KPO Portfolio
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The PDF contains a representative sample of collaterals Purple Mango has delivered for the KPO Sector.

The PDF contains a representative sample of collaterals Purple Mango has delivered for the KPO Sector.

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    KPO Portfolio KPO Portfolio Document Transcript

    • lister technologiesLister Technologies provides creative, cutting-edge technology solutions that enablecustomers to make their enterprises adaptable, integral and efficient. Lister buildssoftware solutions across varied industry verticals including manufacturing, healthcare,publishing, internet and ecommerce, telecom and education. Offering services thatinclude Data Warehousing and Business Intelligence, E-Business, Customer RelationshipManagement, KPO including Revenue Cycle Management and E-Publishing, Lister’sability to deliver leading-edge solutions is in bringing together highly talented peoplewho are able to challenge conventional thoughts, offer different perspectives andinnovative ideas.
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    • printThis E-commerce brochure was specially developed targeting companies who are looking forE-commerce solutions. The brochure draws special focus on Lister Technologies’ E-commercecapabilities. brochure
    • printbrochure
    • printThis brochure showcases Lister E-Business services and offerings with a special focus on why theyare the best in the industry. brochure
    • printDirect Marketing Technology Services is a brochure in the series showcasing Lister Technologiesservices and offerings in this area. brochure
    • printIt is important for any service provider to showcase their achievements to market themselves. In thiscase study, Lister E-Business wing brings to focus how the web stores build for CaratLane and JaipurGems helped their businesses achieve impressive growth. case study
    • print venue Healthcare Reement Cyc le Manag VANTAGE THE LISTER AD Healthcare Re well versed Cycle Manag venue People at Lister is hig hly qualified and h ement The workforce techniques. Eac billing pro cedures and with the latest e of three has an averag AR specialist biller, coder and nce. years of experieSPECIALTIES Quality rnational sta ndards and rapy adhere to inte  Physical The We at Lister services while Cardiology erology s improving  Gastroent continuous ly work toward logy ctive solutions. Endocrino  Podiatry offering cost effe s Chiropractic  Emergenc y Room roach to Partnership app nt according Pediatrics ement its engageme phrology  Pain Manag Lister continu ously adapts reased flexibil ity  Pediatric Ne ics needs of clie nts ensuring inc  Orthoped the changing the marketpla ce.  Ob/Gyn logy petitiveness in  Rheumato and greater com re  Urgent Ca  Anesthesiolo gy automation process by  Pathology ology Technology for medical billing  Ophthalm the internal sharing We simplify information  Psychiatry  Skilled Nu rsing munication and urology improving com tivity at the sam e time.  Pediatric Ne  Radiology imizing produc dicine while opt  Internal Me PERTISE BENEFITS SOFTWARE EX 45 days s to less than  PowerMD average AR day  Medical Ma nager  Reduce the s than 10% of the  Ortivus AR ove r 90 days to les  Misys PM  Reduce the  SIS  Medisoft total AR the current lev Does back of el to a  TGI collection from fice work, cla  QRS  Increase the and reimburs im settlemen  Kareo higher level ements affect ts, collections  Vericle  e-MD’s tional costs up In today’s con to 40 % your core bu  Elligence MD  Reduce Op era text, the term ‘Healthcare’ siness?  Advanced healthcare has me ans a lot mo  Alteer patient care become a lar re than simply  Visionary  Focus on At the forefront ge premise wh ere administra medicines and treatment. Ov rks tion and manag er the years  EClinicalWo  SilkOne EM R of Healthcare Revenue Cycle ement play a groups improv Management key role in the  LoneWolf L e cash flow thr services, Lister business.  Concepts TESTIMONIA ough quicker has a track rec patient care. e. Your claim submissio ord of helpin  NextGen  MedAct A vices, to dat guarantee that is easy ns and shorter g medical d with your ser to verify with receivables tim  Me dinformatix We have been very please fashion and our free trial. e allowing the uests in a timely m to focus on pond to our req ich LISTER has staff always res the speed at wh Member impressed with OVERVIEW we have been AdvancedMD. learned to use ctice in SERVICES Urgent erare Pra Ca al Officer, an Lev ging – Chief Medic best practices, tested proces Maryland innovative tec ses and hnologies, List We focus on groups to ns for clients er partners providing end utio with medical -to-end Health technology sol create custom, process Cycle Manag care Revenue cutting-edge thateare cle t Management, focussed solutio ement service viding innovative and Revenu Cyfas and accura ns s. ade old enterprise pro in Health Care USA have ement. te. Medical Gr oups across the  Insurance logies is a dec Lister advantage Manag successfully wo Verification Lister Techno C regions. Enj oy the r Relationship rked with List  Denial An A, UK and APA and Custome their operation er to manag alysis across the US e, E-Business e  Coding by iness Intelligenc al needs ena bling them CPC’s rehousing, Bus revenue genera to enhance  Insurance ing, Data Wa Ltd. Follow-up chnologies (P) 0 004, INDIA operation E-Publish tion by stream  Charge/D emographic Ent lining front and Lister Te s. Partnering back-end ry Chennai – 60 with Lister hel et, Mylapore, es.com  Claims Sub istertechnologi ibil ps clients inc mission #232,V M Stre 24662806 • Email : sales@l flex ity in add ition to saving rease Fax : +91 44 chnologies.com time and resour 42252801 • • www.listerte ces.  Payment Pos Tel : +91 44 866-978-0521 : +1 ting USA Toll Free Leaflet draws focus on medical groups across the USA who have successfully worked with Lister to manage their operational needs enabling them to enhance revenue generation by streamlining front and back-end operations. It also focusses on how partnering with Lister helps clients increase flexibility in addition to saving time and focuses. leaflet
