Cinnamon Product Features

This page tree lists most of the currently available product features of the Cinnamon Reporting product. Please liaise with our product management via contact@cinnamon.bmpi.ch to discuss additional functionalities and our product roadmap.

 

Topic

Goals

Topic

Goals

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/593985553

 

  • Ordering of reports for clients/portfolios

  • Flexible support for reporting parameters

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/593199142

 

  • Flexible definition of relevant data sources and data formats

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/593985570

 

 

  • Re-usable reporting aggregation logic (Top-N, rest, sorting, grouping)

  • Translations & formatting of data

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/2399240331

 

  • Set of re-usable building blocks that are used to compose reporting types

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/2399240360

 

  • Provide flexible configuration of client reports by using building blocks and (business) parameters.

  • Provide support to enter more complex parameters or reporting artefacts (segmentations, dictionary, profiles etc.)

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/2399240458

 

  • Report scheduling

  • Execution of ad-hoc or standing report-orders

    • Gather data from data sources

    • Trigger report delivery

  • Allow batching of multiple reports

  • Reporting monitoring

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/2399240491

 

 

  • Render charts for inclusion in paper- and web-reporting

  • Render (abstract) reports to visually appealing reports in different formats (for different channels)

  • Allow global definitions for the visual layout (separated from report structure / report data)

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/2399240528

 

  • Deliver reports to recepients via different channels (e-mail, archiving, web portals)

Optional modules

https://bmpi.atlassian.net/wiki/spaces/CRDOC/pages/2399240431

 

  • handle and store static and periodic content to be added to the reports like

    • Monthly market commentary from Research

    • Monthly mandate commentary from Portfolio Manager

    • Banks logo, disclaimer texts

    • Labels & translations

Workflows

  • typically a customer specific workflow solution powerd by the reporting APIs

  • workflows handle processes like

    • preparation, verification of data

    • editing & translation of commentaries (in combination with Content Management)

    • report approval & delivery (in combination with Report Delivery)