Major Corporate Bank

Scenario

Charteris helped this leading corporate bank to develop a risk rating system, to provide the bank with key management and regulatory data.

Situation

The key components of a Credit Risk management system are the credit risk models and the environment in which they are run. They enable exposure and default probabilities to be calculated, and deals to be priced on a risk adjusted basis against specific hurdle rates.

A leading banking institution required a system whereby a single resource of calculation models would provide distributed applications and services across businesses, but which could be accessed easily and managed and maintained in a secure, scalable, and extensible fashion. The calculation models themselves included a number of Risk Rating, Pricing and other Financial Calculation models

Charteris Role

Charteris was commissioned to develop a Model Risk Rating system environment that allowed the client to calculate their PD, LGD AND EAD probabilities in line with their Basel II requirements as well as providing full risk adjusted pricing functionality

Solution

The Charteris solution consisted of a number of separate functions, each of which communicate with one another through a series of interfaces and databases, thereby allowing for phased specification, design, development and delivery. This separation allowed the models to be "pooled" and shared on an enterprise-wide basis across divisions, thus providing maximum flexibility as well as the base information required by Basel II.

This structure provides a better alignment to the typical business structure and functional responsibilities. For example, the Central Risk Unit / Risk Analytics team can maintain models and their availability to business units, thereby ensuring standardisation across businesses. Loan officers in business units responsible for arranging and maintaining credit facilities can simply use their tailored credit management systems to automatically obtain a risk rating on a proposed transaction without having to know which underlying model from the "pool" supports the deal. Specialised models can be selected from the pool, however, thereby ensuring complex deals are priced, calculated and risk assessed appropriately.

The Charteris solution not only allowed the bank to comply with key requirements of Pillars 1 & 2 of Basel II, but also gave them a robust system in a secure and scaleable environment.

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