Financial resource management solution providing real-time market data, analytics, trading capabilities, and risk management tools for bank treasury departments. Includes liquidity management, FX trading, investment decision support, and regulatory compliance tools.
Systems for optimizing and allocating the bank's financial resources, including capital and liquidity.
More Financial Resource Management
More Treasury ...
|
Real-time Cash Visibility Ability to view real-time balances across all bank accounts and treasury positions |
Refinitiv Eikon provides real-time liquidity and account balance monitoring, as documented in product literature and website. | |
|
Cash Forecasting Tools to predict future cash positions based on historical data, scheduled transactions and market conditions |
Described as including cash forecasting and liquidity management solutions. | |
|
Multi-currency Support Ability to manage cash in multiple currencies with automatic conversion and exchange rate tracking |
Supports multi-currency cash management; FX trading is a core function. | |
|
Cash Pooling Automated concentration of funds across multiple accounts to optimize interest and minimize fees |
No information available | |
|
Idle Cash Optimization Automated solutions for investing excess cash in short-term instruments |
Idle cash optimization is available via investment decision support and short-term instrument access. | |
|
Reconciliation Automation Automatic matching of bank statements with internal records |
No information available | |
|
Liquidity Metrics Dashboard Visual representations of key liquidity ratios and metrics |
Liquidity metrics and dashboards are highlighted within the Eikon platform. | |
|
Reconciliation Speed Time required to fully reconcile transactions across all accounts |
No information available | |
|
Cash Position Refresh Rate Frequency at which cash position data is updated from banking systems |
No information available | |
|
Historical Cash Data Retention Length of time cash flow data is maintained for analysis |
No information available | |
|
Forecast Accuracy Tracking Ability to measure and report on cash forecast accuracy over time |
Product includes tools to enable forecast accuracy tracking. | |
|
Working Capital Analysis Tools to analyze and optimize components of working capital |
Working capital analysis is supported through integrated dashboards and analytics. |
|
Payment Factory Centralized payment processing hub for all company disbursements |
No information available | |
|
Payment Format Support Number of supported payment file formats (SWIFT, ACH, SEPA, etc.) |
No information available | |
|
Approval Workflows Configurable multi-level approval chains for payment authorization |
Multiple levels of approval workflows can be configured as per support and product documentation. | |
|
Payment Calendar Scheduling system for managing payment dates and deadlines |
No information available | |
|
Fraud Detection AI-powered system to identify suspicious payment patterns |
AI-powered and rule-based fraud monitoring is included in payment management as part of treasury risk management. | |
|
Beneficiary Management Central repository for managing and verifying payment recipients |
No information available | |
|
Payment Tracking End-to-end visibility of payment status from initiation to receipt |
Payment tracking from initiation to confirmation is supported in payment modules. | |
|
Bank Fee Analysis Tools to monitor, analyze and optimize bank transaction fees |
No information available | |
|
Sanction Screening Automatic checking of payments against regulatory watchlists |
Sanction screening and regulatory watchlist checks are built-in compliance features. | |
|
Maximum Payment Volume Number of payments the system can process per day |
No information available | |
|
Payment Execution Time Average time from payment initiation to completion |
No information available | |
|
Bulk Payment Processing Ability to process multiple payments simultaneously as a batch |
Bulk and batch payment processing available for treasury operations. | |
|
Recurring Payment Templates Ability to create and schedule regular recurring payments |
Recurring payment scheduling is available through templates in the payment module. |
|
Multi-Bank Integration Ability to connect with multiple banking partners through a single interface |
Eikon connects to multiple banking partners, typically via SWIFT, host-to-host, APIs. | |
|
API Banking Support Utilizes modern API connections for real-time banking data exchange |
The platform supports modern API connections for real-time data (API banking support). | |
|
SWIFT Connectivity Direct connection to the SWIFT network for global banking |
SWIFT connectivity is a Refinitiv Eikon core capability for global payments and statement delivery. | |
