Brokerage Rates Management System

GFI Group

Key Details

The Challenge

Build a Brokerage Rates Management System that allows users to quickly retrieve, reference, and compare brokerage details and rates instead of having to hunt for them in a filing cabinet.

The Solution

Build a C#.NET Windows Application, persist the data in Oracle, and interface with Documentum to retrieve brokerage details if they exist. Extend functionality by incorporating Infragistics Components.

Key Features

Oracle and WCF

Initially modelled and prototyped using Microsoft Access, but later migrated to Oracle. The data store was wrapped in a WCF service that was deployed in a Windows Activation Service (WAS).

Diversity and Flexibility

The solution needed to be flexible because a diverse range of financial instruments had to be included, for example, Crude Oil Derivatives, Corporate & Emerging Bonds, Asian NDFs, Equity Index Options, Loans, Weather Derivatives, Inflation Swaps, Metal Spot & Forwards, Variance Swaps, Bond Options, Exotic IRS, Equity Swaps, and so on.

Documentum DFC & DFS

Insertion and retrieval of brokerage agreements from Documentum was achieved initially by wrapping DFC (Documentum Foundation Classes) in a .NET component. This was later upgraded to make use of DFS (Documentum Foundation Services).

Dynamic ASP.NET

Because of tight deadlines, Dynamic ASP.NET was used to allow administrators to maintain and update static data, avoiding months spent developing an overly complex and unnecessary data access layer.

Key Skills

Coding

Data Analysis

Business Analysis

Key Technologies

(Microsoft) Access

ADO.NET

C#.NET

Confluence

Design Patterns

Documentum SDK

Entity Relationship Modelling (ERM)

Infragistics

NUnit

OOAD/OOP

Oracle

Oracle PL/SQL

Perforce

SOLID

TOAD

UML

Visual Studio

WinForms

XML/XSL

XMLSpy (Altova)

Reference

Documentum
Infragistics

Takeaway

Analysis

A nice project. Challenging at first because of the diversity of the products and attributes, but an upfront analysis helped unravel the complication.

Documentum

Integrating with Documentum using Documentum Foundation Classes (DFC) was difficult but upgrading to Documentum Foundation Services (DFS) proved to be easier.

Infragistics

Integrating Infragistics added useful functionality quickly.