EDM: Product and Account Master
Manage the Complexity of a Multi-Team, Multi-Product Workflow
Complete, accurate and up-to-date investment product (strategy) and account (portfolio) data is essential for the proper operation of buy-side firms. However, many firms lack a central master for this information and still rely on email and spreadsheets to launch new products and manage existing ones.
Without a central source of the truth and integrated set-up/maintenance workflow processes, firms experience significant disconnects between systems and data users, a lack of transparency around new product set-up and lack of accountability for key data sets.
EDM addresses these challenges with its product and account master solution, which has been designed based on commonalities gleaned from EDM client implementations as part of an iterative process and delivered back as a reusable template.
EDM has flexible data schema that allows firms to expand the template through configuration to meet their unique needs, including maintaining different hierarchies for individual regions, teams and business lines while managing the complexity of a multi-team workflow.
Key Benefits
Streamlined Processes
EDM’s product and account master streamlines the creation and maintenance of products. It delivers complete and accurate data for sales and marketing collateral and automates the distribution of a single version of the truth to downstream systems.
Customizable Workflows
Flexible UI workflows give you control of the process of creating and managing products and accounts. The workflows include manageable entitlements functionality, which allows you to control who is involved in setting up and editing the details of each product/account, as well as four-eyes approval.
Relationship Management
EDM gives you the ability to link related data to products and accounts, and to display it through a web UI. The product and account master solution can also be linked to EDM’s index, position, party and security master solutions or to your existing implementation.
Auditability, Data Lineage and History
Benefit from the ability to track data back to its raw source format and access a complete audit trail of any dimensional changes. This transparency includes visibility into historical changes along with the effective dates of those changes.
Consolidation and Integration
EDM centralizes data and processes, reducing reliance on spreadsheets and other manual work. The EDM product and account master ensures fully cleansed, authoritative data is being distributed downstream to support reporting, collateral and other mission-critical applications.
Exception Management
EDM provides exception management workflows which surface data quality issues and allow the end-user to resolve the exceptions. Trend analysis can also be performed on the platform to track data quality over time.
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