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SOFiE ToolBox

Automated / BATCH
- SOFiE ToolBox Automated tools

These tools enhance the automated environment, performing daily tasks which relieve the people in charge of the legal reports, or, for the IT, perform a constant monitoring of the processes and send warning email when errors.

Automated / BATCH

Interactive / GUI
- SOFiE ToolBox Interactive tools

Two dedicated & interactive tools which are used by users but also the IT : Informer as a realtime monitor of the daily activity, Digger as a search tools among all the reports sent or feedbacks received.

Interactive / GUI

Both modes
- SOFiE ToolBox Dual mode tools

Actually one tool, the Preparer, can be used interactively or configured in automated mode. It's a pre-treatment tool (prior sending) which adds a couple of useful functions which can be selected individually.

Both modes

SOFiE ToolBox
Interactive / GUI

STB - Informer

SOFiE Sort application as secure chanel. Its main functionality is to inform on the status of all sent and received files of the current or previous activity day.
The tool is targetted for companies who send many reports (banks, great fiduciaries, other great institutions) independantly from the operating mode of their SOFiE account (ie interactive or batched).

Main features of the Informer:

  • Clear and user-friendly interface allowing a fast verification of the status of the day
  • Verify the previous day activity in one click
  • Open any feedback to verify their content to confirm the good acknowledgment of the regulators
  • Portable application, compatible with all Windows OS, fast installation
  • (2018 - MIFID new procedures) New consultation panel for MiFID FDBTAFREP verification
  • (2018 - Warning mail) Send an automatic email if specific reports are not sent for a precise hour
  • (2020/2022 - Updates) Various updates to adapt to latest changes (CSSF procedures/ new BCL feedbacks)

New features for future releases:

  • Informer will be coupled with the Reporter and Dispatcher tools to allow more functionalities
  • Allow different user's profile to display only the reports managed by specific (group of) users
  • Spot SOFiE errors (encryption/sending) and help users to interpret the errors for correction purposes
  • Highlight feedbacks with a negative return from the regulators (warnings or errors)

Status (January 2023) :
The Informer was regularly enhanced since 2020 to keep it updated but also to add small extra options or functions.