What are the administrative challenges ?
Due to the disturbing financial market, banks must reduce administrative costs and optimize the employees resources used.
Reporting Maestro is a software platform that was especially developed for financial service providers who want to drastically increase the reliability of client mass reporting processes and minimize cost of report production.
Cost Management
- Less employees’ intervention, a single application for managing your clients’ documents
Time Management
- Administrative tasks scheduling : Accessible from any connected computer; Automation of the entire reporting production and distribution process
- Flexible and integrable : can execute complex workflows and access external :
• Portfolio management / core banking systems such as Triple‘A, Finnova, Avaloq, Olympic or Globus
• Reporting systems such as Actuate iServer, BIRT or Crystal Reports
• Archive systems such as IMTF or IBM OnDemand through especially developed Java connectors
Quality control of the reporting process
- Automatic data and correspondence validation when sending the reports; Reports size and content are validated automatically by a rule-based system
Download the Reporting Maestro Brochure
Reporting Maestro is a universal time and date driven scheduler, which supports the definition, execution and monitoring of recurrent or unique orders. Its intuitive and flexible web front-end optimally suits administrators and end-users.
Functional Architecture :
Key Features of Reporting Maestro
Orders
Orders contain several individual tasks (e.g. generate report, archive report as PDF on disk server, print report), which can be activated or deactivated. They relate to single Portfolios or to lists of portfolios and can be started on an ad-hoc or recurrent (scheduled) basis.
Order executions
Order executions can be time-driven, triggered through external events (such as availability of data required for report production) or a combination of both. Each execution is divided into single tasks; each task executes a workflow in order to process one document. The order execution status is automatically aggregated from the status values of each task and displayed on the web front end. Historical status values are kept for auditing purposes. Only tasks which aborted due to external error conditions are repeated to minimize order execution run times.
Tasks
Tasks are the smallest processing units in the product. They execute a workflow which can be completely customized by the customer. The main purpose of that workflow is to produce one document and drive it through the process chain. Tasks can be restarted after failing, and their state is fully historized, enhancing reliability and traceability of the whole process.
Example of a Reporting Maestro client report
