Centralized service tracking for smart allocations and contract-level transparency.
Services Module
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Allows you to manage vendors that provide you with multiple layers of services, like market data. You can inventory all of the different services bought and track their usage, which can drive the allocation methods used from this information.
- Services and SKU Repository: Define, organize, and maintain services by vendor, region, contract, or SKU — all completely configurable.
- User-Based Assignment Engine: Easily allocate services to users, groups, or entities with effective dates and weighted splits.
- Contract Integration: Link services and SKUs directly to active contracts, ensuring alignment with legal and financial terms.
- Bulk Assignment and Imports: Upload hundreds of services and allocations via spreadsheet or automate via data loaders (e.g., Bloomberg SID files or any vendor provider user lists).
- Editable Allocation Engine: Adjust usage splits, add/remove users, and retroactively update allocations via UI or backend.
- Real-Time Service Visibility: Dashboards and exports show usage by user, vendor, cost center, and timeframe for reporting and audit purposes.
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