    • print E-Publishing VANTAGE THE LISTER AD People er is highly skil led, qualified E-Publishing ing team at List ivering foreig n The E-publish ficiency in del and mainta ins excellent pro French, Germ an, tent includ ing Danish, language con s English. & Italian beside Spanish, Greek ERINGSSERVICE OFF Transparent com munication to ensure the smooth rs with clients es. Its policy of Lister partne conversion t within deadlinFast publishing position and completion of projec ular interaction s ensure of editorial, com is updates and reg ntlyA full range ponse basis providing tim ely s in a project are efficie ized, rapid-res seen bottleneck services on a custom that any unforeprovided. addres sed. Accessibility ts can be E-books ent, optimizin g content to member contac ign, managem nagers and key nt requirements Expertise in des tion workflow s has All project ma et necessary clie port of e-Books produc accessed at all times to me device and sup experience. ergency situatio ns. throug h the years of even during em been mastered aut omation l intervention es Technology for minimal manua Digital archiv digitizing hnology with nce in arc hiving and The use of tec timely deliveries erie ious digital s seamless production & In-depth exp journals in var at Lister ensure magazines and version tools. newspapers, house auto con through its in- formats. fessionalism Expertise & pro x projects/ dling comple tent solutions expertise in han is Technical con x technical Lister holds an ailed research nce in con verting comple the regula r ones. A det the pre- Diverse experie r manuals by titles besides titles during ents and use projects and Ars in advance. unusual pattern e you looking fo acy docum g highest performed on the documents, leg DTDs ensurin and custom analysis stage to understand ject instructions r a solution th usi ng standard thorough rec ord of all pro e-publishing at is cost effe lity standards . Besides this, a intained to avo tematically ma With the glo id the requirements ctive and man qua and resources are sys bal market wit without sacr ages your error. nessing rapid ificing quality Content conver sion y and services is use d smallest room for shift from pri nt to digital pub changes at eve ry instant, the ? binatio n of technolog labeled, lishing. Startin publishing ind ustry is underg A unique com ged, indexed, a strenuous effo rt to deal wit g with increa sing costs of oing a paradi that can be tag production and gm TESTIMONIAL h the digital to digitize dat a ltiple digital- services enable content demand print, the ind essed via mu be happier. zations to tak organi as opposed to ustry is makin lished and acc and I could not print. Lister’s g searched, pub fantast ic. The author them more adanks so e advantage of changes in cost-effective The book looks hoped. Thaptable, integra the broader bus e-publishing end products. ter than we had l and efficient. iness environm lly looks even bet providehcutting nt work. elle A lasting adv ent effectively, Honestly, it rea and doing suc exc -ed ge solutions. antage, since making image solutio ns ng as promised to work with as far Lister Technolog Scanning and micro fiche; boo k much for deliveri you were forced ies constantly s, micro film, the limitations we have innovates to n of hardcopie ting and We understand is E-PUBLISHI a good one and throughNG Digitizatio cropping, edi es and your solu tion out the auto scanning; tions in as the text box the same way scanning and hs and illustra you carrying on BENEFITS es, photograp no problems with Lister has spe cor recting pictur aga in. cialized in e-p ublishing ove project. Thanks han in Macom setts, USA chu pany dling ssa plex pro r the years by var ious formats. ding Publishing Com jects for variou  Quality ass – Author, Lea Europe. The List s clients in the urance greate for clients solutions er production process US and r than 99.997% technology vid has been design  Turnaroun cutting-edge to pro e reli able ement, d time of 24-48 viding innovative and enu Revcontente Cycle Managand qualitative data ed hours old enterprise pro Health Care conversion ser processing and  State-of-the ies is a decade advantage in nagement. vices which cat -art infrastruc Lister Technolog oy the Lister dat Ma ationship a manag er to volumino ture C regions. Enj Customer Rel ement require us A, UK and APA usiness and  Proprietary across the US Intelligence, E-B project manag ments. In add ition, the Lister project manag ing, Business ement team ement tools Data Warehous Ltd. has in depth  Automate E-Publishing, chnologies (P) 0 004, INDIA the typesetting and electronic knowledge of d conversion tools Lister Te ai – 60 publishing ind Chenn excellent com et, Mylapore, istertechnologi es.com munication and ustry with #232,V M Stre 24662806 • Email : sales@l ensuring error coordination Fax : +91 44 ologies.com skills thereby 42252801 • www.listertechn free project Tel : +91 44 -978-0521 • delivery. By USA Toll Free : +1 866 e-publishing outsourcing projects to List experience and er, you can enh ance reader generate pos investment. itive returns on your Lister has specialized in e-publishing over the years by handling complex projects for various clients in the US and Europe. Taking this further, Lister Technologies in this leaflet tells companies how by outsourcing e-publishing projects to Lister, they can enhance reader experience and generate positive returns on their investment. leaflet
