Web Reporting
Coric Web Reporter provides online, highly secure, client and third party access to data exposed via the Coric Data Mapper. This includes valuations, transactional information and documentation stored and work flowed within the Coric Document Manager.
Structures are built to allow IFA-style group access to permissible accounts with IFA-based white labelling. The third party maintains their own groupings, users and allocation to ease the burden on the central administration of the system.
The web experience can be customised to fit with corporate and third party standards within the same environment and the maintenance of all related users, groups and MI reporting all occurs within the user familiar Coric Production Controller.
Coric Web Reporter Features
- Client Experience
- Online valuation and transactional data
- Data drill down
- Data download to Excel
- Printer friendly data presentation
- Password and memorable question control
- Client Reports download (via Coric Document Manager)
- Static documents download (via Coric Document Manager)
- Online charting
- IFA White Labelling
- Create multiple white labelled sites within one master system
- Allocate data for IFAs centrally
- IFA self sufficiency covers:
- Creation of groups of users (branches, teams etc)
- Creation of new internal users
- Creation of new external users
- Allocation of users to groups
- Basic administration
- All IFA function is accessible centrally
- Configuration and Maintenance
- User creation wizards
- User configurable disclaimers and site external links
- Exposed data is user definable (via Coric STR Data Mapper)
- Proxy logon facility
- Technology and System Configuration
- Customisable web interface
- Totally secure platform
- Real-time or snapshot access to data
- User definable user data structures and maintenance (via Coric STR)
- Coric STR provides Data Mapping
- Coric STR provides User Maintenance and system control