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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).

 

TECHNOLOGIES USED:
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