Summary: WSO provides a designated suite of integration reports that feed directly into a client's Clearwater Analytics software platform. Support requires scheduling these deliveries securely via SFTP endpoints.
Setup Procedure:
- Confirm the client has an active contract by having Clearwater reach out to Elizabeth Zevolo (elizabeth.zevolo@spglobal.com).
- Create a third-party SFTP login profile within the Platform Management system.
- Ensure the user profile is provisioned with the Clearwater Integration Reports security role in New Webadmin to access the fields.
- Schedule standard reports (such as Accrued Income, Rollback Report, Asset Principal Transactions V3, Cash Journal, Ledger Account Detail, Loan Contract Positions, Market Value Positions, and Trade Blotter) as Excel outputs targeting the designated Clearwater SFTP server location.