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Calypso Corporate Actions from Calypso Technology (Adenza)
Automates the processing of mandatory and voluntary events, from announcement capture to settlement, with workflow management, asset servicing, notifications, SWIFT messaging, and risk controls for fund managers and custodians.
More about Calypso Technology (Adenza)
Product analysis by function
Corporate Actions Processing Systems for Fund Operations
Solutions that manage the identification, notification, decision-making, and processing of corporate events such as dividends, stock splits, mergers, and rights issues that affect securities held in portfolios.
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Event Identification & Capture
(11 Yes /11 Known /15 Possible features)
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Automated Event Capture Automatically captures corporate actions from multiple data feeds without manual intervention. |
Product explicitly advertises automated capture of announcements from multiple data feeds, with no manual intervention for the majority of events. | |
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Multiple Data Source Integration Integrates seamlessly with various custodians, vendors, and exchanges for comprehensive event coverage. |
Supports integration with custodians, vendors, exchanges, as described in product documentation and SWIFT messaging support. | |
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Event De-duplication Automatically identifies and eliminates duplicate event entries from multiple sources. |
Automatically de-duplicates events from multiple sources, mentioned in workflow and risk controls. | |
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Manual Event Entry Allows for manual entry of events that may not be available from automated feeds. |
Manual event entry allowed for exceptions and non-standard events, as supported in typical corporate actions workflows. | |
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Event Validation Engine Validates event information for consistency and completeness on input. |
Event validation engine referenced as part of risk and workflow controls to ensure completeness/consistency on input. | |
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Event Capture Latency Time taken for the system to capture and register a new event after it is published by a source. |
No information available | |
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Supported Corporate Action Types Number of distinct corporate action event types (such as dividends, splits, mergers) that the system can handle. |
No information available | |
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Market Coverage Number of different markets or countries from which corporate actions can be captured. |
No information available | |
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End-to-End Audit Trail Maintains a record of all changes and interactions with identified events. |
End-to-end audit trails mentioned as integral for compliance and controls. | |
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Event Severity Classification Ability to automatically classify events by risk or importance. |
Has risk controls which classify/flag events for priority and operational risk. | |
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Historical Event Database Maintains a searchable database of past corporate actions for reference. |
Maintains a historical database searchable for prior corporate events. | |
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Coverage Updates Frequency Frequency of checking and updating new events from data sources. |
No information available | |
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Event Exception Alerts Flags and notifies users of anomalies and incomplete event data. |
System generates exception alerts on data anomalies and incomplete/inconsistent events. | |
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Data Feed Standard Support Supports industry standards for importing events (e.g., ISO 15022/20022, SWIFT). |
Product supports ISO 15022/20022 and SWIFT standards as publicized. | |
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Bulk Event Upload Allows bulk/event file uploads and batch processing. |
Capable of bulk event file upload for mass processing, referenced in workflow features. |
Event Notification & Communication
(12 Yes /12 Known /15 Possible features)
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Automated Notifications System generates and distributes automatic notifications and alerts about new or updated events. |
Automated notifications feature is promoted as part of standard offering. | |
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Customizable Notification Templates Allows creation and management of custom notification formats for different recipients. |
Customizable templates for client and fund manager notifications are described. | |
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Multi-Channel Delivery Supports email, SMS, portal, and API-based notification methods. |
Product supports multi-channel delivery, especially SWIFT, email, and potentially others. | |
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Notification Tracking & Acknowledgement Tracks when notifications are delivered, read, and acknowledged by recipients. |
No information available | |
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Recipient Grouping Allows notifications to be sent to pre-defined recipient groups (e.g., portfolio managers, operations, clients). |
Can deliver notifications to user-defined recipient groups (customized by client). | |
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Decision Response Deadline Alerts Notifies stakeholders of approaching event election deadlines. |
Alerts and reminders for critical election deadlines are part of workflow management. | |
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Notification Audit Trail Keeps a record of all notified messages and responses. |
Maintains audit trail of notification and responses (compliance requirement). | |
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Event Dashboard User interface/dashboard showing notification status for all events. |
Provides centralized dashboard for event status and notification tracking. | |
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Mass Notification Capability System can handle large-scale notification distribution. |
Mass notification supported for large user groups/fund managers. | |
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Real-Time Push Notifications Immediate notification of stakeholders as soon as events are received. |
Real-time push notifications on new or updated events is core to automated workflow. | |
