This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Module | Feature | Notes |
|---|---|---|---|
| 22 JAN 2024 | Created initial document. |
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Column Definitions:
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Customer Must Take Action before Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
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Assign a climate rating to counterparty/customer based on quantitative and qualitative parameters. This can be used to facilitate the assessment and integration of climate risk into overall enterprise risk. Users can make use of an interactive User Interface and a flexible framework to create a climate score definition at various levels like industry classification, customer type, etc. Further, users can configure parameters, thresholds, slabs, and scores to meet their internal policies and risk management practices. All definitions covered under this UI will additionally support in-built audit workflows to improve usability and user experience.
Enables computation of climate score at a counterparty level which is thereupon utilized for climate risk management and overall strategic alignment of investment portfolios.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Pre-configured data quality rules at Instruments Table and Column level.
Various data quality rules have been created to scan data in the instrument tables to identify potential errors and thereby facilitate improved data quality for processing purposes.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
New data visualizations have been added for the Asset Management Industry and enhancements have been made to Commercial Banking and Investment Banking reports to enhance compliance capabilities under the International Sustainability Standards Board (ISSB) Standards.
Improved analytics and disclosures capability.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
User Interface to capture user and global preferences. This allows users to add global preferences like date type, reporting currency, currency rate provider, etc
Improved user experience and processing.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
User Interface to capture thresholds for data visualization. This allows users to define thresholds for various data visualizations at a legal entity level.
Improved user experience.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Users can make use of registered placeholder dimensions and columns for processing and analytical purposes depending upon the domain type.
Improved data processing and analytics capability.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
Balances and other financial numbers can be converted and downloaded in user-defined reporting currency using the various database views added within the Data Management Interface.
Improved data processing and analytics capability.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources