systems integration experience

College Savings – 529 Plan A financial institution needed to integrate a retail web Front End with a back end legacy system. We designed a three tiered architecture to meet this need. The processing environment became an front end web application and database (Presentation Layer), a middle messaging system (Business Rules, Logic and Workflow layer) and a backend record keeping system (Books and Records Layer). The messaging system was the hub of all processing activity. As new business requirements were determined, processing tasks (modules) were specified. Working in partnership with the business unit and using application knowledge and Rapid Application Development techniques, we quickly produced the system to meet business needs. Designed to evolve to an event driven system, the integrated system allow required processing modules to be added, enhanced or removed as the business dictated.

FX Systems   Funds Transfer for a regional bank needed to upgrade their PDP11 based Funds Transfer System. Working from their strong application base, we assisted with vendor and hardware selection, and with the production of specifications and test plans. We also wrote operator training manuals and performed acceptance testing on application and system software. At a later date we performed a similar function on a customer access system on PC workstations.

Funds Transfer  A 401K Product was brought into being by a business unit of a large financial institution to help distribute their proprietary mutual funds. They sought to provide for mid-sized firms clients with a high end product that had a custom feel without the usual associated costs. The system we developed helped to make the company's service approach to become immediately cost-effective. We worked with the business unit 's operations staff to create a prototype system that on a nightly basis, produced a complete reconciliation of each client account on the recordkeeping system to the account activity and balances from that day's trading.

Billing System, A/R System   A Boston based financial services firm was developing, in-house, a custom Billing System for Mutual Funds and Master Trust. It required an independent Accounts Receivable (A/R) System. We helped select, test, and integrate this system, including developing some custom interfaces. We eventually also helped in the Visual C++ Billing System Development itself.

Deposit Operations System   A large regional bank purchased multiple smaller banks and needed help integrating them into their Deposit Operation's Systems (UCCEL). We assisted in this integration providing particular support with those custom mainframe assembler sub-systems. Some of the converted systems included Lockbox and G/L Accounts Payable, Accounts Receivables and Billing Systems, which were converted from Client/Server environment to an MVS application, CA's FCS system.

Derivative Risk System   A large New York based bank needed to provide comptrollers with a method of assessing overall risk with respect to their worldwide derivative products' position (this in addition to trade risk). We helped to design and develop a distributed, relational data base system to monitor credit risk/exposure for these derivative products. Data was accepted, real time, into an Rdb database for reporting and inquiry. Data came from platforms ranging from mainframes to PC spreadsheets. User access was provided via a windows product, Visual Basic, and SQL reports.