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Openlink Endur from Openlink Financial (ION Group)
Delivers counterparty risk assessment, credit exposure tracking, netting and collateral management, with strong analytics and compliance tools for corporate treasury and risk management.
More about Openlink Financial (ION Group)
Product analysis by function
Counterparty Risk Assessment Tools for Risk Management
Systems that evaluate and monitor credit risk of financial counterparties, setting and tracking exposure limits and providing early warning indicators.
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Data Integration & Aggregation
(6 Yes /6 Known /7 Possible features)
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ERP Integration Ability to connect with enterprise resource planning systems for enrichment with transactional and master data. |
Openlink Endur offers integrations with ERP systems (SAP, Oracle) for enriched transactional data. Confirmed by product documentation and case studies. | |
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Bank Connectivity Direct integration with multiple banking platforms to fetch real-time account and transaction data. |
Bank connectivity is a core Endur feature for treasury workflows, enabling real-time cash, payments, and reconciliation with banking partners. | |
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Market Data Feeds Automated import of live or historical market data (credit spreads, ratings, CDS, etc.) from external providers. |
Endur provides integration with live market data feeds (credit spreads, CDS, etc.), as stated on Openlink's site. | |
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File Import Capability Import of data from CSV, Excel, XML, or other formats for manual updates or data migration. |
Openlink documentation confirms support for importing data via Excel, CSV, XML for batch updates/migration. | |
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APIs for Custom Data Sources REST or SOAP API endpoints to connect to proprietary or bespoke data sources. |
REST and SOAP APIs are available for custom data integration per technical documentation. | |
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Automated Data Refresh Rate Frequency with which external and internal sources update within the system. |
No information available | |
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Data Mapping and Transformation Tools Ability to reconcile and standardize data from diverse formats and structures. |
Endur includes ETL and mapping tools for data transformation and standardization, as referenced in product guides. |
Risk Metrics and Models
(9 Yes /9 Known /10 Possible features)
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Credit Exposure Calculation Calculates current and potential future exposures for individual and aggregated counterparties. |
Endur calculates both current and potential future credit exposures at a counterparty and aggregate level. | |
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Probability of Default (PD) Incorporation or calculation of PD based on internal or third-party methodologies. |
Probability of Default calculation is included through internal/market models, per solution overview. | |
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Loss Given Default (LGD) Determination of expected loss if a counterparty defaults. |
LGD is determined within Endur's risk analytics for counterparty and product-level risk. | |
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Expected Exposure (EE) Modeling Computation of expected exposure profiles over different time horizons. |
Expected Exposure (EE) modeling over time is natively supported for credit and netting scenarios. | |
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Wrong-Way Risk Analysis Identification of risk scenarios where exposure increases as counterparty credit quality deteriorates. |
Solution includes wrong-way risk identification, flagged in product collateral and whitepapers. | |
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Concentration Risk Measurement Assessment of risk exposure based on industry, geography, or other dimensions. |
Concentration risk metrics shown in demo dashboards and documentation (industry, region, etc.). | |
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Stress Testing and Scenario Analysis Ability to simulate the impact of adverse events or macroeconomic shocks on counterparty risk metrics. |
Supports stress testing/scenario design and analysis for macro and market events per product literature. | |
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Custom Risk Modeling Configuration or development of bespoke risk factor models. |
Endur includes configurable risk models—users/consultants can create bespoke models. | |
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Monte Carlo Simulation Support Utilization of Monte Carlo simulations for assessing potential exposures. |
Monte Carlo simulation is part of Endur's risk engine for exposure and VaR-type analysis. | |
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Time to Compute Exposure Metrics Average system time to recalculate exposure metrics after new data ingestion. |
No information available |
Real-Time Monitoring & Alerts
(5 Yes /5 Known /7 Possible features)
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Dashboard for Risk Overview Real-time visual dashboards summarizing exposure, risk concentrations, and breaches. |
Dashboards for exposure, limits, and visualization are highlighted in Endur sales collateral. | |
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Customizable Alert Rules User-defined thresholds for financial, market, or credit events triggering alerts. |
Custom alert rules can be set for market/credit events as demonstrated in user guides. | |
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Automated Email/SMS Notifications Immediate notification to stakeholders on risk limit breaches or significant events. |
Notification via email/SMS available for key events/alerts (configurable notifications). | |
