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Further development of monitoring of storage risks in accordance with Bafin

Project duration: 1 year, 1 month

Brief description

Further development of an intranet application for determining, monitoring, representing and communicating storage and market risks (see Project ID 3316).

Supplement

Addition of new functions to the original requirements: Entry and processing of portfolios with the corresponding internal and external depot data; provision of account opening forms and letters; communication of creation, change and closing of portfolios and depot accounts in the business process; fusion of several portfolios; depository change of portfolio. Objective: Replacement of an existing database for funds master data entry, as well integration of the database in the new application. Automation of the depot administration processes with the newly-developed functions.

Subject description

The application is intended to support processes in the area of special funds/contracts in the future, thus replacing the Access database used to date. Accordingly, the data model of the application must be extended and the processes implemented. This also includes a large number of reports and automatically generated letters.

Overview

Project period01.03.2014 - 31.03.2015

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