STORM Web Portal

Provide valuable information to your web customers
Enhance your STP operations

Markets change, economies rise and fall, new threats and opportunities present themselves, and your business is in the middle of it all.
In this dynamic on demand world, you need to remain agile, to respond faster than your competitors, outmanoeuvering them to stay ahead
of the game, and provide your customers with the service and products that differentiate you from your competitors.

STORM enables you to do exactly that.

• Enable your web users to view and enquire their portfolio and their retail movements
• Empower your web users to create new transactions and have them forwarded to your backoffice for STP processing
• Deliver a highly secured webmail channel between your web users and their Portfolio Manager
• Automatic generation of pie charts and PDF documents
• Internationalisation support
• Integrates with existing applications to accelerate process improvement and facilitate business innovation

Portfolio Summary and enquiry options

The portfolio summary is the entry point of the application. It displays the global positions of the Customer’s portfolio and can optionally display global information such as account number, statement date, base currency, etc. The information displayed in this portfolio is grouped by ‘Summary Groups’ such as ‘Assets’ and ‘Special’ in our example. Each summary group is split into ‘Security Groups’ such as ‘Cash Accounts’, ‘Deposits’, etc.

All information displayed in the portfolio summary, and more generally in STORM can be automatically generated as a PDF document through a user single click. As soon as the portfolio content is modified or extended, the PDF report is automatically modified accordingly by the STORM engine. Of course, the user can print the information directly from his browser as on any other web site. But the advantage of generating the PDF report is the possibility for the user to save and archive the PDF files representing the different statements.

The PDF format is not the only output format offered by the STORM engine. Any information can also be presented to the user as pie charts.

Security Group Details

By clicking on any security group in the portfolio summary, the user can display more information about his portfolio content. This screen shows the details of the security group ‘Share related Instruments’. This security group is split into four security types (Shares, Warrants, etc.) displaying the user’s positions. Like for the portfolio summary, the user is able to generate this view as a PDF report. But the most interesting
feature is the possibility to dynamically group the assets according to some field values. If the user selects for example the ‘Activity Sector’ criteria in the ‘Group By’ list, the screen will look like the following screenshot:

SEPA Transfer Module

The STORM SEPA Transfer Module is an option of the STORM solution. It offers money-transfer functionality based on the standard SEPA rules. The user is invited to enter an account number in IBAN format, an amount, a beneficiary name and a BIC code. The user can also specify two communication lines and an execution date if the transfer is planned to be executed in the future. After selecting an ordering account number, the user clicks on the Ok button and receives a screen where a summary of the transfer is displayed. This second screen
allows him to verify the entered data and come back to the previous screen if some information must be changed. When all the data is
correct, the user clicks on a confirm button to validate definitively his transfer. Remark: The screen layout can be customized in order to
display the composition of the fields in a different way.

Beneficiaries

The SEPA Transfer Module offers an interesting feature: the possibility to save the coordinates of each beneficiary. When a user needs to
repeatedly send a transfer to a specific beneficiary, he has the possibility to save the name, the BIC code and the account number of this
beneficiary to reuse them later. By clicking on the save beneficiary checkbox, the user instructs STORM to save the beneficiary’s data
for later use. To reuse the beneficiary, the user just has to click on the ‘Beneficiaries’ button to display his personal list of beneficiaries and
select one of them. The transfer form is then automatically filled with the beneficiary information.

Limits

For security reasons, banks don’t allow internet users to perform transfers without any control. The STORM SEPA Transfer Module
offers a feature defining a limit amount for each transfer and a cumulative limit per week.

Secure WebMail

This feature offers private clients a secure communication channel with their bank and account manager(s). The software has been designed to provide mailing functionalities, making sure that this platform is not being used for any other purpose than communicating with the bank. It can be connected to almost every mailing system, such as Lotus notes or Microsoft Exchange. For confidentiality reasons, all e-mails are stored on the Bank’s servers, even though these are already stored in the users’ mailboxes. The Bank is therefore responsible for the email
storing and archiving policies. It is also recommended not to connect STORM directly with the Bank’s regular mail server but to setup a second instance of Exchange/Domino and to bridge the two servers.

Inbox

The Inbox functionality displays the mails sent by the Bank to the end-users. When a mail is received by the user, the user can read it, reply to it, delete it or simply move it to an archive folder.

Data Replication

The STORM Dynamic Portfolio has been designed to support any existing data model and can easily be plugged into an existing database
management system. However, to maintain service availability during backend maintenance tasks, SkillTeam recommends using a dedicated database management system with a replication tool (not included) to insert data coming from the backend.