A Large IT Service provider for financial service institutions

FinScore supports the company in providing superior enterprise reporting solutions to its clients. We help design and maintain financial reporting systems for medium sized banks.

The Challenge

• High costs of report maintenance
• High costs of further development on existing reports
• High costs and risk of error during version migration
• Low performance of online and batch report production
• Report access limited to Triple'A users within the bank - no access from client advisors or external portfolio managers
• No direct connection to the archive system

The Solutions

• Structure the source code in standard reusable components published to component libraries
• Introduce a naming convention, a version control repository and a development methodology
• Create an automated migration and testing tool
• Reduce the number of Triple'A formats used and optimize the Actuate code and SQL queries
• Design and build a web-based Portfolio Management Portal solution
• Design and help building a direct interface from Actuate to IBN On Demand archive system

Results and Key Benefits

• Understand and focus on user requirements
• Use standard product functionality and standards to build maintainable solutions
• Perform frequent know-how transfer to the customer