Superannuation funds face significant challenges in managing vast, interconnected data. From juggling investment products to navigating compliance for SRS 605.0 and SRS 606.0 submissions, the process can be complex and demanding. That’s why we’ve developed the Master Data Manager module - a solution designed to simplify and streamline your fund’s master data hierarchy management.
Built specifically for superannuation reporting, this module enables you to centralise, validate, and maintain full control over your fund’s data hierarchy. Whether it’s linking or editing investment products, menus, options or pathways, this module ensures your data is always accurate, compliant, and ready for APRA reporting.
By addressing these pain points, the Master Data Manager transforms your operations. Say goodbye to juggling spreadsheets and embrace a streamlined workflow that helps you stay ahead of regulatory demands, reduce errors, and manage your data with confidence.
Master data's Key Benefits
1. Centralised Data Hierarchy Management
Upload your master data into the platform for a single source of truth.
Manage fund hierarchy across investment products, menus, options, and pathways.
2. Flexible Viewing Options
Card View: Visualise data relationships at a glance, making it easy to manage products, menus, options and pathways.
Table View: Familiar, Excel-like format with full editability and the same functionality as the card view.
3. Comprehensive Editing Tools
Add, edit, activate, or deactivate investment products, menus, options, and pathways directly within the platform.
Link products to menus and menus to options with intuitive controls.
Activate and deactivate pathways as needed, maintaining a clear hierarchy.
4. Real-Time Validation
Ensure all uploaded data is correctly formatted and compliant with APRA’s requirements.
Identify and resolve errors before submission, reducing the risk of rework.
5. Enhanced Collaboration and Audit Trail
Collaborate seamlessly with real-time updates and commenting functionality.
Maintain a complete revision history for an audit trail, ensuring transparency and accountability throughout the process.
Real-World ApplicationsHere’s how the Master Data Manager can help:
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What Does This Mean for You?
✅ Simplified Data Management
The Master Data Manager consolidates your fund’s data into one easy-to-use platform. Whether you’re working with investment products, menus, or options, you’ll have clear pathways to view, edit, and organise your data.
✅ Enhanced Accuracy and Compliance
Automated validation ensures your data aligns with APRA’s formatting requirements, reducing the risk of errors and resubmissions. With active/inactive status filtering and error detection, compliance becomes part of your workflow.
✅ Customisable and Flexible
Choose the data view that works for you. Switch seamlessly between card and table views to manage and organise your fund’s hierarchy in the way that feels most familiar.
Ready to take control of your fund's data? Contact us today for a demo and see the Master Data Manager in action!
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