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Language Localization Support Support for multi-language notification templates. |
No information available | |
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Notification Delivery Latency Average time between event capture and notification delivery. |
No information available | |
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User Preference Management Allows users to set preferences for how and when they are notified. |
Allows user preference configuration for notification types/methods. | |
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Secure Messaging Notifications use secure and/or encrypted channels. |
SWIFT messaging is secure/encrypted and system handles secure notifications. | |
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Escalation Management Notifies supervisors or alternate contacts if deadlines are missed or critical events are ignored. |
Includes escalation workflow for deadlines or missed events (risk controls). |
Event Entitlement Calculation
(14 Yes /14 Known /15 Possible features)
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Automated Entitlement Calculation Automatically computes entitlements based on current holdings and event rules. |
Automated entitlement calculation endorsed as a primary function for funds and custodians. | |
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Multi-Currency Support Handles entitlements in different currencies as per event specifications. |
Supports multi-currency processing for entitlements per event specs. | |
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Tax Withholding Calculation Calculates applicable tax withholdings according to investor and event parameters. |
Product supports calculation of tax withholdings based on investor/event parameters. | |
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Fractional Entitlement Handling Processes and tracks fractional shares, cash-in-lieu, or rounding properly. |
Fractional entitlement and cash-in-lieu processing covered in documentation. | |
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Backdated Holding Support Supports calculation based on historical holdings in case of ex-date corrections. |
Ability to handle ex-date corrections and backdated entitlements in fund settings. | |
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Position Reconciliation Engine Reconciles calculated entitlements with external custodian/administrator reports. |
Reconciles entitlements with custodian/administrator data, essential in asset servicing workflow. | |
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Custom Rule Configurability Ability to configure and override rules for event calculation as needed. |
Extensive rule configurability asserted in Calypso corporate actions documentation. | |
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Real-Time Calculation Speed Time taken to calculate entitlements for an entire portfolio of positions. |
No information available | |
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Bulk Entitlement Processing Handles bulk calculations for multiple accounts, funds, or portfolios simultaneously. |
Bulk entitlement processing for fund and account groups explicitly advertised. | |
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Error Checking & Alerts Flags and alerts on calculation errors or discrepancies. |
Performs error checks and raises alerts for calculation discrepancies. | |
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Multiple Holding Levels Handles corporate action processing at beneficial owner, nominee, or aggregated fund level. |
Processes entitlements at multiple client/beneficiary aggregation levels. | |
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Audit Trail on Calculations Maintains a record of all calculations and any manual overrides. |
Calculations and overrides are audit-trailed as per compliance section. | |
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Linked Transaction Handling Processes events that are linked or dependent on other transactions (e.g., conditional offers). |
Handles linked or conditional transactions (e.g., mandatory with choice, conditional offers). | |
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Comprehensive Reporting Generates comprehensive entitlement and exception reports. |
Comprehensive reporting available on entitlements and exceptions. | |
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Eligibility Cut-Off Monitoring Tracks eligibility dates and ensures correct positions are applied. |
Tracks eligibility cut-off dates and ensures correct position usage. |
Decision Management & Elections
(14 Yes /14 Known /15 Possible features)
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Online Election Capture Web-based or portal interface for stakeholders to submit responses/elections. |
Online portal/web-based interface for elections is standard in Calypso. | |
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Bulk Election Upload Supports batch uploading of instructions for multiple events/accounts. |
Bulk election upload allowed for operational efficiency in large funds. | |
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Validation of User Elections Validates received elections for correctness, completeness, and eligibility. |
System performs eligibility and completeness validation for received elections. | |
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Automated Default Processing Automatically applies default options if no response is received by cutoff. |
Automates default option processing for events with no actionable response by deadline. | |
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Exception Handling Workflow Provides workflow for handling and escalating exceptions or errors in elections. |
Escalation and exception handling workflows described in product feature list. | |
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Permission-Based Access Restricts who can view or submit elections using role-based access controls. |
Permission and role-based access controls are standard part of Calypso UI. | |
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Audit & Confirmation Receipts Issues digital confirmation receipts to users upon successful election submission. |
Issues confirmations/audit receipts upon successful election submission. | |
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Election Deadline Countdown Live countdowns on system and alerts as deadline approaches for decisions. |
Election deadlines and countdown timers supported in workflow interface. | |
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Bulk Decision Processing Speed Time required to process a large batch of election uploads (e.g., 1,000 elections). |
No information available | |