    • print venue Healthcare Reement Cycle Manag VANTAGE THE LISTER AD Healthcare Re Cycle Manag venue well versed People hly qualified and at Lister is hig s. Each The workforce ing procedure s and technique ee ement with the latest bill average of thr cialist has an biller, cod er and AR spe nce. years of experieSPECIALTIES rapy ndards and  Physical The Quality rnational sta Cardiology erology adhere to inte services while  Gastroent At Lister, we s improving Endocrino logy continuous ly work toward s  Podiatry ctive solutions. Chiropractic y Room offering cost effe  Emergenc Pediatrics  Pain Manag ement roach to phrology Partnership app nt according  Pediatric Ne its engageme  Orthoped ics ously adapts reased flexibil ity Lister continu nts ensuring inc  Ob/Gyn  Rheumato logy the changi ng needs of clie rketpla ce. re petitiv eness in the ma  Urgent Ca  Anesthesiolo gy and greater com  Pathology  Ophthalm ology omation hnology for aut process by  Psychi atry  Skilled Nu rsing Tec medical billing the internal ation sharing urology We simplify n and inform  Pediatric Ne  Radiology communicatio e. dicine improving at the same tim  Internal Me g productivity while optimizin PERTISE SOFTWARE EX  PowerMD  Medical Ma nager BENEFITS  Ortivus  Misys PM pany focus  SIS  Improve com  Medisoft ut scalability  TGI t worrying abo  Grow withou areDo you as  QRS  Kareo resources for focus on core want to boos Free internal t your revenu  Vericle e-MD’s  lace-r etrain” proces s additional la es without w  Elligen ce   Elim inate “hire-rep bor costs or orrying abou  Advanced MD rat Sca ing costs ling up, employee turnov infrastructur t  Alte er  Reduce and control ope er and rising ove e spends?  Visionary At the forefront of modern Me rhead costs are the common cha  EC linicalWorks R dical Billing ser llenges faced  SilkOne EM address these vices, Lister Tec by medical bill ing companies challenges wit hnologies ena  LoneWolf  Concepts hout compromis bles medical . a track record ing on quality. billing compan  NextGen  MedA ct TESTIMON IAL of helping me dical billing com Lister’s Health care Revenue Cycle Managem ies to rapidly tix resulting in gre vice. panies achiev  Medinforma ser l billing ater revenues withou e faster inflow ent services has efficienwit dica t me t additional lab s and higher a reliable and h our freereceivables or costs or infr collections for Lister provides ons and lower trial. their customers Member ped improve collecti astructure spe nds. A guaran They have hel tee that is eas y to verify for my clients. OVERVIEW in Florida CEO, Billing Company – Founder & Medical Billing SERVICES companies in the USA have worke solutions for clients successfully technology d with Lister to manage the Lister focuses tive and cutting-edge achieve hig Management , ir operational on providing rise pro viding innova re Rev enue Cycle her value rela needs and services that end-to-end me dical billing ade old enterp in Health Ca tionships with are offered eith hnologies is a dec the Lister adv antage Lev Management. nship eraging best practices, their customers . combined sui er as stand-alo Lister Tec Enjoy r Relatio ne or as a and APAC regions. ness and Custome tested processes te. across the USA, UK lligence, E-Busi technologies, and innovative , Business Inte Lister enhanc  Insurance ta Warehousing (P) Ltd. es revenue gen Verification E-P ublishing, Da logies streamlining fro eration by  Denial An Lister Techno nt and back-e alysis 0 004, INDIA as their nd operations.  Coding by Chennai – 60 logies.com partner, organi With Lister CPC’s et, Mylapore, s@listertechno sations can inc  Insurance #232,V M Stre 1 44 246628 06 • Email : sale ies.com by enhancing rease their rev  Charge/D Follow-up Fax : +9 ertechnolog customer experie enue emographic Ent 42252801 • 521 • www.list ry Tel : +91 44 : +1 866-978-0 flow in additio nce and accele USA Toll Free n to maximizin rating cash  Claims Sub mission g cost savings.  Payment Pos ting Leaflet draws focus on medical groups across the USA who have successfully worked with Lister to manage their operational needs enabling them to enhance revenue generation by streamlining front and back-end operations. It also focusses on how partnering with Lister helps clients increase flexibility in addition to saving time and focuses. leaflet
    • digital
    • digitalThis e-mailer was designed for Diwali to wish all the stake holders of Lister Technologies. emailer
    • mobius knowledge servicesStarted in 2002, and growing rapidly, Mobius is a global leader in the area of extractingpublicly available information, processing it to actionable business knowledge anddelivering it through value added services for global companies. They provide completeback-office services for content-centric industries, such as business informationand e-commerce. Mobius utilizes expertise in this area combined with proprietarytechnologies and methodologies that have helped clients sustain their own competitiveadvantage.Mobius approaches information generation in a rather unique fashion. This meanslooking at, and beyond, the Web for collecting and validating data. By and convertingraw data to rich data, Mobius ensures that its deliverables strongly fit all relevantbusiness needs.
