Case study 5

Proven value in developing solutions that provide extended support for decision making in managing multi-billion-dollar positions and related risks.

CMBS Risk Management System for a Major CMBS Originator

PROBLEM:
  1. Large portfolio of mortgage servicing rights
  2. Surveillance of portfolio and potential acquisitions
  3. Data mining for prepayment and default behavior analysis
  4. Significant operational risk as an official servicer
    • No online record of loans
    • Manual interactions with subservicers
    • Reconciling large cash flows through servicing accounts

SOLUTION:
  • INPURE methodology for requirements analysis
    • Considered needs of various stakeholders (trading, operations, IT, risk management)
    • Consensus on requirements and priorities, using rapid prototyping
    • Procedures manual to document how business was operating

  • Servicing portfolio management system
    • Feeds of monthly loan data from four separate servicing systems
    • Calculates historical prepayment rates and other statistics (e.g., WAC, WAM) on loan cohorts
    • Calculates delinquency and default rates
    • Tracks payments, prepayments, actions, and communications