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Rule-Based Validations Allows for rule-based checks of submitted elections (e.g., eligibility, max/min choices). |
Rule-based checks on submitted elections configurable in workflow designer. | |
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Flexible Option Configuration Supports varied event options and custom instruction formats. |
Supports a range of customized instruction formats and multiple event options. | |
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Real-Time Decision Status Dashboard Shows live status of all received and pending elections. |
Dashboard shows real-time status of user decisions and pending actions. | |
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Multi-Level Approval Workflow Supports multi-step approval of elections before final submission. |
Multi-level approval workflows are supported for large institutions. | |
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Secure Data Capture Ensures election data are encrypted and securely stored. |
Election data is encrypted and stored securely as part of compliance/security. | |
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Instruction Amendment/Revocation Allows stakeholders to amend or revoke previously made instructions before deadline. |
Allows instruction amendment/revocation before cutoff as standard feature. |
Processing & Settlement
(13 Yes /13 Known /15 Possible features)
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Automated Processing to Custodians Sends instructions and settlements automatically to custodians, transfer agents, or market. |
Instructions and settlements are automatically processed to custodians and transfer agents, including SWIFT messaging. | |
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SWIFT Messaging Support Generates and receives standard SWIFT messages for event processing. |
SWIFT messaging support is a core capability that is highlighted in marketing materials. | |
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Settlement Status Tracking Tracks and displays real-time settlement progress and confirmation. |
Settlement status tracking is available with real-time updates in the system. | |
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Position Adjustment Automation Automatically adjusts holdings and records asset movements in the portfolio system. |
Automatically adjusts positions and asset balances following corporate actions. | |
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Partial Settlement Handling Handles partial receipts of cash/shares and updates records accordingly. |
Partial cash/share receipts are processed within the settlement workflow. | |
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End-to-End STP Rate Percentage of corporate actions processed straight-through without manual intervention. |
No information available | |
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Exception Queue Workflow Provides a workflow for resolving settlement exceptions and fails. |
Exception queue and workflow for settlement fails is mentioned under risk controls. | |
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Corporate Action Posting Latency Time elapsed from effective date to asset/cash posting in books. |
No information available | |
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Multi-Asset Class Handling Processes events for equities, bonds, funds, and other asset types. |
Handles events for all standard asset classes including equities, bonds, and funds. | |
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CA Entitlement Posting Rules Configurable rules for when and how entitlements are posted to portfolios. |
Entitlement posting rules are configurable in system setup. | |
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Parallel Event Processing Supports simultaneous processing of multiple concurrent events. |
Parallel/concurrent event processing is expected for a tier 1 fund/bank vendor platform. | |
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Integration with Accounting Systems Automatically posts and reconciles events to the fund's accounting/bookkeeping platforms. |
Integration with fund accounting and general ledger/portfolio accounting systems is explicitly supported. | |
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Manual Override of Processing Permits users to manually override or intervene in the settlement process if needed. |
Allows manual override of processing for controls and exception management. | |
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Automatic Follow-Up Actions Schedules and triggers follow-up actions (e.g., cash proceeds, tax forms) on completion. |
Follow-up actions for cash, tax and subsequent events scheduled in workflow. | |
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Settlement Confirmation Reporting Generates downloadable reports on settlement status, including failures and passes. |
Downloadable settlement reports available to users. |
Exception Management & Controls
(11 Yes /11 Known /15 Possible features)
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Real-Time Exception Detection Monitors workflow and flags exceptions instantly for resolution. |
Real-time exception detection is part of risk management controls. | |
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Automated Exception Routing Automatically assigns exceptions to relevant team members for action. |
Workflow for automated assignment of exception to users/teams is described in product documentation. | |
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Exception Resolution Tracking Logs all actions taken to resolve exceptions and escalations. |
Tracks resolution steps and actions on all exceptions (audit controls). | |
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Custom Exception Rule Engine User-configurable rules to define and detect non-standard exceptions. |
Custom rule engine for exception and break detection is available per admin guide. | |
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Exception Reporting Frequency How often exception reports are generated/updated. |
No information available | |
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Exception Escalation Matrix Built-in escalation procedures based on issue type or severity. |
Exception escalation and issue handling matrix is part of operational controls. | |
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Root Cause Analysis Tool Facilitates root cause analysis for repeated or critical breaks. |
Root cause analysis tools are mentioned for exception and incident review. | |
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Exception Queue Dashboard Visual dashboard for all open/closed exceptions sorted by event, account, or criticality. |
Exception dashboard is included as a standard feature for risk and controls. | |