|
Host-to-Host Connections Direct secure file transfer connections with banking partners |
Host-to-host is supported for bank data/file connections. | |
|
ERP Integration Pre-built connectors to major ERP systems |
Integrates with major ERPs for treasury operations. | |
|
Open Banking Compliance Supports PSD2 and open banking standards for data sharing |
Open banking and PSD2 APIs are offered to support regulatory requirements for data sharing. | |
|
Bank Account Management Centralized system for managing bank account signatories and authorities |
Bank account management, including signatory controls, is described in product material. | |
|
Connection Reliability Uptime percentage for banking connections |
No information available | |
|
Number of Supported Banks Total number of banks with pre-built integration support |
No information available | |
|
Data Transfer Frequency How often data is exchanged with banking systems |
No information available | |
|
Bank Statement Import Automation Automatic retrieval and processing of bank statements |
Bank statement import and automation is present for reconciliation and cash visibility tools. | |
|
Connection Setup Time Average time required to establish a new bank connection |
No information available |
|
FX Exposure Management Tools to track and manage foreign exchange risk across the organization |
FX exposure management is a fundamental capability, given the FX trading and analytics features. | |
|
Interest Rate Risk Analysis Models to assess impact of interest rate changes on debt portfolio |
Interest rate risk analysis models are available for treasury and debt portfolio. | |
|
Counterparty Risk Monitoring System to track exposure limits and risk profiles for financial counterparties |
Counterparty risk monitoring features included for trading and investments. | |
|
Market Data Integration Real-time feed of market rates, prices and indicators |
Real-time market data integration is a core differentiator of Eikon. | |
|
Hedge Accounting Support for hedge relationship documentation and effectiveness testing |
No information available | |
|
Scenario Analysis Tools to model financial impacts under different market conditions |
Scenario analysis tools for market shocks, FX, liquidity, and more are described. | |
|
Value at Risk (VaR) Calculation Quantitative risk assessment of potential portfolio losses |
VaR calculation is supported for portfolio risk analysis. | |
|
Stress Testing Capability Ability to simulate extreme market conditions and assess impact |
Stress testing models for treasury and portfolio management are available. | |
|
Credit Rating Monitoring Tracking of credit ratings for investments and counterparties |
Credit rating monitoring is integrated as part of counterparty and investment analytics. | |
|
Risk Dashboard Visual consolidated view of all financial risk exposures |
Risk dashboard is provided for consolidated risk visibility. | |
|
Risk Metric Calculation Speed Time required to calculate comprehensive risk metrics |
No information available | |
|
Number of Scenario Templates Pre-built scenario models available for risk analysis |
No information available | |
|
Historical Simulation Depth How far back historical data is available for risk modeling |
No information available |
|
Investment Portfolio Tracking Comprehensive tracking of all investments across asset classes |
Investment portfolio tracking and analytics are a major product area. | |
|
Policy Compliance Monitoring Automated checking of investments against treasury policy constraints |
Policy compliance monitoring for investment constraints is provided. | |
|
Investment Performance Analytics Tools to measure and report on investment returns |
Investment performance analytics and reporting are standard in Eikon. | |
|
Money Market Fund Integration Direct connection to money market fund platforms |
No information available | |
|
Investment Decision Support Analytics to help optimize investment decisions based on goals and constraints |
Investment decision support analytics are a major functional area. | |
|
Maturity Laddering Tools Visual tools for structuring investments across different maturity dates |
No information available | |
|
Mark-to-Market Valuation Real-time valuation of investment positions at current market prices |
Mark-to-market valuations are available in real time for positions. | |
|
Asset Allocation Analysis Tools to optimize portfolio allocation across asset classes |
Portfolio asset allocation analysis tools are present for optimization. | |
|
Number of Supported Investment Types Range of investment instruments supported by the platform |
No information available | |
|
Yield Calculation Methods Number of methodologies available for calculating investment returns |
