Microsoft - Data model for proof of own funds
Company: UBS AG, Zurich
Technology: MS Access, VBA
Link: Not available
People in the project: Stefan Tröhler
Implementation period: 3 Monate
- Every week, the analysts of UBS AG give their recommendations regarding the securities traded on the stock exchanges.
- The recommendations made by the analysts (Microsoft Excel) are summarised, consolidated and re-evaluated in another Excel file.
- Therefore, the individual recommendations are imported file by file into the new Excel file using Microsoft Visual Basic for Application, consolidated and re-evaluated on the basis of defined mathematical principles and complex extrapolations.
- Taking all recommendations into account, a new recommendation is calculated for each security (buy, hold, sell).
- The consolidated Microsoft Excel file is then made available to UBS AG clients on the Internet.
- Testing and documentation (user and technical).