Customer employees need to have access to actual current and historical information on market condition and certain issuers, history of deals made and details of investment decisions made before.

At project start client had no unified approach to management of its knowledge and information database. Data were stored as single files, analytical reports, issuers’ profiles and deal records. Catalog was updated irregularly, it was not checked for data duplication, and it had significant size and was growing.

In such situation, searching for required information was hard. They also had no access to information from tablets and mobile devices, which is critical for making timely decisions on US stock market.

So main requirements for new service were:

• Recording deal history and all related operations or external events for certain issuer (stock symbol)
• Implementation as lightweight Web site (with minimum page load time) with the ability to view database from tablets and mobile devices
• Quick and user friendly search for issuers and events

Project included the following works:

• Creation of single storage for diverse information: files, reports, notes, comments
• Implementation of search engine tuned for specifics of employees’ work and large database size: context search results can be filtered by dates, issuers etc. to get exact results
• Development and optimization of screen forms for minimum ‘weight’ of UI and maximum load speed
• UI adaptation for tablets and mobile devices

System was successfully deployed and is actively used by company employees. Each day system processes on average 1000 search requests and more than 300 data updates (files, comments, notes). Average request processing time is 1000 msec..