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Intellect Reconciliation Management from Intellect Design Arena
Provides real-time transaction reconciliation capabilities, highly configurable rules for matching, and advanced analytics for performance insights.
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Product analysis by function
Reconciliation Software for Operations
Tools that automatically match and reconcile transactions across multiple systems, identify discrepancies, and facilitate resolution processes.
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Data Integration & Connectivity
(9 Yes /9 Known /10 Possible features)
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Multi-source Integration Supports data import/export from multiple sources such as custodians, exchanges, clearing houses, and internal systems. |
Vendor documentation states 'imports and reconciles data from multiple sources including custodians, brokers, and internal ledgers' (website features list). | |
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Real-time Data Sync Ability to synchronize data between the system and sources in real-time. |
Product is described as offering 'real-time reconciliation', implying real-time data synchronization. | |
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API Connectivity Supports connections via APIs for automated data transfer. |
APIs referenced on product page for data ingestion and integration with external sources. | |
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File Upload Support Supports manual data import through files (e.g., CSV, Excel). |
Documentation mentions manual upload options for CSV/Excel reconciliation files. | |
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Data Format Support Number of different supported data/formats (e.g., SWIFT, FIX, XML, CSV). |
No information available | |
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Automatic Data Validation Automatically validates imported data for completeness and correctness. |
Automatic data validation for completeness and accuracy is included per product feature list. | |
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Scheduled Imports Ability to schedule recurring data imports at defined intervals. |
Scheduled recurring imports referenced in user workflow diagrams. | |
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Cloud/Data Lake Integration Supports integration with cloud storage or data lake platforms. |
Integration with cloud data lakes and cloud storage mentioned as out-of-the-box connectors. | |
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Error Handling and Logging Tracks and logs data import/export errors for audit and troubleshooting. |
Automatic error logging/tracking for data reconciliation errors is described under compliance features. | |
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Historical Data Archiving Ability to import and reconcile historical data over long periods. |
Historical data import and back-dated reconciliation processes are documented. |
Matching Engine & Rules
(9 Yes /9 Known /10 Possible features)
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Configurable Matching Rules Allows users to define and customize rules for matching transactions. |
Highly configurable matching rules described as a key differentiator. | |
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Multi-level Matching Supports single- and multi-stage (e.g. 1-way, 2-way, 3-way) reconciliation. |
Supports 1-way, 2-way, 3-way reconciliation use cases. | |
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Tolerance Handling Handles tolerance thresholds for amounts, dates, and quantitative fields. |
Tolerance and threshold configuration is listed under rule options. | |
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Automated Suggestion Engine Automatically suggests matches based on machine learning or heuristics. |
Automated suggestion engine utilizing rules and analytics referenced. | |
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Manual Matching Support Enables manual intervention and adjustment of matches by users. |
Manual match override/adjustment interface is shown in UI walkthroughs. | |
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Matching Speed Speed with which the system processes and matches records. |
No information available | |
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Partial Match Identification Ability to identify and flag partial matches for user review. |
Partial match identification and review workflow documented in user guides. | |
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Exception Grouping Groups related exceptions to assist with bulk resolution. |
Exception grouping and bulk resolution of breaks described as key exception management feature. | |
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User-defined Matching Fields Users can specify which fields to use in matching logic. |
User-defined matching fields option shown in rules configuration UI. | |
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Re-match Functionality Ability to re-run matching logic after rule or data changes. |
Ability to re-run, re-match after rule/data changes referenced in support documentation. |
Exception Management
(5 Yes /5 Known /10 Possible features)
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Exception Dashboard Interactive dashboard summarizing open breaks and exceptions. |
Exception dashboard providing summary and drill down available in screenshots. | |
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Exception Root Cause Analysis Provides built-in analytics/tools for root cause analysis. |
Root cause analysis analytics mentioned under exception management. | |
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Auto-assignment of Cases Automatically assigns exceptions to designated users or teams. |
No information available | |
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Priority Tagging Tag exceptions with custom priority levels. |
No information available | |
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Resolution Workflow Built-in workflow for exception investigation and resolution. |
Resolution workflow engine for exception investigation described on features page. | |
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Resolution Time Tracking Measures time taken to resolve each exception. |
No information available | |
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Bulk Exception Management Supports bulk status update, assignment, and resolution. |
No information available | |
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Root Cause Coding Allows users to code breaks with root cause for later reporting. |
Root cause tagging/coding feature referenced in exception closure/review workflow. | |
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Audit Log of Actions Maintains a detailed, immutable audit trail of exception handling steps. |
Detailed, immutable audit trail for exception activities is a compliance feature. | |
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User-defined Exception Categories Customize exception categories for organization-specific workflows. |
No information available |
Workflow & Automation
(5 Yes /5 Known /10 Possible features)
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Customizable Workflow Engine Allows configuration of multi-step workflows for reconciliation and resolution processes. |
Workflow engine is configurable to support custom multi-step processes. | |
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Automated Notifications Automatically sends notifications via email, SMS, or in-app. |
Automated notifications (email/SMS/in-app) referenced under workflow automation. | |
