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Customer Integration Projects

A Batch Scripts Example:
An international investment management firm requested customized process for calculation of partial durations as a sensitivity to shifts in forward rates.

Fulfillment of the assignment involved:
  • Preparation of customized scenario file defining shifts in forward rate
  • Preparation of user equations defining the customized partial durations as function of scenario returns
  • Preparation of batch script invoking sequence of required Yield Book operations
  • Preparation of customized report template
The Yield Book Inc. documented the process and handed off for customer ongoing use.


A Customized Report Package Example:
An investment management firm requested a customized report package (text and graphics) profiling portfolio exposures vis-à-vis series of user-defined sector breakdowns relative to index benchmarks.

Additional requirement of presentation quality hardcopy output displaying customer logo.

Fulfillment of the assignment involved:
  • Preparation of customized sectors files
  • Preparation of user equations for sector breakdowns requiring security parameters undefined in Yield Book keywords
  • Preparation of customized report package template including customer logo

Contact your Account Manager if you are a customer.




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