Axio Reporting Tools

Transcription

1 Copyright 2004 Axio International Limited. All rights reserved. Axio International Limited. Publisher No part of this documentation may be copied, photocopied, reproduced, translated, microfilmed, or otherwise duplicated on any medium without written consent of Axio International Limited. Use of the software programs described herein and this documentation is subject to the Axio International Limited PORTIA is a Registered Trademark of Thomson Financial Services

2 Overview AXIO (ART) assist users to maximize the benefits of using PORTIA. ART provides a collection of easy to use, practical tools to further extend the capability of the already very powerful Portfolio Management System, PORTIA. With ART, you can convert your PORTIA reports into any other languages, run PORTIA reports from outside of PORTIA, save the reports in many other formats, printing the PORTIA reports onscreen plus many other features. Working Scope

3 Key Features Unlimited users to login in PORTIA through Axio Reporting tools to encourage more effective PORTIA concurrent login management Language mapping function allows translation of PORTIA reports into other double byte languages such as Chinese or Korean,etc. Overcome PORTIA maximize long name description of 39 bytes (maximum 19 Chinese characters) by using the language mapping function. One button conversion function provides easy and immediate language conversion of reports. Embed mapping code filter engine help to facilitate a fast report translation among different languages Export Portia data to various text files, and Comma Separated Value (CSV) format. Connect PORTIA data with Microsoft Excel directly. Initiate Excel templates and macros from ART. Support to edit Portia reports directly. Comprehensive user security control. Friendly GUI design. Working Illustration Trough the constant effort of our professionals, Axio (ART) is becoming increasingly mature and comprehensive, which can be not only manifested with its reports translation more convenient and fast, but also with its simpler operation. User only needs to define the mapping between English and the destination codes in the Language Mapping Module of Axio Reporting Tool. Axio also allows user to add some new contents in the reports, which may not be available in the source Portia reports because of field limit.

4 Language Mapping Module With the pre-defined mapping codes, the generator will then translate the source Portia report into other language directly. Moreover, this function also provides mapping code filter capability to filter out the useless mapping code.

5 Axio F A Q ",39 0# %44 88:55479,! # %44 88:55479,! #% ; Axio supports all the existing PORTIA versions with MS SQL or Sybase database. PORTIA upgrades will not affect the ART system as the system only utilize the very core functions such as Batch Operator, Report Writer, Importing that all PORTIA versions contain. " 4 / : :7 9 41!479,/,9, ARTS has a comprehensive user security control, it employs the Portia Batch Mode to generate the Portia reports where the specific access authority is assigned by the system administrator. Only authorized users have the rights to access the functions. " 4 / ,3/ 0 47/8 32: , ,38,9 43 The language mapping module allows user-definable mapping code setting to distinguish various translation to the same word. Users can define unlimited code to tell the system how to translate the right word to the right meaning. This mechanism is also employed in the different language translation module. " 4.,3.425, , ,3/9 097,38,90/ ,3.425, , ,3/9 097,38,90/ The Go Back button in the tiny conversion window can help to convert the source language PORTIA report and the destination language report (translated version) any time when needed. Just by clicking the button, users can compare the multi-language reports conveniently. " 9-70,. 9 0! #% : /0 Axio utilizes the PORTIA core function Batch Mode to use the existing number of PORTIA user license only to improve and enhance the efficiency of the user license by its internal batch operator. No any additional user licenses can be created by the system, thus it is NOT in breach of the PORTIA user license and there will be no conflict among. ", , 3903, ! , 3903, ! #% 70,90/944 Axio and Thomson are long-term relationship partners and we already eliminated the gray area in the ongoing support of different products. Basically, Thomson is responsible for the support of its own system PORTIA. Axio is responsible for the tools/systems developed by Axio and adding values to PORTIA system. " 1 0:80 4: ! #% 0-01,. 3,3 /,9,.477: /,9, ! #% For the Axio tools related to PORTIA system, we only utilize PORTIA s own functions such as import, report writer, and batch processing, etc to add more value to Portia. What s more, as PORTIA has an open and forceful database allowing various system interfacing/integration, Axio s Portia related tools take the advantage of PORTIA s own design on database to read certain information from the open Portia database, but will never write/revise/remove any information directly into the PORTIA database. As the result, users need not to worry about the data integrity issues.

6 PORTIA reports Translated Chinese reports ,9 43, 2 90/ &3 9,,3: / 3 :03$ , %0, 2, 8, 08, 4 74: , 4 74: ,9 43, 2 90/ &3 9,,3: / 3 :03$ , %0, 2, 8, 08, 4 74: , 4 74:5.42