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case study
13.09.2012

document management for commercial mortgageBacked securities Summary

Develop a system to support the warehousing, workflow, and management of documentation related to the commercial mortgage-backed securities (CmBS) business within a top five global investment bank.

u Client: Top five global investment bank u Business AreA: Commercial mortgages, Structured Finance, Securitization, Document management u Asset ClAsses: Commercial mortgages u teChnology set: Oracle, J2EE, aJaX, Documentum, Weblogic, Struts u integrAtion: Various CmBS management systems supporting over 280,000 documents u user Profile: Front Office, middle Office and Operations 360+ users u geogrAPhy: Worldwide u relAtionshiPs stAtus: Ongoing ODC with quarterly releases; T&m basis u serviCes Provided: Full cycle: Business analysis, Development, Qa/ Testing, maintenance u teAm size: 7+ team members u durAtion: 4+ years

BuSinESS ChaLLEngE
The CmBS securitization process generates a large, and often convoluted, paper trail that requires document exchanges from numerous players, thus increasing the risk of missing documents that can slow down the process and impact CmBS performance. To manage the risk, the bank created an initiative to develop a document management system, customized to the CmBS workflow, to support best practices and standardization.

LuXOFT DELiVErED SOLuTiOn

Luxofts success in developing solutions for the commercial market provided the bank with expertise required to design and develop a CmBS document management system that met and exceeded the business requirements. The electronic document management system (EDmS) has the following high-level capabilities for the banks commercial mortgagebacked securities business: u a single source of truth, global loan document repository u Document import/export capabilities to/from a variety of sources u Document version control with editing, view, and delete functions u Best practice approval process using the four eyes principle u Full support for loan operations and the document capture process u integrated email functionality u integration with document scanning facilities in 16 countries u Online access and management via my Portfolio u advanced document and deals search capabilities u Sophisticated user permission management capabilities u Easy navigation with quick access to frequently used folders and documents

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BEnEFiTS
Luxoft provided the bank with an easy-to-use, but sophisticated document management solution for its commercial mortgage-backed securities business that produced the following benefits: u Significantly reduced the risk of missing or invalid documents u increased document security and audit u a more rigorous and thorough process for documenting loans u Substantially improved productivity

CuSTOmEr FEEDBaCk
Together we can look back and clearly say we have produced outstanding results. in response to aggressive business demands and tough timelines, we have worked together and demonstrated remarkable strength and resilience. Clear, honest and consistent communication within and across teams, together with care in honoring commitments, have ensured our relationship continue to turn in excellent results. Our contribution to the EDmS platform as well as to business success is very visible once again. Investment Bank IT Manager, Corporate Finance, Loan Exposure Management Group

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Luxoft, a principal subsidiary of iBS group, is a provider of advanced application and software engineering outsourcing services for global and regional enterprises. Luxoft builds partnerships with its clients, such as Boeing, iBm, Deutsche Bank, uBS, harman, avaya, alstom, and Sabre, based on the culture of engineering excellence, innovation, and deep domain expertise. Luxoft offers international delivery capability through its network of state-of-the-art delivery centers in north america, Eastern Europe, and asia. Luxoft`s customers benefit from the right mix of technology skills, industry knowledge, proprietary processes and methodologies, and a choice of engagement models. For more information about Luxoft, visit www.luxoft.com www.luxoft.com/financial-services/

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