Designing an investment data warehouse
From business requirements to data model and reporting: functional design applied to investment operations.
An insurance undertaking · 2017–2018
Context
Investment data needed a structure for business reporting and IFRS 9 work.
My work
- Scope the project and document requirements.
- Define the data model and functional specifications.
- Develop reporting and input/output data controls.
Results and work delivered
Investment data warehouse designed.
Data and reporting connected to Finance requirements.
Deliverable types
- Business requirements
- Data model
- Functional specifications
- Management reporting
Library examples are original templates. Client documents remain confidential.