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Automated creation of new clients

Project duration: 4 months

Brief description

The option is implemented in the existing web application for performing the market conformity check of integrating securities data from additional external investment management companies. Price data is imported using standardized interfaces and is monitored with freely configurable reports.

Subject description

The project implements system-supported creation of new clients and satisfies the requirement of creating standardized imports and freely configurable reports for these companies.  Aim: More efficient processes for creating new clients and flexible reports.

Overview

Project period17.07.2012 - 01.11.2012

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