How to automate your unit linked portfolio management comprehensively
How to automate your unit linked portfolio management comprehensively
As the person responsible for order management in your insurance company, would you like to be able to trade and manage the units of your unit-linked products (FLV/FRV) in SAP TRM in a way that conserves resources? Do you want to replace manual work with an automated process, not least because of the high error sensitivity, but above all because of the avoidable effort? Take a look at our COMFORMS; maybe it is the solution you are looking for.
Powerful range of functions
COMFORMS allows you to intelligently manage your Unit Linked Portfolio (FLV/FRV) building on SAP TRM functionalities while reducing costs. COMFORMS starts directly after the creation of the target stock file from the inventory system. With our solution, you can build the target stock file according to your requirements. This can be imported in the next step. We would recommend you to use FTP exchange for the transfer of the files. The file is stored in the SAP directory and can then be imported into our add-on.
High degree of automation
Within the tool you have the possibility to adjust the buffer design individually to your needs before executing the order. To keep the effort as low as possible, the counterparty conditions are automatically imported to COMFORMS and used. This way you don’t have to worry about forward pricing or payment dates. Cut off times are also automatically taken into account by COMFORMS during order management. The whole thing is rounded off by automated processing of subsequent trades, where you can, for example, adjust the rate from the trade.