Oracle Financial Services

Analytical Applications

Manage Risk

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Oracle Financial Services Analytical Applications Enterprise Risk Management

Basel II Basic | Basel II Internal Ratings Based Approach | Economic Capital Advanced | Credit Risk Management

Market Risk Management | Retail Portfolio Risk Models and Pooling | ICAAP Assessments | Liquidity Risk Management

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In a highly competitive BFS industry, it is imperative for banks and financial institutions to perform a cross functional analysis of

the traditional areas of management reporting that includes risk and performance measures. Oracle’s comprehensive, integrated

suite of Enterprise Performance Management for Financial Services helps banking and financial institutions to manage

performance and risk, and optimise shareholder value, ensuring a sustainable growth. Promoting a transparent risk management

culture, Enterprise Performance Management enables banking and financial institutions to achieve a consistent view of

performance and get actionable customer, business line and product profitability insight.

Oracle Financial Services Enterprise Performance Management Applications helps banking and financial services institutions to

manage enterprise-level, risk adjusted performance and threats to liquidity and capital adequacy.

Key offerings at a glance Basel II Basic

Basel II Internal Ratings Based Approach

Economic Capital Advanced

Credit Risk Management

Market Risk Management

Retail Portfolio Risk Models and Pooling

ICAAP Assessments

Liquidity Risk Management

Measure and meet risk-adjusted performance objectives

Price products to reflect their true cost of funds

Manage and budget capital adequacy

Integrated and reconcile risk and performance measures

Obtain immediate value from out of the box reports and dashboards covering

customers, account, transactions, products, and organization units.

Incrementally add on applications with marginal additional investment

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Curb Financial Crimes

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Financial Crime and Compliance Management for Financial Services

Trading and Broker Compliance Analytics | Currency Transaction Reporting | Enterprise Case Management

Operational Risk | Anti Money Laundering | Know Your Customer | Trading Compliance | Broker Compliance | Fraud

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For banking and financial services institutions, managing financial crime and compliance remains a high priority. Complicated

financial crimes pose business and reputational risks, elevating the urgency for expanded prevention and management initiatives

at BFS institutions across the globe. In this scenario, Oracle Financial Services Financial Crime and Compliance Management

solutions play a key role in BFS institutions’ financial crimes management initiatives with improved threat detection and

streamlined compliance. This suite enables BFS institutions to actively assess risk, provides analysis capabilities and complies

with regulatory and internal mandates – all within a single, enterprise-class platform.

The platform enables financial services institutions to automate financial crime surveillance and compliance processes, extend

visibility across the enterprise and effectively comply with regulations while managing the ongoing compliance costs. Creating an

enhanced visibility, Oracle Financial Services Financial Crime and Compliance Management suite helps senior management to

identify and mitigate any operational inefficiencies that might potentially increase non compliance risk or the overall cost of

compliance.

OFSAA FCCM modules come with an extensive library of pre-defined dashboards and reports as well as necessary tools for

creating custom reports, for regulatory compliance and management reporting.

All the FCCM modules can be implemented on the same OFSAA platform.

Fully Managed Compliance and Combat Financial Crime Operational Risk

Anti Money Laundering

Know Your Customer

Currency Transaction Reporting

Trading Compliance

Broker Compliance

Fraud Management

Manage the full lifecycle of new and changing regulations while managing the results

of detection and investigation of financial crime

Reduce the number of external systems accessed during compliance management

and investigation to ensure compliance and investigation best practices

Leverage a comprehensive platform that offers the ability to use core capabilities for

financial crime surveillance, detection, and event correlation along with watchlist

management, enterprise analytics, and regulatory reporting in a single, proven

platform

Actively assess risk and controls, "dig deeper" with ad-hoc analyses and comply with

regulatory and internal reporting mandates within a single, enterprise class

platform

Build a consolidated repository of all compliance libraries across financial crime and

compliance management programs benefitting downstream analytics and

information sharing initiatives

Reduce reporting SLAs and effectively manage ongoing compliance through

comprehensive feedback from financial crime systems

Reduce regulatory risk by achieving cross-channel coverage

Achieve visibility across channels and jurisdictions, leading to comprehensive

investigation capabilities

Gain a 360° view of your institution's financial crime and compliance management

initiatives

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Manage Enterprise Performance

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Oracle Financial Services Analytical Applications Enterprise Performance Management

Asset Liability Management | Funds Transfer Pricing | Profitability Management | Balance Sheet Planning

Profitability Analytics | Pricing Management | Hedge Management and IFRS Valuations

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In a highly competitive BFS industry, it is imperative for banks and financial institutions to perform a cross functional analysis of

the traditional areas of management reporting that includes risk and performance measures. Oracle’s comprehensive, integrated

suite of Enterprise Performance Management for Financial Services helps banking and financial institutions to manage

performance and risk, and optimise shareholder value, ensuring a sustainable growth. Promoting a transparent risk management

culture, Enterprise Performance Management enables banking and financial institutions to achieve a consistent view of

performance and get actionable customer, business line and product profitability insight.

Oracle Financial Services Enterprise Performance Management Applications helps banking and financial services institutions to

manage enterprise-level, risk adjusted performance and threats to liquidity and capital adequacy.

Key offerings at a glance Hedge Management and IFRS Valuations

Profitability Management

Profitability Analytics

Funds Transfer Pricing

Hyperion Planning

Pricing Management, Transfer Pricing Component

Analytical Applications Infrastructure

Balance Sheet Planning

Measure and meet risk-adjusted performance objectives

Price products to reflect their true cost of funds

Manage and budget capital adequacy

Integrated and reconcile risk and performance measures

Obtain immediate value from out of the box reports and dashboards covering

customers, account, transactions, products, and organization units.

