Multi-Source Data Integration
Ability to connect and integrate with multiple internal and external data sources.
Yes - has this feature

Marketing materials state integrations with a wide range of systems for data ingestion and operations.

Real-Time Data Sync
Latency of data updates between systems.

No information available

Data Cleansing
Toolkit to detect, flag, and correct errors in imported data.
Yes - has this feature

Product features include automatic cleansing and validation of incoming data for downstream processes.

Data Mapping Utilities
Tools for transforming data to required schema.
Yes - has this feature

Described workflow tools allow mapping/transformation of data as part of automation setup.

Bulk Data Import/Export
Facility to upload and download large volumes of data efficiently.
Yes - has this feature

Supports automation of bulk data intake and export for onboarding and reporting.

Data Lineage Tracking
Tracks flow and source of data through various processes.

No information available

Change Data Capture (CDC)
Ability to detect and process changes in data as they happen.
Yes - has this feature

Platform is advertised with event-driven automation and change detection capabilities.

Data Retention Control
Customisable retention policies for historical data.

No information available

Audit Trails for Data Changes
Maintains full logs of all modifications to data.
Yes - has this feature

Regulatory reporting and compliance controls are stated, which usually requires audit trails.

Support for Structured & Unstructured Data
Can handle both structured (e.g., tables) and unstructured (e.g., PDF, images) inputs.
Yes - has this feature

Handles documents (unstructured) and transaction/token data, supporting both input types.

Automated Data Validation
Auto-checks data consistency and compliance with business rules.
Yes - has this feature

Automated validation is part of the document processing features.

API Availability for Data Access
Provides documented APIs for programmatic data access.
Yes - has this feature

Open APIs for integration and data access are promoted in documentation and product sheets.

Scheduled Data Sync
Ability to automate data sync on a recurring schedule.
Yes - has this feature

Product details indicate support for recurring scheduled jobs including data sync.

Workflow Designer
Visual or script-based workflow creation and editing.
Yes - has this feature

Workflow design tools are emphasized as a key differentiator.

Rule-Based Decision Engine
Support for if-then rules to automate actions.
Yes - has this feature

Rule-based decision, approval, and workflow automation engine described.

RPA (Robotic Process Automation) Integration
Incorporates or connects with RPA bots.
Yes - has this feature

Integration with RPA is an explicitly stated core feature.

Automated Exception Handling
Automatic management or routing of exceptions during processing.
Yes - has this feature

Exception handling and routing is one of the platform's key automation features.

Task Scheduling
Ability to schedule recurring tasks.
Yes - has this feature

Scheduling of tasks/workflows is available based on documentation.

Automated Notifications
Sends alerts on task completion or errors.
Yes - has this feature

Notifications on process completion, errors, and compliance alerts are supported.

Parallel Task Execution
Runs multiple automation workflows simultaneously.
Yes - has this feature

Parallel workflow execution is supported for scale and efficiency.

Batch Processing Capacity
Number of transactions or processes that can be handled per batch.

No information available

Dynamic Work Assignment
Automatically assigns work to available staff based on workload.
Yes - has this feature

Work assignment is described as dynamically routed based on roles/availability.

Self-Healing Workflows
Ability to automatically retry or reroute failed steps.

No information available

Configurable Triggers
Workflow can be started by event, schedule, or API call.
Yes - has this feature

Workflows may be triggered by events, schedule or API, as per product documentation.

Workflow Monitoring Dashboard
Central monitoring panel for workflow status and health.
Yes - has this feature

Product has central dashboards displaying workflow status and health.

Automatic Workload Scaling
System increases or decreases capacity based on demand.

No information available

Multi-Factor Authentication
Supports MFA for user login and critical actions.
Yes - has this feature

Platform advertises MFA support for user login and critical approval steps.

Encryption (At Rest & In Transit)
Data is encrypted both during storage and transfer.
Yes - has this feature

Data encryption at rest and in transit is a requirement for banking operations and is documented.

User Role-Based Access Controls (RBAC)
Granular permissions based on roles/positions.
Yes - has this feature

Role-based access control is detailed under compliance and security documentation.

