Risk monitoring &
Risk Reporting

Portfolio Management Business App

The Challenge

Keep an eye on your risks


Risk officers are required to be able to provide information at any time, control processes, and ensure consistent audit reliability in risk reporting and the management of derived measures. In many banks, this is still largely done manually using Microsoft Office and E-mail. However, these solutions cannot provide the required transparency and speed.

More than ever before, banks need to translate the data required for reporting into an overarching management view and gain transparency about modes of impact in the current portfolio. Additional requirements arise from regulations such as the BCBS 239 standard or new regulatory contexts such as the EBA guidelines and Environmental, Social, Governance (ESG).

Risk officers face challenges in meeting regulatory requirements for cross-risk IT infrastructure, data management, and risk reporting, including the following:

  • Cross-divisional definition, collection, and processing of risk-relevant data and their reporting with high quality and speed
  • Strengthening risk management to cope with stress and crisis situations
  • Representative and holistic view of the current business situation for decision-makers
  • Numerous guidelines of the EU authorities and requirements of the Basel Committee on Banking Supervision must be met in a timely manner (EU taxonomy, Corporate Sustainability Reporting Directive (CSRD), BCBS 530)

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Portfolio Management Business-App

THE solution for transparency and speed in risk reporting

  • mockrocket-capture (4) (1) (1) (1)The app supports, controls and documents the collaboration of all parties involved in the risk reporting process
  • Data is transferred into an overarching control view to create transparency about modes of action in the current portfolio
  • Data and meta information from a data warehousing risk or other data sources are integrated and used as a reporting basis
  • Existing report definitions can be continued
  • Existing work processes and responsibilities are mapped
  • Integration of the application into almost all existing IT infrastructures
  • Seamless integration with existing IT policies and business processes

The Portfolio Management Business App is based on a pre-designed concept with customizable report elements as well as established process models for report generation.

The app was implemented on the isfinancial banking platform and thus offers a balance between agility and change dynamics on the one hand, and stability and conformity on the other. This combines the advantages of a flexible process and solution platform with those of a stable and compliant production system.


Reduction of the costs of
report creation

Narrower control and
decision-making tools


Reduction of the lead times for risk reporting

Faster risk-adjusted decisions in transparent financial markets


Reduction of the documentation workload

Fully automated documentation of all activities along the risk reporting process

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Six challenges in implementing fully digital and compliant risk reporting within nine months.

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