Banking Dashboards using SAP Crystal Reports

Banking Dashboard
PDF based Reports for Securities Trading

Financial Trade Company Overview

We built the banking dashboard for one of the multinational banking and financial services companies of Singapore, which is the largest bank in South East Asia by assets and among the largest banks in Asia.

Problem Statement / Goals and Requirements

  1. Goal was to create a regulatory reporting framework which can generate reports based on pre canned query. End users were top executives of Bank, mainly business users, not technical users.
  2. Reports from the banking dashboard should also be allowed to be bulk generated and exported in various formats like text, excel and PDFs.
  3. Framework should be built in such a way that adding new reports to it should not require code changes and could be done on the fly.
  4. Reports should capture the lifecycle of trade, once front office system passes the booked trade to back office system.
  5. Report should cater to the different user groups like Marketing, Finance, Compliance, SecOps, Institutional, Retail.

Business Drivers

  1. Collaborative Data – Business users required to export the reports from the banking dashboard in such an editable manner that the additional data like target, projections and other data can be added to the data from reports.
  2. Data Retention – System should allow a better control on retention period of data through minor configuration.
  3. Quick reports – System should have inbuilt queries, where user can simply click “Generate” to fetch reports with pre-defined queries, without having to create new queries every time.
  4. Audits - Reports are required for scheduled audits and regulatory requirements.

Solution - Key Highlights

  1. Developed a strong understanding of the trading domain and life cycle.
  2. Defined a downstream warehouse to an OLTP system.
  3. The back office data was stored in Oracle Data warehouse.
  4. Created a reporting framework with pre-defined SQL, using SAP crystal reports.
  5. Design, plan and milestones were validated at the start of project to make sure that all stakeholders are aligned. Agile methodology was adopted to fit the changing requirements of client.
  6. Provided on-site senior level technical support for every major release of the banking dashbaord.
  7. Completed the development of framework within ~14 calendar weeks.

Result

  • The Reports from this financial dashboard are pdf files with header sections indicating report id, name, index and the body contains the date.
  • These reports can be sorted on columns and has reporting parameters on which it runs.
  • The report also carries sub totals and rows totals.

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