Multiple sources and web access - enterprise-wide web portal that allows easy access and management for all OmniFi reports across the organization.
Easy to use - OmniFi uses the powerful and familiar Excel as its main desktop presentation layer.
Calculated data - OmniFi’s unique API-based data extraction capabilities allow access to any data held in any system.
Eliminating errors - no need for copy-pasting data from different sources to create reports; OmniFi runs reports in seconds at the click of a button and ensures that the data is complete.
Design and presentation - visualize and work with your data by creating graphs, pivot tables and more.
Automate reporting with OmniFi’s scheduling and distribution capabilities - reports can be run and delivered at any given interval to completely automate report creation, allowing ready access to users.
OmniFi supports testing of all events throughout the transaction lifecycle, from initial deal entry and processing to accounting and reporting.
Regression tests are fully automated, and deviations can be analyzed, corrected and approved using predefined thresholds and expected results.
OmniFi automatically generates the documentation required for test case executions, allowing full transparency and auditability of test status.
Sample test data can be loaded easily from existing production systems.
Different users can be emulated to test that permissions are properly configured in the system.
The automated test packages span all parts of any test project, suitable for unit, system integration as well as user acceptance testing.
3. Data management (import)
OmniFi supports all types of data entry, e.g. static, transaction and market data.
Data entry is handled through OmniFi’s flexible interface; data can be loaded straight from Excel in a familiar way to any end-user.
Build bespoke solutions to handle complex configuration tasks, raising data quality and reducing maintenance costs over time.
Data is entered through the APIs, ensuring that the input is validated through business logic and any change is logged through the system’s auditing functions.
OmniFi supports imports of static and transaction data for updates using APIs, making system configuration maintenance (clients, instruments, rules, etc) much easier than by manual methods.
Data migration – use OmniFi’s report and import functionality to extract, transform and load data, then regression test the migrated data exhaustively.
Avoid repetitive configuration tasks by automation.
Empower the business to drive interface development and maintenance through OmniFi’s easy-to-use data extractionand transformation functionality.
Interfaces are created through a graphical interface rather than through thousands of lines of code.
Data can be transformed easily with modifiers such as filters, formula editors, lookups and joins, sorting and grouping - all in a simple drag-and-drop interface.
Interfaces are run as standalone executables, allowing scheduling to be handled from any system, including the activity manager of the system, reducing maintenance costsover time.
OmniFi’s interface builder allows consolidation of all bespoke developed interfaces, enabling support by one platform rather than dozens of disparate interfaces.
Master data reconciliation - OmniFi’s interface builder is able to handle complex data requirements for interfacing between systems, thus removing the need for data re-entry and ensuring synchronization.
Data warehouse feeder - OmniFi automatically extracts data, then enriches and maps it according to the warehouse’s requirements.
OmniFi supports a wide range of data delivery methods: API interfaces link directly to system APIs, allowing importing and updating of transactions, static data and market data; database import interfaces populate data warehouses and data marts; file interfaces export files in structured formats, such as XML, or flat-files, such as CSV, and fixed-width files.
All data, such as transactions and static data, but also calculated key figures, can be extracted through use of APIs.
OmniFi automates the entire reconciliation process, from data gathering and transformation to comparison and documentation, including detailed audit logs.
Non-system specific – reconcile your system with virtually any other system or format
OmniFi’s history and audit trail offer full transparency into the reconciliation process and user actions; documentation of the process is generated automatically during the reconciliation.
OmniFi’s automatic matching engine handles one-to-one, one-to-many and many-to-many types of reconciliation; thresholds and rules ensure the process can be fully automated at the click of a button.
Synchronization - the OmniFi reconciliation module makes it easy to fetch and compare data sets from virtually any system and in any format, significantly reducing time and effort
Accounting reconciliation of data in the accounting module of the system, with bookings in your accounting system for control purposes.