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KIMM extension of investment limit check and export interfaces

This IT project is part of our digitalization and optimization of our customers’ IT landscape. Through targeted measures, we promote technological progress, optimize cross-system processes and create a sustainable basis for future developments. Our IT reference projects serve as a basis for orientation. They support the reusability of tried and tested concepts as part of project implementation.

Project duration: 2 years, 5 months

Brief description

For years, the customer has been using an intranet application designed and developed by PTA to calculate the share price of real estate, special and credit funds. As part of an expansion of the software, further investment limit checking rules are implemented. Furthermore, data is extracted from this application and made available to other systems (e.g. fund accounting system and investor reporting).

Supplement

The application is implemented in a multi-layer architecture. The user interface is implemented as a Web/Intranet application in PHP. The data management and business logic is implemented in the RDBMS Oracle.

Subject description

Integration of new contractual investment limits and ensuring compliance with these limits. Provision of the audited unit prices of special and credit funds for other internal Bank systems for further processing.

IT project data

Project period01.07.2019 - 30.11.2021

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