Success Stories
End to end Number Authoring solution for a leading global investment bank
Business Need
The client wanted a number authoring system for the benefit of its equities research users. The system should enable users to save numbers, including recommendation and price target, as public or draft to the R1 numbers repository via the Excel savesheet user interface. It should allow changed subset numbers to be workflowed either independently or together with a piece of research. Also admin users need the ability to configure the positions that appear in the cover page tables of the research documents.
- Developing a complex system wherein analyst estimate data is of the highest quality by standardizing and consolidating the tools and platform through which numbers are created, stored, and retrieved into published research
- Ensuring that the publishing of analyst estimate data is fully compliant with SEC rules and regulations and that the timing of changes is disseminated appropriately (whether standalone or within a written product) by instituting independent and integrated workflow of key numbers.
- Allowing numbers within a research document to be configurable in order to suit various business needs based on region and sector
- Simplifying the retrieval and population of numbers for content creation of all products.
HCL Solution
The HCL team developed the system end-to-end covering requirement gathering, high-level design, development, functional testing, unit testing and functionality testing of modules developed and track the defects to closure. HCL also carried out integration testing of the complete numbers authoring system from off-shore and report defect back to client and track the defects to closure.
- HCL's domain and technology expertise enabled it to quickly understand the complexities involved and come up with a road map to develop the entire application in the engagement
- Optimum resource utilization and ability to ramp-up resources
