Si-CORE Features and Benefits
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Policyholder Data Manager (PDM)
Policyholder Data Manager
  • Central core for processing all business rules
  • Schedules all policyholder transactions
  • Process all policy transactions
  • Review of all facets of the policy life cycle
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Trade Request Manager (TRM)
Trade Request Manager
  • Trades securities for block of business
  • Interfaces with multiple clearinghouses
  • Provides detailed trade transaction history
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Transaction Administration Manager (TAM)
Transaction Administration Manager
  • Manages all policy transactions
  • Manages data importing
  • Enforces business rules
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Accounting Manager (AM)
Accounting Manager
  • Maps to your Internal G/L Accounts
  • Mapping can then be correlated to a specific financial event
  • All G/L-related activity is exportable
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Security Pricing Manager (SPM)
Security Pricing Manager
  • Retrieves current prices for securities
  • Loads prices for securities
  • Manages securities pricing and historical data
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Report Manager (RM)
Report Manager
  • Prepares and distributes reports
  • Ad hoc reporting available
  • Custom reporting available
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