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Equity
 

Equity

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Equity presentation and products

Equity presentation and products

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    Equity Equity Presentation Transcript

    • EQUITY
    • Your contacts within Equity
      Yves GARAGNON
      Chief Executive Officer
      Christopher DEREUX
      Sales Manager
      Equity Confidential and Proprietary
    • Agenda
      EQUITY, company profile & references, positioning
      Visual Prism – Demo
      General presentation
      Demonstration
      Implementation
      Technology
      Conclusion - Q&A
      Equity Confidential and Proprietary
    • EQUITY in brief
      Founded in 1995
      Software editor
      Specialized in holding & subsidiary management solutions / Credit Management for Structured Finance
      40 employees
      Technological partnership:
      Head office in Paris - La Défense (France)
      Equity Confidential and Proprietary
    • Our customers
    • Our ecosystem – 5 pillars
      Front & Middle Office,
      Risk, Audit
      IR Department
      IT Department, CISO,
      Senior management
      General Counsel, CLO, CFO,
      Board of Directors
      Holding & subsidiaries
      Investor
      Relations
      Authorization
      & Sign Mgt
      Corporate & Structured
      Finance
      SLA &
      Compliance
      To ensure the best possible relationships with institutional investors.
      To enable centralized management of bank account details, authorization delegations and associated signatures.
      To provide executive officers, heads of legal, accounting and finance departments with centralized data for greater visibility of their group structure.
      To bring visibility to portfolios and facilitate day to day operations.
      To monitor and consolidate
      IT compliance and risks
    • Customer’s point of view
    • Context
      The regulatory and economic environments put increased pressure
      To find quickly reliable data
      To deliver added value and particularly in the Risks evaluation
      To create new ways of thinking & analysis axes (profitability, forecasting…)
      Waste of time in Credits Management
      Repetitive tasks, no-automated and therefore “time-eater” tasks
      Data burst between different computer systems, sometimes with redundancies and lacking of reliability
      Existing solutions but not adapted
      Excel or Access provides a fair and flexible solution on a deal-by-deal approach nevertheless, it is not suited for portfolio management across various business units and geographical locations
      Central software with too much rigidity or out of time, with no integration of Structured Finance requirements
      Equity Confidential and Proprietary
    • Visual Prism, Credit monitoring optimization
      Customizable reports automated edition
      Profitability, statistics, geographical or technological division…
      A dedicated application for your wholly Structured Finance Dpt
      Each branch has its own management module
      Detailed information as regards assets, projects, sponsors…
      To refine Risks/profitability assessment
      Includes guarantees and structures in the Risks assessment
      Management control tool to calculate profits
      Alerts mechanism
      for renewals and overtaking…
      Simulation
      Folders versioning and recording
      Equity Confidential and Proprietary
    • VISUAL PRISMGeneral Presentation
    • Visual Prism, functional definition
      What?
      Who?
      How?
      Project/Asset
      Third Parties
      Risk
      Instruments
      Proposal
      Project
      Financial
      Institutions
      Risk
      Actors
      Credits
      /Assets
      /Covenant, Guarantee
      Alerts
      Reporting
      Management
      Evaluation
      Equity Confidential and Proprietary
    • Integration in your IT system
      To guarantee your data confidentiality
      Installation in your own servers
      To integrate in your system
      To eliminate system redundancies
      To bring reliable and accessible information into one location, one system
      To take advantage of your existing data (Legacy data)
      To focus on ETL
      Dedicated interfaces or API mechanical
      To conserve personalized methods
      Confidential specific calculations (Ex : RoE, RARoC)
      Tools integration
      Equity Confidential and Proprietary
    • Services
      Data ETL
      ETL assistance, recovering data
      Plug & Play EQUITY
      Documents migration
      Training
      For administrator and user(s)
      Functional and Technical Support
      Online help / Hotline
      Collaborative website
      Service
      Software update
      Equity Confidential and Proprietary
    • Visual Prism, Integration diagram
    • Visual Prism, user interface
    • VISUAL PRISMIllustration
    • VISUAL PRISMImplementation
    • Visual Prism
      Migration accompanying
      Technical data conversion
      Repositories and recording cleaning-up
      Integration within existing IT system
      Link with actual repositories
      Link with different IT systems
      Automation
      Reporting customization
      Equity Confidential and Proprietary
    • Tools (1)
      Migration document
      This main step lists decisions and actions to be performed by each actors during the project.
      Composition:
      Correspondence table
      Link table (fields)
      • Field ETL : Y/N (irrelevant data, not very reliable, hardly exploitable)
      • Field destination
      • Specific actions (requalification; File format transformation (list towards Y/N); Database creation according requirements)
      To do list control
      • General controls
      • Specific controls
      Migration roadmap
      Equity Confidential and Proprietary
    • Tools (2)
      Equity Confidential and Proprietary
    • Tools (3)
      Legacy System
      Comments / To Do :“Nature” and “Type” in Visual Prism are defined from reference tables. Elements relating to the titles of a society are taken back at the level of the 'Key ' module of the Chip Society
      • Mapping table
      Shares
      Visual Prism
      From : Shipping Portfolio/ details
      To : Shipping Portfolio/ Details
      Equity Confidential and Proprietary
    • VISUAL PRISMTechnical architecture
    • Visual Prism, technologies
      Web application
      Accessible via Intranet or Internet
      Easy deployment, only one browser (Internet Explorer) on PC
      Proven technologies
      Java / J2EE technology
      Application server : Websphere , DB: Oracle …
      Integration in your IT system
      Visual Prism imports existing repositories data (rates currencies)
      Visual Prism can export data
      Installation
      ASP mode (with the participation of an hosting actor)
      Directly on your servers
      Equity Confidential and Proprietary
    • Visual Prism, actual architecture
    • Technical details
      Multi tiers architecture
      Presentation layer (aspx + users controls => HTML exit / interface personalization, style sheet)
      Technical layer (only one link between the interface and data access layer)
      Data access layer (SQL)
      Other layers: Data factory + DAAB ( data generators); Exceptions management (logs, messages…)
      Compatibility multi SGBDR
      Market standard tools (Oracle, SQL SERVER, DB2…)
      Use of SQL ANSI
      Standards
      Navigation graphic management
      Use of metadata model
      Components specialization
      Style sheets utilization
      XML for import/export data
      Equity Confidential and Proprietary
    • Technical requirements
      Configuration
      We recommend to you to have only one server for web and one server for application server, and to split data server.
      Data server
      • Processor Intel Xeon 3.0 GHz.
      • Ram 1 Go.
      • HDD 100 Mo for the application, 4 Go for database.
      • OS customer choice.
      • SGBD customer choice, SQL Server 2000 recommended.
      Web server and application server
      • Visual Prism uses CMT (Chip Multithreading) technologies in order to be efficient with multi-core processor and multi-processors technologies. Werecommendyou to use a multi-processor server to makeeasier upgrade with the installation of an additional processor
      • Processor Bi Intel Xeon 3.0 GHz
      • Ram 1 Go
      • HDD 100 Mo for the SW
      • OS Windows 2003 Server
      • Web server IIS 6.0
      • Application sevrer Framework .net 1.1
      • Client Navigator 6th generation (IE 6, …)
      Equity Confidential and Proprietary