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What's New in R13

The Release Highlights lists the new functionality that has been introduced into T24, for each major release.

It is broken down by Product Stream.

Please click on the relevant table of contents for each product stream, for more information on the enhancements in that stream for the latest
General Release.

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Application Framework

Core

History of Deleted T24 Items


A new file suffix $DEL is introduced to store all the deleted transaction details.  An unauthorized transaction that undergoes deletion activity
will now be stored in the database for audit trail.

Customization of Mandatory Selection Field in Enquiries


Enquiries in T24 support manipulating business data in the files for reporting. Option is now available to customize mandatory selection crite-
ria in Enquiries.

Security

Implementation of User Roles in T24


Roles can now be defined in T24 with specific permissions and rights based on the business Role. Users can be assigned to a particular role or
multiple roles. Security Management System has been enhanced to define file access permissions at the Role level.

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Banking Framework

Accounts

Transaction Recycler
Feature is available to capture transactions which cannot or should not be completed and to retry them until they are either completed or aban-
doned.

Multiple Posting restrictions in Customer and Account


Multiple posting restrictions are allowed in Customer and Account. The decision to use single or multiple posting restrictions is controlled
through a parameter in Account parameter.

Retain Account balance in Account - For upgrading clients


When upgrading from a release prior to R12, there is now a provision to indicate if the ACCOUNT balances are to be maintained at ACCOUNT
level , along with EB.CONTRACT.BALANCES. This is controlled by an account parameter which can be used only at the time of upgrading.

For a fresh implementation of R13, or for an upgrade from R12, the balances are maintained only at EB.CONTRACT.BALANCES.

Account Closure - Pre close simulation


It is possible to simulate an account closure , to show settlement amounts, and list any errors or overrides that would prevent the actual clo-
sure from taking place. This allows a user to know the implications and possible issues before carrying out an account closure.

F Entries in OFS Clearing


Changes are made to the clearing parameters to allow Forward type OFS clearing messages to be either generated or removed. Incoming clearing
transactions with value date greater than the current date are accepted now.

Change Exposure ladder for Accounts


The application AC.REBUILD.EXPOSURE is introduced to make adjustments relating to the exposure dates and amounts for ACCOUNTS.
This will enable the banks to do adjustments to exposure dates which may help in correction of entries, Delay in clearing process, Manual over-
rides, allowing partial withdrawal on a Cheque sent for collection etc.

FATCA - Foreign Account Tax Compliance

FATCA - Foreign Account Tax Compliance


FATCA is a tax law designed at preventing US tax payers from evading US Tax by holding income-producing assets through accounts at Foreign
Financial institutions (FFIs).

A new FA module addresses Phase I of the regulation which mandates Identification of US accounts across borders. The calculation of with-
holding tax and reporting will be available in subsequent phases.

Financial Accounting

Field POS.EXP.DATE in STMT.ENTRY for Position Accounting entries


Statement Entry now holds the capability to record the actual exposure date for position accounts. This gives the capability for queries to be
run on the actual exposure date in statement entry, instead of querying individual applications.

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International Financial Reporting Standards

Ability to define an Asset Type to be excluded from the T24 Balance


This feature allows gives clients the flexibility to specify Balance/Asset Types that need not be reckoned while arriving at T24 balances for IFRS
related calculation purposes.

Ability to handle the expected life of a contract


A contract may have both a contractual life and an expected life. It is now possible to calculate cash flows using the expected life for AA con-
tracts.

Interest and Charges

Changes to EB.ACCRUAL to handle fee amortisation based on EIR.


The charge accrual and amortisation mechanism in T24 is enhanced to have different amortisation options.

Limits

Allow the creation of Group Limit


Limits now allow definition of Group Limits in addition to Individual Limits. Until now, the Liability group could be created based on a par-
ticular customer alone. The group limits that are shared by a group of Customers can be used for specific combinations of products.

Reducing and Non Reducing limits in a Limit Hierarchy


Limit has been enhanced to allow a Non revolving child limit to be set up within a Revolving Limit Hierarchy.

Loan Loss Provisioning

Provisioning Module to support Accounts  (AC& AR)


 The AC and AR modules are included for checks to Overdrawn accounts in the Provisioning Module

Provision Asset Classification Frequency


Provisioning Management has been enhanced to allow the classification process to run at a different frequency from that of the calculation and
posting of provision frequency.

