Lord Abbett

Reporting UI

About The Client

Since its founding in 1929, Lord Abbett has maintained a singular focus on the management of money. As an investment-led, investor-focused firm, Lord Abbett evaluates every decision from an investment perspective, in an effort to achieve a superior, long-term investment performance on behalf of its clients. Currently, Lord Abbett has more than $140 billion in assets under management.

Work Carried Out

A user interface for various Lord Abbett teams, to preview generated reports for a given “As Of Date”, download Excel reports, run time series comparisons for both calculated values and used metadata. With a granular permissions system, only the administrators can review and influence the metadata driving the process of reports generation. The intuitive design allows the administrators to perform CRUD operations on the database without knowing SQL syntax. Also, it allows business analysts to validate convertibles, and upload the analytics files in real-time.

Challenge

In the first phase of this project, our team was asked to design and implement the initial version of the reporting UI, which later was distributed to the selected users. This MVP was limited to displaying the current pre-processed metadata configuration, and previewing reports generated in the given month. With successful reviews, the management decided to extend the MVP with a number of new features. One of those features was a tool to compare values of a selected report over a period of time. This request was especially difficult, because at a certain point of time, there was a major backend update that included a change to the metadata and report structures. To serve users with all historical data, we wrote two connection layers, which were concurrently retrieving data and a set of transformers, which were able to unify retrieved data.

Applied Technologies

  • Java

  • JavaScript

  • Microsoft
    SQL Server

  • AngularJS

  • Spring

  • Hibernate

The Ratings Retrieval Process was one key element of a much larger development project carried out by Montrose Software for Lord Abbett.

As you can see in the diagram below, 2 further elements are connected to this, and you can view case studies for the other 2 steps – Reporting Process and Reporting UI. All 3 steps create a completed solution.

Data
Providers
Data

Ratings Retrieval Process

Preparation to data processing

Reporting Process

Moulding data into required format

Reporting UI

Presenting reports for the user

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