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Thomson Reuters PORTIA V8.0

The latest Version Offers Clients Workflow optimization, tools for enhanced scalability and system performance and the ability to meet Regulatory Mandates

Thomson Reuters is pleased to announce the release of Thomson Reuters PORTIA v8.0, the latest version of Thomson Reuters PORTIA offering unparalleled flexibility and efficiency. Thomson Reuters PORTIA v8.0 adds two new modules, Corporate Actions and ACCESS (Application aCCess and Enhanced Security Solution), along with a number of maintenance items in the form of enhancements, defect resolutions and design improvements to core Thomson Reuters PORTIA.


Corporate Actions

Thomson Reuters PORTIA's v8.0 Corporate Actions Module reduces the time and risk associated with manual entry and processing of corporate actions events by offering a centralized and efficient corporate actions workflow, flexible processing options, automated feeds and support for new corporate action types. Learn more about the extensive new features available within this new module.

ACCESS (Application aCCess and Enhanced Security Solution)

The ACCESS module focuses on 3 major categories Advanced Security, Advanced Import and Calculations API. The Advanced Security functionality enhances the Thomson Reuters PORTIA "Login Process" to help clients comply with Sarbanes-Oxley and ISO 17799 standards. Advanced Import's main objective is to achieve high scalability and increased performance for importing to the Historical Price (HPX), Historical FX Rate (HFX), Security Master (SMF), Portfolio Master (PMF) and Transaction (MTF). Calculation API provides an interface that enables users to programmatically execute Thomson Reuters PORTIA internal functions and calculations. Users can request existing calculations to be run in defined contexts, returning the results of the calculation without running a report from the Thomson Reuters PORTIA interface tables. Learn more about ACCESS.

Maintenance

Thomson Reuters PORTIA maintenance in v8.0 was driven exclusively by the priority needs and requirements of our clients. Feedback gathered through the "Top Ten List" initiative enabled us to focus on the quality items that were identified as being the most important. A key focus on v8.0 maintenance was to enhance user processing efficiency. Thomson Reuters PORTIA Reports and Calculation can now be "grouped" allowing end users an easy way to locate reports and calculations they need. Reports now have date and operator stamps to track the frequency of use and report output can be appended with "as of dates". Enhancements have been made to allow batch parameters to be entered directly into Thomson Reuters PORTIA, additionally allowing the use of symbolic dates +/-calendar days in batch parameters. Learn more about maintenance.


Thomson Reuters PORTIA would like to thank our early adopters of v8.0 for their many efforts toward ensuring the delivery of a high quality release. Not only did our early adopters help by reviewing specifications and documentation, they also dedicated a great deal of their time testing Functional Releases 1, 2 & 3 of the product. We're very grateful to the commitment of the v8.0 early adopters and are confident that their efforts have enabled us to offer the highest quality product to our client base. We are very excited about the release of Thomson Reuters PORTIA v8.0, along with the many benefits that it provides to our clients. To learn more about the new Thomson Reuters PORTIA v8.0 modules and maintenance items we encourage you to click through the feature stories on this site along with the updated documentation and the v8.0 Fact Sheet.

For additional information on Thomson Reuters PORTIA v8.0, please contact your Account Manager.

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