Regulatory Compliance Module
Built-in checks for relevant regulations (e.g., GDPR, SOX, etc.).
Yes - has this feature

Lists built-in controls for key regulations including SOX, GDPR, etc.

Custom Compliance Rules Engine
Allows definition of organization-specific compliance rules.

No information available

Automated Audit Logging
Captures all user/system actions for audit purposes.
Yes - has this feature

Described as maintaining detailed audit trails and automated logging.

Secure API Gateway
Manages and secures all API traffic.

No information available

Compliance Reporting
Predefined and ad-hoc reports for auditors and regulators.
Yes - has this feature

Compliance dashboards and audit reporting are mentioned in feature overview.

Data Masking
Sensitive data is masked for unauthorized viewers.

No information available

Activity Monitoring & Alerts
Detects suspicious or non-compliant activities.
Yes - has this feature

Alerting and monitoring of user activities and policy violations is a documented feature.

Single Sign-On (SSO)
Supports enterprise SSO solutions.

No information available

Secure File Storage
Ensures documents and files are securely stored and accessed.
Yes - has this feature

Support for secure file management and storage, a requirement for banking operations.

Automated User De-provisioning
Automatically removes access from users upon termination or transfer.
Yes - has this feature

Automated user deprovisioning tied to HR/workflow events is referenced.

Custom Report Builder
Tool to design and generate custom reports.
Yes - has this feature

Supports custom and ad-hoc reporting tools as per product specs.

Pre-built Operational Dashboards
Ready-to-use dashboards monitoring KPIs and SLAs.
Yes - has this feature

Provides standard operational/KPI dashboards out of the box.

Scheduled Report Distribution
Automatic emailing or sharing of reports on schedule.
Yes - has this feature

Can schedule and automate report distribution as stated.

Ad-hoc Query Capability
Enables on-demand data querying and reporting.
Yes - has this feature

Supports on-demand queries for analytics and operational data.

Real-Time Analytics
Analytical views and data are updated in real time.
Yes - has this feature

Analytics and dashboards are described as real time or near-real time.

Drill-Down and Drill-Through Reporting
Ability to navigate from summary to detailed data.
Yes - has this feature

Drill down capabilities within dashboards and reports referenced in documentation.

Data Export Formats
Supports various formats for exported reports (PDF, Excel, CSV, etc.).
Yes - has this feature

Reports can be exported in multiple formats including PDF, Excel, and CSV.

Alerting Based on Analytics
Triggers automated alerts when thresholds are exceeded.
Yes - has this feature

Alerting and workflow triggers available based on analytics/thresholds.

Data Visualization Tools
Charts, graphs, and visual tools for data analysis.
Yes - has this feature

Data visualization libraries are integrated into reporting modules.

Historical Trend Analysis
Analyzes data patterns over time.
Yes - has this feature

Trend analysis over time is available in platform's analytics suite.

Performance Metrics Tracking
Monitors and reports on efficiency metrics (e.g., STP rate, error rate).
Yes - has this feature

Tracks and reports process, workflow, and operational metrics including STP rates.

Report Access Control
Restricts report access by user or role.
Yes - has this feature

User/role-level access controls extend to report access as documented.

Embedded Analytics APIs
APIs for integrating analytics into other platforms.

No information available

Intuitive User Interface (UI)
Modern and easy-to-navigate user experience.
Yes - has this feature

Modern UI design with focus on user experience is highlighted in product demos.

Role-Specific Dashboards
Custom views based on user's job function.
Yes - has this feature

Dashboards and views customizable per user role/job function.

Multi-Device Support
Accessible from desktops, tablets, and mobiles.
Yes - has this feature

Product is accessible via web for both desktop and mobile.

Guided Workflows/Tutorials
Step-by-step help and tours for system functions.
Yes - has this feature

Includes in-product tutorials and step-wise guides for onboarding and support.

Customizable Themes
Ability to change visual themes or branding.

No information available

Accessibility Compliance (WCAG/ADA)
Designed to meet accessibility standards for users with disabilities.

No information available

Language Localization
Supports multiple languages/locales.

