Note: This case is written based on the use of X-Ray by China Oil for the sake of client privacy and business confidentiality. Specific details have been partially fictionalized, focusing on demonstrating the value and solutions of the product’s features.
Risk Manager Xiao Lin, an expert in risk control at a bulk commodity trading company, faces the daily task of analyzing the risk situation of the company’s bulk commodities to ensure safe trading operations. On a specific day, August 21, he had a concrete task: to analyze the risk situation of the iron ore unit.
Challenge:
Analyze the risk situation of the iron ore unit on August 20.
Understand the positions and profit/loss situations of different physical and paper trades.
Visualize the data for better understanding and sharing.
Solution:
Risk Manager Xiao Lin opened X-Ray system and went to the “Business Reports” module.
In the report management section, he selected the “Iron Ore Unit Risk Daily Report” option.
He set the date to August 20, and the system generated the Iron Ore Unit Risk Daily Report for that date, including data on positions and profit/loss.
Xiao Lin then clicked the “Visualize Charts” button to transform the data into intuitive charts and graphs.
Finally, he could choose to export these charts for further analysis, sharing, or reporting to relevant teams and management.
Outcome:
Through X-Ray system’s “Business Reports” module, Risk Manager Xiao Lin easily obtained the Iron Ore Unit Risk Daily Report for August 20 without the need for tedious manual calculations and data organization.
He quickly understood the risk situation of the day, including the performance of different physical and paper trades, through visual charts.
Xiao Lin could make informed decisions based on this data, take appropriate actions, and easily share the results with other team members and superiors.
Features of X-Ray system’s “Business Reports” module:
Customized Reports: Risk Manager Xiao Lin can freely add various types of reports in X-Ray system, customizing them according to actual business needs. This customization is valuable, as different companies may have different risk indicators and requirements, allowing risk managers to create custom reports based on specific business scenarios.
Automatic Generation: Once report indicators are developed and launched, X-Ray system can automatically generate these reports without risk managers having to manually calculate or organize data. This significantly reduces the burden of manual work, enabling risk managers to focus more on analysis and decision-making.
Real-time Updates: These reports are automatically updated and can be viewed along the timeline. This allows risk managers to access the latest risk data and analysis at any time, facilitating timely decision-making without missing any crucial information.
Visual Analysis: X-Ray system supports a visualization feature, allowing data to be transformed into charts for easier understanding and analysis of risk data trends. This helps risk managers quickly identify potential risk trends and formulate strategies more confidently.
Export Functionality: Risk managers can export reports as needed, making it easy for them to share key information with other team members or superiors, fostering collaboration and information sharing.
With these features, X-Ray system’s “Business Reports” module provides risk managers with highly customizable, automated, real-time, visual, and export functionalities, enabling more efficient management and analysis of risk data, and providing strong support for decision-making and compliance requirements within the company. This is a real-use case, demonstrating how X-Ray system helps risk managers easily navigate complex risk environments.
