Production Controller

Production Controller

Production Controller is the secure user environment within which all aspects of production and data maintenance of any client reporting cycle are controlled.

Data structures, such as ‘report pack', ‘classification' and any other structures defined within the Data Mapper are maintained within Production Controller. Step-by-step Wizards are automatically generated to create data and batches as well as providing user friendly search, edit and MI reporting capabilities

Production Controller Features

  • User Experience
    • Multiple user defined menu structures
    • Wizard driven data input
    • Operator keyboard shortcuts for fast data entry
    • Tab based with data multiple panes
  • Data Maintenance (Defined in Coric STR Data Mapper)
    • Private Client pack maintenance
    • Classification maintenance
    • Institutional Report maintenance
    • Institutional Report Instance maintenance
    • Static Data Maintenance
  • Dashboards (defined in Coric STR Layout Builder)
    • User defined Dashboard structure
    • Dashboard auto-refresh
    • Dashboard drill down
    • Batch Dashboards
    • Institutional Dashboards
  • Report Production (controlled by Coric BPM)
    • MI reporting access
    • Ad hoc report requests
    • Automatic / scheduled report production
    • Large Batch report production
    • Exception handling
    • Multiple external print index generation
    • Automated electronic transfer
    • External system integration
  • Security and Audit
    • User defined granular security
    • Audit trail of all data edits
  • Technology
    • Microsoft Active Directory integration (single sign on)
    • Microsoft .Net architecture

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North America

TSAM North America      September 14, New York

Europe

Fund Forum International 2010 Jun 29/Jul 2, Monaco

Shorex Wealth Management Forum October 19/20, Geneva

Client Reporting & Servicing 2010            November 17/18, London

TSAM UK 2011                 March 2011, London

Asia Pacific

Shorex Wealth          Management   Forum                                  April 13/14 2011, Singapore 

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