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Oracle Financial Services Analytical Applications from Oracle Financial Services
These applications provide advanced data analytics capabilities, risk management and compliance, and financial modeling tools tailored for financial institutions.
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Product analysis by function
Workflow Management Systems for Client Service and Operations
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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User Management & Access Control
(9 Yes /9 Known /10 Possible features)
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
Oracle’s documentation specifies robust RBAC, allowing for assignment of roles and permissions for different user groups across FSAA. | |
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Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
SSO (incl. SAML, LDAP, and Active Directory) is supported for centralized authentication in Oracle FSAA. | |
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Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Multi-factor and two-factor authentication are available as documented in Oracle FSAA security features. | |
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User Activity Logging Tracks and records user actions and changes within the system. |
User activity (audit) logging including changes and access is a standard Oracle FSAA feature. | |
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Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
Bulk management via command line tools and GUI for user provisioning in Oracle FSAA is mentioned in administrative documentation. | |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
No information available | |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
External portals for clients/auditors are available in the Oracle FSAA application suite. | |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
Delegated access (proxy users) can be configured using Oracle FSAA's user management module. | |
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Audit Trails Records all changes and access for compliance and review. |
Full audit trail and system change tracking are referenced in Oracle’s compliance documentation. | |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
User provisioning and deprovisioning can be automated through Oracle Identity Management integrations. |
Workflow Automation & Customization
(1 Yes /1 Known /11 Possible features)
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
Oracle FSAA provides workflow customization tools including drag-and-drop workflow builders. | |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
. | No information available |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
. | No information available |
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Task Assignment Automation Tasks are assigned automatically according to rules. |
. | No information available |
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Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
. | No information available |
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Configurable Templates Predefined templates for common processes, customizable by users. |
. | No information available |
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Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
. | No information available |
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Workflow Versioning Allows management of multiple versions of a workflow. |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
. | No information available |
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Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
. | No information available |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
. | No information available |
Client Communication & Collaboration
(0 Yes /0 Known /10 Possible features)
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Integrated Messaging Communicate with clients and team members within the platform. |
. | No information available |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
. | No information available |
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E-signature Integration Collect legally binding signatures through the system. |
. | No information available |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
. | No information available |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
. | No information available |
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Document Collaboration Allow clients and team to comment or edit shared files. |
. | No information available |
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Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
. | No information available |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
. | No information available |
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Client Response Tracking Track client acknowledgement or responses to notifications. |
. | No information available |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
. | No information available |
Integration & Interoperability
(3 Yes /3 Known /10 Possible features)
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Open API Supports robust APIs for data ingress and egress. |
Open, standards-based APIs (REST, SOAP) are core to the Oracle FSAA integration architecture. | |
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CRM Integration Natively connects or easily integrates with common CRM platforms. |
Oracle advertises native integration with major CRM platforms and provides APIs for further integrations. | |
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Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
. | No information available |
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Document Management Integration Connect to third-party document management systems (DMS). |
Document management integration (DMS) is offered through built-in connectors and Oracle’s API framework. | |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
. | No information available |
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Batch Import/Export Bulk import/export of data to diverse formats. |
. | No information available |
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Webhooks Support Provides webhook endpoints for real-time updates. |
. | No information available |
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Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
. | No information available |
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Custom Integration Tools Toolkits or modules for building unique integrations. |
. | No information available |
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Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
. | No information available |
Compliance, Audit, & Security
(3 Yes /3 Known /10 Possible features)
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Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
Oracle FSAA natively supports compliance frameworks: GDPR, SOX, Basel, and regional financial regulations. | |
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Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Data encryption for storage and transmission documented in Oracle’s security and compliance whitepapers. | |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
Comprehensive, configurable audit logs available (covered under compliance and system monitoring docs). | |
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Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
. | No information available |
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Data Retention Policy Engine Configurable rules for data retention and deletion. |
. | No information available |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
. | No information available |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
. | No information available |
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Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
. | No information available |
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Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
. | No information available |
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Penetration Test Frequency Number of external penetration security tests per year. |
. | No information available |
Task & Case Management
(0 Yes /0 Known /10 Possible features)
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Case Tracking Full lifecycle management for client requests and service cases. |
. | No information available |
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Priority Levels Supports configurable priority status per task or case. |
. | No information available |
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Automated Case Assignment Automatically route tasks/cases to the right personnel. |
. | No information available |