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Role-based Task Assignment Assigns tasks based on user roles and permissions. |
Role-based assignments featured as part of the workflow/task management. | |
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Escalation Procedures Automates escalation of unresolved issues after defined periods. |
No information available | |
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SLA Tracking Monitors and measures adherence to Service Level Agreements. |
No information available | |
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Workflow Templates Pre-configured templates for common reconciliation workflows. |
No information available | |
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Number of Concurrent Workflows Maximum number of active workflows supported simultaneously. |
No information available | |
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Automated Issue Resolution Automatically applies predefined rules to resolve specific exceptions. |
Automated handling of defined break exceptions described in automation features. | |
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User Approval Flows Supports multi-level user approvals within workflows. |
Multi-level user/manager approvals possible within custom workflow. | |
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Integration with External BPM Tools Can be linked with external business process management systems. |
No information available |
Reporting & Analytics
(10 Yes /10 Known /10 Possible features)
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Standard Reports Library Comes with a set of standardized, out-of-the-box operational reports. |
Comes with standardized reporting suite for reconciliation operations. | |
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Custom Report Builder Allows users to construct custom reports and analytics. |
Custom report and analytics builder referenced as standard capability. | |
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Scheduled Report Delivery Ability to automatically send reports on a schedule. |
Can send reports to defined recipients/schedule. | |
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Interactive Dashboards Provides visual, interactive dashboards with real-time metrics. |
Interactive dashboard shown in product screenshots and feature list. | |
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KPI Monitoring Monitors key performance indicators such as breaks, resolution times, and volumes. |
KPI and break tracking highlighted as feature for operations insights. | |
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Data Export Options Export reports and analytics in multiple formats (PDF, Excel, CSV, etc). |
Excel, CSV, and PDF export referenced as standard feature. | |
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Ad-hoc Querying Users can run ad-hoc database queries for reporting. |
Enables ad hoc queries via built-in report designer. | |
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Real-time Analytics Analytics and visualizations update in real-time with underlying data. |
Real-time updates in dashboards and analytics claimed in product literature. | |
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Exception Trend Analysis Analyzes exception occurrence over different dimensions (e.g., time, counterparty). |
Exception trend analysis included in dashboards and reporting suite. | |
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Drilldown Capabilities Drill down from summary statistics into granular transaction-level details. |
Drilldown to transaction level included in UI. |
Security & Compliance
(5 Yes /5 Known /10 Possible features)
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Role-Based Access Control (RBAC) Defines permissions based on user roles within the organization. |
RBAC is a standard compliance and security feature in enterprise products. | |
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Data Encryption Encrypts data both at-rest and in-transit. |
Encryption for data-in-transit and at-rest referenced in compliance documentation. | |
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Audit Trail Comprehensive audit logs to meet regulatory requirements. |
Full audit trail for regulatory requirements highlighted. | |
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Multi-factor Authentication (MFA) Supports additional authentication factors for login security. |
No information available | |
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Regulatory Reporting Support Helps generate mandatory compliance and regulatory reports (e.g., MiFID II, 17a-4). |
System supports regulatory-mandated reporting, explicitly MiFID and others. | |
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Data Retention Controls Customizable data retention and deletion policies. |
Configurable data retention and deletion policies referenced. | |
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Secure User Provisioning Controls for onboarding, offboarding, and user access reviews. |
No information available | |
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Data Masking Masks sensitive information based on user or role. |
No information available | |
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Compliance Certifications Number of current, supported, recognized compliance certifications. |
No information available | |
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Intrusion Detection Integration Integrates with internal/external security monitoring solutions. |
No information available |
Performance & Scalability
(5 Yes /5 Known /10 Possible features)
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Maximum Transaction Volume Maximum supported daily transaction volume. |
No information available | |
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Peak Processing Throughput Maximum number of records matched per second under load. |
No information available | |
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Concurrent User Sessions Supports multiple users working simultaneously. |
No information available | |
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Response Time Average end-user response time for normal operations. |
No information available | |
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Scalable Infrastructure Easily scales to handle growth in users, data, and transaction volume. |
Cloud-native and scalable architecture referenced. | |
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Batch Processing Support Can efficiently process large data batches in off-peak hours. |
Batch processes documented for off-cycle processing. | |
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High Availability System architecture supports redundancy and fail-over. |
System provides high-availability options and redundancy. | |
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Disaster Recovery (RTO/RPO) System achieves recovery time objective (RTO) and recovery point objective (RPO). |
No information available | |
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Auto-scaling Capabilities Automatically scales resources up or down based on load. |
Auto-scaling referenced as a key benefit of cloud deployment. | |
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Real-time Performance Monitoring Continuous system health/performance tracking and alarms. |
Monitoring, health checks, and alarms included as part of the managed service. |
User Experience & Interface
(5 Yes /5 Known /10 Possible features)
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Customizable Dashboards Users can personalize dashboards to display information of interest. |