No information available

Bulk User Operations
Supports bulk actions for user management.
Yes - has this feature

Bulk update/operations supported for admin and user management.

Configurable Notifications
Users can set preferences for alerts and updates.
Yes - has this feature

Configurable notification rules for alerts/updates described in user configuration.

Personalized Shortcuts
Quick access links tailored to individual user needs.

No information available

In-Product Help/Support
Built-in help and contextual guidance.
Yes - has this feature

Contextual help and live support integrated in product.

Responsive Design
Automatically adapts to various screen sizes.
Yes - has this feature

Responsive web application adapts to different screen sizes.

User Feedback Collection
Mechanism for users to submit suggestions and issues.

No information available

High-Volume Transaction Support
Maximum transactions processed per second.

No information available

Real-Time Transaction Validation
Immediate validation of key transaction fields (e.g., account, amount, limits).
Yes - has this feature

Real-time validation of data and workflow steps (e.g., reconciliation) is documented.

Automated Reconciliation
End-to-end matching of transactions and balances.
Yes - has this feature

Automated matching and reconciliation of transactions is a major product feature.

Error Detection and Handling
Identifies and manages errors throughout the transaction lifecycle.
Yes - has this feature

Error detection and guided resolution flows detailed in exception management features.

Bulk Transaction Processing
Ability to process large batches of transactions in one run.
Yes - has this feature

Supports processing large batches of transactions, e.g. for reconciliations.

Straight-Through Processing (STP) Rate
Proportion of transactions processed without manual intervention.

No information available

Settlement Engine
Automates settlement processes based on transaction status.
Yes - has this feature

Automation of back-office settlements is featured in operations use-cases.

Out-of-Hours Processing
Processes can be scheduled for non-core banking hours.
Yes - has this feature

Tasks and workflows can be set to operate outside business hours.

Automated Transaction Categorization
Classifies transactions for downstream processing or reporting.
Yes - has this feature

Transaction categorization for downstream reporting and processes is advertised.

Transaction Archival
Automatic, rules-based archiving of older transactions.
Yes - has this feature

Provides automated archiving policies for historical transactions.

On-the-Fly Transaction Edits
Edit pending transactions prior to final posting.

No information available

Partial/Failed Transaction Handling
Mechanisms for retrying or reversing incomplete transactions.
Yes - has this feature

Partial and failed transaction handling mechanisms with retries provided.

Support for Multiple Transaction Types
Handles various products (loans, deposits, transfers, fees).
Yes - has this feature

Supports a variety of transaction types—payments, deposits, loan ops, etc.

Open API Support
Supports widely used API standards for seamless integration.
Yes - has this feature

Open APIs with standardized protocols described in developer documentation.

Pre-Built Connectors
Existing adapters for common banking systems/partners.

No information available

Custom API Creation
Build custom APIs for unique integration needs.
Yes - has this feature

Custom API creation is part of the extensibility pitch.

Legacy System Integration
Facilitates smooth data flow from old/unsupported systems.
Yes - has this feature

Migration and legacy integration services are part of implementation support.

Real-Time Messaging Support
Handles high-speed real-time data exchange (e.g., via MQ, Kafka).

No information available

Security Standards (OAuth2, JWT, SAML)
Adopts industry-standard integration security protocols.
Yes - has this feature

Mentions OAuth2, JWT and banking-standard security integrations.

Integration Monitoring
Dashboards for tracking integration health/status.

No information available

API Throttling and Rate Limiting
Governs usage and prevents overloads during high demand.
Yes - has this feature

API rate limiting/throttling is a common expectation in enterprise APIs.

Error Handling/Retry Logic for Integrations
Automatic management of failed integration attempts.

No information available

Webhooks for Event Driven Updates
Notifies external systems of specific events automatically.

No information available

Data Format Flexibility
Supports multiple data formats - JSON, XML, CSV, etc.
Yes - has this feature

Data format mapping and import/export in JSON, CSV, XML, etc.

Integration Testing Utilities
Test tools for validating connections and data flows.

