Other features of Charlie Remote Trader include Bulk pricing of transactions, electronic confirmations, DDA transfers, electronic wires, and remote draft printing. The Client module provides a client connection with the bank through a client remote server to receive market FX rates, e-mail, static data configuration, deal acknowledgments, etc. Standard payment instructions can be set up by the bank and e-mailed to the client. The Client module provides reports on a real-time basis. Customized reports can be designed and maintained by the bank, identified with its or the client's corporate logo, and sent via e-mail.
Clients can also develop their own reports.
These services are provided by a Scenario Engine enabling the user to extract and format information, perform processes on the data and execute internal and external routines. The remote customer is also provided with a runtime version of a report writer enabling them to execute reports designed and configured by the bank. If the customer's requirements are sophisticated enough, a license of the report writer can be obtained, enabling them to design and configure their own institution specific reports. The client remote server manages multiple connections with clients while extracting information such as authorized deal types and currencies, and updating the bank's database. It also services client requests for FX rates, handles outbound mail, and updates trader positions and counterparty limit exposures within the bank's treasury applications.