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Discover how SimCorp's Investment Forecasting and Alternative Cash Flow Forecasting modules transform cash flow predictions from annual exercises into daily capabilities across all asset classes. Learn how the solution integrates external cash flows, market scenario modeling, and automated rebalancing to create realistic forecasts—from marketable securities to illiquid alternatives. Explore advanced features including Monte Carlo simulations, balance sheet forecasting, simula

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Explore SimCorp's shift from software provider to technology-enabled investment accounting service provider, competing with traditional custodian outsourcers. Discover how they leverage 70+ accounting principles, achieve 95%+ STP rates through multi-tenant and single-tenant models, and benefit existing clients through continuous R&D improvements. Learn about onboarding timelines, staffing challenges, data management integration, and whether this service makes sense for organi

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

In this piece, we are going to take a closer look at a part of transactions that are used by every SimCorp client at least to some...

In today's post we are delving into the primary tool for importing data into SimCorp Dimension; the Filter Tool Box, also called Data...

Discover essential tips for mastering the SimCorp Data Extractor. From finding table names using audit trails to leveraging SQL expressions and optimizing variable selections, learn practical techniques that can help both beginners and experienced users create efficient data extracts. Whether you're a business user with minimal SQL knowledge or an advanced developer, these insights will streamline your reporting workflows.

In this piece, we are going to take a look at a few general ways to improve usability in SimCorp Dimension. Some methods you might already know but others may be helpful new ways to approach the platform. You may even think that the default setup should be different from the start. Let us start with user options in the main portal. There are two useful settings here, the first being ‘use alphabetic sorting of domains’. This changes the way domain values are presented from int

Testing in SimCorp Dimension is an integral part of running your system. Learn how and why automated testing can make your life easier.