Incrementally add on applications with marginal additional investment

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Get Insights About Your Customer

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Oracle Financial Services Analytical Applications Customer Insight

Channel Analytics | Retail Performance Analytics

Retail Customer Analytics | Institutional Performance Analytics

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Oracle Financial Services Analytical Applications for Customer Insight is a comprehensive solution that allows BFS institutions to

gain a 360-degree view of customers across finance, risk management and marketing for extended and actionable insight into

customer behaviour. Providing powerful pre-built analytics, dashboards and reports, the solution helps BFS institutions to drive

strategic insight, more productive marketing and higher level of customer engagement.

Customer Insight will help banking and financial institutions to address challenges related to customer data challenges by unifying

customer views, supporting improvements in data consistency and timeliness, connecting business processes with analytical

insight and linking customer behaviour to its impact on the institution.

The solution, built on a comprehensive data model designed specifically for the financial services industry, is designed to help

financial services institutions to optimize customer communication and service, drive enhanced customer engagement and

leverage an industry-specific, and have differentiated servicing in the growing BFS industry.

Provides unified access to all data and information required to generate a

consolidated view of customers and products across multiple touch points

Improves the return on marketing and sales programs by effectively measuring and

reporting their results

Provides industry-standard coverage of business portfolio, marketing, and service

analytics that drive greater insights on new business analysis, cross-product

holdings campaign and response analysis, service request analysis, and more

Provides an extensive set of role-based dashboards and reports that deliver timely

information to make the best customer, product, and marketing decisions

Improves profitability and reduce costs through improved customer retention and

increased customer satisfaction

Builds customer loyalty by maximizing cross-sell and up-sell opportunities

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OFSAA Data Warehousing

Oracle Financial Services Data FoundationThe Oracle Financial Services Data Foundation allows institutions to quickly implement

specialized Finance, Risk & Marketing analytical applications in order to drive line of business

control and performance. Cross-functional needs are supported by leveraging the unified and

conformed reporting data model with proven coverage from real-world use in analytics.

Complex data sourcing needs are addressed out-of-the box by the comprehensive data

platform that manages sourcing and provisioning for all Oracle Financial Services Analytical

Applications.

Oracle Data IntegratorOracle Data Integrator is a comprehensive data integration platform that covers all data

integration requirements: from high-volume, high-performance batch loads, to event-

driven, trickle-feed integration processes, to SOA-enabled data services. Oracle Data

Integrator (ODI) 12c, the latest version of Oracle’s strategic Data Integration offering,

provides superior developer productivity and improved user experience with a redesigned

flow-based declarative user interface and deeper integration with Oracle GoldenGate.

ODI12c further builds on its flexible and high-performance architecture with comprehensive

big data support and added parallelism when executing data integration processes. It

includes interoperability with Oracle Warehouse Builder (OWB) for a quick and simple

migration for OWB customers to ODI12c. Additionally, ODI can now be monitored from a

single solution along with other Oracle technologies and applications through the integration

with Oracle Enterprise Manager 12c.

Oracle Business Intelligence Enterprise EditionOracle Business Intelligence Enterprise Edition 11g (OBIEE) is a comprehensive business

intelligence platform that delivers a full range of capabilities - including interactive

dashboards, ad hoc queries, notifications and alerts, enterprise and financial reporting,

scorecard and strategy management, business process invocation, search and collaboration,

mobile, integrated systems management and more. OBIEE 11g is based on a proven web

service-oriented unified architecture that integrates with an organization’s existing

information technology (IT) infrastructure for the lowest total cost of ownership (TCO) and

highest return on investment (ROI).

Project Governance & Kick

off

Understand detailed scope,

finalize project plans with

resource requirements,

dependencies.

Infrastructure

requirements, deployment

discussions

InitiationActivities

Deliverables

Conception

Conduct requirement

Project organization

structure

Project plan

Communication plan

Issue reporting formats

Issue escalation mechanism

Project Status Reports

Adherence to the defined

scope of implementation

throughout the project

gathering sessions, review

current topologyand layouts

and prepare drafts

Sufficiency and Gap

Analysis

Infrastructure Validation

Business Solution Data

Requirements Mapping

Document

Data Gap Analysis

Assembly

Specifications

Document

Data Download

Configure OFSAA modules,

establish system and

application tables and meta

data, test all modules

OFSAA platform/solution

Setup and Configuration in

modules configurations

Development environment

Integration Test OFSAA

Batch Design Document

Data Quality Reports and

Reports

Adaptation

Error Logs

Configuration Testing

User Acceptance Testing

Assist Client with

Transitioning of all system

processes to Production

environment

Conclusion

Assist Client with Production

OFSAA installation in UAT &

Production environments

migration, process controls,

Run

business operations

Assist with Operational dry

Manuals

User Training

Finalize handover activities

Project Hand over

Document

Product Manuals/User

Based on Actual Experience, Methodology is continuously enriched

- Reflects a practitioner’s approach

Value Addition By JMR Infotech Implementation team with extensive OFSAA implementation experience

Competitive Pricing

High quality Deliverables

Extended Arm Approach for Post Implementation Support

Prompt post Live Support with shortest response timelines

- Reflects maturity in consulting and implementing analytical solutions across Banks worldwide

Predefined processes, templates, questionnaires to support phases

Partnership approach for continuous knowledge transfer

Implementation Methodology

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