Equity

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Equity presentation and products

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Equity

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

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