Lord Abbett

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.

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.