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Enterprise Portfolio Management from Cambridge Associates
Comprehensive portfolio management solution that includes funding risk analysis tools specifically designed for pension funds. It provides scenario analysis, stress testing, funding ratio projections, and risk factor decomposition to help pension fund managers develop robust investment and funding strategies.
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Product analysis by function
Funding Risk Analysis Tools for Risk Management
Specialized software that assesses the risk of funding shortfalls by analyzing the relationship between asset performance, contribution levels, and benefit obligations under various scenarios.
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Data Integration & Input Management
(3 Yes /3 Known /10 Possible features)
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Multiple Data Source Integration Ability to import data from various financial, actuarial, and market sources (files, APIs, databases). |
Comprehensive portfolio management solution references scenario analysis, stress testing, and funding risk analysis – implies integration of multiple data sources to support these capabilities. | |
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Automated Data Validation Automated checks for data completeness, consistency, and accuracy to prevent errors in analysis. |
Notes mention risk analysis tools and scenario analysis, which require automated data validation as input data integrity is critical for accurate risk assessments. | |
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Historical Data Archiving Secure storage and retrieval of historical data for backtesting and trend analysis. |
No information available | |
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Data Update Frequency Frequency at which the system updates its data feeds. |
No information available | |
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Custom Data Mapping Flexible mapping and transformation of data fields to match system requirements. |
No information available | |
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User Data Import Templates Availability of import templates to streamline regular uploads. |
No information available | |
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Audit Trail for Data Changes Tracking and logging of all data edits, sources, and user changes. |
No information available | |
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Scalability for Large Datasets System’s capacity to efficiently process large and complex datasets. |
No information available | |
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Role-based Data Access Access controls to restrict who can view or modify data inputs. |
Role-based dashboards and scenario analysis tools for trustees/managers imply existence of role-based data access. | |
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Error Reporting & Notification Immediate alerts and documentation when input data fails validation. |
No information available |
Risk Scenario Modeling
(8 Yes /8 Known /11 Possible features)
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Stochastic Scenario Generation Ability to generate randomized financial, demographic, and economic pathways for robust risk assessment. |
Scenario analysis and stress testing described in notes are typically implemented using stochastic scenario generation. | |
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Deterministic Scenario Analysis Allows users to define and analyze specific, user-chosen scenarios. |
Explicitly mentions scenario analysis, including user-defined scenario analysis features (implied by the focus on stress and funding scenarios). | |
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Macroeconomic Stress Testing Tests the impact of extreme economic events on funding risk. |
Stress testing and funding ratio projections generally require macroeconomic stress testing. | |
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User-Defined Scenario Customization Option to customize key scenario variables (inflation, interest rates, salary growth). |
Scenario customization is implied by the ability to develop robust strategies with scenario analysis tools. | |
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Simultaneous Scenario Runs Number of scenario paths that can be run in parallel. |
No information available | |
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Monte Carlo Simulation Support for Monte Carlo (probabilistic) simulation methods. |
Stochastic scenario analysis and risk decomposition for pension funds nearly always involve Monte Carlo methods. | |
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Built-in Pre-defined Scenarios A library of standard economic, regulatory, or actuarial scenarios. |
Funding ratio projections and scenario/stress testing imply a library of pre-defined economic scenarios. | |
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Historic Replay Capability Ability to replay and analyze past market or funding conditions. |
No information available | |
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Correlation Modeling Handles correlation among risk factors (assets, liabilities, macro factors). |
Risk factor decomposition suggests the tool handles correlation modeling across factors. | |
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Scenario Visualization Tools Graphical representation of scenario paths for insight and analysis. |
Funding risk and scenario analysis features typically include scenario visualization tools. | |
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Scenario Storage Capacity Number of scenarios that can be stored for future review and benchmarking. |
No information available |
Funding Ratio & Shortfall Analysis
(8 Yes /8 Known /9 Possible features)
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Dynamic Funding Ratio Calculation Continuously updates the funding ratio (assets/liabilities) as scenarios evolve. |
Funding ratio projections described in product capabilities imply dynamic funding ratio calculation. | |
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Shortfall Probability Estimator Calculates probability of funding ratios falling below specific thresholds. |
Shortfall probabilities are a standard output in pension risk management and are implied by funding risk analysis tools. | |
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Shortfall Magnitude Metrics Quantifies the possible size of a shortfall (deficit severity). |
Magnitude of pension fund deficits (shortfall) is a core risk analysis requirement. | |
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Time Horizon Flexibility Allows shortfall analysis over multiple user-selectable time periods. |
Time horizon flexibility is implied by the need to project funding ratios over different timeframes. | |
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Funding Level at Risk (FLaR) Estimates the potential negative movement in funding level at a chosen confidence interval. |
Funding Level at Risk is a standard metric provided by advanced funding risk analysis platforms. | |
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Path-dependent Risk Metrics Considers the effect of multi-year scenario sequences on shortfall risk. |
Path-dependent risk metrics are implied by the described robust scenario and risk decomposition tools. | |
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Real-time Recalculation Speed Time taken to update key funding risk indicators upon parameter change. |
No information available | |
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Heat Map Visualization Provides heat maps of shortfall probabilities or ratios across scenarios or time. |
Visualization, heat maps, and reporting are implied by scenario analysis and risk reporting tools. | |
