Introducing Kredit Optimisation's Deal Confirmation Flow

We are pleased to announce a significant advancement in Kredit Optimisation, a product by Komgo, designed to empower clients in identifying triangulation opportunities and matches. We introduce our latest version, marking a pivotal milestone with the unveiling of our deal confirmation flow.

• Streamlined Deal Confirmation Process:
  Our new deal confirmation flow enables users to seamlessly confirm deals directly within the platform. This feature eliminates the need for external communication channels.
  
  
• Enhanced Communication Efficiency:
  Upon confirmation, deal details will be automatically transmitted to all relevant parties, including internal teams and/or the broker for execution.
  
  
• Improved Operational Efficiency:
  Users will experience a refined workflow that guarantees timely and accurate communication. By reducing delays and optimizing efficiency, this feature sets a new standard in deal confirmation and execution.

For Corporates

New "Matches" & "Deals" Pages:

• Matches Page
  • This page will help display weekly algorithm-identified matches, where users can decide to proceed with a match by clicking on "Move to deal" button.
  • Broker Involvement Option: By clicking on "Move to deal", users can specify if they want a broker involved in the deal.

• Deals Page
  • This page will help manage all activities related to deal confirmation and communication with relevant parties, whether internal teams or the broker (Tradition) for execution.
  • Broker Involvement Option: If users did not agree to involve a broker at the previous step, they will be given a new opportunity to change their entries and align with other participants.

Settings Page

• Broker Preferences: Users can indicate their preference regarding whether they usually involve a broker in the deal. This information will be visible to other participants when they click on "Move to Deal" for a specific match.

For Broker

• The broker will have access to a dedicated interface to view the deal, enter the agreed volume, and communicate this information back to the participants.

Other Improvements

New User Interface

• Enhanced UI/UX: The platform's user interface has been revamped to improve the overall user experience.

For Corporates

Submission Page

Simplification of Data Entry:

• Notional/Volume Data Removed: The Submission page no longer requires notional/volume data. Users only need to input the direction.

• Notional/Volume Entry will be entered later in the workflow, specifically when moving to a deal from the Matches page.

• When exporting the submission data, only the direction input will be required in the Excel spreadsheet.

Deletion Capabilities:

• Users can delete specific submissions from the filtered table or remove all submissions from the platform.

Export Filtered Data:

• Users can now export only the data that is filtered and displayed on the table, in addition to the existing full export option.

Outdated Data Flag:

• A red icon will flag submissions that are older than one month, indicating outdated data to prevent keeping obsolete records and create false matches.

Settings Page

• Notification Settings: Users can configure their notification preferences.

Matches Page

• New way to display the matches. Expandable cards will be visible, displaying the different participants and directions involved in a match.