OFSAA

An Update For Our Partners

Ambreesh Khanna, GVP and GM, OFSAA

August 11th, 2017

Safe Harbor Statement
The preceding is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
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Oversight & Disclosure Needs
Governance of Data Management

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Enterprise Risk and Finance
Seamless Alignment of Accounting, Risk and Finance Processes
Sources Staging Accounting Hub General Ledger Consolidate, Close & Disclose Analysis & Reporting

Consolidated
Customers & Detail Ledger Ledger
Revenue & Billing Accounts
General Ledger
Close & Disclose
Ledger Accounting Rules
CRM Planning

Transactions
Balances
Core Systems Adjustments
Positions &
Balances

Others (Channels
Dimensions Processing Results
etc.)

Quality Assessment
Collateral

Repairs

Market Data
Reconciliation

Entities &
Structures Adjustments
Finance & Risk Engines

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

OFSAA Future Release Schedule

FINANCIAL SERVICES CLOUD PLATFORM

V 9C
Cloud only

8.0
V 8.x.y
On-premise only release train

8.0.3 8.0.4 8.0.5 8.0.6 8.0.7

9C

SEPT 2016 MARCH 2017 SEPT 2017 MARCH 2018 SEPT 2018

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Oracle Confidential –
Oracle’s Cloud Strategy
Data as a Service
Software as a Service
Platform as a Service
Infrastructure as a Service
Bring leading Infrastructure,
Technology, Business Applications,
and Information to customers and
partners anywhere in the world
through the Oracle Cloud
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Applications vs. Services on the Cloud
Applications True SaaS Products

Vendor Hosting Services Self Service Applications

Customized Enterprise Products
 Deployed on a Public Cloud
 Customers have full access
 Partner & consulting enabled
Customer Deploys on IaaS
Existing Enterprise Products
 Selectively verified on IaaS
 Cookbooks for Deployment
 Consulting trained on IaaS
 Partner training, marketing
Products Re-Built for Cloud
 Multitenancy via PaaS
 Automated Scaling
 Fully Self Service
 Extensible – no custom code
 Zero Downtime Upgrades
 Single Version – all customers
 Integration via Web APIs
 Modern User Interfaces
All Product Functionality to be
offered as SaaS Products

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Oracle Confidential –
OFSAA Cloud Building Blocks :
OFSAA Data Services & OFSAA Execution Services

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Customer Confidential –
Deployment Model

BUSINESS SERVICE n
BUSINESS SERVICE 1

Data Service BUSINESS SERVICE 2 Execution Service

CUSTOMER A

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Customer Confidential –
OFSAA 9c – 2017, 2018 Release Candidates
OFSAA in the Cloud
• AML Alert Optimization Service • Customer Onboarding Service
• Pricing Service • RWA Service
• Customer Profitability Service • LCR, NSFR Services
• Liquidity Management Service
• Market Risk for FRTB
• Regulatory Reporting Service (per jurisdiction)
• Instrument Valuation Service
• FTP Service
• Portfolio Risk Service
• ALM Service
• Counterparty Credit Risk (on Trading Book)
Service

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Awards and Accolades
• #2 in Chartis RiskTech 100 2017 and Category Winner in
Risk & Finance Integration, Risk Data Aggregation &
Reporting
– Moved up from #4

• Chartis IFRS 9 Technology Solutions Market Update

2017 – Category Leader
• Chartis Financial Crime Risk Management Systems
Market Update 2017 – Category Leader in 5 categories:
Enterprise Fraud Technology Solutions, AML Solutions,
KYC Systems, Watchlist Monitoring Solutions, Trader
Surveillance Systems
• Leading Vendor in Chartis Data Integrity and Control
Solutions in Financial Services 2016
• Chartis Risk Data Aggregation & Reporting Solutions
2016 – Category Leader

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 13

Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 14

Oracle Confidential –