解锁高效运营新范式！申万宏源TA单产品自动化清算革新上线

Core Viewpoint - The article discusses the challenges faced by the traditional TA clearing model in the asset management industry and introduces the new "TA single product automated clearing function" by Shenwan Hongyuan Securities Custody Center to enhance efficiency, safety, flexibility, and risk control in clearing services [2][10]. Industry Pain Points - The traditional TA clearing model is constrained by six core issues: 1. The rapid increase in the number of private products leads to longer clearing cycles, making it difficult to meet basic timeliness requirements [4]. 2. The lack of a real-time clearing model fails to adapt to high timeliness demands, as the clearing time points are fixed [5]. 3. The entire clearing process relies heavily on manual operations, increasing operational risks due to potential human errors [6]. 4. The rigid connection to valuation market data lacks timely feedback mechanisms, causing delays in clearing for all products in a batch if one product's data is missing [7]. 5. The inefficiency of repeated clearing processes requires full batch recalculations for single product rollbacks, which is time-consuming [8]. 6. The opaque nature of the clearing process results in a lack of monitoring and structured result displays, making problem identification and data verification inefficient [9]. Solution Overview - The "TA single product automated clearing function" aims to reconstruct the entire clearing process by focusing on "single product" as the core operational unit, creating an automated, real-time, and flexible operational system through technological empowerment [11][10]. Core Value Proposition - The new system provides three operational benefits for managers: 1. Significant improvement in operational efficiency [12]. 2. Effective reduction of operational risks [13]. Conclusion - As the asset management industry trends towards specialization and refinement, the efficiency and flexibility of TA operations directly impact managers' market competitiveness. Shenwan Hongyuan Custody Center will continue to optimize functional modules based on managers' business needs, enhancing the system's intelligence and customization to support high-quality industry development [14]. Detailed Features of the New System 1. Pre-Clearing Phase: Automates data reception to minimize manual intervention, ensuring timely and accurate data entry [14]. 2. Clearing Phase: Focuses on parallel real-time clearing to enhance efficiency and flexibility, allowing for independent handling of exceptional products [14]. 3. Post-Clearing Phase: Implements automated data pushing to create a closed-loop data system, ensuring timely and accurate communication of clearing results [14]. Efficiency Gains - The new system reduces product clearing cycles, enhances fund efficiency, minimizes operational risks through automation, ensures compliance with traceable processes, and improves system stability by isolating single product anomalies from the overall clearing process [15]. Business Innovation Support - The system adapts to complex scenarios, supports flexible expansion for new business types, and can handle clearing needs for nearly one million products, providing robust technical support for managers' business growth [15].