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    • print GET IT CLEAN/KEEP IT CLEAN/WITHOUT BREAKING Shriram IT Gateway (SEZ) No.16, G.S.T Road, Perungalathur Chennai - 600 062. India THE BANK Gather Phone: +91 44 61002750 484/485 Pantheon Plaza Cleanse DATA GET IT CLEAN. Maintain Pantheon Road, Egmore Chennai 600008. India Phone: +91 44 61006407 www.mobius-bizinfo.com KEEP IT CLEAN. Business Entity Data – Process Flow WITHOUT BREAKING THE BANK Our Capabilities BuSINESS ENTITy DaTa Source 1 Source 2 Source 3 EXTRACT, TRANSFORM Delivery and LOADBrochure_4_Option 1.indd 1-2 Mobius’ Business Entity Data Services are designed to provide a “Golden Copy” of your entity 12-09-2010 15:18:19 Business Rules Engine database. Our core entity data services capabilities include: External Feeds XML Database Creation – Building entity databases of client-specified companies which can be customized Rule Creation by entity type, geography or any other client-specified combinations Internal Data Profiling Data Cleansing – Scrubbing of client’s existing data by de-duping, normalizing/standardizing, Client’s Database Data Validation database validation of existing data and correcting errors such as misspellings, abbreviating names etc. Data Reconciliation to provide consistent and reliable data Data Collection & Enrichment – Enriching existing database with missing and compelling XML QC & Data Mapping Flat additional data Data File Files Web Page Database Maintenance – For ongoing maintenance of entity data, updates on entities existing in the RSS Feeds Target Mapping database are provided along with addition/Deletion of entities Fundamental Data Legal & Trade Name Registration Number Mobius Can Work with Your EDM Application Executive Data Founding Year Board Of Directors & Identifier (CUSIP SEDOL ,ISIN) , Management Team Business Descriptions Client’s System Mobius Solution Current position Industry Code Biography Products and Services Committee Memberships No. of Employees Client’s EDM Application Aggregate Compensation Non-automated data Linkage Data Contact Number & Email (subsidiaries, JVs, minority holdings) Source Data Systems Aggregation Validate data using Client’s business rules Data VPN Validation Database Location/Contact Data Verify application generated National Locations Financial Data reports (Quality Check) International Locations Divisional Offices Quarterly & Annual Financial Reports + Company-Specific Branches Coordinating with Financials Client’s Data application support team Retail stores Standardized Financials Management Team for updating database Warehouses & Plants Press Releases Address, Telephone & Fax Trading Information and URL & Email Brochure_4_Option 1.indd 3-4 12-09-2010 15:18:20 This leaflet draws focus on Mobius’ core entity data services capabilities that include database creation, data cleansing, data collection & enrichment and database maintenance. leaflet
    • print Shriram IT Gateway (SEZ) No.16, G.S.T Road, Perungalathur Chennai - 600 062. India Gather Phone: +91 44 61002750 484/485 Pantheon Plaza Cleanse DATA GET IT CLEAN. Maintain Pantheon Road, Egmore Chennai 600008. India Phone: +91 44 61006407 www.mobius-bizinfo.com KEEP IT CLEAN. Corporate Linkage Data – Process Flow WITHOUT BREAKING THE BANK Source Client Input Delivery CORPORaTE LINkaGE DaTa Check Filings Not Available Corporate Linkage Data Service Offerings AvailabilityBrochure_4_Option 1.indd 5-6 12-09-2010 15:18:21 Available HTTP://WWW XML Collect Linkage Date from Filings Mobius builds and maintains Scrubbing of client’s existing data to databases of client-specified provide consistent and reliable data by: Regulatory Filings Yes 100% of companies customized by: - De-duping Data Collected - Hierarchy levels - Normalizing/standardizing Corporate Website- Client’s Linkages Linkages database - Related entities to be covered - Fixing errors such as misspellings, Press releases No - Client-specified combinations Database Data abbreviations etc Not Available Creation Cleansing Stock Exchanges- Check Data Prospectus Filings from Website Available Annual Reports & filings Flat Consolidate the Data from Files Enriching existing linkage database of of related entities such as both Website & filings client by: parent, subsidiaries, joint - Identifying missing ownership stake, venture partners Quality Check For ongoing maintenance of Linkages Linkages indirect subsidiaries, and minority linkage data, Mobius provides: Database Data holdings - Updates on changes in Maintenance Enrichment - Adding more hierarchy levels ownership stake and hierarchy levels - Establishing linkages between entities within databases of counterparties, Linkage Data – Our Process Differentiation - Addition/Deletion of entities clients/ customers and other stake from corporate tree holders Process Description Comments Data Aggregation - Sources Typical Process Company filings and website Only direct holdings are covered Corporate Linkage Data Overview Mobius Process Filings and website of the company, Both direct and indirect holdings are its parent, sister concerns and each covered subsidiary of the company Global Ultimate Parent Data Aggregation - Filing Period Covered Interrelationship & percentage Typical Process Data aggregated from most recent Data available in current filings are L filings covered shareholding of: Domestic Ultimate Parent I B - Parent N U E Mobius Process In the event of data not available in Current filings followed by historical S K I N D current filings, working backwards filings to cover other relevant useful T - Subsidiaries A N I A covering all filings data not available in current filings E T Immediate Parent G S T - Minority Holding Y A E S Data Verification - Joint Venture Typical Process analysts verify the data aggregated. In case of vague data - chances of In case of incomplete/vague data missing the right data or capturing Counterparty found, data is either not considered wrong data or taken by judgment of the analyst Mobius Process Verifying ambiguities from company ambiguity is clarified and providing sources (eg: sending emails to accurate, comprehensive data Subsidiaries Minority Stake corporate relations team seeking Joint Ventures clarifications) (Direct & Indirect) Holdings Brochure_4_Option 1.indd 7-8 12-09-2010 15:18:21 In today’s information age managing and maintaining huge data for is a big area. This leaflet draws focus on Mobius’ capabilities when is comes to data management services. leaflet
