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Abstract(s)
Uma das funções mais importantes das empresas da área financeira é o processamento de
dados de produtos financeiros e a disponibilização dessas informações de forma precisa aos
clientes. Nesse sentido são desenvolvidas aplicações que possam servir de apoio à execução
dessas operações. É neste contexto que se destaca a Structured Pricing Tool, que é utilizada
para calcular taxas associadas a determinados produtos financeiros estruturados. Apesar do
uso desta aplicação, o processo atual ainda inclui considerável intervenção manual, é
desnecessariamente computacionalmente exigente e suscetível a erros. Além destas limitações,
o maior entrave para manter esta aplicação reside na impossibilidade de compilação e
manutenção do código fonte.
Assim, este documento foca-se na necessidade da restruturação desta aplicação legada. A sua
restruturação visa reduzir a dependência de trabalho manual, melhorar a resiliência e eficiência
do sistema e permitir a sua manutenção quando necessário. Para isso, são estabelecidos
objetivos, como a automatização do processo, melhoria da resiliência, notificações automáticas
e simplificação da interface gráfica.
Ao longo deste documento, são analisadas várias abordagens possíveis que permitem
concretizar os objetivos definidos e resolver o problema identificado. O método de pesquisa
destas abordagens envolveu a formulação de questões centradas na automatização, resiliência
e ferramentas tecnológicas semelhantes. Além das questões, foram definidas palavras-chave e
realizada uma pesquisa extensiva em fontes como a ACM Digital Library e websites relevantes.
A análise profunda dos vários temas e tecnologias inerentes ao problema surge como uma base
sólida para os passos futuros do projeto.
One of the most crucial functions for companies in the financial sector is processing data related to financial products and providing this information accurately to clients. In this regard, applications are developed to support the execution of these operations. The Structured Pricing Tool stands out in this context, used to calculate rates associated with specific structured financial products. Despite the application's usage, the current process still involves significant manual intervention, is unnecessarily computationally demanding, and is prone to errors. Beyond these limitations, the major obstacle to maintaining this application lies in the inability to compile and maintain the source code. Therefore, this document focuses on the need to restructure this legacy application. Its restructuring aims to reduce the dependency on manual work, improve system resilience and efficiency, and enable maintenance when necessary. To achieve this, objectives are established, such as process automation, enhanced resilience, automatic notifications, and simplification of the user interface. Throughout this document, various possible approaches are analysed to achieve the defined objectives and address the identified problem. The research method for these approaches involved formulating questions centred on automation, resilience, and similar technological tools. In addition to the questions, keywords were defined, and an extensive search was conducted in sources such as the ACM Digital Library and relevant websites. The in-depth analysis of various themes and technologies inherent to the problem serves as a solid foundation for the project's future steps.
One of the most crucial functions for companies in the financial sector is processing data related to financial products and providing this information accurately to clients. In this regard, applications are developed to support the execution of these operations. The Structured Pricing Tool stands out in this context, used to calculate rates associated with specific structured financial products. Despite the application's usage, the current process still involves significant manual intervention, is unnecessarily computationally demanding, and is prone to errors. Beyond these limitations, the major obstacle to maintaining this application lies in the inability to compile and maintain the source code. Therefore, this document focuses on the need to restructure this legacy application. Its restructuring aims to reduce the dependency on manual work, improve system resilience and efficiency, and enable maintenance when necessary. To achieve this, objectives are established, such as process automation, enhanced resilience, automatic notifications, and simplification of the user interface. Throughout this document, various possible approaches are analysed to achieve the defined objectives and address the identified problem. The research method for these approaches involved formulating questions centred on automation, resilience, and similar technological tools. In addition to the questions, keywords were defined, and an extensive search was conducted in sources such as the ACM Digital Library and relevant websites. The in-depth analysis of various themes and technologies inherent to the problem serves as a solid foundation for the project's future steps.
Description
Keywords
Restructuring Resilience Automation Maintenance Restruturação Automatização Resiliência Manutenção