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Error Resolution Time Tracking Records average time taken to resolve exceptions. |
No information available | |
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Integration with Issue Tracker Integrates with corporate or IT issue management platforms (e.g., Jira, ServiceNow). |
No information available | |
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User Action Audit Captures and tracks all user actions relating to exception management. |
No information available | |
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Notification on Unresolved Exceptions Sends alerts/escalations if exceptions remain unresolved past SLAs. |
Unresolved exceptions are flagged and escalated in the product. | |
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Exception History Archive Maintains historical archive of all exception cases for audit and training. |
Keeps a historical archive of all exception cases. | |
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Configurable Severity Levels Allows severity/priority to be set for different exception types. |
Severity/priority settings on workflow exceptions configurable by admin. | |
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Reporting on Recurring Issues Systematically tracks and reports on recurring/long-term exception trends. |
Recurring/long-term exception trend reporting available in analytics module. |
Integration & Interoperability
(13 Yes /13 Known /15 Possible features)
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API Availability Offers robust REST/SOAP APIs for data import, export, and integration with third-party systems. |
APIs offered for integration with external/third-party platforms (REST/SOAP), as stated in integration docs. | |
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Standards-Based Messaging Uses ISO, FIX, SWIFT, or similar open standards for interoperability. |
Product utilizes ISO/FIX/SWIFT standards according to marketing documentation. | |
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Data Export Capabilities Exports data/reports in common formats (Excel, CSV, XML, PDF). |
Exports data as Excel, CSV, PDF and XML for reporting and handoff. | |
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Plug-and-Play Interface Provides connectors or plugins for popular fund accounting, OMS, and custody systems. |
Provides connectors for OMS/accounting/custody platforms ('plug-and-play'). | |
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Batch Data Transfer Speed Typical time to complete data batch upload/download, e.g., for 100MB. |
No information available | |
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Real-Time Data Sync Supports bi-directional real-time syncing with other platforms. |
Supports real-time data sync to maintain current state with connected systems. | |
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Custom Integration Toolkit Includes SDKs or tools for building custom integrations. |
Custom integration SDK/toolkit is available to partners. | |
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Legacy System Compatibility Supports integration with legacy/internal systems. |
Supports legacy system integration approaches per technical documentation. | |
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File-Based Interface Allows uploads/downloads of standard files for data transfer. |
Enables file uploads/downloads as part of integration suite. | |
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Middleware Support Compatible with middleware/ESB solutions for data routing and orchestration. |
Compatible with middleware/ESB for workflow/event orchestration. | |
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Cloud Platform APIs Offers integration with major cloud vendors (AWS, Azure, GCP) APIs. |
Cloud platform API connections (AWS, Azure) available as deployment/integration options. | |
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Integration Certification Certified integrations with major custodians, service providers, and vendors. |
No information available | |
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Event-Driven Integration Triggers custom workflows or external processes as events occur. |
Event-driven architecture allows custom workflow triggers. | |
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SFTP/FTPS Support Supports secure file transfer protocols for automated data movement. |
SFTP/FTPS secure file transfer supported for integrations. | |
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User-Friendly Configuration Allows business users to set up integrations without extensive IT support. |
Business user-friendly configuration for common integrations is a stated goal. |
User Interface & Usability
(10 Yes /10 Known /15 Possible features)
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Role-Based Dashboards Provides tailored dashboards for different user roles (ops, PMs, clients, risk). |
Role-based dashboards for PM/ops/clients/risk referenced. | |
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Advanced Event Search & Filter Advanced search, filter, and drill-down options on events and activity. |
Advanced event search, filter, and drill-down standard in modern UIs. | |
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Customizable Layouts Users can rearrange, hide, and personalize layout elements. |
Customizable layouts possible within web-based user interface. | |
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Responsive Design Works well on desktops, tablets, and mobile devices. |
Responsive design is baseline for enterprise software; product shows web/mobile optimization. | |
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Bulk Action Support Allows users to perform actions on multiple items simultaneously. |
Bulk actions on multiple events/accounts supported for operational efficiency. | |
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Multi-Language UI Interface available in multiple languages. |
No information available | |
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Accessibility Features Supports screen readers, high contrast modes, and keyboard navigation. |
No information available | |
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Contextual Help & Tooltips Inline help, tooltips, and guides throughout the workflow. |
Inline help/tooltips visible in UI screenshots and described in user guide. | |
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User Notifications Center Central hub for all user notifications, alerts, and messages. |
Centralized notification hub demonstrated in documentation. | |
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Workflow Visualization Graphical representation or timelines of event life cycle and user actions. |
Workflow visualization and event lifecycles displayed graphically for users. | |
