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Investment Management ERP

An enterprise system supporting investment administration and financial workflows, from investor records to investment lots and transactions.

Investment administration and financial workflows

ERP · Financial administration← All projects

Context

The problem it addresses

Administering investments means keeping reliable records of who has invested, what they hold, and every transaction that changes it.

This system supports those administrative and financial workflows, with relationships between records modeled explicitly and access limited by role. Business-specific details are intentionally not described here.

Purpose
Support investment administration with structured, access-controlled records.

My role

What I worked on

  • System development
  • Backend workflows
  • Database modeling
  • Access control
  • Administrative functionality

System

Modules and functionality

01

Investors & investments

  • Investor management
  • Investment records

02

Transactions & lots

  • Transactions
  • Investment lots
  • Financial records

03

Administration

  • Administrative workflows
  • Role-based access
  • Management dashboards

Architecture

System structure

  1. 01

    Administrative interface

    Investors, investments, transactions

  2. 02

    Backend workflows

    Administrative and financial processes

  3. 03

    Relational data model

    Investors, lots, transactions

  4. 04

    Access control

    Role-based permissions

Simplified view of how the system is organized.

Interface

Interface concept

An illustrative interface composition inspired by the project’s modules. It is not a screenshot of the production software.

Engineering focus

Where the engineering sits

Database modeling
Representing investors, investments, lots and transactions and the relationships between them.
Backend workflows
Implementing the administrative and financial processes behind the records.
Access control
Limiting what each role can view or change.
Dashboards
Giving management visibility over the data the system holds.

Technologies

Concepts and tools

Engineering concepts

Relational data modelingRole-based access controlBackend workflowsFinancial record keepingManagement dashboards

Perspective

Engineering perspective

  • Financial records need a data model where every change is explained by a transaction, not by editing a number.
  • Separating investors, investments and lots makes the relationships explicit and keeps queries understandable.
  • Access control is easier to get right when it is designed together with the data model.

More work

Interested in how this was built?

I’m happy to walk through the engineering decisions behind this work.

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