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Market conformity check: Paperless archiving and logging

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: 1 year, 7 months

Brief description

The process of checking securities prices, which is performed manually in part, is replaced by system-controlled logging and archiving, within the framework of a project carried out in connection with the market conformity check.  To do so, the existing web application is expanded to include a role-based, client-capable rights system, logging and check forms.

Supplement

Since the web application is available to multiple user groups, a client-capable, role-based rights system is implemented. In the future, manual changes in prices and master data is to be logged with support from the system. Price information is exported from the application to Allocare AMS via an interface.

Subject description

Large quantities of paper reports were generated as part of the previous, manual price checking process, which must be archived for legal reasons and for auditing purposes. Within the framework of the project, the checking process takes place largely in the web application used to date.   Aim: Reducing costs for archiving monitoring reports, as well as avoiding media disruptions and reducing manual effort.

IT project data

Project period05.12.2010 - 17.07.2012

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Björn Huppertz

Head of Financial Services

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We provide information on the handling of the data collected here in our privacy policy.