Multi Company

Intercompany Accounting
This development enables banks to maintain one internal account per currency for each branch and can be done at HO level or through the Des-
ignated Company level This allows a bank to monitor its Intercompany accounts more effectively.

System Tables

Customer - Relationship Personal Entity


Customer Relationships are introduced to capture relationships between Persons or Legal entities who are customers, with other persons or
legal entities who may or may not be customers of the bank. To support this, a facility is provided to record details of persons/legal entities
who are not customers of the bank.

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Increase the ID of ACCT.GEN.CONDITION from 4 to 6 characters
The length of the group id for customer groups has been increased from four to six characters.

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Business Intelligence

Credit Risk

Incorporating Provisions to the core product


PROVISION information is made available as part of standard DW.EXPORT extract to be able to handle Risk weighted calculation process to
offset provision against any outstanding exposure appropriately.

Incorporating Card details to the core product


CARD.ISSUE information is made available as part of standard DW.EXPORT extract to be able to handle Risk weighted Asset calculation on
Card outstanding and card Limit appropriately.

Past due Treatment and Capturing Cash Margin from LC Module


Flexibility is developed to handle Past due option on Contract or Obligor basis, depending on the configuration done at the Application Level.
Also cash margin is made available as part of standard extract to handle the corresponding functionality in Insight Risk.

Simple approach - Split Facility Exposures


The Simple approach functionality under Standardised Approach is adapted in Insight Risk in accordance to the Basel Accord for Off Balance
sheet Items.

Simple Approach - On-balance Sheet Items


The Simple approach functionality under Standardised Approach is adapted in Insight Risk in accordance to the Basel Accord for On Balance
sheet Items.

Revamped Reports in Credit Risk


Standard Reports are enhanced and made available as part of the Default Reports deployment for Credit Risk module in Insight Risk.

Update Package Management


A flexible package management system is developed to pack required database backup, Comma-separated Values (CSV) files, Report Definition
Language (RDL) files, SQL scripts, .Net forms and pages into a single MSI package and delivered to the client.

Redesign of Assembly Dependent Processing


Source Data extracts are loaded into Insight Risk system successfully independent of the Assembly process referred earlier.

Market Risk

Bringing FX Contracts into Insight Risk


Forex positions are interfaced into Market Risk Analytics and aids in calculating Value at Risk.

Calculation and storage of Volatilities and Correlations


The system enables to calculate MEAN, VOLATILITY & CORRELATION and stores them in the database. Hence when the system runs the
matrices [mean, volatility and correlation] , it checks whether the calculations are already run for the same set of parameters, and if so fetches
them from the database instead of recalculating them , thereby reducing the performance issues and repetition process.

Storage of VaR, Yield Curve Modeling and Profit and Loss in database
Portfolio Profit & Loss, Value at Risk are calculated for each Trading Unit and stored in the database.

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Insight

DW.EXPORT builds the field names dynamically on run-time


Extract fields names in DW.EXPORT utility for any Application is dynamically built on Run time, thus avoiding Maintenance difficulties.

Insight Consolidated Reports


Provides improved balance sheet consolidation and cost allocation features of Insight. Banks can now extract the files without any duplication
of records through a single-extract mode.

Server Menu and Clone Installation Developments


Several customisations are made available in Insight Server Menu and Clone Installation developments.

Local Reference Processing


Multi-threading functionality is introduced in order to complete the process within the standard time.

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Channels

Internet Banking

Automated User Setup


Automated user management setup provides the bank with a user-friendly process for creation, modification and deletion of ARC-IB users. The
dependency on internet services on AA for external user creation is eliminated.

Mobile banking

Location Based Services


Both registered and unregistered users are allowed to access the following menus/tiles in the mobile

l Geographical location of a branch


l ATM/branch details
l Signing up for new accounts
l Details of exchange rates
l Other product details etc

Remote Data Capturing


Through Remote Data Capturing, customers are allowed to upload the images and documents according to the KYC requirement of the bank.

USSD Channel
In addition to the existing channels, new channel is introduced in ARC Mobile for USSD with standard mBanking and mCommerce func-
tionality.

Reporting and Auditing


The admin console application offers reports based on existing information, customer activity and audit reports. Existing customer information
includes Pending registration, Failed Registration, Registered Customer, Active and Inactive Customers. Customer activity provides the details
of the functions done by the end user. Audit reports provide the system logs for all the admin user activity in a secured audit trail.

