Product Management (Features)

Report Types

• Report types define the reporting products that can be ordered

• Report types are built as a tree of building blocks supporting

  • Sections, used to create chapters, sub-chapters etc. that help navigation of the produced reports

  • Iterations of a subtree of building blocks over a list of data (e.g. generate a short chapter for every fund invested in the portfolio)

Parameters

• Solution-specific definition of business-understandable parameters to be used to

  • Order reports

  • Configure building blocks

Reporting Logic

• Expressions to control enabling/disabling any part of the report (e.g. hide bond analysis if investments in bonds below a threshold)

• Expressions to calculate parameter values (e.g. calculate last month ends give a report date to set reporting date of building blocks)

• Hiding policies, e.g.

  • ifEmpty is used to hide any building block if the contents like table rows or chart series are empty

  • byChildren is used to hide a parent block (e.g. the section title) if all children are decided to be hidden

  • etc.

Abstract (multi-channel) reports

• The production of abstract reports defer the layout and channel specifics to the latest possible moment

Layout templates & themes

• Exchangable layout templates for paper reporting

• Flexible theming for online reports

Multi-Lingual reports

• While paper reports support a single language (after rendering) online reports can be produced as “multi-lingual” reports e.g. to support switching of languages in a client / fund portal

Profiles

• Profiles provide a set of default parameter values dependent on a solution-specific mapping of

  • Product types

  • Client types

  • Reporting lines

  • etc.

Report Composer

• UI to view/search, create/delete report types

• UI to change a report type (compose from building blocks)

Segmentation Editor

• UI to create/maintain (derived) segmentations

Profiles Editor

• UI to create / maintain profiles

Translations Editor

• UI to browse and edit the translations (dictionary)

Content Management UI

See under CM Content Management