Wholesale Finance

Automated Strategy Engine

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CALMS Automated Strategy Engine (ASE)

The CALMS Automated Strategy Engine provides a range of functions designed to empower the end business user to create and manage their own business processes without the need for a technical specialist, achieved using a simple yet intuitive graphical interface.

It works in conjunction with the other CALMS components to provide flexible automation, communication and workflow support.

While it can manage just about any business process (e.g. CRM, Collections etc.) its most popular deployment in the market is to manage the credit decision and underwriting processes.

Features

  • Process Engine – Execution of transactions through configurable workflow maps
  • Rules Engine – Management and execution of logic based on Rules, Decision-trees, scorecards etc.
  • Integration Hub Engine – Management of inbound/outbound connections through multiple types of underlying protocols
  • Work Queue Engine – Definition and management of work queues of items based on rules and data
  • Diary Engine – Highly configurable scheduling capability and management of time and event-based triggers
  • Information Collection Engine – Management of lifecycles of data retrieved from external third-party data providers
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Benefits

  • CALMS Automated Strategy Engine provides the user with complete workflow and work queue management
  • The credit decisioning capabilities enable credit bureau interfacing, scorecard calculation and policy rules application to give instant automated application approval, referral or decline
  • The CALMS ASE solution is highly scalable, meaning it can grow in line with your business requirements and complexities, and is capable of multiple deployments across different environments and business areas
  • CALMS ASE provides a range of functions designed to empower the end business user to create and manage their own business processes without the need for an IT specialist, achieved by the use of an intuitive graphical interface
  • The Diary Handler allows future events to be maintained, which may be used to automatically run business processes
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Retail Finance

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Floorplan Finance

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CREDIT UNDERWRITING
RISK MANAGEMENT
ACCOUNTING CONTROLS
ASE
DEALER & SUPPLIER ACCESS
CREDIT UNDERWRITING

Credit Underwriting

CREDIT UNDERWRITING Financial Statements
CREDIT UNDERWRITING Temporary Overline Management
CREDIT UNDERWRITING Floorplan Specific Underwriting Metrics
CREDIT UNDERWRITING Condition Management
CREDIT UNDERWRITING Tailored Credit Proposal
CREDIT UNDERWRITING UCC Compliance
CREDIT UNDERWRITING Securitization
RISK MANAGEMENT

Risk Management

RISK MANAGEMENT Dynamically Identify and Adjust Aggregate Customer Risk
RISK MANAGEMENT Custom Order Request Rules
RISK MANAGEMENT Flexible Credit Lines
RISK MANAGEMENT Standardized Credit Proposal
RISK MANAGEMENT Credit Conditions Management
RISK MANAGEMENT Integrated with Multiple Inventory Audit Providers
RISK MANAGEMENT Data Warehouse Integration
ACCOUNTING CONTROLS

Accounting Controls

ACCOUNTING CONTROLS System of Record
ACCOUNTING CONTROLS Encapsulated Dual Sided Accounting
ACCOUNTING CONTROLS General Ledger Feed
ACCOUNTING CONTROLS Multiple Custom Chart of Accounts
ACCOUNTING CONTROLS Dual Shadow Accounting
ACCOUNTING CONTROLS Cash Basis and Non-Earning Accounts
ACCOUNTING CONTROLS Accounts Payable Management
ACCOUNTING CONTROLS System Balance Reports
ASE

Automated Strategy Engine (ASE)

ASE Configurable Workflow
ASE Rules Engine
ASE Queue Management
DEALER & SUPPLIER ACCESS

Dealer & Supplier Access

DEALER & SUPPLIER ACCESS Online Payments
DEALER & SUPPLIER ACCESS Dealer to Dealer Inventory Transfers
DEALER & SUPPLIER ACCESS Order Requests (Approvals)
DEALER & SUPPLIER ACCESS Custom Alerts
DEALER & SUPPLIER ACCESS Billing Statements
DEALER & SUPPLIER ACCESS Statement of Financial Transaction
DEALER & SUPPLIER ACCESS Reporting
DEALER & SUPPLIER ACCESS Transactional History
DEALER & SUPPLIER ACCESS Customer Managed Security

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