Inbound
Data
Data
Stores all of our existing normalization logic to transform raw data to Clearwater data
What is Curator?
Used by reconcilers on a daily basis
What is Helios?
"Go run pricing" means you need this tool
What is Prezo?
Used to configure jobs that deliver files via SFTP to clients and other vendors
Back Office Services (BOS)
Used by GD and Development teams to assign work
What is JIRA?
Used by Data Migration Specalists to load initial holdings
What is the Cost Data Tool?
Used by Data Migration and Data team to review and update Security Master
What is Security Editor/Manager?
Used to enter pricing overrides
What is Baymax?
Used to create new fields for a specific client
Client Provided Data
Used by Program Managers for project tracking and SteerCo meetings
What is Clarizen?
Used to download raw files sent in from a particular source
What is DryDock?
Used by Implementation team to create accounts, clients, users
What is Client Configurator?
Used to enter a wide variety of allowances, categorical, and descriptive overrides
What is Accounting Tools?
Used to review Limited Partnership related transactions, data, and documents
What is LMC (LPx Management Console)?
Used to monitor ETL runs and failures
What is Tiresias?
Used to automate the creation of private securities, picks data up from Prometheus
What is Phoebe?
Used to calculate accrued, book yield, and analytics
What is Bane?
Used to enter a client's chart of accounts for the Entry File
Used by Subject Matter Experts to build heavily customized GL files
What is Beaker?
Used to track reporting readiness of insurance entities (Schedule D)
What is the NAIC Dashboard?
Scripts that pick up raw data files from various SFTP folder locations
What is Scavenger?
Used by Reconcilers to enable or disable certain Helios errors
What is Account Config?
Used to upload, review, or automate a client's future cash flow projections
What is the Cash Flow Parser?
Formerly referred to as "enhanced statements", this is now the go to tool for any client custom reports. Typically multi page with client branding and charts.
What is Prism?
Used by GD Division Leads for new opportunities, used by CS for client requests
What is Salesforce?