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Engine and Evolution Platform Modernization and Enhancement
  1. case
  2. Engine and Evolution Platform Modernization and Enhancement

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Engine and Evolution Platform Modernization and Enhancement

saigontechnology.com
Financial services
Information technology

Challenges

Confidential's existing Engine and Evolution platform faces challenges due to complex calculation formulas requiring specialized expertise, outdated documentation, data security concerns, performance issues related to large user base, and difficulties in automating data capture for QA verification. The need for rapid knowledge transfer and efficient remote collaboration further exacerbates these issues.

About the Client

Confidential is a company specializing in providing fund management tools to investment funds and banks, offering a platform for fund management, data visualization, and reporting.

Objectives

  • Modernize the Engine and Evolution platform to improve performance and scalability.
  • Enhance the platform's usability and reduce reliance on specialized knowledge for maintenance.
  • Improve data security and access control mechanisms.
  • Automate data capture and validation processes for enhanced QA efficiency.
  • Facilitate efficient remote collaboration and knowledge transfer within the development team.
  • Improve reporting capabilities and data visualization.

Functional Requirements

  • Portfolio Management System
  • Automated Financial Reporting (Monthly, Quarterly, Annual)
  • Multi-Tenant Support
  • Admin Panel for user and system management
  • Investor Relationship Management
  • Enhanced Data Visualization tools
  • Improved Data Accuracy and Validation
  • Secure Access Control & Audit Logging

Preferred Technologies

Angular 9 / Nx.dev
.NET Core 3.1, 5+
Azure App Services
CosmosDB
Azure Logic Apps
Azure DevOps

Integrations Required

  • Client's Production Database (with strict access controls)
  • Potentially third-party data feeds (if applicable)

Non-Functional Requirements

  • High Security (Data Encryption, Access Controls, Audit Logging)
  • Scalability (support for millions of users)
  • Zero Downtime (minimal disruption during deployments)
  • Performance (fast data processing and reporting)
  • Reliability (robust error handling and fault tolerance)

Expected Business Impact

This project will result in improved platform stability, enhanced data security, reduced maintenance costs, faster processing times, and increased user satisfaction. The modernized platform will empower Confidential to continue providing reliable and efficient fund management solutions to its clients. Improved automation will also enhance the quality and speed of the development process.

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