Other improvements in ARC Mobile


l Users are allowed to subscribe and unsubscribe alerts through mobile based on the services offered by the bank.
l Customers are allowed to access different core banking systems
l Allowed access to detailed transactions for loans and deposits.
l Currency values are automatically updated from T24.
l New mCommerce menu could be assigned for a group of mobile banking customers through customer loader

CRM

Campaign Reporting
Banks prefer outbound campaign for cross selling their new products to the existing customers. It’s imperative for them to have a clear report
on these campaigns. Hence new enquires are designed to track this activity conducted in various branches of a bank.

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Generating New Opportunities in Real-Time
An opportunity appears upon completion of every customer transaction through which the bank can attempt cross-selling their other products.

Browser

Tear-Off
A new option called tear -off is introduced in all enquiry responses in the composite / tabbed screen.

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Corporate

Trade Finance

Manual Maturity of Letter of Credit and Drawings


Maturity of Letter of Credit and settlement of usance Drawings can either be automatic or manual.

Periodic Commission in LC and Drawings


Commission can be calculated based on the tenure of the contract and collected upfront or at a predefined frequency for Import Letter of Credit
or usance Drawings. The method of calculation can be flat, band or level for amount as well as period.

Settlement of Drawings in Multiple Installments


A Drawing under a Letter of Credit can be settled in multiple installments on predefined dates.

Refund of Charges in LC and Drawings


Charges collected in Letter of Credit and Drawings can be refunded either in full or part to the customer.

Shipping Guarantee under Import Letter of Credit


When a Shipping Guarantee is issued under an Import Letter of Credit, option is available to shift the customer's liability from Letter of Credit
to Guarantee.

Shipping Guarantee under Import Collections


A Shipping Guarantee can be issued against an impending Inward Documentary Collection.

Netting of Provision entries in Drawings


Provision amount can be netted with the Drawings amount at the time of settlement of Drawings.

Supporting MT 740 and MT 796 at Drawings


Option is available to send MT 740 - 'Authorisation to reimburse' either from LETTER.OF.CREDIT or DRAWINGS application. DRAWINGS
application will also support sending MT 796 - 'Answers' as a negative response to an inward MT 750 - 'Advice of Discrepancy'.

Auto process of Inward Swift Messages


Auto processing of inward MT 734, MT 750 and MT 754 are also supported.

Accrual of Claimed Charges


Charges claimed at the time of issuance of Letter of Credit can be amortised and partially settled.

Allowing up to 999 Drawings under a LC


The number of drawings that can be input under a Letter of Credit is increased from 99 to 999.

Provision on LC Face Value


Provision can be calculated either on LC face value or Liability amount (LC Amount + Credit Tolerance + Add Covered Amount).

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Guarantees

Refund of Commission and Charges


Charges and commission collected in Guarantees can be refunded either in full or part to the customer.

Reinstate Guarantee after Maturity


A matured Guarantee contract can be reinstated to live status. User can perform all actions that can be performed on a live contract.

Claimed Commission
Periodic commission can be claimed from a third party and settled in full or part.

Netting of Provision Entries


Provision amount can be netted with the invocation claim amount at the time of settlement of claim.

Cash Management

Charges for sweep setup and execution


Charges can be collected for setting up sweep instructions, execution of sweeps, suspension & cancellation of sweeps and to trigger online
sweeps.

Further, following options are enabled:

l To reject the sweep when overrides are encountered.


l Maker-Checker concept for reversal and for triggering online sweeps.
l To suspend a sweep for a specific period and to define an end/cancellation date for the execution of sweep.

Syndicated Lending

Trading of Multiple products


Letter of Credits and Guarantees issued under syndication can be traded in addition to Facility and Loans.

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Payments

Anti-Money Laundering

Anti-Money Laundering Profile


A new product "VP" Anti-Money Laundering Profile is introduced. This is an offline AML profiling tool used for collecting data from Customer
transactions. The data can then be exported to any datawarehousing product for analysis and processing.  Based on this analysis, a Bank can
identify suspicious activity and decide to add the Customer to their online monitoring list (Black list).

Anti-Money Laundering Screen


AML Screen provides a comprehensive customer and transaction screening solution. KYC and transaction screening is performed in real time.
AML screen integrates with Integration Framework and uses DISPO processing to achieve realtime transaction processing.

