SS&C Announces Exception Management and Workflow Solution for Geneva

13 September 2017

With turnkey integration to Geneva, new offering ensures data quality across key lines of business with an automated, straight-through exception management process


SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced a new Exception Management and Workflow solution for Geneva. The solution enables clients to pre-emptively detect, manage, prioritize, resolve, and report exceptions based on client selected data quality rules, thereby increasing efficiency and reducing operational risk.

Service providers, asset managers, and hedge fund managers depend on Geneva as their core technology platform, and until today, have relied on manual or external processes to ensure that the quality of data within Geneva meets their internal audit controls. With the new Exception Management and Workflow tool for Geneva, the quality assurance process for a variety of data is automated. The solution is highly customizable across exception queries, workflow processes, levels of approval, and portfolio classifications for dashboards, reporting, and metrics. The exceptions dashboard provides transparency to help review, reconcile, and remedy exceptions. It enables users to identify, prioritize, and act promptly on exceptions, thus increasing data quality and efficiency.

"This solution increases efficiency and reduces operational risk for our clients by eliminating manual processes and helping ensure our users maintain high data quality in Geneva," said Robert Roley, Managing Director and General Manager of SS&C Advent. "Our clients rely on effective data management to produce timely and accurate information and that need continues increase over time. By introducing an innovative user experience and workflow around exception management, we are able to enrich to the data management process for our Geneva clients worldwide."

Key features of the Exception Management and Workflow for Geneva include exception query tools, workflow configuration, an exception dashboard, a manager dashboard, and task management tools.