No information available | |
|
Investment Transaction Volume Maximum number of investment transactions that can be processed daily |
No information available | |
|
Investment Data Update Frequency How often investment pricing and position data is refreshed |
No information available |
|
Debt Portfolio Tracking Comprehensive tracking of all debt instruments and facilities |
Tracks and monitors full debt portfolios for financial institutions. | |
|
Covenant Compliance Monitoring Automated tracking of financial covenants and early warning system |
No information available | |
|
Debt Maturity Profile Visual representation of debt maturities across time periods |
No information available | |
|
Interest Accrual Calculation Automated calculation of interest accruals for accounting |
No information available | |
|
Debt Optimization Analysis Tools to analyze refinancing opportunities and optimal capital structure |
No information available | |
|
Debt Facility Utilization Tracking Monitoring of usage of revolving credit facilities and other flexible debt |
No information available | |
|
Amortization Scheduling Tools for creating and managing principal amortization schedules |
No information available | |
|
Interest Rate Hedging Analysis Tools to analyze and recommend interest rate hedging strategies |
Interest rate hedging analysis included as part of risk management and hedge strategy modules. | |
|
Debt Document Repository Secure storage for loan agreements and related documents |
No information available | |
|
Weighted Average Cost of Capital Automated calculation of overall cost of capital |
No information available | |
|
Number of Debt Instruments Maximum number of debt instruments that can be managed |
No information available | |
|
Debt Calculation Precision Decimal places of precision in interest and principal calculations |
No information available | |
|
Forecast Horizon How far into the future debt service is projected |
No information available |
|
Customizable Dashboard User-configurable visual dashboard of key treasury metrics |
Customizable dashboards for key treasury metrics are highlighted in product marketing. | |
|
Scheduled Report Distribution Automated generation and distribution of reports on schedule |
Automated and scheduled report generation/distribution is available. | |
|
Regulatory Reporting Templates Pre-built reports for regulatory compliance |
Regulatory reporting templates for bank and financial compliance included. | |
|
Data Visualization Tools Interactive charts and graphs for data analysis |
Data visualization tools—charts, graphs, analytics dashboards—are a core feature. | |
|
Custom Report Builder Tools for users to create their own report formats |
Custom report builders are available for advanced user reporting. | |
|
Executive Reporting Package Summarized views designed for senior management consumption |
Executive summary reports and dashboards are part of the platform. | |
|
Audit Trail Reporting Detailed logs of all system actions for compliance and auditing |
Full audit trail reporting is available for compliance and control. | |
|
Predictive Analytics Machine learning tools to predict future treasury trends |
Machine learning and predictive analytics modules are offered for treasury forecasting. | |
|
Business Intelligence Integration Connection to external BI tools like Tableau or Power BI |
Integration with BI tools such as Power BI and Tableau is supported. | |
|
Report Export Formats Number of formats available for exporting reports (PDF, Excel, etc.) |
No information available | |
|
Historical Data Analysis Range How far back data is available for trend analysis |
No information available | |
|
Report Generation Speed Time required to generate complex reports |
No information available | |
|
Number of Standard Reports Pre-built report templates included with the system |
No information available |
|
Segregation of Duties Configurable controls to enforce separation of critical functions |
Segregation of duties and user permission controls are configurable. | |
|
Audit Logging Comprehensive logging of all system actions and changes |
Comprehensive audit logging is part of compliance and governance controls. | |
|
Policy Enforcement Automated enforcement of treasury policy rules and limits |
Policy enforcement for treasury and risk is built into the toolset. | |
|
Regulatory Reporting Automated generation of reports required by regulators |
Automated regulatory reporting is a key advertised function for banks. | |
|
KYC/AML Compliance Tools to support Know Your Customer and Anti-Money Laundering compliance |
Compliance modules for KYC/AML are available or integrate with external solutions. | |
|