    • print Shriram IT Gateway (SEZ) No.16, G.S.T Road, Perungalathur Chennai - 600 062. India Gather Phone: +91 44 61002750 484/485 Pantheon Plaza Cleanse DATA GET IT CLEAN. Maintain Pantheon Road, Egmore Chennai 600008. India Phone: +91 44 61006407 www.mobius-bizinfo.com KEEP IT CLEAN. WITHOUT BREAKING THE BANK DaTaBaSE CREaTION aND MaINTENaNCE Case Study – M&A DatabaseBrochure_4_Option 1.indd 9-10 Your Data Challenges & Our Solutions Maintenance – Emerging Markets 12-09-2010 15:18:22 Integration challenges with myriad data feeds? Need assistance achieving or maintaining a golden copy database? About the Client • A leading financial information provider Lacking resources to manage ongoing data cleansing? The Business Challenges • Capture data on deals from $1 million onwards We have solutions to these challenges and more... • Collect hard to find information on undisclosed deals Mobius builds, integrates, cleanses, enriches and maintains custom databases. We work with our clients on a project or ongoing basis • Tracking old deals from year 2002 till date Our approach brings together technology and expert researchers to drive efficiencies while ensuring • Inconsistent and incorrect data in the client database that need experts have the final say on content updating Results • Identify and streamline data sources based on authenticity, accuracy, and reliability • Creation and use of in-house tools for data capture and Process Flow multiples calculation Database Creation & Maintenance • Use of advanced web search techniques including crawlers using deal specific keywords, geography industry etc Data Sources • Verified and validated all information in the deal database – SEC Filings Client input - Data Points to be collected added up to 25 data points for each deal Database Creation SEC Filings Corporate Websites Identify Appropriate Sources for Data Points Benefit • Removed misclassification of deals and added up to 25 data Corporate Websites points for each deal Aggregate Data using manual & Corporate Actions Corporate Actions Automation techniques • De-duped deals from the database and made it current by updating deals from year 2002 Regulatory Sites Regulatory Sites Organizing & Normalizing Data as per Client’s specification • Verified and validated the correctness of data by adding Statutory Filings sources and links Statutory Filings XML, EXCEL,CSV Formats Stock Exchanges • Developed a systematic approach by creating a SOP and sophisticated in-house front end uI Maintenance Stock City, County Sites Collect Updates Newswires Client’s having impact on database Tracking Updates Client database Social Networking Sites from Data Sources Brochure_4_Option 1.indd 11-12 12-09-2010 15:18:22 This leaflet draws focus on clearing the clutter and maintaining relevant data. leaflet
    • printCONTACTElena ChristopherVice President, Financial Services202-253-4533elenac@mobiusservices.com RISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENT ITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMEN THE SPECIFICS TCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTER TECHNOLOGY-ENABLED MODULAR CAPABILITIES ABOUT US PARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDAT SERVICES THAT MAKE THE Mobius creates customized solutions for each ACROSS THE DATA Mobius Knowledge Services is a leading AINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESD TACTICAL POSSIBLE client based on their unique requirements. We LIFECYCLE provider of Content and Data Services. Since ATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATA WHILE SUPPORTING are not a software provider. We are not an Our modular lifecycle approach to ensures the 2001, we have built a reputation of excellence YOUR BIG PICTURE DATA information vendor. We are a technology- MANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATION enabled service provider that leverages people, freshest content and highest levels of data delivering technology-enabled services and solutions supported by deep domain expertise DATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGO STRATEGY processes and technology to ensure the highest integrity, which enable us to assist our clients with ongoing initiatives or urgent point projects, to clients around the globe. LDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGV You live and breathe data – your firm depends levels of data integrity for our clients. Our as needed. Our hybrid teams of software ALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERE on the accuracy of its data to function. Over the focused offerings for the financial services sector developers and researchers ensure that we Our capabilities in acquiring, integrating, NCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTAND past decade, you’ve invested in technology, people and processes to build your reference include: leverage technology to automate as many tasks optimizing and maintaining data are tailored to ARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPOR data strategy and help ensure the integrity of as possible while relying on domain experts to meet the unique needs of our clients in content ATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRI your data banks. However, change is constant Ÿ Reference Data Services – Build, cleanse, bring initiatives to successful closure. You gain and data-centric industries. Our India-based CHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSI and despite your investments, data goes bad. It enrich, integrate and maintenance services for data types such as: the process efficiencies brought by technology. operations centers and our round-the-clock processing enable us to provide cost-effective NESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMAN can happen in the blink of an eye or as an Ÿ Legal Entities quality to global clients as needed. AGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATA incremental process over months and years. In Ÿ Securities COUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLI the wake of the global financial crisis, the risk Ÿ Corporate