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Pension Risk Analyzer from Conduent
Cloud-based analysis tool that models funding levels, risk scenarios, asset-liability projections, and stochastic modeling for pension plans to help trustees and sponsors manage financial and demographic risks.
Product analysis by function
Funding Risk Analysis Tools for Risk Management
Specialized software that assesses the risk of funding shortfalls by analyzing the relationship between asset performance, contribution levels, and benefit obligations under various scenarios.
More Funding Risk Analysis Tools
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Data Integration & Input Management
(6 Yes /6 Known /10 Possible features)
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Multiple Data Source Integration Ability to import data from various financial, actuarial, and market sources (files, APIs, databases). |
Cloud-based tool for pension risk management implies integration and import of data from multiple sources is essential for its operation. | |
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Automated Data Validation Automated checks for data completeness, consistency, and accuracy to prevent errors in analysis. |
Automated risk/simulation tools typically require automated data validation; seen in comparable offerings and implied by the nature of the product. | |
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Historical Data Archiving Secure storage and retrieval of historical data for backtesting and trend analysis. |
Historical data is necessary for trend analysis, backtesting, and must be a feature for risk and funding analysis. | |
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Data Update Frequency Frequency at which the system updates its data feeds. |
No information available | |
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Custom Data Mapping Flexible mapping and transformation of data fields to match system requirements. |
Custom data mapping is standard for ingestion into actuarial models and is usual in market tools in this category. | |
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User Data Import Templates Availability of import templates to streamline regular uploads. |
No information available | |
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Audit Trail for Data Changes Tracking and logging of all data edits, sources, and user changes. |
As a risk analysis/compliance tool in the pension sector, audit trails for data changes are common industry practice. | |
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Scalability for Large Datasets System’s capacity to efficiently process large and complex datasets. |
No information available | |
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Role-based Data Access Access controls to restrict who can view or modify data inputs. |
Different user groups (trustees, sponsors, actuaries) are mentioned, implying role-based access to data inputs and analysis results. | |
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Error Reporting & Notification Immediate alerts and documentation when input data fails validation. |
No information available |
Risk Scenario Modeling
(5 Yes /5 Known /11 Possible features)
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Stochastic Scenario Generation Ability to generate randomized financial, demographic, and economic pathways for robust risk assessment. |
Product description emphasizes stochastic modeling, which requires scenario generation. | |
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Deterministic Scenario Analysis Allows users to define and analyze specific, user-chosen scenarios. |
Scenario analysis is core to funding level/risk simulation tools; deterministic analysis is a baseline expectation. | |
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Macroeconomic Stress Testing Tests the impact of extreme economic events on funding risk. |
No information available | |
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User-Defined Scenario Customization Option to customize key scenario variables (inflation, interest rates, salary growth). |
Supports user-defined risk variables such as interest, inflation, as per industry standard practice. | |
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Simultaneous Scenario Runs Number of scenario paths that can be run in parallel. |
No information available | |
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Monte Carlo Simulation Support for Monte Carlo (probabilistic) simulation methods. |
Stochastic modeling in the pension context nearly always uses Monte Carlo methods. | |
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Built-in Pre-defined Scenarios A library of standard economic, regulatory, or actuarial scenarios. |
No information available | |
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Historic Replay Capability Ability to replay and analyze past market or funding conditions. |
No information available | |
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Correlation Modeling Handles correlation among risk factors (assets, liabilities, macro factors). |
No information available | |
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Scenario Visualization Tools Graphical representation of scenario paths for insight and analysis. |
Modern actuarial/risk simulators include graphical output as key decision-support. | |
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Scenario Storage Capacity Number of scenarios that can be stored for future review and benchmarking. |
No information available |
Funding Ratio & Shortfall Analysis
(4 Yes /4 Known /9 Possible features)
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Dynamic Funding Ratio Calculation Continuously updates the funding ratio (assets/liabilities) as scenarios evolve. |
Dynamic funding ratio simulation is core to any product focused on funding risk analysis. | |
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Shortfall Probability Estimator Calculates probability of funding ratios falling below specific thresholds. |
Shortfall probability estimation is a standard deliverable in risk analytics for funding levels. | |
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Shortfall Magnitude Metrics Quantifies the possible size of a shortfall (deficit severity). |
Product supports quantifying deficit risk, which includes shortfall magnitude metrics. | |
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Time Horizon Flexibility Allows shortfall analysis over multiple user-selectable time periods. |
Time horizon flexibility is implied with scenario analysis and multi-year projections. | |
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Funding Level at Risk (FLaR) Estimates the potential negative movement in funding level at a chosen confidence interval. |
No information available | |
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Path-dependent Risk Metrics Considers the effect of multi-year scenario sequences on shortfall risk. |
No information available | |
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Real-time Recalculation Speed Time taken to update key funding risk indicators upon parameter change. |
No information available | |
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Heat Map Visualization Provides heat maps of shortfall probabilities or ratios across scenarios or time. |
No information available | |
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Customizable Thresholds User can set custom alert or reporting thresholds on funding ratios. |
No information available |
Asset & Liability Modeling
(6 Yes /6 Known /10 Possible features)