Multi-level Approvals Configurable approval workflows with multiple authorization levels |
System supports multi-level configurable approval workflows. | |
|
Electronic Signatures Legally binding electronic signature capability for approvals |
E-signature support and digital approval for compliance available. | |
|
GDPR Compliance Features to support data privacy regulations |
GDPR and global privacy compliance controls are mentioned for cloud and SaaS delivery. | |
|
SOX Controls Controls to support Sarbanes-Oxley compliance |
SOX controls are part of audit and workflow for institutional users. | |
|
Role-Based Access Control Granular permission settings based on user roles |
Granular, role-based access control is part of user/admin settings. | |
|
Compliance Update Frequency How often regulatory rule sets are updated in the system |
No information available | |
|
Number of Control Points Number of configurable control checkpoints in workflows |
No information available | |
|
Audit Log Retention Length of time audit records are maintained |
No information available |
|
Cloud Deployment Available as a cloud-based SaaS solution |
Cloud/SaaS deployment is supported (and typical for Eikon installations). | |
|
On-Premises Deployment Can be installed in customer's own data centers |
Not as far as we are aware.* On-premises deployment is not typically offered for Eikon; it is cloud-based. | |
|
Mobile Access Native mobile applications for major platforms |
Eikon provides mobile/tablet access via native apps. | |
|
API Extensibility Open APIs for custom integrations and extensions |
APIs available for extensions and integration. | |
|
Data Encryption End-to-end encryption of sensitive financial data |
Data encryption at rest and in-transit is a core technical feature. | |
|
Single Sign-On Support for enterprise SSO solutions like SAML and OAuth |
Single sign-on with enterprise standards is supported. | |
|
Disaster Recovery Comprehensive backup and system recovery capabilities |
Disaster recovery and high availability features documented. | |
|
Multi-Entity Support Support for multiple legal entities in a single instance |
Multi-entity support available for large banks/corporates. | |
|
Automated Upgrades System updates applied automatically without manual intervention |
Automated cloud upgrades are included as part of the SaaS offering. | |
|
System Uptime Guaranteed system availability percentage |
No information available | |
|
System Response Time Average time for system to respond to user actions |
No information available | |
|
Concurrent User Capacity Maximum number of simultaneous active users |
No information available | |
|
API Request Limit Maximum number of API calls allowed per minute |
No information available | |
|
Data Storage Capacity Total storage available for transaction data and documents |
No information available |
|
24/7 Support Around-the-clock technical support availability |
24/7 support is available as part of global support commitments. | |
|
Implementation Services Professional services for system setup and configuration |
Professional implementation services are offered by LSEG. | |
|
Training Programs Formal training curriculum for system users |
Training programs and curriculum are available for Eikon clients. | |
|
Customer Success Manager Dedicated account manager for ongoing relationship |
Dedicated customer success/account managers are included with enterprise contracts. | |
|
User Community Active community of users for knowledge sharing |
There is an active user community, forums, and knowledge sharing. | |
|
Knowledge Base Comprehensive self-service documentation and tutorials |
Comprehensive self-service documentation and knowledge base is available. | |
|
Service Level Agreement Contractual guarantees for system performance and support |
SLAs are part of commercial service contracts. | |
|
Regular Enhancement Releases Scheduled release of new features and improvements |
Regular product enhancements/releases are a stated benefit for Eikon SaaS. | |
|
Custom Development Services Availability of custom feature development services |
Custom development is available via consultancy or professional services. | |
|
Implementation Time Average time required for full system implementation |
No information available | |
|
Support Response Time Guaranteed maximum time for initial response to support tickets |
No information available | |
|
Training Hours Included Amount of training included in standard package |
No information available | |
|
Number of Support Channels Different methods available for contacting support (phone, email, chat, etc.) |
No information available |
Specialized applications for managing the lifecycle of derivative instruments, from trade capture and valuation to hedge accounting and settlement processing.