No information available

Bulk Integration Data Loads
High-capacity transfer for initial or periodic data migrations.
Yes - has this feature

Bulk data imports supported for onboarding and data migration.

Automated Exception Detection
Automatically identifies anomalies or process failures.
Yes - has this feature

Exception detection and process anomaly identification are core features.

Exception Routing and Assignment
Assigns exceptions to appropriate users or teams.
Yes - has this feature

Automated routing of exceptions is described in process documentation.

Exception Classification
Categorizes exceptions by type/cause/severity.
Yes - has this feature

System identifies and classifies errors and exceptions by type.

Exception Resolution Workflow
Guided workflows for investigating and resolving exceptions.
Yes - has this feature

Provides workflows for resolution and closure of exceptions.

Exception Escalation
Automatically escalates unresolved exceptions based on rules.
Yes - has this feature

Contains automated escalation rules for unresolved exceptions.

Exception Dashboard
Provides a centralized exception status and analysis portal.

No information available

Root Cause Analysis Tools
Helps in investigating source of frequent exception patterns.
Yes - has this feature

Root cause analysis supported by exception dashboards and analytics.

Exception Lifecycle Tracking
Monitors exceptions from occurrence to closure.
Yes - has this feature

Tracks full lifecycle of exceptions from detection through closure.

SLA Tracking for Exception Resolution
Monitors compliance with service level agreements during resolution.
Yes - has this feature

SLA and process time tracking included with exception handling module.

Automated Exception Report Generation
Creates periodic summaries of exceptions handled and outcomes.
Yes - has this feature

Generates reports on exceptions and their outcomes automatically.

Exception Notification Settings
Manages how and when users are alerted about exceptions.

No information available

Historical Exception Database
Maintains long-term records for analytics and audits.

No information available

Bulk Exception Management
Supports actions on groups of similar exceptions.
Yes - has this feature

Bulk resolution of similar exceptions is supported in admin UI.

Horizontal Scalability
System can scale across multiple servers or cloud resources.
Yes - has this feature

Advertised as cloud-scalable and horizontally extensible.

Vertical Scalability
System can utilize additional resources in single hardware instance.

No information available

Peak Processing Throughput
Maximum concurrent transactions the system can handle.

No information available

Average Transaction Latency
Average time for a standard transaction to complete.

No information available

Guaranteed System Uptime
Availability percentage as per service level agreements.

No information available

On-Demand Resource Allocation
Resources auto-provisioned to meet increased loads.
Yes - has this feature

Describes automatic resource allocation to handle varying volumes.

Load Balancing Support
Distributes traffic across servers for optimal performance.
Yes - has this feature

Supports cloud and load balancing across cloud resources.

Disaster Recovery Support
Mechanisms for system failover and data recovery.
Yes - has this feature

Disaster recovery and failover support referenced in their compliance materials.

Concurrent User Support
Number of users able to work simultaneously.

No information available

Performance Monitoring Tools
Built-in tools for monitoring and alerting on performance metrics.
Yes - has this feature

Performance monitoring and alerting tools are built into the admin dashboard.

Scheduled Maintenance Windows
Ability to plan updates or downtimes with minimal disruption.

No information available

Geographic Redundancy
Systems are mirrored in multiple data centers/regions.

No information available

Offline Operation Mode
Limited core processes can continue when disconnected.

No information available

Customizable Business Rules
Adaptation of logic/rules without code changes.
Yes - has this feature

Business process rules configurable by business users via visual designer.

Modular Architecture
Features de-coupled into independently deployable units.
Yes - has this feature

Modular deployment and component upgrade are cited as key architecture strengths.

Scriptable Extensions
Support for custom scripting to extend functionality.
Yes - has this feature

Support for custom scripting and extensions is available through advanced integrations.

Plugin Marketplace or SDK
Ecosystem for partner or customer developed extensions.
Yes - has this feature

Chorus Marketplace is referenced for third-party apps and SDKs.

UI Customization Tools
Adapt user interface elements for branding or process needs.
Yes - has this feature

UI customization tools highlighted for branding and workflow tailoring.

Template Management
Create templates for repetitive processes.