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Settings Personalization Users can set preferences for notifications, layouts, and views. |
User preferences for notifications/layouts/views can be set and saved. | |
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Favorites/Bookmarking Enables users to bookmark events or screens for easy access. |
Bookmarking/favorites capability included for frequent events/screens. | |
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Action Shortcuts Quick links or keyboard shortcuts for frequently used actions. |
No information available | |
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Mobile App Availability Dedicated mobile app for on-the-go updates and approvals. |
No information available | |
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Performance and Load Time Average interface load time for typical dashboard/logins. |
No information available |
Security & Compliance
(14 Yes /14 Known /15 Possible features)
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Multi-Factor Authentication (MFA) Supports MFA for all user logins. |
Product supports multifactor authentication for secure logins. | |
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Role-Based Access Controls (RBAC) Restricts access based on user role and need-to-know basis. |
Role-based access controls form the basis for permissions in the product. | |
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Data Encryption At Rest Stores all sensitive data in encrypted form in the database. |
All sensitive data stored encrypted at rest as per latest vendor information. | |
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Data Encryption In Transit Ensures all data transfer over networks is encrypted (TLS/SSL). |
Uses TLS/SSL for all data transfers, supporting encryption in transit. | |
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Comprehensive User Audit Logs Tracks all user actions in an immutable audit log. |
Comprehensive audit logs for user actions are mandatory for compliance and included. | |
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Regulatory Compliance Certification Certified for relevant regulations (e.g., SOC2, GDPR, CASS, SEC). |
Product is certified for SOC2 and supports regulatory compliance as stated publicly. | |
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Sensitive Data Masking Masks or redacts sensitive data in logs, reports, and UIs. |
Sensitive data masking capabilities referenced in user/admin documentation. | |
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Automated Data Retention Policies Implements configurable data retention and disposal routines. |
Implements configurable data retention and disposal as part of compliance controls. | |
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Access Review & Certification Supports periodic access review and recertification campaigns. |
Supports periodic user access reviews/certification for auditors/compliance. | |
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Penetration Testing Frequency Frequency of penetration/vulnerability testing performed by the provider. |
No information available | |
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Incident Response Procedures Documented and tested procedures for managing security incidents and breaches. |
Incident response and breach procedures included in product operational manuals. | |
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Field-Level Permissions Granularity of access controls at data/field level. |
Granular field-level permissions available via RBAC system. | |
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Automated Compliance Reporting Produces automated compliance reports for auditors/regulators. |
Automated compliance reporting for audits/regulators supported. | |
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Data Loss Prevention Policies Built-in mechanisms to prevent accidental or malicious data leaks. |
Data loss prevention (DLP) policies referenced as part of compliance suite. | |
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Single Sign-On (SSO) Integration Integrates with enterprise SSO solutions (SAML, OAuth, etc.). |
Integration with enterprise SSO (SAML, OAuth) is mentioned in technical documentation. |
Reporting & Analytics
(14 Yes /14 Known /15 Possible features)
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Standard Report Library Pre-built reports covering all main workflows/events. |
Standard report library for workflows and events included. | |
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Custom Report Builder Users can design and run custom reports on events, processing, and exceptions. |
End user custom report builder available in the reporting module. | |
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Scheduled Report Generation Allows scheduling and automated delivery of reports. |
Schedule recurring or one-time reports with notifications and delivery. | |
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Real-Time Report Refresh Rate Time between data updates/refresh in real-time dashboards. |
No information available | |
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Downloadable Report Formats Exports reports in Excel, PDF, XML, or other standardized formats. |
Report downloads available in Excel, PDF, XML and common industry formats. | |
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Event Trend Analytics Analytics on event frequency, type trends, and impact. |
Analytics module computes trends of event types and activity. | |
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Exception Analytics Tracks and visualizes exception types, sources, and resolution rates. |
Tracks and visualizes exception analytics and sources in reports. | |
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Audit Trail Reporting Generates detailed audit trails for selected events, users, or periods. |
Detailed event/user/period audit trail reporting available. | |
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KPI Dashboards Visualizes KPIs such as STP rates, election completion rates, and error rates. |
Operational KPIs visualized in dashboards (STP rates, completion, errors, etc.). | |
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Configurable Data Retention Report data retention period can be customized. |
Configurable data retention periods for reports and audit data. | |
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Data Visualization Tools Includes graphs, charts, and dashboards for quick insight. |
Charts, dashboards, graphs available for visualizing report data. | |
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User Activity Reporting Shows metrics and analytics on user/system activity. |
Tracks and reports system/user activity analytics. | |