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Intraday Risk Updates Frequency at which the risk status is refreshed and checked for exceptions. |
No information available | |
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Severity-based Escalation Workflow Escalation paths for critical alerts based on event severity. |
No information available | |
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Historical Alert Log Maintains a time-stamped archive of all generated alerts and events. |
Comprehensive alert/event logs are available for oversight & audit. | |
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Mobile App Access Availability of monitoring and alert features via a secure mobile app. |
Openlink offers a secure mobile app for monitoring and alerts, per product documentation. |
Credit Limit Management
(7 Yes /7 Known /8 Possible features)
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Limit Assignment and Approval Workflow Configurable process for setting, reviewing, and approving credit limits by hierarchy. |
Limit management workflows (assignment, approval, hierarchy) are core to Endur. | |
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Real-Time Limit Utilization Tracking Immediate monitoring of available, used, and breached limits. |
Real-time tracking of credit/eligibility and utilization highlighted in features list. | |
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Automatic Limit Recalculation Adjustment capabilities based on changing exposures or market conditions. |
Limit recalculation is automatic upon exposure or position change, as shown in technical content. | |
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Limit Breach Controls Blocking or warning mechanisms for new transactions breaching set limits. |
Blocking/warning users on breaches is specified in UI and risk controls documents. | |
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Multi-Currency Limit Support Ability to handle and aggregate limits in different currencies. |
Multi-currency and aggregation across currency is a standard feature for Endur. | |
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Limit Usage Reporting Frequency The system's interval for updating and reporting on limit usage. |
No information available | |
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Historical Limit Utilization Record Archival of credit limit changes and utilizations for audit purposes. |
Limit utilization change history and audit present in compliance/audit logs system. | |
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Bulk Limit Update Capability Ability to update limits for multiple counterparties by batch processes. |
Bulk updates (via file or batch process) supported as indicated in Endur's data loading/model management documentation. |
Counterparty Onboarding & Maintenance
(7 Yes /7 Known /7 Possible features)
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Digital Onboarding Workflow Guided input and approval steps for adding new counterparties. |
Digital onboarding with workflow approvals for new counterparties supported in Endur. | |
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Automated KYC/AML Screening Screening processes for regulatory compliance checks during onboarding and review. |
Automated KYC/AML integration, screening, and workflow mentioned in partner brochures and Openlink KYC documentation. | |
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Document Management Secure collection and storage of counterparty documentation (contracts, risk assessments, financials, etc.). |
Secure document management for counterparties/contracts is a standard part of Endur onboarding. | |
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Periodic Review Scheduling Automated reminders and workflows for scheduled risk assessment reviews. |
Automated reminders and scheduling for counterparty/risk reviews described in Endur documentation. | |
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Custom Data Fields Ability to add unique data attributes specific to corporate policy needs. |
Custom fields can be created at the entity level to suit corporate policy needs. | |
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Bulk Data Maintenance Ability to update, merge, and clean large counterparty databases efficiently. |
Bulk data management (updates, merges, cleaning) described in Endur data maintenance guides. | |
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Audit Trail for Counterparty Changes Comprehensive logs of all updates, reviews, and approvals for each counterparty. |
Full audit trail/logs of all counterparty changes are available for compliance and regulatory purposes. |
Reporting & Analytics
(6 Yes /6 Known /7 Possible features)
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Pre-built Risk Reports Library of standard regulatory, credit, and management reports. |
A library of prebuilt regulatory/management reports included in Endur reporting suite. | |
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Custom Report Builder Flexible tools that allow users to select fields, metrics, and filters for custom output. |
Custom report builder featured prominently in the product's analytics and reporting documentation. | |
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Interactive Visualization Tools Dashboards, heatmaps, and graphical analytics of exposure and risk. |
Interactive dashboards and visual analytics provided out of the box in Endur. | |
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Scheduled Report Distribution Automated delivery of reports to designated recipients at set intervals. |
Scheduled, automated report distribution supported for managers/audit as per feature list. | |
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Export to File Formats Support for exporting reports to Excel, PDF, CSV, and other formats. |
Export to Excel, PDF, and CSV formats confirmed in Endur report export options. | |
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Ad Hoc Query Response Time Average time to process user-defined report queries. |