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Multi-Asset Class Modeling Supports modeling for diverse investments (equities, bonds, alternatives, real estate, etc). |
Multi-asset modeling is standard in funding risk analysis for pensions by necessity. | |
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Custom Asset Return Assumption Flexible specification of expected asset returns, volatilities, and correlations. |
Users must be able to adjust asset return assumptions as part of scenario analysis. | |
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Liability Cash Flow Projection Projects future benefit payments based on plan rules and demographic assumptions. |
Liability projection is a core deliverable, projecting future benefit payments for funding. | |
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Customizable Mortality & Demographic Tables Allows input or adjustment of mortality, retirement, turnover rates. |
Ability to alter mortality/demographic assumptions is standard and required for pension modeling. | |
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Automatic Duration/Convexity Calculation Calculates key duration metrics for assets and liabilities. |
No information available | |
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Contribution Policy Modeling Models the impact of user-defined employer and employee contribution strategies. |
Contribution policy modifications are essential to sponsor analysis in pension software. | |
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Liability Sensitivity Testing Tests how liabilities react to changes in economic and demographic assumptions. |
No information available | |
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Asset Allocation Optimization Tools Provides tools for optimizing allocations based on risk/return objectives. |
No information available | |
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Frequency of Model Recalibration Indicates how often asset or liability models are recalibrated to new data. |
No information available | |
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Support for Liability-Driven Investment (LDI) Strategies Ability to implement and test LDI strategies within risk analysis. |
Support for modeling LDI strategies is expected in advanced pension risk tools. |
Stress Testing & Regulatory Compliance
(3 Yes /3 Known /9 Possible features)
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Custom Stress Test Design Build and run custom stress tests simulating market, regulatory, or credit shocks. |
Custom stress scenario building is typical—implied by the capability to simulate regulatory, market risks. | |
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Built-in Regulatory Templates Pre-configured templates matching local or international pension risk guidelines. |
Regulatory alignment and templates are needed for pension compliance; standard in mature solutions. | |
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Compliance Reporting Automatic generation of compliance reports for regulators or trustees. |
Automatic compliance report generation is a requirement in this product space. | |
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Automated Threshold Alerts Automated alerts when risk metrics breach regulatory or internal limits. |
No information available | |
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Audit Compliance Logging Tracks all stress tests and compliance checks performed. |
No information available | |
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Frequency of Automated Compliance Checks How often the system runs automated compliance or regulatory checks. |
No information available | |
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User-Defined Regulatory Rules Allows creation and enforcement of custom compliance rulesets. |
No information available | |
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Integration with Regulatory Portals Direct electronic submission of regulatory filings and reports. |
No information available | |
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Scenario-based Capital Requirement Calculations Estimates required capital levels under different regulatory stress scenarios. |
No information available |
Reporting & Visualization
(5 Yes /5 Known /10 Possible features)
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Custom Report Builder Allows users to design and generate bespoke risk and funding reports. |
Customizable, downloadable reports are mentioned/implied for trustees/sponsors. | |
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Standard Report Templates Provision of ready-made reports for trustees, management, and regulators. |
Standard reports for governance stakeholders are baseline. | |
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Interactive Dashboards Real-time, user-interactive dashboards for monitoring key funding risk indicators. |
User-interactive dashboards are a common feature in modern cloud-based risk analysis tools. | |
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Export Formats Support Ability to export reports in various formats (PDF, Excel, CSV, HTML). |
No information available | |
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Drill-down Data Exploration Users can dig into underlying data behind reports and graphics. |
Drill-down analysis is standard for dashboards in financial risk management tools. | |
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Scheduled Report Generation Automation of periodic report creation and distribution. |
No information available | |
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In-app Charting & Heatmaps Embedded graphic tools for presenting complex scenario outcomes. |
No information available | |
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Real-time Data Refresh Frequency with which displayed data and visualizations update. |
No information available | |
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Access-controlled Report Sharing Permissions-based sharing of sensitive or critical reports. |
Dashboard/report sharing with access controls is common and expected for compliance reasons. | |
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Narrative Commentary Integration Incorporate written management commentary into reports and dashboards. |
No information available |
Performance, Scalability & Reliability
(1 Yes /1 Known /10 Possible features)
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Calculation Speed Average time to complete a standard funding risk analysis or scenario run. |
No information available | |
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99.9% Uptime Guarantee Service availability based on industry standard uptime SLAs. |
No information available | |
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Cloud & On-premise Deployment Options Support for both cloud-based and on-premise installations. |
Cloud-based product likely offers cloud deployment; on-prem may be available but is not certain from published details. | |
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Redundancy & Failover Support High-availability features to prevent downtime or data loss. |
No information available | |
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Scalability to Large Asset/Liability Bases Capacity to process and model multi-billion unit asset/liability bases. |
No information available | |
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Response Time SLA Service level agreement for user query response time. |
No information available | |
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Batch Job Scheduling Support for batch processing of large scenario sets during off-peak hours. |
No information available | |
