Case Studies and Engagements

Fenergo/Salesforce Legal Entity Recon

Challenge

  • Our client's data governance office had challenges matching counterparty records for post-trade events, and needed to reconcile the population with the long term vision of creating a single client view.

Solution

  • Collaborated with the PowerBI analytics team to develop a MIS dashboard to track the client data mapping process. 

  • Leveraged product knowledge to partner with IT stakeholders to prepare client data extracts.

  • Develop python notebooks to analyze data sets, and compile a master map of client data for stakeholder review.

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