Bond Attributes Manager
Attributes of (financial) Bonds were broadly required for reporting, profit reporting and regulatory compliance.
This client needed a way to manage the Bonds’ data which was currently spread across multiple spreadsheets.
The solution was to migrate all the data to a central database.
The data was accessible to some 80+ analysts via an Excel Add-In which allowed analysts to view, edit and extract all data.
The add-in controlled who had permission to edit values.
All changes were subject to a full audit trail.
Data could be quickly extracted to Excel for further analysis.
This solution reduced the operational risk inherent in storing this data in uncontrolled spreadsheets.
Excel, VBA, SQL Server
* To respect client confidentiality, identifiers including client logos and names have been removed from all screenshots and descriptions. Displayed names and values are fictional.
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