e. de haes & j. de moitie - demonstratie van het ecorporate platform

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  • 8/9/2019 E. De Haes & J. De Moitie - Demonstratie van het eCorporate platform

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    eeCorporateCorporate

    1

    Jef De Moiti - De Haes Emmanuel

    Pensioenfondsen

    03-05-201006-05-2010

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    What ?

    Communication platform between CBFA and institutions

    Secured

    Selection criteria (context)

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    Control panel: dashboard

    Company information

    overview of what has to be reported by the institutions by when

    overview of what has already been reported

    Upload of documents by the institutions

    eCorporate

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    Objectives

    Improved communication between CBFA and institutions:

    Company info

    Overview of required topics

    Overview of already delivered topics

    documents

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    financial info

    CSSR

    more standardisation (for example, no problems anymore with document naming conventions)

    up-to-date

    reminders, when over "due date"

    eCorporate

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    Objectives

    Documents availability: latest version always

    history (compare different periods, versioning)

    documents are downloadable

    Secured communication email = not secured

    high sensitive information

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    Same interface for all sectors

    Automatisation possible at CBFA

    eCorporate

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    Secured environment

    Email versus upload

    Security requirements: Log on via userid (activation code)

    authentication by using an approved certificate (third party)

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    eCorporate

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    Secured environment

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    eCorporate

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    Secured environment

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    eCorporate

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    Secured environment

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    eCorporate

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    Secured environment

    After log in:

    company specific profiles

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    eCorporate

    User Role

    Administrator

    Writer

    Reader

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    Control panel

    Dashboard

    Topics: Company identification

    Quality documents

    Financial information

    Actions:

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    upload new document or new version of document

    Download facility

    Available info: Due date , received date

    reminder (over "due date") periodicity

    company identification

    History

    eCorporate

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    Control panel

    Updated

    By Institutions Upload documents

    Define extra security / users (by company administrator)

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    (company) information from our databases (for example identification sheet)

    financial data delivered via BNB

    eCorporate

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    Upload of documents by the institutions

    List of required documents to be reported by institutions

    Appendix

    Dates:

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    Due Date Date Received

    Periodicity

    yearly , quarterly, monthly, only when changed, ...

    All kind of documents: PDF, Word, Excel, ...

    eCorporate

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    Control panel

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    eCorporate

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    Control Panel -- Selection context

    Search engine

    Criteria

    Period Start date --- end date

    Company

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    qualitative documents financial info

    CSSR

    Saved Selections

    Pre-Defined : same for every user

    Each user can create his own selections

    eCorporate

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    Control panel

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    eCorporate