AVATI Solutions
portfolio Tracking Dashboard

Portfolio Tracking Dashboard

RiskCube Portfolio Tracking Dashboard enables the bank to deploy a comprehensive consolidated risk dashboard which include cube analysis of portfolio across various dimensions and measures like counterparty, products, industries, exposures, RWA. This solution incorporates user defined configurable reporting with superior drill down features, limit monitoring, trend analysis, alert management.

Provides management a risk and capital based view of the overall portfolio and all its Dimensions like counterparty, asset classes, products, industry, business segment, quality etc. and Measures - Exposures, Risk Weighted Assets, Regulatory and Economic Capital, Quality.

Enables risk and business to set multiple, concurrent and co-related limits across combination of portfolio dimensions and measures for efficient and effective real time portfolio management and identification of portfolio.

Management can conduct portfolio trend evaluation and time series analysis with capabilities to incorporate forecasts and budgets for assessment of actual vs. target portfolio and related variances. Exception and alert reporting feature supported with superior drill down capability.

A dashboard that provides flexible user oriented, customized view of overall group portfolio with enhanced drill down capability. The ability to produce reports for user-defined sub segments and drill down into reports for details of portfolio based on a variety of dimensions such as counterparty, products, industries, business segments, ratings to mention a few.

The solution enables Portfolio Optimization through in-depth research, portfolio exception reporting and alert management co- relation, vintage analysis covering overall portfolio health. A dynamic reporting engine that surfaces and routes all performance related information to the appropriate credit managers.

KEY FEATURES

» Multi-Dimensional View with Portfolio Data Slicing

Allows slicing and dicing of data, ability to select and configure desired measure, dimension and filter, drill down related levels and attributes for any dimension, attribute and measure of portfolio.

» User Defined Personalized Dashboard

Provides each business user the flexibility to configure and customize personalized portfolio dashboards, limits, alert and exception management, trends analysis and forecasts for real time portfolio tracking and management for effective decision making.

» Limit Setting and Exception Management

Allows user to set unlimited personalized or department limits, thresholds and alerts across any dimension or measure of the portfolio for effective tracking and prompt reporting of portfolio status and behavior.

» Time Series and Trend Analysis

Allows comparison of portfolio measures and dimensions across time, with superior graphical capabilities for creating user defined bars, charts and trend lines.

» Comprehensive Unified Portfolio Risk Data Model

Our comprehensive risk data model provides all relevant data attributes, dimensions and measures covering counterparty, facilities & products , industry and other segmentation, organization structure, risk parameters and measures - reconciled to General Ledger. Data Model can interface seamlessly with other solutions. Underlying database can further be integrated as logical and physical data model with any Business Intelligence platform for enhanced reporting.

» Portfolio Reporting and Scheduler

The ability to produce reports for user-defined sub segments and drill down into reports for details of portfolio based on a variety of dimensions such as counterparty, products, industries, business segments, ratings to mention a few.Fully customizable OLAP-based portfolio performance reports including exposure and capital reporting, time series analysis across user defined time horizons, delinquency, concentrations etc. to facilitate decision making.