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FSI Report

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This feature is only available to Genesys employees at this time. Thank you for your understanding.

Overview​

FSI Report is a comprehensive financial analytics tool available on the SPC portal, designed to provide in-depth financial services industry insights and regulatory compliance tracking. By aggregating data from multiple sources and presenting it in customizable dashboards, FSI Report enables financial teams to make data-driven decisions, monitor performance metrics, and generate compliance documentation efficiently.

FSI ReportFSI Report

Key Features​

Regulatory Compliance

Automated tracking and reporting for key financial regulations including GDPR, PSD2, and Basel frameworks

Include historical data

Automatically includes all alerts & downtime reports for the region

Getting Started​

To begin using FSI Report:

  • Access the FSI Report section from the main SPC portal
  • Navigate to the dashboard overview to see your personalized metrics
  • Generate a new report by selecting the "New Report" option
  • Access saved reports from the reports library
  • Customize dashboard widgets to display your most important metrics

Creating a new FSI Report​

Account Information​

  • Account Name: Enter the name of the financial institution
  • Contract Partner: Select the appropriate contract partner entity
  • Service Order Date: Set the date when service was ordered
  • Service Agreement Date: Set the date when the service agreement was signed
  • Last Risk Report Date: Enter the date of the last risk assessment (if applicable)

Regional Settings​

  • Select the AWS regions relevant to your analysis
  • Check the boxes for each region where the institution operates or has data stored

Language Selection​

  • Check boxes for each language you want the report to be generated in
  • The system supports multiple languages for the same report

Risk Assessment Questions​

Managing Questions​

  • Add relevant questions from the question library by clicking "Add Questions"
  • Check boxes next to questions you want to include in your report
  • Reorder questions using drag-and-drop functionality

Answering Questions​

For each question, select the appropriate response option:

  • Compliant (Green)
  • Partially compliant (Yellow)
  • Non-compliant (Red)
  • Add detailed comments in the notes field to explain your assessment

Generating Executive Summaries​

From the Reports section, click on the "Executive Summary" button

  • Select the data points and metrics to include
  • Choose languages for the report (multi-language support available)
  • Generate the PDF that will include:
  • Title page
  • Customer information
  • Summary sections
  • Risk reporting data
  • Include any compliance notes or observations

Managing Reports​

Viewing Reports​

Navigate to the Reports section to see all generated reports. Reports are displayed in a table showing name, creation date, and size. Click on any report to view its contents.

Report Actions​

  • Open Report: Click on a report name to open the PDF.
  • Refresh List: Use the refresh button to update the report list.
  • Open Folder: Access the report storage location directly.
  • Delete Report: Remove unwanted reports using the delete option.