Odyssey Solutions. Rich Internet Application powering Wealth Management integrated solution. Fabrice Bidard Product Marketing Manager - Technology

Transcription

1 Rich Internet Application powering Wealth Management integrated solution Fabrice Bidard Product Marketing Manager - Technology 4 August 2008

2 The Odyssey solutions Private Wealth Wealth Management Professional clients Asset management Mass Affluent/Retail Client centric services HNWI-Private Banking Institutional/Fund Managers Asset centric services Business Processes User Profiles Financial Institution Organizational Model Localization Business Solution based on Business Solution based on Business Solution based on Relationship Management Sales & Advices Portfolio Management Enterprise Data Management ing & MIS Compliance Risk Financial Framework Composite Application Framework Design Studio Performance & Scalability Administration & Instrumentation Data Integration Framework 2

3 Sample of Clients Mass Affluent / Retail Banking Toronto Dominion HNWI / Private Banking Institutional / Fund Management 3

4 Office Locations London Egham Brussels Luxembourg Frankfurt Zurich Munich Lausanne Geneva Lugano Madrid Toronto New York Charlotte Dubai Tokyo Bangalore Singapore Melbourne Group Headquarter Financial Headquarter Development Centres (also in Lausanne and Luxembourg) 4

5 Odyssey Actuate relationship history Actuate as standard reporting engine Relationship started in 1998 Odyssey was looking for a state-of-the-art reporting engine for high quality reports Graphical designer, object-oriented development language, multiplatform Strong market share in financial institutions Choice confirmed with Actuate technology evolution Unicode compliance supporting Odyssey s presence in APAC/Middle East Service-Oriented architecture support (SOAP interface) E.Spreadsheet/e.Analysis modules iportal/rich Internet Application positioning Odyssey embeds Actuate iserver as part of standard solution Deployed and adopted by 100% of the 180 Odyssey customers 5

6 User population / consumers Number of consumers Client Statements Generated in batch, Brochure-quality reports PDF Format AdHoc s Generated online, High-quality reports DHTML, PDF, RTF e.spreadsheet Generated online, Data analysis, Excel Format Business Generated online, Interactive Viewing, Internal reports Analytics Scheduled, Interactive Viewing, Management information Customers Portfolio / Relationship managers Directors User population 6

7 ing/mis Engine: Actuate iserver Features: Standard Enterprise ing solution Allows designing high-quality reports Object-Oriented language, powerful graphical library Highly scalable reporting solution Multiple output formats (PDF, DHTML, XML, ) Used to produce online and batch reports Standard packaged interfaces to solutions delivered by Odyssey Unicode compliant 7

8 ing Architecture Administration Console Web User Interface Online s (SOAP) ing engine PMS Computation engine Designer Batch s Launcher Java Business components Data repository Data Flow Output Management System Flow 8

9 ing Architecture PMS Advisory IPA CRM Web User Interface Web Container ing : XSPs, processes & pageflow ingmanager EJB EJB Container Cache ing Manager Store Definition Execution Pipeline Validation Default Values Service Execution Data Storage Generation 9

10 ing Execution Pipeline (1/4) Cache ing Manager Store Execution Pipeline Definition Validation Default Values Service Execution Data Storage Generation MML Validation TASC Input control & Default values Custom Parameters validation and default values is the first step of the execution pipeline. MML parameters definition Triple A? This step is optional and defined through the report definition. Examples of implementations 10

11 ing Execution Pipeline (2/4) Cache ing Manager Store Execution Pipeline Definition Validation Default Values Service Execution Data Storage Generation Custom Service Dispatcher GRID Service Execution enables the computation and transformation of input data for the reporting specific needs.? Service Runner Services FDX Triple A This step is optional and defined through the report definition. Examples of implementations 11

12 ing Execution Pipeline (3/4) Cache ing Manager Store Execution Pipeline Definition Validation Default Values Service Execution Data Storage Generation MML XML storage MML DB storage Orders storage Custom Data Storage can be used to store data for the report generation. Triple A? This step is optional and defined through the report definition. Examples of implementations 12

13 ing Execution Pipeline (4/4) Cache ing Manager Store Execution Pipeline Definition Validation Default Values Service Execution Data Storage Generation Generation is responsible to generate the report based on the data that passed through the pipeline. This step is the only mandatory step in the execution pipeline and is defined through the report definition. SOAP Call Execute Actuate Web Services Actuate Custom? 13

14 s and Demos Samples Investment Profiling summary report Private Banking customer report sample Simple e.spreadsheet valuation report Complex e.spreadsheet multi-portfolio valuation report Demos Online report generation Actuate Analytics Data Mining Create Business Interactive Viewing 14