing for performance guarantee.

Uptime Guarantee
Service level uptime commitment by the vendor.

No information available

Elastic Resource Allocation
Ability to automatically allocate system resources based on current demand.
Yes - has this feature

Cloud deployment supports elastic scaling and dynamic resource allocation.

Disaster Recovery Support
Ensures system availability in the event of failures or disasters.
Yes - has this feature

Offers disaster recovery and BCP as part of cloud/hosted solutions.

Response Time
Average application response latency under normal load.

No information available

Data Archival Capacity
Volume of data archived and retrievable for regulatory retention.

No information available

Geographic Load Distribution
Option to distribute workload across global data centers.
Yes - has this feature

Global infrastructure for cloud deployment and regional hosting.

On-demand Scalability
Scaling system resources up or down without disrupting operations.
Yes - has this feature

Advertised as allowing live scale-up/down based on client needs.

Intuitive User Interface
Easy-to-navigate and logically designed screens and menus.
Yes - has this feature

UI marketed as intuitive with client-specific customization.

Customizable Dashboards
Allows users to personalize their reporting and compliance dashboards.
Yes - has this feature

Customizable dashboards offered for risk, compliance, and management users.

Guided Workflows
Provides step-by-step guidance through reporting tasks.
Yes - has this feature

Workflow automation guides users through report creation and submission.

Accessibility Compliance
Supports accessibility features for users with disabilities.

No information available

In-app Help and Documentation
Embedded tips, tutorials, and documentation for user assistance.
Yes - has this feature

In-app help and documentation embedded within the product.

Multi-language Support
Interface available in multiple languages.

No information available

Mobile Compatibility
Supports access and reporting from mobile devices.
Yes - has this feature

Mobile access is available for report review/approval.

Keyboard Shortcuts
Enables efficiency for power users with keyboard commands.

No information available

Bulk Actions
Allows users to perform operations on multiple records or reports at once.
Yes - has this feature

Can perform bulk actions and mass updates as needed.

Onboarding & Training Tools
Built-in wizards or modules to onboard new users with minimal friction.
Yes - has this feature

Onboarding and training modules included for enterprise clients.

Pre-built Analytical Reports
Out-of-the-box analytics dashboards for common compliance metrics.
Yes - has this feature

Standard dashboard/report templates for common compliance metrics out-of-the-box.

Custom Analytics Designer
Allows creation of bespoke analytical and visualization reports.
Yes - has this feature

Supports custom visualizations/analytics report creation.

Drill-down Analysis
Enables users to explore higher or lower levels of detail as desired.
Yes - has this feature

Drill-down from dashboards to granular report detail is supported.

Trend Analysis
Identifies and visualizes long-term trends in regulatory or compliance data.
Yes - has this feature

Trend and historical reporting accessible through dashboard analytics.

KPI Tracking
Tracks and visualizes key compliance and reporting performance indicators.
Yes - has this feature

KPIs for compliance and reporting included in the platform metrics.

Data Export for Analytics
Exports raw or aggregated data for external analysis.
Yes - has this feature

Data can be exported in raw or processed form for additional analytics.

What-if Scenario Modeling
Simulates regulatory/reporting scenarios and their impact.
Yes - has this feature

Scenario modeling built in to test impact of regulatory changes.

Dashboard Refresh Rate
Frequency at which analytics dashboards are updated.

No information available

Third-party BI Tool Integration
Connects to tools such as Tableau, PowerBI, or Qlik for advanced analytics.
Yes - has this feature

Connectors available for Tableau, PowerBI, etc.

Forecasting/Prediction Capabilities
Leverages historical data to predict upcoming compliance issues.

No information available

24/7 Support Availability
Support team available round-the-clock for issue resolution.
Yes - has this feature

Global client base—support offered 24/7 for issue resolution.

Dedicated Account Manager
Provides a single point of contact at the vendor.
Yes - has this feature

A dedicated account manager is included for enterprise clients.

SLA-based Issue Resolution
Guaranteed response and resolution times as per SLA.
Yes - has this feature

SLA-based incident and problem management offered.

Self-service Knowledge Base
Online resources for common troubleshooting and FAQs.
Yes - has this feature

User-facing knowledge base for product and regulatory FAQs.

Product Update Frequency
Average frequency of major product updates or patches.

No information available

Onsite/Remote Training Options
Comprehensive product training for users and administrators.
Yes - has this feature

Provides both in-person and remote training offerings.

Custom SLAs
Can tailor SLAs to client-specific needs.
Yes - has this feature

SS&C offers custom SLA negotiations for certain clients.

Third-party Audit Support
Assistance during regulatory or independent audits.
Yes - has this feature

Vendor provides audit support as part of client contractual engagement.

User Community and Forums
Access to peer support and shared best practices.
Yes - has this feature

Community forums available for peer/client engagement.

API Documentation and Developer Support
Comprehensive resources for integrating or extending the platform.
Yes - has this feature

API documentation/developer support available for integration partners.