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SOFiE ToolBox

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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
Both modes
Preparer

STB - Preparer

The initial function of the Preparer is to create a CSSF procedure from a MiFIR (MiFID II) TAF report, whether automatically or manually. In the future, more CSSF procedures will be handled by the tool. For SOFiE Sort users in BATCH mode, the tool maintains a 100% automated workflow. For users in manual (GUI) mode, the tool is easy to use and can even be configured to perform its job in 1 single click.

Features of the Preparer in BATCH mode:

  • Allow to maintain a 100% fully automated workflow with no user interaction required
  • Create a valid CSSF procedure from a TAF report and deposit it in the standard SOFiE input folder
  • Send automatic email in case of error and/or success
  • Allow multi-users using multiple envelop profiles combined with multiple input directories
  • Can be executed and piloted by one other application as a command line utility
  • The Picker module allows multiple directories/folders to deposit the reports to be sent

Features of the Preparer in MANUAL (GUI) mode:

  • Clear and intuitive interface which allows users to rapidly generate the procedure file
  • Drag & drop the report on the interface to automatically create the right CSSF procedure
  • Can be configured to be launched in 1 click to perform the operation

Common features of the Preparer:

  • Allow to create up to 5 profiles for multi-user/senders need
  • Verify and validate the report's filenaming
  • Portable application, compatible with all Windows OS, fast installation
  • Can be installed on multiple systems with no extra costs
  • 100% offline and standalone application
  • Configure all BATCH or MANUAL settings through the interface
  • Optimized debug log classified by month + clear activity log
  • (2019 - Update) Added 3 new modules : CSDR & SGO CSSF Procedures + Picker module
  • (2020/2022 - Updates) Various updates mainly regarding the CSSF procedures
Preparer - Overview & Pricing

Status (January 2023) :
The Preparer follows the same update & development maintenance processus than the other tools among the STB, it's up-to-date with the current state of legal reporting @Luxembourg.