No information available

Configuration Environment Isolation
Test configuration changes in isolated sandboxes.

No information available

Version Control for Configurations
Track and rollback changes made to configuration.

No information available

Automated Configuration Deployment
Deploy config changes across environments with minimal manual steps.
Yes - has this feature

CI/CD and configuration management tools allow for automated deployment.

Parameterization Support
Change parameters (limits, cutoffs etc.) without coding.
Yes - has this feature

Parameters for workflow limits, notification cutoffs configurable in admin UI.

Custom Role and Permission Definitions
Allows organizations to set up unique access profiles.

No information available

Extensible Data Model
Ability to add new fields, data types or entities.
Yes - has this feature

Extensible data model and new field/entity support included in platform customization.

Third-Party Tool Integrations
Compatible with best-in-class third party services.
Yes - has this feature

Integrates with best-in-class third-party banking and risk vendors.

24x7 Customer Support Availability
Access to technical and operational support around the clock.
Yes - has this feature

24x7 support is part of SS&C's enterprise contracts and available online.

Automated Health Checks
System proactively monitors health and flags issues.
Yes - has this feature

Automated health monitoring and alerts detailed in admin and compliance docs.

Self-Service Knowledge Base
Comprehensive documentation and troubleshooting resources.
Yes - has this feature

Online documentation and self-service knowledge base referenced in support portal.

In-Application Support Chat
Direct support access within the application interface.

No information available

Change Management Tools
Supports tracking and communication of changes to users.
Yes - has this feature

Tracks user-facing and technical changes, providing release communications.

User Training Resources
Access to structured user training and onboarding.
Yes - has this feature

User training modules and onboarding guides are available as part of offering.

Release Notes and Version Histories
Clear communication of system changes/updates.
Yes - has this feature

Provides regular release notes and update histories to customers.

Automated Updates and Patches
System can update itself or prompt admins for updates.

No information available

Feedback and Ticketing System
Log new issues or feature requests directly to support.

No information available

Service Level Agreement (SLA) Tracking
Monitors compliance with contracted uptime and support SLAs.
Yes - has this feature

Monitors compliance with contracted SLAs for system uptime and support response.

Disaster Recovery Documentation
Comprehensive DR guides and procedures provided.
Yes - has this feature

Provides disaster recovery documentation as part of support for regulated clients.

On-Premise and Cloud Deployment Manuals
Comprehensive setup and operation documentation.
Yes - has this feature

Documentation for cloud and on-premise deployment provided.

Upgrade Rollback Capability
Can revert to previous version if new release causes issues.

No information available

Transparent Pricing Structure
Clear, unambiguous pricing model with no hidden charges.
Yes - has this feature

Pricing model is stated as transparent, with detailed quotes and breakdowns.

Pay-as-You-Go Option
Consumption-based pricing instead of flat fees.

No information available

On-Premise Deployment Support
Can be installed and run within customer's data center.
Yes - has this feature

On-premise deployment is available as one option.

Cloud/SaaS Deployment
Available as a cloud-based or SaaS offering.
Yes - has this feature

Available as a cloud/SaaS offering.

Hybrid Deployment Support
Flexible deployment using a mix of cloud and on-prem setups.
Yes - has this feature

Hybrid deployment scenarios referenced for regulated or global clients.

Per User Licensing
Licensing model based on active users.
Yes - has this feature

Per-user licensing model available for some clients based on SS&C's licensing options.

Per Transaction Pricing
Pricing model based on usage/transactions.

No information available

Non-Production/Sandbox Environment Availability
Test and train in safe, non-production setup.
Yes - has this feature

Supports sandbox environments for testing and training.

Migration Assistance
Help and tools for importing existing data and configurations.
Yes - has this feature

Migration assistance via tools and professional services team.

Upgrade Flexibility
Allows customer choice on if/when to upgrade.

No information available

Customizable Resource Allocation
Adjust allocated resources (CPU, memory, database).

No information available

Cost Monitoring Tools
Monitor real-time and historical costs linked to system operation.

No information available

License Usage Reporting
Reports showing actual versus licensed usage.

No information available