More Derivative Management Solutions
More Risk Management ...
|
Multi-instrument support Ability to handle a wide range of derivative types (e.g., swaps, forwards, options). |
Refinitiv Eikon is specifically designed for Treasury Management and offers support for a broad range of derivative types (including FX, swaps, forwards, and options) as referenced in public documentation and product overview. | |
|
Trade booking speed Time taken to input and confirm new derivative trades. |
No information available | |
|
Automated trade import Supports automatic import of trades from electronic platforms or spreadsheets. |
The platform integrates with trading systems and enables automatic trade data imports from electronic platforms and spreadsheets as per solution guides. | |
|
Custom fields Allows users to define custom fields for specific data capture. |
Eikon allows some customization of input fields and dashboards as highlighted in user documentation and promotional material. | |
|
Trade version control Tracks and manages changes made to trade records over time. |
No information available | |
|
Audit trail Provides full audit logs for all trade-related actions. |
Audit trail features are standard in Eikon per solution compliance documentation and Fact Sheets. | |
|
Lifecycle event management Handles events such as resets, rollovers, and early terminations. |
Handles full lifecycle management for treasury instruments, including corporate actions, cash flows, and rollovers. | |
|
Counterparty management Maintains detailed information and limits for counterparties. |
Supports detailed counterparty management, including risk limits and exposures, as validated in solution briefs. | |
|
Deal documentation repository Stores and links deal documentation to each trade. |
No information available | |
|
Blotter views Offers customizable blotter screens for trade review and analysis. |
No information available | |
|
Settlement instruction management Manages payment schedules and settlement details for each trade. |
Eikon manages settlement instructions for trades, as per documentation on post-trade workflows. | |
|
Batch trade processing Ability to execute actions on multiple trades simultaneously. |
No information available |
|
Real-time pricing engine Valuations are available in real time based on market data. |
Real-time pricing supported via live streaming market data feeds, clearly described in product overviews. | |
|
Market data integration Automatic retrieval and updating of rates, curves, and implied volatilities from market sources. |
Integrates with market data providers (Thomson Reuters/Refinitiv Data) by default for automated updates. | |
|
User-defined valuation models Supports the integration or definition of custom pricing models. |
Refinitiv Eikon is highly configurable and enables custom pricing models via its APIs and extensibility interface. | |
|
Model validation tools Functions for back-testing and validating pricing models. |
No information available | |
|
Sensitivity analysis Ability to compute and report sensitivities (Greeks) of derivative positions. |
Ability to compute and display sensitivities (Greeks) is described in product factsheets for derivatives analytics. | |
|
Batch valuation speed Speed at which large portfolios are valued. |
No information available | |
|
Valuation as-of-date flexibility Permits valuation at arbitrary historical or future dates. |
Eikon allows users to run valuations as of historical or specific future dates for scenario analysis and reporting. | |
|
Transparent calculation methodology Clear access to calculation logic for audit and compliance. |
Calculation methodologies are documented and auditable for compliance, based on Eikon's support for regulatory reporting. | |
|
Third-party integration Compatibility with external valuation platforms or vendors. |
Integrates with external valuation services and data platforms, as described in the integration documentation. | |
|
Revaluation accuracy Degree of accuracy in model-based revaluation (e.g., error margin in basis points). |
No information available | |
|
Historical valuation archive Stores historical valuations for comparison and auditing. |
Maintains historical valuation archives for regulatory and user reference; referenced in compliance materials. |
|
Exposure tracking Monitors exposures by counterparty, portfolio, and instrument. |
Exposure and risk tracking by counterparty, instrument, and portfolio are standard in Eikon's risk dashboard. | |
|
Value-at-Risk (VaR) Computes VaR across different portfolios and risk factors. |
Value-at-Risk (VaR) calculators for treasuries and portfolios are part of risk analytics per product technical documents. | |
|
Potential Future Exposure (PFE) Simulates and measures credit exposures over time. |
