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Success Story: Custom Actuate Reporting.

Customer: International banking and financial services provider

Business Challenge

In need of high-quality accounting reports, our client purchased the Actuate reporting system. While this sophisticated, out of the box product was a powerful reporting tool, it required further customization. Report parameters needed to be displayed and set to allow validation against the permissions stored in the client’s security role database.
After estimating the cost to customize their existing system, the client decided it was too expensive to fix with on-shore resources. The team at DIO-Soft presented different reporting solutions and a cost-effective offshore development model, leading to a contract to develop the front end layer of the customer’s Actuate system.

Solution

During the first stage of the project, the Actuate reporting system was integrated with the client’s existing portfolio management solution and user access database in order to accurately create lists of parameters. The DIO-soft team then worked to develop a number of specific reports that delivered critical financial data to internal fund accountants and their clients. Our developers built a highly secure publishing module to guarantee that reports ran for specific entities could never be delivered into other entity’s folder. Currently there are more than 500 reports under the DIO-soft maintenance.

Benefits

  • DIO-soft was able to complete the project for one-third of the original on-shore estimate
  • Increased data security and controlled publishing
  • Added data integrity
  • Custom tailored reports addressing the client’s unique needs
  • Full compliance

Solutions used

  • Platform migration and re-engineering
  • Maintenance and support of existing systems
  • Application integration and customization
  • Integrated system testing

Technologies used

  • T-SQL
  • Java
  • Actuate reports

Contact us and learn how our custom Actuate reporting solutions can help you turn big data analytics into actionable insights for your team.

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