eCorporate

Jef De Moitié - De Haes Emmanuel

Pensioenfondsen

03-05-2010
06-05-2010
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 What ?

• Communication platform between CBFA and institutions

– Secured

– Selection criteria (context)

– Control panel: dashboard

• Company information
• overview of what has to be reported by the institutions by when
• overview of what has already been reported

– Upload of documents by the institutions

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Objectives

– Improved communication between CBFA and institutions:

• Company info

• Overview of required topics

• Overview of already delivered topics

– documents
– financial info
– CSSR

• more standardisation (for example, no problems anymore with document naming conventions)

• up-to-date

• reminders, when over "due date"

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Objectives

– Documents availability:
• latest version always
• history (compare different periods, versioning)
• documents are downloadable

– Secured communication
• <--> email = not secured
• high sensitive information

– Same interface for all sectors

– Automatisation possible at CBFA

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 Secured environment

• Email versus upload

• Security requirements:
– Log on via userid (activation code)
– authentication by using an approved certificate (third party)

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Secured environment

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Secured environment

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Secured environment

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 Secured environment

• After log in:

– company specific profiles

– User Role
– Administrator
– Writer
– Reader
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 Control panel

• Dashboard
– Topics:
• Company identification
• Quality documents
• Financial information

– Actions:
• upload new document or new version of document
• Download facility

– Available info:
• Due date , received date
• reminder (over "due date")
• periodicity
• company identification
• History

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 Control panel

• Updated

– By Institutions
• Upload documents
• Define extra security / users (by company administrator)

– By CBFA:
• (company) information from our databases (for example identification sheet)
• financial data delivered via BNB

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 Upload of documents by the institutions

• List of required documents to be reported by institutions

• Appendix

• Dates:
– Due Date
– Date Received

• Periodicity
• yearly , quarterly, monthly, only when changed, ...

• All kind of documents: PDF, Word, Excel, ...

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Control panel

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 Control Panel -- Selection context

• Search engine
• Criteria
– Period
– Start date --- end date
– Company
– Reporting topic
• qualitative documents
• financial info
• CSSR

• Saved Selections
– Pre-Defined : same for every user
– Each user can create his own selections

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Control panel

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