Delivery

Straight Through Processing


A new product VS - Straight Through Processing is introduced to process SWIFT messages. STP integrates with Integration Framework to
send and receive SWIFT messages to external STP processing software.

SWIFT 2012 Changes


SWIFT 2012 Changes recommended by the SWIFT body are addressed in this enhancement, i.e. the original transaction reference must be
retained in the message.

Swift as an optional module


A new product ‘SF’ for SWIFT is introduced. SWIFT messages will be formatted only if ‘SF’ module is installed otherwise, the messages will be
put into the repair queue in both the directions.

Portfolio Specific DE.PRODUCT


Communication to customers can be based on their portfolios.

International Bank Account Number

International Bank Account Number


A new product IN is introduced to support International Bank Account numbers. The IBAN product supports the following:

l Downloading IBAN Structure


l Generating IBAN for T24 accounts (AC and AR)
l Validating incoming IBAN account numbers
l Formatting and validating third party IBAN numbers

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Standing Order

Start of Day and End of Day options


Option is available for Customers to execute Standing Orders at the moment they expect their funds to be made available, with a limitation of
either Start of the Day or End of Day Stage.

Shift value date backward


Option is available in Bank to process the Standing Orders on the previous working day within the same month. User can execute payment via
Standing Order by choosing the Local Clearing table instead of the Official Holiday table.

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Retail

Core

Option for accounting waived charge amounts


Previously, single accounting entry was raised for net charge amount (Total charge – Waived amount). A new option is introduced in
ACCOUNTING property to raise separate accounting entries for total charge amount and waived amount so that a historical detail of waiver
offered to the customer could be maintained.

Pre-Notification for scheduled events


Pre-Notification (Delivery Advice) is now extended for all scheduled activities across product lines such as Lending, Deposits, and Accounts
(For example: Interest resets, Rollovers etc.)

User Defined Periodic Attributes


A new feature is introduced to enable Banks in defining additional AA.PERIODIC.ATTRIBUTE.CLASS on their own apart from the ones
released by Temenos. This facilitates client specific rules to be defined locally and reduces dependency on core.

Settlement to Internal Account


Payin and Payout account fields of SETTLEMENT property now accepts an internal account as well.

Amortisation of credit charge


Amortisation is now enabled for rebates to realize PL from charge over a period. Additionally, credit charges also get reflected in cash flow
reporting for EIR calculations.

Usability Improvements
The composite screen design is enhanced in the Retail Model Bank for the following:

l Single Customer view is refined with additional feature to include new enquiries for displaying the Customer Products.
l In Commitment savings plan, the product conditions are modified with added functionality and properties are restructured within
the Parent and the child Product.
l In Deposit overview, a single click to Pre-close is enabled.
l Composite screen and the tabbed screens in various role based home pages are redesigned to have a better look and feel.

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Lending

Automated Scheduled Disbursements


Disbursements could now be automated through payment schedule definition and customer account could be credited using PAYOUT.RULES
definition.

Rebates for AA lending


Ability to generate Rebate (credit charge) for a loan is now available. Rebate could be paid out to the customer by using PAYOUT.RULES prop-
erty, which is now enabled for Lending.

Penalty interest included as part of outstanding bills


Option is provided to store penalty interest as part of each outstanding bill, such that settlement and adjustment of penalty happens per bill.

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Technology

BizTalk Adapter

Service Connectivity
The Service Connectivity option is enabled in BizTalk Adapter Project. This option allows the BizTalk Adapter Project to connect and com-
municate with T24 using Component Services.

Fiorano Adapter

T24 Inbound Adapter


The new T24 Inbound Adapter is a Java based custom adapter for Fiorano ESB to provide the required T24 Inbound functionalities. Following
are the highlights of the functionalities offered by the T24 Inbound Adapter for Fiorano ESB.

T24 Inbound Metadata Discovery: T24 Inbound Adapter provides an option through CPS to discover the T24 integration events to make part
of Fiorano Event Processes.

T24 Event Polling: At runtime, when an Event Process is deployed into a Fiorano peer server, the T24 Inbound Adapter polls for integration
events from T24 based on the runtime configuration.

