Key features

Out of the box, Dellegance provides many self-configurable features complimentary to your operational business model. Below are some key ones…

Parties

Manage your relationships with trading entities. Features include management of their business Insurances, Bank Accounts, Documents, Notes.

Party Financial Reviews

Within Parties, there are two financial review models using standard ratio?s to assess financial stability. One standard one and a second suited to intermediaries who hold monies in trust.

Contracts

Contracts can be created and approved for a party for one or more of its services. They can be continuous being reviewed at agreed intervals or fixed expiry. Contracts can have more than one Party (and Service) linked to them, and have users-defined risk factors and Sections with dynamic coding.

People

People can be added and be linked to one or more Parties. Generally this is used when Contracts require responsible individuals in a Party to undertake activities. People approval can be turned on as required.

Templates and Reviews

Fundamental to Dellegance is the creation of configurable versionable templates using Grouped Questions for the Review of Parties, Contracts and People.
Created from a template, the Review is: completed, tracked, validated, scored, and optionally, recommendations added. Finally it is saved as an automatically formatted pdf document, and forwarded for approval if configured.

Approvals

Reviews can be sent for approval using pre-configured approval process and approval User groups. Approvers can record their decision, notes and recommendations online, sponsors can receive automatic email notifications (if configured) and more…

Risk Analysis

Risk based scoring can be set for Reviews with RAG thresholds for the Review and its associated Groups. This scoring can be used for bench-marking.
Parties and Contracts be assigned definable Risk Factors with RAG scores allowing for ongoing monitoring and reporting of higher risk relationships.

Audits

Configure and manage audits for Parties and their Contracts (multiple audits using audit plans): Approve auditors and assign them to Territories; Create audits and auto-email the order to your auditor; Manage recommendations from the audits and more…

Document Management

Store your business documents easily within the logical areas you need to see them. In addition, Document Types allow automatic date based destruction as well as date based notification of expiring documents. A user recycle bin is configurable.

Notes

Save notes though-out Dellegance. Notes can be of ?note? or ?issue? type, have their own defined classification and be diaried for review.

Security ? Users, Roles and groups

Easily maintain secure user access. Assign permission roles to users via reusable user groups allowing functional areas to be hidden or change permissions limited.