An independent financial services company that provides strategic counsel and services around structured credit, complex asset valuation, enterprise risk, and regulatory compliance, was grappling with inefficient and time-consuming reporting processes for its multiple pension plans. Managing diverse plans required data from various sources, and the lack of an effective solution meant all reporting was done manually. The company turned to Sprinterra for an accessible web solution that could automate and streamline its reporting process.
The company was challenged by a manual and complex reporting process that varied based on the pension plan type. The lack of a standardized business process for loading data that would be coherent to different users added to the complexity. They sought a solution that could generate consistent, high-quality reports and ensure optimal print views. A crucial aspect of their requirement was an application that could support both Member-Directed and Trustee-Directed pension plans.
Sprinterra collaborated with the client to create a single web application that handled the full process from data uploads to report production. The application included features for tracking imported files in detail, creating new templates based on these files, and customizing reports to fit specific user preferences. The software introduced a Master report functionality, allowing users to generate customized reports, and had features to add external PDF documents to reports. Role-based user access management provided varying levels of control over the application and ensured robust security. Data import features were enhanced to support several types of data, with imported spreadsheets stored in the database as binary files. A dynamic preview feature was also added, allowing users to view any data set without building a report.
Improved Outlook: The client’s website’s new design and the more efficient, client-oriented approach improved the company’s image.
Streamlined Data Management: By integrating data uploading and report creation into one system, data management became more clear and understandable.
Enhanced User Experience: A built-in two-sided ETL (uploading and extracting data) process with activity tracking and customized validations improved user experience.
Transparency: Full tracking of the uploads and data changes provided a high level of transparency, which was crucial for the client.
High-Level Security: Role-based user permissions ensured the security of the website.
Optimized Reporting Performance: The system was designed to generate the Master Book Report promptly.
Optimal Print Form: Throughout the process, data can be constantly adjusted to guarantee an optimal print form, including fit-to-page functionality and dynamic column appearance.
The custom web application was developed using cutting-edge technologies, designed to provide a robust, secure, and efficient solution for the client’s complex reporting needs.
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