Private Client Group (PCG) Siebel Data Integrity Project

Return to Projects

Client Requisition

Project Description: Added the additional capability within the Siebel Customer Relationship Management (CRM) System to view account brokerage positions and account deposit transaction history.

Application Description: Siebel Customer Relationship Management (CRM) provides Private Investment Advisors with the functionality to support customers in the Private Client Group (PCG).

Project Role: Software Engineer/Designer

Expanded Role Description:
•Conducted analysis to determine requirements and produce project estimates for the design, development, testing, and implementation of new EAI middleware components.
•Designed EAI middleware components to view account brokerage positions and account deposit transaction history.
•Produced EAI design documentation utilizing Rational Rose, an UML modeling tool.
•Provided knowledge transfer and coaching to development resources.
•Consulted and assisted with the development of EAI middleware components.
•Supported unit testing and integration testing of the new EAI middleware components.
•Supported implementation of the EAI component changes into production.

Experience: System Analysis, Software Engineering using UML modeling tools to design and document EAI middleware components.

Technologies: Rational Rose/XDE/RSM, UML, XML

Industry: Banking