Scenario
Technology Reply has developed for one of Italy's leading direct banks a new application, integrated into the bank's middle office portal, to manage report generation requests for periodic verification activities carried out by CONSOB.
This tool will make it possible to report the "history" of each perimeter dispositive transaction, expressed in terms of tracking related to all the regulatory verifications required for execution.
The new application is part of the realization of a new platform aimed at reviewing the current operating model of paper and digital underwriting processes at the bank and the related supporting IT assets, with a 360-degree view of the group's products and with a particular focus on the asset management area.
The new application enables:
- input of report generation requests;
- monitoring of inserted requests;
- visualization of generated reports.
The type of reports generated is configurable, and currently four different types generated by the application have been defined.
Queries can be entered by setting filters that are logically grouped and will be applied to the data extracted from the database.
Report generation is done asynchronously through a nightly ETL flow. The produced files are made available to users via links on SharePoint.
Access to the application and reports is allowed only to users who have a certain profile.
Currently, the first phase of development has been completed, which will allow data to be extracted for certain product types. Additional product types will be made available as subsequent phases are completed.