Functionality samples Pre-deal, at-deal & post-deal event management automated like never done before.
 
Dealable pricing for FX & EQ Live price for accumulators, target redemptions, basket notes, DCD, ELN, range accrual & digital linked products
Backsolve barrier from margin Backsolve barrier for an accumulator for a given strike, date schedule and target margin, based on live rates
New product creation Create a new product, its screens, termsheets & payout rules without requiring any software enhancements
Order book-building RM refers to real-time aggregation status for all live products, so that chances of order fill can be maximised
DCD maturity & rollover An exercised dual currency deposit needs to be notified to client followed by rollover pricing and capture
ELN after corporate action A share was split and all associated structured products need to be redenominated
IR Range accrual monitor Customer queries for MOTT status for how much interest is accrued till date
Barrier level & depth watch Market too volatile, need to know which products are approaching barrier trigger levels
Event alerts prompter Customer needs to view calendar of upcoming events e.g. payouts, bonuses, redemptions, resets, knockouts etc
Callbacks & redemptions Need to co-ordinate customer-triggered as well as bank-triggerd pre-maturities, in most automated way
Product oriented settlement Required net settlements reflecting the true nature of the structured product as sold and not a split view based on the building blocks
Customer correspondence Beyond regular confirmations & notifications customer expects accrual calculation history and unwinding cost