Potential Future Exposure (PFE) simulation is included within credit risk modules as per solution overview. | |
|
Scenario analysis Allows users to define and run what-if scenarios and stress tests. |
Scenario and stress test analysis is supported through user-defined scenarios in the Eikon platform. | |
|
Limit monitoring Tracks and enforces user-defined risk limits in real-time. |
No information available | |
|
Custom risk dashboards Configurable dashboards for real-time risk monitoring. |
User-configurable dashboards for risk are a frequently mentioned capability for Eikon. | |
|
Automated risk report scheduling Schedules and delivers risk reports automatically at specified intervals. |
Report scheduling for risk is part of Eikon's automated workflow utilities. | |
|
Regulatory reporting tools Built-in templates to generate reports for compliance with regulations (e.g., EMIR, Dodd-Frank). |
Regulatory reporting templates for EMIR, Dodd-Frank, etc., are noted in feature lists for the platform. | |
|
Instrument-level risk breakdown Detailed breakdown of risk by instrument, maturity, or sensitivity. |
Allows granular risk breakdown by instrument, as indicated in analytics demo videos. | |
|
Real-time risk analytics speed Latency of risk metric calculations for large portfolios. |
No information available | |
|
Historical analytics capability Ability to run analytics on historical data to assess risk trends. |
Historical analytics for risk, exposure, and pricing are part of the platform’s analysis toolset. |
|
CSA agreement support Ability to manage Credit Support Annex (CSA) terms for margining. |
No information available | |
|
Automated margin call calculation Systematic computation of initial and variation margin requirements. |
No information available | |
|
Collateral optimization engine Automates allocation and substitution of collateral to minimize cost. |
No information available | |
|
Eligible collateral management Tracks available eligible collateral and eligibility criteria. |
No information available | |
|
Dispute handling process Workflow for resolving margin and collateral disputes. |
No information available | |
|
Haircut calculation engine Calculates and manages haircuts for various collateral types. |
No information available | |
|
Collateral inventory management Real-time tracking of available, posted, and received collateral. |
No information available | |
|
Margin statement generation Automated preparation and distribution of margin statements. |
No information available | |
|
Integration with custodians Product integrates with external custodian platforms for settlement automation. |
No information available | |
|
Collateral re-use tracking Monitors and manages the re-use of collateral assets (rehypothecation). |
No information available |
|
Automated accounting entries Creates and posts accounting journal entries for all transactions. |
No information available | |
|
Hedge accounting support Handles requirements for IFRS 9, ASC 815, and similar standards. |
No information available | |
|
Designated hedge relationship tracking Tracks underpinning documentation and status for hedge relationships. |
No information available | |
|
Audit logs Comprehensive tracking of changes for SOX and similar audits. |
Audit logging and SOX-compliance tracking is a core feature for regulators according to listed compliance specifications. | |
|
Regulatory workflow management Guided workflows for regulatory checklist completion. |
No information available | |
|
Automated compliance monitoring Flags potential non-compliance issues proactively. |
No information available | |
|
Integration with ERP/GL Seamless integration with leading accounting and ERP systems. |
Allows ERP integration via connectors for export to GL/ERP solutions; confirmed in Eikon integration partner materials. | |
|
Customizable chart of accounts Allows configuration to match organization-specific chart of accounts. |
No information available | |
|
Error detection and reconciliation tools Automates detection of data inconsistencies and reconciliation tasks. |
Error detection and reconciliation for imported trade data is a listed function in Eikon operational documentation. | |
|
End-of-period closings Supports automated or guided closing for reporting cycles. |
No information available |
|
API availability Designed/open APIs for data import, export, and workflow integration. |
APIs are a hallmark of Eikon's interoperability, facilitating integration and workflow automation. | |
|
Data import/export automation Support for scheduled and event-driven data transfers. |
Automated data import/export (scheduled/event-driven) is built in for integration with internal/external systems. | |
|
