Requirements Engineering for a strategy reporting solution

Abstract

UBS AM disseminates investment strategy onto several institutional consultant databases in order to market their investment capabilities to both existing clients and prospects. The investment strategy data undergoes an ETL (Extract, Transform, Load) process to then be finally accessible on various institutional consultant databases. The current solution of UBS AM is not integrated with authoritative master data sources and therefore, exhibits several manual process steps. UBS AM would like to understand and document the requirements which the future strategy reporting solution must fulfil.