Data Uploading

efileConnect recognises that the duplication of work by re-keying existing data is not only an unnecessary and unwanted demand on resources, it is also prone to error.

Viewpoint Connect can be seamlessly integrated for instant or on-demand data sharing.

Non-Viewpoint solutions can also be readily linked to efileConnect via API and Web Services interfaces.

efileConnect provides a range of versatile hosting and tenancy delivery options, all which utilise a highly encrypted cloud platform.

• Shared Multi-Client Tenant is hosted in an isolated, stand-alone cloud environment by Viewpoint RegTech
• Private Single Tenant designed for a single client organisation. Each employee receiving an individual user account
• Private Multi-Tenant provides flexible global tenant options for jurisdictional offices, teams, intermediaries, direct clients and FI’s

Three highly configurable efileConnect dashboards provide useful, intuitive and easy to use information. Each dashboard has its own dynamic data-grid detailing specific information. All information is exportable.

• Progress Chart showing the filings per processing stage by due date
• Filings Calendar displaying the number of filings per due date status, and jurisdictional filing type
• Global Activity Heat Map delivering instant international oversight per region and jurisdiction

Adopting a 'Keep it Simple' approach, each submission follows a 5 step workflow:

• Onboarding, with a range of efficient import options
• Validation, which identifies data omissions, invalid formatting and allows online editing
• Approval with configurable and optional multi-tiered approval functionality
• Submission, providing an easy to read draft view with encryption enabled and direct and indirect filing ready
• Archiving with a complete data audit trail

Your organisation’s complete data safety and secure governance is paramount. efileConnect utilises AES 256-bit encryption on all rest data and messages within your organisation’s efileConnect database. Ensuring constant availability, Viewpoint’s multi-tenant hosted efileConnect environment is managed on the globally available and secure Microsoft Azure network.

efileConnect is a fully scalable cloud solution that can be accessed either via Viewpoint’s secure hosted environment or can be housed behind each organisation’s own firewalls and security.

Three options are available:

• Independently Hosted Environment within a client’s own firewall
• Multi-Tenant Hosted Environment
• Single Tenant Hosted Environment