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SLA Management Ensures service level agreements can be set, tracked, and reported. |
. | No information available |
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Progress Tracking Track status and completion % for all cases/tasks. |
. | No information available |
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Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
. | No information available |
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Customizable Case Fields Allow firms to define fields specific to their processes. |
. | No information available |
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Case Queues Support for creating service, specialist, and escalation queues. |
. | No information available |
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Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
. | No information available |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
. | No information available |
Analytics & Reporting
(2 Yes /2 Known /10 Possible features)
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Real-Time Dashboards Customizable dashboards showing live metrics. |
Live dashboards and flexible reporting tools are standard in Oracle FSAA. | |
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Report Scheduler Automated, periodic report generation & delivery. |
. | No information available |
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Custom Report Builder Users can design and save custom reports. |
Custom report builder and ad hoc query tools are available in Oracle FSAA Analytics modules. | |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
. | No information available |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
. | No information available |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
. | No information available |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
. | No information available |
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Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
. | No information available |
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Data Retention for Analytics Duration of historical analytics data available. |
. | No information available |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
. | No information available |
Usability & User Experience
(2 Yes /2 Known /10 Possible features)
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Modern User Interface Responsive, clean, and easy-to-use web interface. |
Modern web-based UX extensively featured in Oracle’s FSAA solution brochures and screenshot galleries. | |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Oracle FSAA is accessible through web/mobile browsers and Oracle mobile apps for on-the-go management. | |
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Personalized Dashboards Users can tailor dashboards to their preferences. |
. | No information available |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
. | No information available |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
. | No information available |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
. | No information available |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
. | No information available |
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Contextual Help & Tooltips Inline documentation and help for features. |
. | No information available |
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Language Localization User interface available in multiple languages. |
. | No information available |
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User Interface Response Time Speed with which the user interface responds to actions. |
. | No information available |
Configuration & Maintainability
(1 Yes /1 Known /10 Possible features)
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
No-code/low-code customization documented for Oracle’s workflow and analytics components. | |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
. | No information available |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
. | No information available |
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Automated Updates Receive and apply version updates automatically. |
. | No information available |
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Custom Fields and Forms Add and configure user-defined fields and forms. |
. | No information available |
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Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
. | No information available |
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Integration Test Tools Built-in tools for testing integrations before production rollout. |
. | No information available |
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Configuration Documentation Automatically generate or update system configuration documentation. |
. | No information available |
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Automated Backup Scheduling Configure regular backups of system and configuration data. |
. | No information available |
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Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
. | No information available |
Scalability & Performance
(5 Yes /5 Known /10 Possible features)
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Cloud-Native Architecture Supports elastic scaling and high availability. |
Cloud-native deployment with elastic scaling and managed high-availability in Oracle Cloud; also available for on-prem. | |
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Load Balancing Distributes user and task load for consistent performance. |
Load balancing is supported for both application and data tiers in Oracle FSAA installations. | |
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Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
Built-in tools for system monitoring, resource, and workflow performance are included in Oracle FSAA. | |
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Data Storage Capacity Maximum volume of data the system can store and manage. |
. | No information available |
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Concurrent User Support Number of simultaneous users the system can support without degradation. |
. | No information available |
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Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
. | No information available |
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Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
. | No information available |
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Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
Multi-region, redundant deployment supported both in Oracle Cloud and for customer-managed data centers. | |
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Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
Auto-scaling for compute and storage based on demand is native in Oracle Cloud deployments. | |
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Transaction Throughput Maximum number of transactions processed per second. |
. | No information available |
Support & Ecosystem
(3 Yes /3 Known /10 Possible features)
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24/7 Support Availability Round-the-clock helpdesk or technical support. |
24/7 global support options for Oracle FSAA are prominently listed in all product support documentation. | |
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In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
Extensive in-app documentation and knowledge base available (backed by My Oracle Support portal). | |
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Community Forums Access to peer support and product community spaces. |
. | No information available |
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Onboarding Training Services Formal training and onboarding support for new clients. |
. | No information available |
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Professional Services Network Availability of consulting, integration, and customization partners. |
. | No information available |
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Developer Documentation Comprehensive technical documentation for extensibility. |
Oracle Developer documentation for the FSAA and cloud platform is comprehensive and regularly updated. | |
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Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
. | No information available |
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User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
. | No information available |
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Release Notes & Communication Regular communication on updates, bug fixes, and features. |
. | No information available |
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On-site Support Time Availability of on-site support, measured in hours per year. |
. | No information available |
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