THOMSON REUTERS PORTIA Product Roadmap. 2 2 2009 2010 Jan 2011 ► eReports ► PORTIA Perform...
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Transcript of THOMSON REUTERS PORTIA Product Roadmap. 2 2 2009 2010 Jan 2011 ► eReports ► PORTIA Perform...
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2009
PORTIA Product Roadmap
2010
Jan 2011
► eReports► PORTIA Perform v3.2.1► Thai Bonds► OSI► SQL 2008► PORTIA Perform v4.0
► PORTIA CENTRE► Single Sign On ► New Home Page
► Fund Accounting► Perform v3.1
H2 2011► PORTIA CENTRE
► Report Zone► Global Deployment
► Multiple Timezones
► Regional dates► Batch Processing
H1 2011
► Partially Paid Dividends► PORTIA Services► PORTIA CENTRE
► Job Status Dashboard► Error handling► Batch User Interface
► SWAPS
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PORTIA & PORTIA Perform
2010 eReports Enhanced performance capabilities making reports run much
faster Improved usability and workflows to allows users greater
interaction with the system
PORTIA Perform v3.2.1 Enhanced futures processing Support for security level attribution Ability to track constituents against a benchmark
Thai Bonds New security types providing support for Thai Bonds, including
Fixed Rate, Floating Rate and Amortizing Fixed and Floating Rate
OSI Changes to PORTIA to support the new naming conventions
detailed within the Options Symbology Initiative
Planned Enhancements
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PORTIA & PORTIA PerformPlanned Enhancements
2010 SQL 2008 Certification for SQL 2008
PORTIA Perform v4.0 Support for new fixed income attribution measures including
currency and country effect Historical VaR GIPS 2010/2011 Enhanced integration between PORTIA and PORTIA Perform
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PORTIA & PORTIA PerformPlanned Enhancements
H1 2011
PORTIA CENTRE Single sign on across all PORTIA modules New homepage for all users with a palette for setting up user
defined shortcuts
Partly Paid Dividends Enhanced functionality to support the tracking of partly paid
dividends in ‘Income Receivable’ until received
PORTIA Services Enhancements to PORTIA Services to streamline processing
and improve efficiency
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PORTIA & PORTIA PerformPlanned Enhancements
H1 2011
PORTIA CENTRE Job Status Dashboard with direct access to error log, ability to
monitor all PORTIA job types & control which jobs are monitored
Consolidated error log across all modules with enhanced error handling and ability to drill into error log info
New Batch Configuration User Interface
SWAPS Improved functionality including the ability to partially close
SWAPS and to enter fees and charges when rolling a SWAP Basket SWAPS
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PORTIA & PORTIA PerformPlanned Enhancements
H2 2011
PORTIA CENTRE Creation of a new report zone on the home page with the ability
to report directly from all PORTIA modules New modern report browser/user interface for viewing reports
Global Deployment Ability to support multiple timezones on one database Specific regional dates for different tasks including auditing,
batch processing & report generation
PORTIA Services Second phase in a series of enhancements to improve PORTIA
Services