Tactical data solutions: Financial services company

2010-11-01

We built a trades validation system to ensure compliance with treasury rules

Our client, the treasury department of a financial services company, used a series of spreadsheets to validate proposed treasury trades against compliance rules.

Concerned at the ever-increasing amount of time the existing process was taking, DataConsulting was engaged to develop a system to validate proposed treasury trades against pre-defined rules.

A secure, robust and flexible application was built – with reporting suite into Excel and PDF – that ensures compliance with company rules, thereby reducing risk.