Reporting system for financial data analysis

Reporting system for financial data analysis
Client

 

Simkowitz & Co. is a middle-size insurance and financial planning company based in New-York which renders services in the spheres of retirement planning, eldercare planning, estate planning, wealth transfer, insurance strategies, tax strategies, family business consulting, etc. At Simkowitz, they offer personalized strategies and products, facilitate implementation and monitor results, continuously adapting the customer’s plan to the changing market and life.

Challenge

 

Several years ago the client acquired a packaged web-based application to track performance of their business. Before we started working together, the system had been in production usage for 2-3 years and contained a huge amount of data. System functionality, however, couldn’t serve the specific character of the financial industry and didn’t allow performing required data analysis and building reports. Also, it didn’t seem possible to migrate to another system as there was no technical documentation for data export available.

To solve the problem, the client turned to Intetics. The initial objective was to investigate the architecture and data structure of the existing application, design and implement a flexible reporting framework, and integrate it into the application for data analysis. The second step included creating customs reports on the basis of the earlier designed framework for various business scenarios and thus obtaining actual financial and insurance information with due time.

Solution

 

The flexible reporting framework based on the latest Microsoft technologies – Microsoft Reporting Service (MSRS) and .NET framework 3.5 – was developed for the corporate data visualization and analysis. Using it, dozens of reports were created which possessed enhanced filtering features, functionality for exporting to different formats like Excel/PDF/HTML/etc., and elaborate UI design. Data-driven subscriptions were used to deliver reports in necessary time and to view them in various email clients. Also, a web portal was developed to enable users to visualize and enter information into the corporate database.

Technologies Utilized

 

  • Microsoft Reporting Service 2000/2005
  • Sybase DBMS
  • .NET Framework 3.5,
  • ASP.NET,
  • C#

 

Results

 

The developed system makes it easier and more efficient to process and control the financial and insurance data. When new business requirements are received or additional data analysis is required, the team performs data processing and develops new reports integrated into the reporting solution.

Case Study

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