Hierarchies ANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLI associated with inaccurate data is headline news and more visible than ever. Straight through Ÿ Company Data (addresses) ACQUIRE NKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEG processing, compliance and risk profiles are Ÿ Corporate Actions Identification, extraction, classification and storage of unstructured data from RITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTE increasingly complex due to inaccurate data. disparate sources into user-defined GRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAG The risks are huge. Does your additional Ÿ Custom Data Services – We develop Custom Service Solutions for your data challenges formats EMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACL investment need to be too? such as concordance, database management, EANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENC exceptions management, data integration, OPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDAT We think not. staff augmentatio, etc. INTEGRATE IONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDA At Mobius Knowledge Services, we provide Data cleansing, de-duping, standardization, validation, verification TACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZA targeted, cost-effective solutions to your data TIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACT problems. We specialize in helping financial IONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMEN services firms build, cleanse, enrich, integrate OPTIMIZE TRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSEN and maintain accurate data for data types such Data/content enrichment, taxonomy, TITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEME as legal entities, securities, corporate development/enhancement NTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNT hierarchies, company information and ERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCED corporate actions. We deliver incremental improvement and enable firms to leverage their ATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGES existing investments. In today’s market, the MAINTAIN DATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDAT reference data imperatives are to understand Ongoing processes to ensure data integrity AMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIO the big picture, get your data clean and keep NDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTG your data clean. Our technology-enabled OLDENCOPYREFERENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSIN services approach makes the tactical possible GVALIDATIONSTANDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFE while supporting your big picture strategy. RENCEDATACORPORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTA NDARDIZATIONENRICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORP ORATEACTIONSBUSINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONEN RICHMENTRISKMANAGEMENTCOMPLIANCEDATAINTEGRITYDATAMANAGEMENTGOLDENCOPYREFERENCEDATACORPORATEACTIONSBU SINESSENTITYDATACOUNTERPARTYLINKAGESDATAINTEGRATIONDATACLEANSINGVALIDATIONSTANDARDIZATIONENRICHMENT This leaflet draws focus on Mobius’ technology enabled services that gives organizations get the big picture o data management services leaflet
    • printShriram IT Gateway (SEZ)No.16, G.S.T Road, PerungalathurChennai - 600 062. India GatherPhone: +91 44 61002750484/485 Pantheon Plaza Cleanse HOW CAN YOU UNIQUELY IDENTIFY MaintainPantheon Road, EgmoreChennai 600008. India A LEGAL ENTITY?Phone: +91 44 61006407 www.mobius-bizinfo.com Legal Entity Data Corporate Hierarchies LEGAL ENTITy DATA Mobius’s Legal Entity Data Services are designed to help our clients uniquely identify entities that are involved The key element of uniquely identifying legal entities is to understand their role in their respective corporate in financial transactions or otherwise need to be tracked for risk and compliance purposes. We provide services hierarchy. As part of our Legal Entity Data Services offerings, we can define the upward and downward hierarchy that build, cleanse, enrich and maintain new and existing entity databases. associated with any in-scope entity. This can include: • Parent company, which includes global ultimate parent, domestic ultimate parent, and immediate parent How to Uniquely Identify a Legal Entity • Wholly owned and majority owned subsidiaries (both direct and indirect subsidiaries) The sheer number of entity identifiers available around the globe makes it challenging to uniquely identify a • Joint ventures with details about joint venture partners and their shares in the business legal entity. Mobius believes that identifiers should be coupled with additional detailed information about the entity to help round out its profile and ultimately ensure that it is uniquely identified. Mobius can define which • Minority stake holdings of the group companies attributes are recommended for uniquely identifying legal entities – or we can work with/enhance an existing meta data model. Issuer Identification The list given below represents the attributes we recommend as critical for uniquely identifying entities. We In addition to the identification of entities, we are also able to work with lists of securities, such as funds, bonds, collect this data on behalf of our clients, using agreed primary sources, and build and maintain accurate legal indices, SPVs etc. With just issue data like fund name/security description, Mobius identifies the issuing entity, entity databases. scrutinizing the authentic sources supported by verification with the primary source. • Registration & Related Details – Official Name, Official Name Effective from Date, Registration Authority, Registration Number, Date of Incorporation, Organization Status & Type, year Founded, Registered Address, HQ Address, Tax Authority, Tax File ID, Primary Regulator, Primary Regulator ID Mobius Issuer Identification Process • Corporate Hierarchy – Immediate Parent, Ultimate Parent, Subsidiaries, Affiliates, Joint Ventures with Stake Holdings and Hierarchy Levels Fund Names Input Security Description • Identifiers – Global and Vendor-specific Identifiers Yes Scrape No Some Key Words Used possibility Mobius Process for