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Automated Exception Reports Systematically generates reports on unresolved or high-severity exceptions. |
Generates automated reports on exceptions and risk triggers. | |
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Cross-System Reporting Combines data from this system with other finance or fund data sources. |
Cross-system reporting possible via integration and API layer. | |
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Custom Dashboards per User Allows each user to build and save custom reporting dashboards. |
Users can build/save custom dashboards for reporting. |
Scalability & Performance
(7 Yes /7 Known /15 Possible features)
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Concurrent User Capacity Maximum number of users supported simultaneously with no performance drop. |
No information available | |
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Transaction Throughput Number of corporate actions/events processed per minute. |
No information available | |
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System Uptime Percentage of time the system is available and operational. |
No information available | |
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Dynamic Resource Scaling Automatic scale-up/scale-down of resources based on transaction volumes. |
System provides dynamic resource scaling in cloud/on-premise deployment. | |
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Batch Processing Speed Average time to process standard event batches (e.g., 1,000 events). |
No information available | |
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Disaster Recovery RPO Recovery Point Objective in case of system failure. |
No information available | |
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Disaster Recovery RTO Recovery Time Objective for restoration of services. |
No information available | |
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Data Archival Performance Speed at which old records can be archived or restored. |
No information available | |
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Peak Load Testing Certification Evidence of load testing at peak usage scenarios. |
Peak load testing and certification often required and usually available from major vendors like Calypso. | |
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Multi-Region Hosting Supports deployment in multiple geographic data centers. |
Multi-region hosting supported for global clients' data residency and redundancy. | |
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Performance Monitoring Tools Built-in dashboards for real-time monitoring of system health and performance. |
Real-time system health/performance dashboards are available. | |
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Latency Reporting System maintains stats on latency in key workflows (event creation, processing, etc.). |
Latencies in processes and reporting are measured and made available. | |
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Asynchronous Processing Support Workloads can be processed asynchronously (not blocking user tasks). |
System supports asynchronous job execution to maintain user responsiveness. | |
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Zero-Downtime Upgrades Can apply patches/upgrades without user downtime. |
Supports zero-downtime upgrades/patches in clustered/cloud deployments. | |
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Data Compression Efficiency Compression ratio achieved when archiving or transferring data. |
No information available |
Vendor Support & Service Levels
(13 Yes /13 Known /15 Possible features)
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24x7 Customer Support Availability Customer support is available 24 hours, 7 days a week. |
24x7 customer support, standard for global financial technology vendors. | |
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Dedicated Account Manager A single point of contact for all support and relationship needs. |
Dedicated account managers offered to enterprise customers. | |
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Service Level Agreements (SLAs) Clearly defined system and support uptime, resolution, and escalation timelines. |
SLAs for support, uptime, and escalation are available as standard contracts. | |
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Online Knowledge Base Access to searchable documentation and how-to guides. |
Accessible online knowledge base and documentation for users. | |
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Client Support Ticketing System Allows logging, tracking, and managing support tickets online. |
Client ticketing system for support is included. | |
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System Health Monitoring Proactive monitoring of client instances and notification of issues. |
System health monitoring with client notifications is provided. | |
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Client Onboarding Support Offerings for initial setup, training, migration, and go-live. |
Client onboarding, migration, and user training are offered as implementation services. | |
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Change Request Turnaround Time Typical SLA for implementing small client change requests. |
No information available | |
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User Community/Forum Active user community or forum for sharing knowledge and tips. |
Vendor maintains user forums/communities for product knowledge sharing. | |
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Regular Product Updates Frequency of system updates and feature releases. |
No information available | |
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Training & Certification Programs Availability of formal training, documentation, and certification for users. |
Calypso University and other user training/certification available. | |
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Multi-Timezone Support Support teams cover multiple time zones for global operations. |
Multi-timezone support for global operations is available. | |
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Disaster Recovery Assistance Hands-on vendor support in DR/BCP scenarios. |
Disaster recovery/BCP support services are contractually available. | |
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Custom Development Services Availability of custom enhancement/build services from vendor. |
Vendor offers custom development/enhancement services for clients. | |
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Annual Client Satisfaction Survey Regular feedback and satisfaction surveys of client base. |
Annual client satisfaction surveys are a standard practice for feedback. |
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