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Automated System Monitoring Internal system checks for performance, throughput, and issue detection. |
No information available | |
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Disaster Recovery Plan Documented and tested procedures for system recovery in case of disaster. |
No information available |
User Experience & Accessibility
(3 Yes /3 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate interfaces for financial and non-financial users alike. |
Modern, easy-to-navigate UI is a common selling point for cloud tools aimed at non-technical trustees/managers. | |
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Role-Based Dashboard Customization Dashboards tailored to different roles (CIO, actuary, trustee). |
No information available | |
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Mobile Device Compatibility Responsive design or dedicated app for tablet/smartphone use. |
No information available | |
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Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.). |
No information available | |
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Multi-language Support Availability in several major languages. |
No information available | |
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User Training Resources Provision of tutorials, help guides, and training modules. |
Conduent provides training and onboarding materials for all enterprise products, per industry standards. | |
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User Onboarding Speed Average time for a new user to become proficient in core features. |
No information available | |
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Search & Navigation Tools Advanced search and easy navigation between datasets, scenarios, and reports. |
Advanced search/navigation are required for working with large, multi-scenario datasets. | |
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Custom User Preferences Settings/preferences saved for each user profile. |
No information available | |
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Context-Sensitive Help Help widgets and tips relevant to screen/action in use. |
No information available |
Security & Privacy
(3 Yes /3 Known /9 Possible features)
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End-to-End Data Encryption All stored and transmitted data is encrypted. |
No information available | |
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Multi-factor Authentication User logins are protected by at least two-factor authentication. |
No information available | |
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Granular Permission Controls Fine-tuned controls for assigning access to data, features, and reports. |
Role-based access and permissions are needed for sensitive pension data—standard for this category. | |
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Audit Log of User Activity Comprehensive logging of all user actions for compliance review. |
Audit logs are a regulatory requirement and standard for financial reporting and controls. | |
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Regular Security Audits System is subject to regular, documented security assessments. |
No information available | |
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Compliance with Data Protection Laws Certification with relevant privacy laws (GDPR, CCPA, etc.). |
Vendor product targets pension plan compliance, necessitating data protection law compliance. | |
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Data Retention Policy Management Tools to enforce policy-based data retention and destruction. |
No information available | |
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Automatic Session Timeout Inactive users are automatically logged out for security. |
No information available | |
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Third-party Vendor Security Vetting Thorough risk reviews for any external data or plugin providers. |
No information available |
Integration and Interoperability
(3 Yes /3 Known /9 Possible features)
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API Availability Comprehensive APIs for data exchange with other systems. |
Cloud pension platforms routinely provide API access for system integration. | |
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Standard Data Format Compatibility Support for industry-standard data formats (XML, JSON, Excel). |
Industry standard formats (Excel, XML, CSV, JSON) supported for financial data import/export. | |
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Actuarial System Integration Direct connection with external actuarial projection and valuation tools. |
No information available | |
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Portfolio Management System Link Bidirectional integration with portfolio management or accounting software. |
No information available | |
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Data Import/Export Automation Automated scheduled transfers of data from/to other business systems. |
Data import/export automation is a standard expectation for enterprise risk tools. | |
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Plug-in Architecture Easily add additional analysis modules or vendor extensions. |
No information available | |
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Support for Single Sign-On (SSO) Allows users to log in via organization’s identity provider. |
No information available | |
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Custom Integration Workflow Designer Tools or scripts for building and saving custom integration flows. |
No information available | |
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Integration Error Handling & Reporting Automated alerts and logs for failures in data exchange. |
No information available |
Vendor Support & System Evolution
(3 Yes /3 Known /9 Possible features)
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Dedicated Support Channels Access to multi-channel support (email, chat, phone, ticket). |
Multi-channel support, including ticket and knowledgebase, is standard for Conduent services. | |
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Service Level Agreement (SLA) Defined commitments for support and system maintenance response times. |
SLAs are expected for large SaaS providers serving institutional clients. | |
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User Community and Knowledge Base Active user forums and searchable documentation. |
Conduent supports user community and documentation per its industry support structure. | |
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Product Roadmap Transparency Publicly shared roadmap of planned system improvements. |
No information available | |
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Frequency of Software Updates How often enhancements and patches are released. |
No information available | |
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Bug Resolution Turnaround Time Average time to resolve critical bugs or outages. |
No information available | |
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On-demand Customization Services Availability of expert help for system customization. |
No information available | |
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Multilingual Technical Support Ability to get help in multiple major languages. |
No information available | |
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Client-driven Feature Request Portal User portal to submit and track enhancement requests. |
No information available |
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