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Case Studies

Products Purchased: GoldenSource Data Model and GoldenSource Securities & Products

Key Stakeholder: The Bank has a centralized data technology group which supports Front to Back Equities, Corporate Finance, Treasury Products, Human Resources IT, Client Managements, Risk, Legal, Compliance, and Sales and Marketing across the enterprise.

Business Challenge: Develop an "Integrated Data Infrastructure" (IDI). The goal of the Bank is to provide high quality data in a standard format, using standard interfaces, while reducing support and infrastructure costs, with a focus on re-usability and consistency.

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Products Purchased: GoldenSource Data Model and GoldenSource Securities & Products

Key Stakeholder: Operations & Development delivering data to eleven internal bank departments

Business Challenge: Historically the Bank sourced data as it was needed on an application by application basis resulting in the duplication of data purchases and a larger than necessary IT overhead in interfacing and delivering the data. The Bank's goal was to develop a central cross-reference database for static / dynamic data on instruments as well as for corporate actions events.

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Products Purchased: GoldenSource Data Model and GoldenSource Accounting

Key Stakeholder: Operations and Client Reporting

Business Challenge: Reporting to clients of assets held on their behalf was based on a package of spreadsheets prepared by the Client Reporting Group. These were manually intensive, time consuming to prepare and difficult to scale for increases in volume. Additionally, numerous adjustments were necessary to correct for deficiencies in legacy system data quality.

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Products Purchased: GoldenSource Data Model, GoldenSource Securities & Products and GoldenSource Accounting

Key Stakeholders: Operations and Client Reporting

Business Challenge: In mid 2001, the Company's environment consisted of three legacy systems, each with a different account structure. One system had multiple funds per account; the other two had one fund per account. Customer data could be found in one of the systems but not the others and the accounts were labeled differently in all three systems.

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Products Purchased:GoldenSource Enterprise Data Management and GoldenSource Accounting

Key Stakeholders:Operations and trading in New York and Global Corporate and Institutions area in UK

Business Challenge: Enable the firm to eliminate redundant data, provide a single point of acquisition, and minimize manual intervention wherever possible. The solution needed to be able to operate in a global environment, be highly scalable to support volumes and anticipate market changes.

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Products Purchased: GoldenSource Data Model, GoldenSource Securities & Products, GoldenSource Customers

Key Stakeholder: Operations in support of trading

Business Challenge: An aging mainframe legacy system, manual processes and ad hoc database development, hindered the firm's ability to develop new business and scale the infrastructure to meet business growth needs

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Products Purchased:GoldenSource Enterprise

Key Stakeholders: Fund Accounting and Global

Business Challenge: The bank had operations which included fund accounting and Global Custody functions. Each was serviced by a separate legacy mainframe system. Each of the legacy systems was relatively inflexible and required significant manual intervention in daily processing that created risk and added overhead cost. There was also significant data redundancy across systems. The bank was looking for a consolidated database and an application suite that supported both its fund and custody operations.

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Products Purchased: GoldenSource Enterprise

Key Stakeholders: Fund Accounting and Global Custody

Business Challenge: Due to an increasing complexity of portfolios and systems needed to manage them and increasing customer demand, the company needed to capture information from the market, process it internally and rapidly provide it to customers in the best possible format. The highly manual nature of paper-based processing of corporate actions also created a high risk profile and greatly increased the risk of losing money due to human error. With the rise in volumes, the company also wanted to establish greater volume sensitivity to increase operational efficiency.

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Products Purchased: GoldenSource Data Model, GoldenSource Securities & Products;

Key Stakeholders:
Nine internal clients including: Securities Lending, Corporate Credit Program Trading, Compliance, Global Derivatives, Cross Border Trading, Finance, Fixed Income and Accounting

Business Challenge: The Bank's data infrastructure consisted of a myriad of independent legacy systems focused on individual processing requirements for internal business units or locations. Further complicating the infrastructure, each system utilized its own data model and required users to maintain & update

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