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About Client

Asset Management Firm which offers Investment Plans, Position Management, and Fund Management facility to their clients to submit their Finance Status Report and Regulatory Reports. 

Technology Used

Java, SQL DB & FIX Protocol

Business Challenges
  • Different Systems for Client Reporting, Regulatory Reporting, and Financial Status Reporting
  • Handling many data sources and report formats
  • Problems in Error Management and Feedback Management in submission module
  • Complexity in multi-product and asset class supporting 
Solution Provided
  • Flexible Report Template Configuration
  • Easy configurable Report Submission & Validation layer
  • Generating Reports in various formats
  • Allowing manual and automatic data correcting
Business Benefits
  • One tool handles all reporting requirements and challenges
  • Easy identification of Error Reports and Error Data