Customizable dashboards emphasized as major UI feature. | |
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Multi-language Support Application is available in multiple languages. |
No information available | |
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Mobile Access Accessible on mobile devices (native or responsive web). |
No information available | |
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Accessibility Compliance Meets standards for accessibility (e.g., WCAG 2.1). |
No information available | |
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Contextual Help Integrated help, guides, or tooltips available in-app. |
Help and onboarding guides/tooltips documented in UI walkthroughs. | |
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Advanced Search Powerful, granular search across transactions and exceptions. |
Advanced search functionality shown in UI navigation. | |
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Saved Views and Filters Users can save and re-use custom data views and filters. |
Saved views, filters for reconciliation tasks shown in user documentation. | |
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Bulk Actions Supports bulk update, approval, or export of transactions/exceptions. |
Bulk update and review of transactions/exceptions documented as high-volume feature. | |
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User Preference Management Users can manage notification settings, themes, and other preferences. |
No information available | |
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In-app Feedback and Support Ability to submit feedback, report issues, or request support directly from the interface. |
No information available |
Audit & Controls
(7 Yes /7 Known /10 Possible features)
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Immutable Audit Trail All user actions are tracked and cannot be altered retroactively. |
References to immutability and compliance in audit trail documentation. | |
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Time-stamped Activity Logs Every action is time-stamped for traceability. |
Time-stamped logs listed for audit/compliance. | |
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User Action Replay Ability to replay sequences of user actions for detailed investigation. |
No information available | |
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Periodic Certification Checks Supports regular review and sign-off of reconciliations or exceptions. |
No information available | |
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Change Management Logs Tracks any changes to data, configuration, or user roles. |
No information available | |
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Data Integrity Monitoring Continuously monitors and alerts for data corruption or loss. |
Real-time data integrity checks mentioned. | |
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Reporting of Audit Events Generates reports specifically on audit and control events. |
Dedicated audit event reporting is described in regulatory and compliance reporting section. | |
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SOX/ISAE 3402 Support Provides controls to support Sarbanes-Oxley or ISAE 3402 compliance. |
Controls specifically for SOX mentioned in compliance documentation. | |
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Automated Exception Closure Controls Prevents unauthorized closure of reconciliation breaks. |
Automated controls cited to prevent unauthorized exception closure. | |
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Retention of Evidence Enforces retention of evidence and supporting documentation for defined periods. |
Retention controls for supporting documentation referenced in compliance materials. |
Integration & Extensibility
(3 Yes /3 Known /10 Possible features)
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Open API Support APIs available for downstream/upstream integration (REST, SOAP, etc.). |
APIs for integration with upstream/downstream systems mentioned. | |
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Plugin/Extension Framework Supports plug-ins/extensions for feature augmentations. |
No information available | |
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Custom Scripting Allows custom scripts (e.g., Python, JavaScript) for bespoke automation. |
No information available | |
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Third-party Integration Catalog Library of pre-built integrations with popular financial apps and services. |
No information available | |
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Single Sign-On (SSO) Supports federated SSO via SAML, OAuth, etc. |
Single sign-on option referenced in security documentation (SAML/OAuth support). | |
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Event/Message Bus Integration Integrates with event bus/kafka for real-time event propagation. |
No information available | |
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Webhooks Supports outbound webhooks for triggering workflows/API calls externally. |
No information available | |
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Data Mapping and Transformation Tools Supports mapping and transformation for non-standard data feeds. |
Data mapping and transformation tools included as part of data onboarding utilities. | |
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Number of Supported Integration Points Measures extensibility by supported integration points. |
No information available | |
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Marketplace/Partner Ecosystem Access to app/partner ecosystem for pre-built modules. |
No information available |
Support & Vendor Services
(6 Yes /6 Known /10 Possible features)
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24/7 Support Availability Round-the-clock support by phone, chat, or email. |
24/7 vendor support described on the main Intellect Design Arena support page. | |
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Dedicated Account Manager Appoints a named contact for large or strategic clients. |
No information available | |
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Implementation Assistance Professional services for onboarding, data migration, and go-live. |
Professional onboarding services highlighted in vendor's services section. | |
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On-demand Training Provides online or on-site training modules for users. |
On-demand online training modules referenced on vendor's support site. | |
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Knowledge Base Access Access to online documentation, FAQs, and how-tos. |
Documentation portal and FAQ available. | |
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User Community Forums Promotes engagement and peer-support among clients. |
No information available | |
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Average Support Resolution Time Average time to resolve a typical support request. |
No information available | |
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Regular Feature Updates Receives regular software enhancements and security updates. |
Regular software enhancements and security updates provided as part of vendor commitment. | |
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Feedback-driven Product Roadmap Incorporates user feedback in ongoing product development. |
User feedback is collected and considered for roadmap according to vendor statements. | |
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SLA-backed Uptime Guarantee Guaranteed minimum uptime as per SLA. |
No information available |
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