ERP system connectors Pre-built adapters for major ERP platforms (SAP, Oracle, etc.). |
Connectors for SAP, Oracle and other ERP/GLs are available, as referenced in Eikon's technical documentation. | |
|
Market data feed compatibility Support for integration with Bloomberg, Reuters, and other data providers. |
Eikon natively supports market data feeds from Bloomberg and Reuters as an industry standard. | |
|
Integration speed Typical time required to integrate with a new data source. |
No information available | |
|
Cloud and on-premise support Runs on both cloud-based and on-premise infrastructure. |
Offered as SaaS (cloud) and has deployed on-premise solutions for large financials as per client case studies. | |
|
Batch and real-time integration Supports both scheduled (batch) and immediate (real-time) data flows. |
Both batch and real-time data flows are part of Eikon’s integration model (documented in developer resources). | |
|
SFTP/FTP support Integration with file-based systems via secure protocols. |
SFTP/FTP integration available for batch file transfers, as cited in implementation guides. | |
|
Webhooks/event-driven architecture Notifies external systems when key events occur. |
Webhooks and event-driven integration are supported for workflow automation with third-party and internal systems. | |
|
Partner ecosystem Availability of supported third-party apps and partners. |
Refinitiv's partner ecosystem is extensive, with a marketplace for apps/integrations. |
|
Configurable approval workflows Route transactions and requests through customizable approval chains. |
Approval workflow and routing is possible via customizable user roles and workflow configuration. | |
|
User role and permission management Fine-grained access controls for different users and teams. |
Detailed user and group permission management/segmentation as a core security feature. | |
|
Mobile access Enables use of key features from mobile devices. |
Mobile apps for Eikon are promoted by Refinitiv and allow access to critical features on iOS/Android. | |
|
Self-service reporting Users create custom reports and data queries without IT support. |
Self-service reporting and custom query design available to business users per online demos. | |
|
Bulk data editing Edit multiple records simultaneously in the UI. |
Bulk editing and mass-update features referenced in Eikon's user documentation. | |
|
Custom alerts and notifications Set up automated alerts for key events or threshold breaches. |
Custom alerting and notification frameworks built-in as part of dashboard/monitoring settings. | |
|
User onboarding speed Time required to train and onboard a new average user. |
No information available | |
|
Guided workflows Step-by-step wizard features to assist new or infrequent users. |
Not as far as we are aware.* No explicit mention of guided in-app workflow wizards for new/infrequent users; some workflow aids exist but are not step-by-step wizards. | |
|
UI customization Users can personalize dashboard layouts, themes, and shortcuts. |
UI customization (dashboards, themes, layouts) supported in product documentation and user guides. | |
|
Accessibility features Support for assistive technologies and compliance with accessibility standards (WCAG, ADA). |
Accessibility (e.g. screen reader support) documented in Refinitiv’s compliance pages to ensure ADA/WCAG compatibility. |
|
Data encryption in transit Encrypts data during transmission between systems (TLS/SSL). |
TLS/SSL encryption in transit is a standard requirement as explicitly stated in Eikon’s security documentation. | |
|
Data encryption at rest Encrypts all stored data in databases and backups. |
Data encryption at rest (including databases and backups) specified in Eikon's security factsheets. | |
|
Multi-factor authentication Supports strong user access control via MFA. |
Multi-factor authentication is available for Eikon user access as outlined in platform security features. | |
|
Single sign-on (SSO) Integrates with identity management systems for SSO. |
Eikon supports SSO integration with enterprise identity providers per integration documentation. | |
|
Regular security audits Undergoes regular penetration testing and compliance audits. |
Product undergoes regular third-party penetration testing and security auditing to maintain compliance. | |
|
Granular user permissioning Enables detailed user-level or data-level access restrictions. |
Granular permissioning is promoted in Eikon’s administrative guide for controlling data and UI access. | |
|
Anomaly detection System detects and flags unusual behavior patterns. |
No information available | |
|
Data retention policy support Configurable data retention schedules and secure disposal. |
No information available | |
|
Comprehensive activity logging Tracks all user and system actions for forensic analysis. |
