Business Requirements

Building a Data mart for Broker Commission reporting, a semantic layer to facilitate ad-hoc reporting and development of reports and Dashboard using the OBIEE platform.

Business Benefits

Dimensional model which will provide efficient data access and flexibility for business Users to do reporting.

Model is flexible enough to combine data in aggregated levels.

Robust Semantic layer which will facilitate adhoc reporting.

Broker commission Dashboard which will provide summary information for portfolio managers and also user can drill down into details information.

Scope

Analyze the 32 existing Crystal Reports. Understand the requirements for ad-hoc reporting. Analyze the Invesco specific extensions to the basic Eagle PACE model.

Identify gaps in toolkit model and requirements. Customize Data Model for the identified reports.

Design and Build the semantic layer using OBIEE for objects in identified reports and dashboard.

Build identified Crystal Reports and dashboards using OBIEE platform.

Our Edge

Deep understanding of the business and our extensive experience in managing investment data for global asset managers and fund administrators.

Extensive experience in specialized Investment management products like Eagle Pace.

Time to market – Completed the assessment in a short duration and quickly followed by kick starting the implementation exercise.