Identifying Legal Entities Sources for scraping Scrape Data Web Research Website Fund Investment Company, - Prospectus Input - List of Entities - Sources to be used/ hierarchy of sources Fund Management company, No - Annual Report - Attributes to be collected - Delivery Format Issuing Company, Ambiguity Validate scrape output - Fact sheet Issued by, Provided by, in data the Issuer, Issued, Yes SEC Identify Full legal Identify websites of the entities using Collect the full legal name of the Identify global identifier Name of the Entity Asset management Company, - Filings Mobius Entity website identifier company from website for the entities E-mail/Tele-Verification - List of funds Offered by, Operator, with primary source Made by, Issuing Authority, Regulatory Authority Automation – Scrape various sources using full Manual process Data Collection Investment Manager Stock Exchange legal name & identifier to narrow down search results Customize workflow tool Consolidate scraped & based on client’s requirement Manual output Registration details – Scrape registration authorities Registration related details – Scrape regulatory, Process scrape results Check for Duplicates Output tax authorities, & website for related details Hierarchy Data – Scrape annual reports & filings Collect Data from non-scraped Vendor specific Identifier – Scrape vendor feeds/ sites and process exceptions database and extract exact entity matches with identifiers Data Validation Input, aggregated data to Mobius UI for validation. UI has inbuilt check for validating various attributes like date format, currency & country match, country code & telephone match, etc. Delivery Generate report in agreed format (XML, flat file, database/UI etc) from the Mobius UI This leaflet yet again draws focus on Mobuis’ edge in providing data management services to maintain accurate legal entity databases leaflet
    • print Shriram IT Gateway (SEZ) No.16, G.S.T Road, Perungalathur Chennai - 600 062. India Gather Phone: +91 44 61002750 484/485 Pantheon Plaza Cleanse Maintain Pantheon Road, Egmore Chennai 600008. India Phone: +91 44 61006407 DATA GET IT CLEAN. KEEP IT CLEAN. www.mobius-bizinfo.com Security Master Data Cleansing – Process Flow WITHOUT BREAKING THE BANK Security Master Services SECuRITy MaSTER SERVICES Client InputBrochure_4_Option 1.indd 13-14 • Mobius’ suite of Security Master Services is designed to help firms create, cleanse and maintain 12-09-2010 15:18:23 Customize Mobius in-house tool Security Master File to be cleansed accurate and comprehensive securities data. as per client’s requirement (in any format) • Offerings are available as a solution bundle or individually. Client will specify data points and sources to be Security Master Security Master Security Master Import client’s master file into Mobius tool (File1) covered in case the tool needs to be customized Creation Cleansing Ongoing Maintenance Mobius builds master files of client- No matter how inconsistent and For ongoing maintenance of security Mobius aggregates and validates the data specified securities. We cover a incomplete the security master file master, Mobius provides: Feed the data collected by Mobius using points for list of securities in the client’s master broad range of securities, which can is, Mobius cleanses and enriches • Timely updates on existing securities automation and manual approach (File 2) file irrespective of status of data available be customized by: the securities data, to provide a in the client’s master file into the tool in the security master file • Geography “Golden Copy“ of Client’s security • Alerts on issue of new securities to • Asset type master data evaluate it for investment decisions • Client-specified combinations Compare and match Mobius output file (File 2) Mobius tool compares both the files available with Client’s input file (File 1) in its system and provides comparison report Security Master Data Overview From the comparison report, check for difference Differences in Equity , Fixed Income and Derivatives Securities files 1 & 2 in file 1 & file 2 for each security and its data points (new data / updates identified by Mobius) Identifiers Issuer Data Primary Identifier Background Data Analyze the nature of difference from second Analyze the comparison results of both the files • Country-specific • Issuer name, level Quality Check identifiers industry codes, (uS-CuSIP or business uk-SEDOL) description, • International location data In case of new In case of mismatch between both files: Update the In case of no data found: Check for Securities data found: Financial Data correct data data again and update, if found Identification Update the new value • As-reported and Number(ISIN) standardized Secondary Identifier summary of • Ticker symbol financial data Quality Check Generate consolidated file using the tool Terms and Conditions of securities Basic Terms Export data from the tool to client Output • Security name and description specified format file - Cleansed golden copy of securities data • Asset type and sub type - Report on Mobius updated data to • Data specific to fixed income such as original Client’s input file along with data sources coupon rate, first coupon date, maturity date, payment and accrual type Specific Conditions • Issue and redemption conditions • Conversion, coupon conditions and reset features Brochure_4_Option 1.indd 15-16 12-09-2010 15:18:24 This leaflet showcases Mobius’ suite of Security Master Services that is designed to help firms create, cleanse and maintain accurate and comprehensive securities data. leaflet
    • printThis backdrop was designed for one of Mobius’ events showcasing why they are the best when itcomes to Reference Data Management Services. backdrop
    • profile