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Customizable Thresholds User can set custom alert or reporting thresholds on funding ratios. |
Customizable reporting and scenario analysis typically include threshold settings for alerts or reporting. |
Asset & Liability Modeling
(4 Yes /4 Known /10 Possible features)
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Multi-Asset Class Modeling Supports modeling for diverse investments (equities, bonds, alternatives, real estate, etc). |
Multi-asset class modeling is essential for enterprise-level portfolio management solutions tailored to pension funds. | |
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Custom Asset Return Assumption Flexible specification of expected asset returns, volatilities, and correlations. |
Custom asset return assumptions are indicated by risk factor decomposition and scenario flexibility. | |
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Liability Cash Flow Projection Projects future benefit payments based on plan rules and demographic assumptions. |
No information available | |
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Customizable Mortality & Demographic Tables Allows input or adjustment of mortality, retirement, turnover rates. |
No information available | |
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Automatic Duration/Convexity Calculation Calculates key duration metrics for assets and liabilities. |
No information available | |
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Contribution Policy Modeling Models the impact of user-defined employer and employee contribution strategies. |
Contribution/funding policy impact is a core output in pension plan scenario modeling. | |
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Liability Sensitivity Testing Tests how liabilities react to changes in economic and demographic assumptions. |
No information available | |
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Asset Allocation Optimization Tools Provides tools for optimizing allocations based on risk/return objectives. |
No information available | |
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Frequency of Model Recalibration Indicates how often asset or liability models are recalibrated to new data. |
No information available | |
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Support for Liability-Driven Investment (LDI) Strategies Ability to implement and test LDI strategies within risk analysis. |
LDI (liability driven investment) is often a targeted outcome for tools focusing on pension funding ratios. |
Stress Testing & Regulatory Compliance
(1 Yes /1 Known /9 Possible features)
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Custom Stress Test Design Build and run custom stress tests simulating market, regulatory, or credit shocks. |
Stress test design is a central feature, as scenario/stress testing is highlighted. | |
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Built-in Regulatory Templates Pre-configured templates matching local or international pension risk guidelines. |
No information available | |
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Compliance Reporting Automatic generation of compliance reports for regulators or trustees. |
No information available | |
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Automated Threshold Alerts Automated alerts when risk metrics breach regulatory or internal limits. |
No information available | |
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Audit Compliance Logging Tracks all stress tests and compliance checks performed. |
No information available | |
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Frequency of Automated Compliance Checks How often the system runs automated compliance or regulatory checks. |
No information available | |
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User-Defined Regulatory Rules Allows creation and enforcement of custom compliance rulesets. |
No information available | |
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Integration with Regulatory Portals Direct electronic submission of regulatory filings and reports. |
No information available | |
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Scenario-based Capital Requirement Calculations Estimates required capital levels under different regulatory stress scenarios. |
No information available |
Reporting & Visualization
(6 Yes /6 Known /10 Possible features)
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Custom Report Builder Allows users to design and generate bespoke risk and funding reports. |
Reporting is referenced explicitly; advanced tools allow custom reporting and dashboards. | |
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Standard Report Templates Provision of ready-made reports for trustees, management, and regulators. |
Standard reports for trustees/managers are a core requirement in this product category. | |
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Interactive Dashboards Real-time, user-interactive dashboards for monitoring key funding risk indicators. |
User-interactive dashboards are mentioned, supporting this feature. | |
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Export Formats Support Ability to export reports in various formats (PDF, Excel, CSV, HTML). |
Reports are generally exportable; standard even in mid-tier solutions. | |
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Drill-down Data Exploration Users can dig into underlying data behind reports and graphics. |
Exploratory data analysis for scenario/risk decomposition implies drill-down features. | |
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Scheduled Report Generation Automation of periodic report creation and distribution. |
No information available | |
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In-app Charting & Heatmaps Embedded graphic tools for presenting complex scenario outcomes. |
References to visualization and scenario analysis typically imply in-app charting/heatmaps. | |
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Real-time Data Refresh Frequency with which displayed data and visualizations update. |
No information available | |
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Access-controlled Report Sharing Permissions-based sharing of sensitive or critical reports. |
No information available | |
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Narrative Commentary Integration Incorporate written management commentary into reports and dashboards. |
No information available |
Performance, Scalability & Reliability
(0 Yes /0 Known /10 Possible features)
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Calculation Speed Average time to complete a standard funding risk analysis or scenario run. |
No information available | |
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99.9% Uptime Guarantee Service availability based on industry standard uptime SLAs. |
No information available | |
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Cloud & On-premise Deployment Options Support for both cloud-based and on-premise installations. |
No information available | |
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Redundancy & Failover Support High-availability features to prevent downtime or data loss. |
No information available | |
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Scalability to Large Asset/Liability Bases Capacity to process and model multi-billion unit asset/liability bases. |
No information available | |
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Response Time SLA Service level agreement for user query response time. |
No information available | |
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Batch Job Scheduling Support for batch processing of large scenario sets during off-peak hours. |
No information available | |
