WM SPECTRUM

Projects

• Engineering a process that generates data files for use by WM Spectrum

• Reduced performance reporting cycle time from 15 to 3 days per month through replacement of an intensive manual process
• Improved ability to audit of processes through data automation

• The software extracts from multiple source applications and using a soft rules based transformer generates the appropriate WM Spectrum investment category summaries
• Users can then review data and adjust as required prior to releasing a agreed set to WM Spectrum for performance reporting
• The software has built in workflow management to control the incremental extract of positions and transactions - extracted amendments added incrementally to the working set

Features (continued)

• ‘Back-dated’ transactions recognised after the close of a preceding period and appropriate adjustments are posted to the current period
• Complex adjustment calculations were kept manual and flexible adjustment functionality supports easy input of journals

Enabling technologies

• Oracle Data base, PL/SQL
• Oracle Designer
• Oracle Forms and Reports

• Expert in the generation of WM Spectrum files
• Expert in collating and assimilating data from various systems to produce consistent reportable output
• Rapid application development approach using Oracle tools set to maximise available budget
• Intelligent automation solutions providing exceptional reliability
• On call, on-site support for developed technologies