T24 Outbound Adapter


The new T24 Outbound Adapter is a Java based custom adapter for Fiorano ESB to provide the required T24 Outbound functionalities. Fol-
lowing are the highlights of the functionalities offered by the T24 Outbound Adapter for Fiorano ESB.

T24 Outbound Metadata Discovery: T24 Outbound Adapter provides an option through CPS to discover the T24 services to make part of Fio-
rano Event Processes.

T24 Service Execution: At runtime, when an Event Process is deployed into a Fiorano peer server, the T24 Outbound Adapter would execute
the service by sending the request received in the IN_REQUEST port and to produce the processed output in the OUT_RESPOSE port.

Integration Studio – EE

Component Service as an Exit Point


A new Exit Point of type component Service is introduced in R13. This allows the user to define Events for components like Customer, Cur-
rency, etc., available in T24.

TSA Service as an Exit Point


A new Exit Point of type TSA Service is introduced in R13. This allows the user to define Events for COB or for a service.

Join Fields
Add Join option is also added to the Flow Designer. This allows the user to add a field from the related applications to the flow.

Custom Fields
Now it is possible to add custom fields to the Flow. This facilitates filtering of the event based on the custom field value.

Customised Field Name


The field name in the event XML Data can be a meaningful name specified by the user. This is achieved by editing the Schema Name filed in the
flow definition

Customised Schema root element name


The flow schema root element name is the name of the flow. This provides an option to the user to decide the root element name.

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Usability of Flow Designer
The flow designer is now enhanced based on Customer Feedback. It is now possible to rearrange the fields in the Flow Enrichment section in
the Flow Designer. Also there is an option to select multiple fields and add it to the flow. The “Add All” button in the Flow Designer allows the
user to add all the fields to the flow.

Integration Studio - .NET

Common Login Screen


The login screen in TWS and Event Designer is changed, so that TWS, Event Designer and the Common Connection Login screen uses the
same User Interface.

Service Connectivity
The Service Connectivity option is enabled in TWS .NET. This option allows the TWS .NET project to connect and communicate with T24
using Component Services.

Component Service as an Exit Point


A new Exit Point of type component Service is introduced in R13. This allows the user to define Events for components like Customer, Cur-
rency, etc., available in T24.

Customised Field Name


The field name in the event XML Data can be a meaningful name specified by the user. This is achieved by editing the Schema Name filed in the
flow definition

TOCF – EE

Changes in TOCF (EE) to support bulk initial load capability


The JMS message header is modified to hold additional data, and TOCF (EE) component is updated to support the same. This enhancement
helps Integration Framework in to filter the events based on the additional data in the JMS header and to deliver the events to different queues.

Support for OFSML 1.4.0


OFSML 1.4.0 is introduced to support bulk transactions, so that OFSML provides support for AA Contracts.

Enhanced exception handling


A new type of exception is added in TOCF (EE) (T24InternalException). This exception will be thrown if T24 fatal error condition occurs. In
this case the TOCF (EE) can capture tafc_agent layer messages if the property 'incCapOutIfError' is set (possible values can be 'true', 'yes', '1').

MESSAGETTL property
A new property MESSAGETTL is introduced in adapter configuration section of tcserver.xml. This property is used to define Time-to-Live for
the messages posted to a queue.

TOCF - .NET

OFS Connector support


TOCF.NET is updated to make use of OFS Connector to connect to T24. This option allows TOCF .NET to communicate to T24 using the
component service.

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TWS - .NET

Common Login Screen


The login screen in TWS and Event Designer is changed, so that TWS, Event Designer and the Common Connection Login screen uses the
same User Interface.

Service Connectivity
The Service Connectivity option is enabled in TWS .NET. This option allows the TWS .NET project to connect and communicate with T24
using Component Services.

T24 Operational Performance

Application Performance Monitoring


A new operational performance monitoring tool called tOP (t24 Operational Performance monitoring) is introduced. This tool is developed
based on the splunk platform (refer www.splunk.com). It serves as an integrated T24 enterprise monitoring solution.

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Treasury

Forex

Forex Revaluation
FX Revaluation (Mark to Market) of FX Positions is a significant functionality which evaluates the likely Profit & Loss on account of the FX
currency positions. Following new options are added to this functionality.

l To perform Revaluation of the FX contracts in SPOT period at different rates for TODAY, TOM and SPOT.
l To apply either MID.REVAL.RATE or REVAL.RATE for revaluation of SPOT and FORWARD positions.
l To consider, under the IFRS framework, the discounting period from either TODAY or SPOT while finding the Present value of the
MTM result.