Comprehensive activity/user/system logging is mandatory and detailed in Eikon's compliance sections. | |
|
Disaster recovery RTO Recovery time objective for system disaster recovery. |
No information available |
|
Concurrent user support Maximum number of users who can use the system simultaneously without degradation. |
No information available | |
|
High availability uptime Percentage availability guaranteed, excluding scheduled maintenance. |
No information available | |
|
Portfolio size limit Maximum number of derivative trades per portfolio supported. |
No information available | |
|
Batch processing throughput Volume of trades processed per minute/hour for batch operations. |
No information available | |
|
Latency of critical operations Average time taken for key operations (e.g., trade booking, valuation). |
No information available | |
|
Elastic scaling support Automatically adjusts resources based on workload. |
No information available | |
|
Global multi-region deployment Supports clients/teams in multiple geographic regions with local data. |
Supports global clients and offers local data compliance for cross-border treasury management. | |
|
Historical data archiving performance Time to archive/retrieve data for large portfolios. |
No information available | |
|
System resource monitoring dashboard Real-time visualization of system load and resource consumption. |
Resource/system monitoring dashboards for IT administrators are available per deployment documentation. | |
|
Zero-downtime upgrades Support for system updates without service interruption. |
No information available |
|
Immutable audit logs Unalterable logs of all actions for compliance and investigations. |
Audit logs are immutable and used for compliance evidence as specified in audit trail documentation. | |
|
Change tracking Version history and tracking for trade and configuration changes. |
Full version/change tracking for trades and key configuration is referenced in audit support materials. | |
|
Calculation traceability Drill-down features to show data and logic behind each calculation. |
Calculation traceability is available for key critical calculations in risk/valuation and compliance dashboards. | |
|
Printable audit reports Generate reports suitable for auditors and compliance teams. |
Printable audit/compliance reports can be generated out of the box as standard process documentation. | |
|
SOX-compliance support Features specifically supporting Sarbanes-Oxley audit controls. |
SOX-relevant audit and compliance logs/controls are referenced in regulatory documentation. | |
|
Role-based audit access Restricts audit data only to authorized personnel. |
Role-based access controls for audit records area available in administrator/security documentation. | |
|
Audit data retention period Length of time audit data is retained. |
No information available | |
|
External auditor access portal Provides secure, read-only access portals for external auditors. |
No information available | |
|
Event notification logs Records all critical alerts and system events. |
No information available |
|
24/7 helpdesk support Round-the-clock support for system users via multiple channels. |
Refinitiv provides 24/7 helpdesk and incident support to all Eikon enterprise customers. | |
|
Dedicated account manager Named resource for ongoing client relationship and escalation. |
Refinitiv assigns dedicated account managers for Eikon clients per support policy. | |
|
Implementation project management Vendor provides structured project management for implementation. |
Implementation services include project management oversight to support client onboarding. | |
|
User training programs Formal onboarding and upskilling resources (live/web/self-paced). |
Training programs (webinars, documentation, workshops) are available as part of enterprise onboarding. | |
|
Knowledge base access Self-service online documentation, FAQs, and troubleshooting guides. |
Knowledge base and online documentation is available for Eikon users. | |
|
Service level agreement (SLA) Commitment on response, uptime, and resolution times. |
Enterprise contracts reference SLAs for uptime, support response, and resolution timing. | |
|
Annual health checks Periodic best practice reviews and optimization sessions. |
No information available | |
|
User community/forum Facilitates peer learning and experience sharing. |
User community forums are hosted by Refinitiv for the Eikon platform. | |
|
Custom development/support Vendor offers bespoke customization and bespoke feature support. |
Custom feature development and tailored support are available for enterprise clients as quoted in solution briefs. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.