Unified Automated Reporting Platform for Financial Data Management

The client relies on over 200 diverse financial and operational reports, often distributed via email as Excel spreadsheets. Managing, maintaining, and controlling access to these reports is cumbersome, leading to inefficiencies. Additionally, report generation is time-consuming, causing data to become outdated by the time of analysis. The reports aggregate data from multiple sources such as other reports, emails, and manually updated inputs, further complicating data accuracy and update speed.

A mid-sized financial institution specializing in property finance and loan distribution, requiring comprehensive data analytics and report management to support decision-making and operational efficiency.

• Develop a centralized, user-friendly report management platform to consolidate over 200 reports, simplifying access control and maintenance.
• Implement a system capable of generating reports within seconds, ensuring data is current and relevant.
• Create automated data collection and processing pipelines from diverse sources, including internal reports, emails, and manual inputs, to improve accuracy and efficiency.
• Enhance the speed of report creation while ensuring high data fidelity, aiming for processing times of a few seconds per report.
• Facilitate real-time data updates and predictive insights to enable proactive decision-making and maintain a competitive advantage.

• A unified dashboard to manage, access, and control permissions for all reports.
• Template-based report generation system supporting over 200 report types.
• Automated data ingestion pipelines capable of collecting and processing data from internal reports, emails, and manual updates concurrently.
• Data verification and validation processes to ensure high data integrity and accuracy.
• Real-time data update capabilities with fast report load times (around 5 seconds per report).
• Predictive analytics and insights integration for proactive decision-making.

• Data sources from internal reports, email systems, and manual inputs
• Data warehouses or repositories for centralized storage
• Access management systems for permission controls
• Analytics and visualization tools for real-time dashboards
• Predictive analytics engines or AI modules for insights

• High performance: report load times under 5 seconds
• Scalability: capable of managing over 200 reports and growing data sources
• Data security: robust access controls and compliance with relevant standards
• Reliability: system uptime target of 99.9%
• Maintainability: easy to update and expand report templates and data sources

The new reporting platform aims to significantly reduce report generation times to seconds, thereby ensuring the most recent data is available for decision-making. It will streamline report management, improve data accuracy through automated collection and validation, and enhance operational efficiency. Expected outcomes include a reduction in manual reporting efforts, increased data fidelity, and the ability to provide real-time insights, ultimately empowering the client to stay ahead of competitors and make informed financial decisions.