SWIFT Changes 
In line with the changes published by SWIFT 2012, amendments to the system have been made with regard to the following:

l For MT300 messages, ability to define the type, date and version of the Agreement and the Year of Definition in the fields 77H and
14C respectively
l For MT604 and MT605, usage of 'GOZ' and 'TOZ' as unit values for Gold is averted.

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Wealth Management

Asset Management

Rebalancing of Grouped Portfolios


Feature is available to group a set of Portfolios for Rebalancing.  The Compare and Rebalance functionality supports Group Rebalancing.

Locking of Performance Calculation


Option is available to set locking date for Portfolios or Groups and system will not change the Performance and valuation figures before the
specified date.  The position valuation and the performance will be recalculated and reflected on the first day of the next reporting period.

Reporting can be unlocked if required and system will then recalculate the Performance and valuation details.

Portfolio Groups & Portfolio Group Types


Feature is available to classify Portfolios into different types and group them together for Rebalancing, Performance and/or Valuation Report-
ing.

Proposal based on priority definition from matrix


Feature is available now to perform Rebalancing based on the priority set per segment at the Matrix Level.  If priority is set, system will work
on the basis of this priority and not on the order of setting up of segments in the Axis.

Automatic default of Member “Others” in Matrix


A default Catch-all (OTHERS) segment can be parameterized.  It will therefore not be necessary to set a catch-all group while creating Matrix
records.

Rounding of Nominal for Buy and Sell Orders


Rounding of Nominals for the proposed orders from a Rebalancing session can be parameterized in detail.

Safekeep and Advisory Fee calculation for Locked Period


Feature is available to support Back Value Transaction to Recalculate the applicable Safe custody and Advisory Charges during portfolio locking
and un-locking.

Allows the fees to totally reverse and repost or post only the difference.

RM User role enhancements


The RM Home page has been enhanced to include additional screens such as Media Tab, Insight reports and so on.

Business Intelligence Reports


Following reports have been configured in the BI module:

l AUM by RM, AUM by Sector, AUM by Managed Account


l Profitability by RM and Profitability by Customer
l Trading Commissions by RM, by Sector and by Managed Account

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Securities

Default Depository
The Customer Depo Default application allows the setting of Default depository at Client, Portfolio or Stock Exchange Level.

Segregation of Income from Capital


Feature is available for certain portfolios to have Income and/or Charges posted to a Separate designated account while the actual Sale or Pur-
chase value will be posted as usual.   If segregation is set, the accrued interest on Bonds and/or charges will be posted to the designated
account and separate accounting entries will be raised.

Commission on Entitlements to be Accounted Separately


Option is available to post separate entries for the Commission/charges and actual Dividend or Coupon received, when a commission or charge
is taken on a Cash Dividend or Coupon payment.

Safekeeping Account Number


Feature is available to post Safekeep and Management Charges to an internal account or to an account belonging to another Client.

Fees to different P&L Categories


The Safekeep and Management Charges can be posted to separate P&L category codes.  Any discount or waiver on such fees can also be posted
to different P&L Categories and reported.

Delivery Address per Portfolio


Option is available to set different Delivery addresses for different Portfolios.  This address can be different from the Customer level Address.

Security Master Key format


Security Master Key can now be Alpha Numeric as well

Swift Changes
SWIFT messages MT564 and MT568 have been updated to comply with latest SWIFT standards.

Derivatives

FX OTC Options
Option is available to create single Generic Contract Master for all FX OTC contracts and define Currency pairs at the time of Trade input. This
avoids the need to set up multiple Contracts for different Currency pairs.

Derivatives Commission by Exchange Type  


Option is available to set a different Commission structure for Trades based on Exchange Types (e.g. Electronic or Floor) and/or Mode of trans-
action (eg: Telephonic, mail, STP and so on.).

Swift Changes
SWIFT message MT305 has been updated to comply with latest SWIFT standards.

Repos

Stock Borrow and Lend


Stock Borrow and Lend functionality is fully configured in Model Bank.

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Wealth Reporting

Group Reports
Feature is available to generate Wealth Reports for “Groups”.

Client Statement Frequencies


Option is available to set the frequencies and the number of copies for Wealth Reports that are generated for Portfolios and Groups.

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