One Credit - Ipad App

The One Credit app is an interactive mobile based tool that will provide credit information to the Front Office team on NAGP counterparties.

The main goal of developing a new Mobile application is to ensure that the users get the same functionalities and expand the functionalities on an improved infrastructure platform supported by IT&S in Production, DR and BCP environments. The new solution will lay the foundation for addressing scalability and future enhancements to this Must Have business application.

Project Obejective

Credit analysts and front office often visit counterparties and/or potential counterparties. They would like to have capabilities to view credit information from mobile devices. Credit information includes: counterparty/legal agreement credit rating, limit, exposure, credit availability, and trading terms.

Currently the requested information can be accessed via One Credit Portal, a .NET-Silverlight Application with Oracle database. Most of the logic is kept in the database and app server, so there is no dependency on Silverlight. A few functions would need to be made available. Essentially enough for the marketer to say yes to the deal from a credit perspective; no, that’s too much exposure, or give some info to the customer and get back to the central office for more investigation.

Problem

Users are not able to easily search for a Counter party or Relationship dynamically. The reports are only available in one format and are not customizable.

Users

Customer facing Traders

Analysts

Solution

Provide a robust solution where the Front Office can view the Credit Portal Reports and lay the foundation for future phases that will include the ability to perform What If business scenarios to calculate credit exposure, Reports, and ultimately replace the ET Credit application.

Project a professional Image demonstrating the capabilites of the organization.
Reduce time to answer questions regarding credit limits and approvals

Use cases

Search

Ability to Search based on counterparty, display all the relationships for the selected counterparty and retrieve data from CDM for the selected relationship.

1. Auto-fill feature available on search parameters.

Search Results

Display the data as it is currently displayed on the PDF report on portal.

1. Net Available PTE Credit

2. Include the exposure in the available credit, Available Credit = Credit Limit – (Exposure)

3. Display the net available PTE credit for the life of the deal

4. Ability to print/email the displayed report.

5. Ability to see the counterparty affiliates and details.

6. Ability to add a counterparty/relationship to ‘Favourites

Favourites

Ability to click on the alert to get details of the change in the favourites tab

Ability to view the Contract Status, Type, and Contract No.