OFS AgileREPORTER is a form and workflow tool that enables the creation and submission of regulatory returns. The OFS AgileREPORTER Platform is configured with product configurations delivered using configuration packages. Different configuration packages are loaded into OFS AgileREPORTER to support different sets of regulatory returns, normally on jurisdictional lines.
For example, one configuration package may support US Broker or Dealer returns, whereas another configuration package may support European Common Reporting. When a regulation changes, only a new version of the related configuration package is required, there is usually no need to upgrade OFS AgileREPORTER.
A configuration package contains the following core artifacts:
· Return Template
· Description of the Submission Files for the Regulator
· XBRL Taxonomies
· Validation Rules and Edit Checks
· Bindings to the FSDF Data Model
If you are using an OFSAA - OFS AgileREPORTER Integrated Solution, two configuration packages are required. One is from VERMEG, containing artifacts 1-4 above; and one from Oracle, containing Artifact 5.
Chapter 3 – Preparing for Installation until Chapter 6 – Start or Stop AgileREPORTER Services describes how to Install, Update, Configure, Start, and Stop the OFS AgileREPORTER Platform.
OFS AgileREPORTER has a web-based User Interface. Users interact with OFS AgileREPORTER to view and edit their regulatory returns using a Standard Web Browser. No browser plugins are required – the User Interface is completely standard compliant (HTML, CSS, and JavaScript).
OFS AgileREPORTER Platform contains an embedded Java EE Server. All the business logic of OFS AgileREPORTER is executed within this server. The server itself is a single Java process running on the Application Server.
OFS AgileREPORTER requires a relational database. Oracle Database is supported. For more details, see Chapter 3 – Preparing for Installation.
Figure 1: AgileREPORTER Platform Architecture
Installation of OFS AgileREPORTER has a prerequisite described in Chapter 3 – Preparing for Installation to correctly configure the OFS AgileREPORTER Database.
If licensed sufficiently, OFS AgileREPORTER can also work with optional modules:
· REPORTER: AgileREPORTER® Suite provides Calculated Return Data and Form (template) Metadata for OFS AgileREPORTER. If the REPORTER Module is installed for OFS AgileREPORTER, the REPORTER Form (template) Metadata is used instead of OFS AgileREPORTER Return Metadata.
· OFSAA: The OFSAA Module for OFS AgileREPORTER provides integration with Oracle Financial Services Application Architecture. Oracle’s OFSAA provides Calculated Return Data which is read directly from OFSAA’s results area and applied to form (template) metadata in OFS AgileREPORTER.