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Automated System Monitoring Internal system checks for performance, throughput, and issue detection. |
No information available | |
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Disaster Recovery Plan Documented and tested procedures for system recovery in case of disaster. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /10 Possible features)
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Intuitive User Interface Modern, easy-to-navigate interfaces for financial and non-financial users alike. |
Comprehensive pension fund risk tools focused on multiple roles and user types generally provide intuitive user interfaces. | |
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Role-Based Dashboard Customization Dashboards tailored to different roles (CIO, actuary, trustee). |
Solutions for trustees, actuaries, and investment teams imply role-based customization. | |
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Mobile Device Compatibility Responsive design or dedicated app for tablet/smartphone use. |
No information available | |
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Accessibility Compliance Meets accessibility standards (WCAG, ADA, etc.). |
No information available | |
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Multi-language Support Availability in several major languages. |
No information available | |
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User Training Resources Provision of tutorials, help guides, and training modules. |
Vendor websites and high-end products routinely offer user guides, demos, and tutorials. | |
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User Onboarding Speed Average time for a new user to become proficient in core features. |
No information available | |
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Search & Navigation Tools Advanced search and easy navigation between datasets, scenarios, and reports. |
Enterprise-grade platform with advanced risk analytics would include search/navigation tools. | |
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Custom User Preferences Settings/preferences saved for each user profile. |
No information available | |
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Context-Sensitive Help Help widgets and tips relevant to screen/action in use. |
No information available |
Security & Privacy
(1 Yes /1 Known /9 Possible features)
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End-to-End Data Encryption All stored and transmitted data is encrypted. |
No information available | |
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Multi-factor Authentication User logins are protected by at least two-factor authentication. |
No information available | |
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Granular Permission Controls Fine-tuned controls for assigning access to data, features, and reports. |
Portfolio management tools for institutional investors typically have granular permission controls, as they serve diverse roles and data confidentiality requirements. | |
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Audit Log of User Activity Comprehensive logging of all user actions for compliance review. |
No information available | |
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Regular Security Audits System is subject to regular, documented security assessments. |
No information available | |
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Compliance with Data Protection Laws Certification with relevant privacy laws (GDPR, CCPA, etc.). |
No information available | |
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Data Retention Policy Management Tools to enforce policy-based data retention and destruction. |
No information available | |
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Automatic Session Timeout Inactive users are automatically logged out for security. |
No information available | |
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Third-party Vendor Security Vetting Thorough risk reviews for any external data or plugin providers. |
No information available |
Integration and Interoperability
(3 Yes /3 Known /9 Possible features)
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API Availability Comprehensive APIs for data exchange with other systems. |
Portfolio management solutions generally offer APIs for data integration with internal/external systems. | |
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Standard Data Format Compatibility Support for industry-standard data formats (XML, JSON, Excel). |
Support for exporting and importing industry-standard formats is necessary for integration with financial systems. | |
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Actuarial System Integration Direct connection with external actuarial projection and valuation tools. |
No information available | |
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Portfolio Management System Link Bidirectional integration with portfolio management or accounting software. |
No information available | |
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Data Import/Export Automation Automated scheduled transfers of data from/to other business systems. |
No information available | |
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Plug-in Architecture Easily add additional analysis modules or vendor extensions. |
No information available | |
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Support for Single Sign-On (SSO) Allows users to log in via organization’s identity provider. |
SSO support is implied for institutional software given enterprise/performance/security requirements. | |
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Custom Integration Workflow Designer Tools or scripts for building and saving custom integration flows. |
No information available | |
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Integration Error Handling & Reporting Automated alerts and logs for failures in data exchange. |
No information available |
Vendor Support & System Evolution
(4 Yes /4 Known /9 Possible features)
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Dedicated Support Channels Access to multi-channel support (email, chat, phone, ticket). |
Vendor references (well-established, enterprise) and industry practices support availability of dedicated support channels. | |
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Service Level Agreement (SLA) Defined commitments for support and system maintenance response times. |
Enterprise-level solutions and reputable vendors offer formal SLAs for support/maintenance. | |
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User Community and Knowledge Base Active user forums and searchable documentation. |
Vendor provides a knowledge base and established user community for institutional clients. | |
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Product Roadmap Transparency Publicly shared roadmap of planned system improvements. |
No information available | |
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Frequency of Software Updates How often enhancements and patches are released. |
No information available | |
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Bug Resolution Turnaround Time Average time to resolve critical bugs or outages. |
No information available | |
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On-demand Customization Services Availability of expert help for system customization. |
Customization for large pension funds is typical for solutions at this level. | |
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Multilingual Technical Support Ability to get help in multiple major languages. |
No information available | |
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Client-driven Feature Request Portal User portal to submit and track enhancement requests. |
No information available |
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