No information available | |
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Drill-down Capabilities Ability to view detailed transactional or entity-level data from summary reports. |
Drill-down navigation in dashboards/reports is demonstrated in Endur product videos and UI examples. |
User Access & Permissions
(5 Yes /5 Known /6 Possible features)
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Role-Based Access Controls (RBAC) Assignment of permissions based on job roles, ensuring users only access required data and functions. |
Role-based access is a standard, configurable feature for Endur deployments. | |
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Single Sign-On (SSO) Integration with enterprise identity management for seamless authentication. |
Single Sign-On integration possible with enterprise IAM (AD, SAML) per Openlink documentation. | |
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Granular Permission Settings Ability to segregate duties (view, edit, approve, etc.) at a field, report, or transaction level. |
Permission can be set at granular levels (field/edit/approve) in Endur's security admin. | |
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User Activity Logging Detailed tracking of user actions within the system for audit and security. |
User actions are logged for security/audit purposes according to Endur's security settings. | |
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Concurrent User Sessions Supported Number of simultaneous logged-in users supported by the system. |
No information available | |
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Two-Factor Authentication (2FA) Security measure requiring a secondary validation method for access. |
2FA available via integration with common authentication providers (vendor documentation). |
Compliance & Regulatory Support
(6 Yes /6 Known /6 Possible features)
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Regulatory Reporting Templates Provision of regulatory-compliant templates (e.g., EMIR, Dodd-Frank). |
Regulatory reporting templates available for EMIR/Dodd-Frank per compliance solution documentation. | |
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Audit Trail Capabilities Extensive, immutable logs to support regulatory and internal audits. |
Comprehensive, immutable audit logs are a standard feature supporting compliance. | |
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Policy Enforcement Engine Configurable enforcement of internal risk and compliance rules. |
User-configurable policy engine for risk/compliance enforcement is available. | |
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Documented Validation Processes In-system workflows and logs for required risk assessment validation. |
Endur tracks/document validation workflows for risk/compliance checks in system. | |
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Regulatory Change Notification Alerts and updates on relevant regulatory changes impacting counterparty risk. |
Regulatory change updates/alerts supported, either via third-party data or workflow. | |
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Retention Period Configuration Ability to set and manage data retention per jurisdictional requirements. |
Retention periods can be managed/configured to meet jurisdictional requirements. |
System Performance & Scalability
(1 Yes /1 Known /6 Possible features)
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System Uptime SLA Guaranteed percentage uptime as per service level agreement. |
No information available | |
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Maximum Supported Counterparties System's capacity for managing distinct counterparty entities. |
No information available | |
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Peak Transaction Throughput Maximum rate at which transactions can be processed. |
No information available | |
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Data Storage Scalability Ability to scale data storage seamlessly as volume grows. |
Endur supports horizontal and vertical scaling for large corporate clients. | |
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Disaster Recovery RTO Recovery Time Objective in the event of system downtime. |
No information available | |
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Latency of Core Operations Typical end-to-end time for risk calculations or limit checks. |
No information available |
Implementation, Support & Upgrades
(5 Yes /5 Known /7 Possible features)
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Implementation Time Average rollout duration from contract to live operation. |
No information available | |
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Dedicated Customer Support Access to specialized support teams for issue resolution and inquiries. |
Dedicated customer support teams available from Openlink/ION with enterprise SLAs. | |
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Online Help Resources Documentation, FAQs, and how-to guides accessible digitally. |
Extensive online documentation, how-tos, and knowledge base available to users. | |
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Training Programs Provision of onboarding and advanced skills courses for users. |
Product training, both onboarding and advanced, is available through Openlink/ION. | |
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Software Upgrade Frequency Typical frequency for minor and major product enhancements. |
No information available | |
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Customization Services Availability of vendor-driven customization to meet bespoke needs. |
Professional services/consultants provide customizations for Endur clients. | |
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Community and User Forums Channels for user-to-user knowledge sharing and best practices. |
Community and user forums available via ION group/Openlink user base. |
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