Data Warehouse. Insurance.

Designed, developed and implemented data loading system to process individual investors variable annuity/life contract information into Investment Tracker application where Positions Full/Focused Refresh, Annuity Asset Pricing, Financial Account Reporting fixed-length format files are transmitted from DTCC.

The back-end component of Investment Tracker which is a tool that allows producers to view multi-period performance appraisal summary and details reports and measurements (a rate of return) on their client accounts by various products from different holding locations including the returns for securities which underwent a corporate action.

Date
March 1, 2001
Services
Data Modeling, Database Design, ETL