SimCorp Tips

Get inspired by a different pricing hierarchy in SimCorp and learn some new tricks to reduce overhead.

Master SimCorp Message Queue efficiency with expert tips for testing, processing, and troubleshooting data imports. Learn alternative import methods like Process Message Queue from File, enable direct message editing for quick fixes, implement automatic retry logic for failed imports, and streamline cleanup processes. Whether you're debugging errors or optimizing high-volume data flows, these practical techniques will enhance your data integration workflow and reduce manual i

We take a closer look at how SimCorp's services are run and provide tips on how to operate the technical platform best.

Review our tips on how to better manage security static data in SimCorp Dimension, especially in bulk.

We look at some of the tools in SimCorp that can be used to automate and optimize the Transaction workflow.

Reduce operational risk with SimCorp's Four Eyes Approval process that tracks changes to reference, static, and market data requiring dual approval. Learn how to configure granular field-level controls, exclude priority batch users, and manage approval workflows—while understanding the critical limitation that unapproved changes remain active in calculations. Discover best practices for enabling windows strategically and using Configuration Manager for environment transport.

Unlock the full potential of SimCorp Dimension Batch Jobs and Queues with these expert tips. Learn how to customize grid views for better navigation, leverage Reference Files for dynamic log naming, troubleshoot with detailed logging, and streamline execution through Batch Queues. From parameter overruling to Communication Server integration, discover practical techniques that will enhance your batch processing efficiency and monitoring capabilities.

Optimize SimCorp Dimension audit trails to balance compliance requirements with system performance and database volumes. Learn how to configure which tables are audited—from static data and free codes to generated results—and implement granular auditing by price type to reduce data volumes. Discover strategies for excluding batch users, managing performance impacts, and using audit trail views effectively while maintaining auditor requirements and business oversight.

Master SimCorp formulas with essential best practices for building robust, maintainable code. Learn how to use variables for efficiency and readability, handle data type conversions with todate() and totext() functions, leverage get-functions for cross-table lookups, and implement error handling with try-catch logic. Discover the importance of documentation, understand authorization limitations, and use the "Used In" function to safely manage changes across multiple setups.

Navigate SimCorp Dimension more efficiently with these portal search tips and hidden features. Learn how to extend your screen history beyond the default 5 entries, use wildcards (*) for flexible searches, and switch to "Closest text" mode for fuzzy matching that handles misspellings and word order variations. Discover keyboard shortcuts to quickly access search results and find any screen—even when you can't remember its exact title.

Master SimCorp Segments with essential tips for building efficient search conditions across your system. Learn how to extend segment capabilities with Extra Search Field Conditions, optimize performance with SQL segments, and leverage testing tools to ensure robust queries. Discover best practices for access control, spring cleaning unused segments, and avoiding common pitfalls that can impact system performance and daily batch processes.

Excerpt (for blog preview/summary): Master custom groupings and aggregations in SimCorp Dimension Asset Manager using formula-based logic. Learn how to create dynamic groupings that combine security data with holding-specific information like model portfolios, understand the unique formula syntax (== for equality, =! for inequality), and leverage instrument type enums for advanced classifications. Discover how to build flexible, on-the-fly analysis without modifying security

Master SimCorp General Reconciliation for cash, holdings, transactions, securities, and finance reconciliations. Learn how to configure reconciliation fields with clear naming conventions, use Data Format Setups to transform external data, set up parent-child relationships for bank account balances, and leverage the General Reconciliation Manager for break resolution. Discover how dashboards and alerts create exception-based workflows that prioritize breaks and route them eff

Master SimCorp trade processing with these practical tips on State Control, default values, and bulk transaction management. Learn how to create efficient exception lists for mandatory fields, leverage Conditional Default Value Formulas for advanced automation, and delete large transaction volumes without workspace issues. Whether you're streamlining data entry or managing complex portfolio transactions, these techniques will save you time and optimize your workflow.

Transform SimCorp authorization from department-based to role-based profiles for better security control. Learn how to manage access during employee transitions—like moving from performance to data management—by mapping multiple granular roles to job profiles. Discover strategies for controlled transition periods, preventing conflicts like performance calculation access combined with price update rights, and implementing regular review processes for exceptions and access cont

Protect critical SimCorp Dimension records like batch job setups and segments from accidental changes using record-based authorization across 100+ windows. Learn how to configure granular access control at the record level—setting owners and granting view, update, or delete permissions—while maintaining user productivity. Discover strategies for authorization profile structure, identifying related sub-windows via deep export, and bulk updating permissions.

Unlock the full potential of SimCorp's Communication Server beyond external connections. Discover how to leverage extraction setups with configurable message types to automate data imports, execute complex SQL queries unavailable in the data extractor, generate custom Word documents, and trigger batch job groups. Learn practical cartridge configurations and XSLT techniques that transform the Communication Server into a powerful internal automation tool for tasks that would ot

Most organizations rely on securities from Bloomberg, loaded using SimCorp’s solution for Bloomberg Data Licenses. In this piece, we are...

Discover how to measure and improve Straight Through Processing (STP) rates in SimCorp for maximum operational efficiency. Learn to identify automation opportunities using transaction audit trails, create STP heatmaps to pinpoint problem areas, and design exception-based monitoring systems. From equities and fixed income to collateral management and security lending, explore strategies to reduce manual intervention, minimize operational risk, and scale your trading operations

Optimize SimCorp Dimension license costs with automated user management. Learn how to build a Data Extractor solution that tracks login activity, automatically deactivates users after 30 days of inactivity, and reclaims unused licenses without purchasing more. Discover how to implement exception handling with user-free codes for extended absences, establish clear user agreements, and gain visibility into login patterns and unusual activity—all through a simple scheduled batch