Financial Services Company

The Client

A large international financial service company specializing in the financial needs of corporations, governments and municipalities, institutional clients, and high net-worth individuals worldwide. The company provides equity and fixed income sales, trading and research, private investment management, asset management and investment banking services.

The Engagement

This was a large multi-year effort during which Encode worked with a development team comprised of client employees and numerous consultants. The client's existing Fixed Income Trading System was very large, complex and undocumented. Encode's primary function was to help define the business logic of the system by "reverse-engineering" the existing trading system as well as model, design and optimize the database design for the replacement system.

Critical Services Delivered

Encode conducted extensive business needs analysis and "reverse engineering" to translate business processes down to database and application level requirements.

We also were responsible for the DB2 database modeling and design.

Encode delivered a robust database design to support the requirements of the internal accounting applications, analytics and trading systems.

• Business Needs Analysis
• Reverse Engineering
• Database Modeling
• Database Design

Technology Used

The client selected IBM DB2 and associated products due to its functionality in providing business intelligence: "IBM is the world's leading business intelligence solutions provider, enabling companies to comb through vast quantities of data quickly, thoroughly and with sharp analytical precision. In fact, business intelligence has been cited as the premiere driver of DB2 sales. IBM solutions range from department-level data marts for specialized functions such as sales or financial analysis to massive enterprise data warehouses scaling into petabytes."

IBM's Rational Rose was selected as the data-modeling tool. "IBM Rational Rose Data Modeler: Provides the data analyst with a UML-based visual modeling tool that integrates data modeling with application modeling and system development." Other Rational Tools provide "A UML-based visual modeling and design tool for architects, systems analysts, and designers who need to ensure that their specifications, architecture, and designs are clearly defined and communicated to their stakeholders." (IBM*)

*Copy which describes IBM products is adapted from the copy provided on the IBM website. Consult www.ibm.com for further information.