    • profileabout:Purple Mango is an India based creative company offering Branding, Advertising andMarketing communication Services for Business & Entertainment houses across the world.Our sole objective is to be exceptional creative partners. We do this by working effectivelyto deliver solutions that bring tangible business benefits and build long term businessvalue. In other words, solutions that are about maximizing business performance.our approach:The cornerstone of our approach is a commitment to listen. Rather than approaching youwith preconceived, pre-packaged solutions, we invest time in understanding your particularchallenges and goals. Leaning on our vast experience, we then adapt our methodologyjust for you. Because you always come first, everyone in the organisation is accessible toyou whenever you need us.our offerings:Purple Mango provides a seamless integration of analytical, creative and operational skills.We create a tailor-made program for each brand and marketing communications projectdrawing on the following areas of expertise:a. branding, advertising and marketing communicationAt Purple Mango we are passionate about building great brands. The power and substanceof Purple Mango’s communication solutions come from our years of experience, intuitionand insight combined with the research and development process that we undertakebefore a pen ever touches paper.We strongly believe strategy is the birthplace of big ideas. And big ideas help you connectwith the diverse audiences who can make or break your business. branding: brand name, brand image & positioning, corporate identity, brand manual, rebranding marketing collaterals: advertisement, print collateral, television commercial, merchandising, point of sale, package design, event collateral, corporate AV, radio spot digital marketing: website, web banners, e-mailers, search engine optimization, social media marketing, games, mobile content
    • profileb. brand asset managementOur Brand Asset Management solution allows marketing departments to capture, store,retrieve, and manage digital content. Thereby allowing them to maximize investments andleverage technology to improve brand effectiveness, brand consistency, and return onmarketing investments.To enable our clients to effectively manage their digital brand assets, Purple Mangohas partnered with leading organizations to offer world class brand asset managementsolutions. Easy to use and fast to implement, our brand asset management solutionswill be of huge help to brand-driven global companies who understand the full value oftheir digital assets - enabling faster production and distribution of marketing materials andensuring global brand consistency.c. creative outsourcingThe abundance of creative talent, highly educated specialists, understanding of westernculture and low cost make India ideal for creative outsourcing. Our creative outsourcingsolutions are geared for organizations looking to leverage on international competencies.In addition, Purple Mango can act as a creative sharing partner for advertising & digitalagencies, media & production houses to bring in significant cost savings to their operationalexpenditure and client’s marketing expenditure, thereby increasing their work volumes,competitiveness and profit margins. print • image editing • corporate identity design - racing, clipping paths and masking t • brand management program - image clean-up - campaign management - mage re-touching, enhancement i - brand compliance & execution and manipulation • marketing collaterals • exhibit design premedia services • packaging design • color management • retail environment design • print ready files • magazine/periodicals design • preflight multimedia & interactive services presentation services • website design & development • word document • static web ads • powerpoint document • animated GIF ads • excel document • flash ads • HTML e mailers writing services • flash presentations • copy writing •  usiness writing-case studies, bad production services communication, management, cultural • newspaper ad production issues • magazine ads • journalistic writing – news, social, travel • yellow page ad production • magazine articles • static / flash / gif ads • mewsletters • book reviews and summariesgraphic production & support • white paper research and writing • standardisation of artworks • echnical writing – software and training t • artwork adaptation manuals, guides, quick start tutorials • artwork amends • product descriptions / reviews • template driven artworks • editing • logo recreation • proofreading
    • profilemanagement teamagastalin koil bose - managing directorSixteen years of experience in advertising and three plus years in creative offshoring.Extensive knowledge of branding and communication. Deep understanding ofconventional and new media vehicles. Handled a wide array of clients like StandardChartered Bank (Bahrain), Saint Gobain, Bajaj Auto, Caterpillar, Star Vijay TV (Regionaltamil channel of Star group) and Utopia Inc (USA) during his stint in advertising. Heldmanagement positions in Williams Lea and Express KCS before starting Purple MangoCreative Solutions. Worked on accounts such as Pfizer, AXA, BAC, HBoS, R&SA inWilliams Lea. Was instrumental in strengthening the Williams Lea creative offshore teamand growing the delivery team from 6 to 50 in two years. A strong believer in buildingmutually beneficial partnership with clients and establishing the right processes todeliver quality work on time.karthik jeganathan - director, account planningOver five years of experience in marketing communications and online marketinghaving handled multiple clients in industries such as hospitality, healthcare, education,FMCG, KPO and publishing. Solely responsible for the delivery of marcom projects forclients such as Saint Gobain, Caterpillar, MIOT Hospitals and Maveric Systems. Prior tostarting Purple Mango Creative Solutions (P) Ltd, Karthik oversaw the online marketingof two eBay stores and served as a consultant to a UK based creative agency. Skilledin managing teams, planning and project delivery.lalitha bhagavathy - director, opportunity management & client engagementSeven plus years of experience in advertising and creative offshoring. Hands onexperience in Advertising, Direct Marketing, Brand Promotion, Brand Activation.Managed various project delivery teams for clients such as Aviva, AXA and BAC inWilliams Lea Creative offshore. Prior to establishing Purple Mango Creative Solutions,Lalitha was responsible for handling integrated marketing communication programs forclients such as Citibank, K7 computers, Bharat Matrimony. In summary, an individualwith well-rounded ATL & BTL experience, skilled in managing teams directing andmotivating them towards achieving individual & business goals.