Framesoft Financial Research (FFR) · Research publishing
From the data inventory to the published note.
Framesoft Financial Research (FFR) is the platform for Financial Research departments: the data inventory, the estimates, and the workflow that creates and distributes publications. Framesoft Document Management (FDM) is covered below.
Benefits
- Research repository for master data, variables and documents
- Excel for analysis, XML templates for publication
- Configurable publishing workflow with due dates and review
- Distribution through FDM, email and other channels
Research repository
Creating a research product needs internal data and data from external sources. FFR brings market data together with company data and internally prepared estimates. Analysts work in the FFR interface or in Excel. The repository holds master data, variable data such as accounting figures, estimates, price histories and derived indicators, and the documents themselves. The data model is shaped for research queries. Interfaces take feeds from market-data providers, and direct entry is supported. Derived indicators are calculated in the platform.
Financial publishing
A workflow engine assigns publishing tasks with due dates, escalations and reviews that depend on parameters and publication status. Workflows are configured without programming. Calculation rules run on the repository, and results can be validated against limits. XML templates — variables, data fields, conditions and sub-templates — are the basis of the publications, edited in the template editor. FFR combines those templates with repository data and generates PDF, Office or a customer-specific format. Distribution uses FDM, automatic email, instant message, customer-specific interfaces, print, facsimile or delivery to an external system.