Financial document management
Fund Facts Management Platform
The first platform of its kind in Canada for managing the production of mandatory Fund Facts documents. Separate portals allowed business, data, and legal teams to enter, review, and approve information through defined permission levels. The platform also supported external legal review, blackline comparisons, and PDF generation.
The Challenge
The company depended on an external vendor to generate Fund Facts PDFs. Every data correction or legal revision required another vendor cycle, followed by waiting for the updated files to be returned for review. Even small changes made the filing process painfully slow.
The Approach
I interviewed every participating team to understand its responsibilities, requirements, and existing workflow. I then designed the data model, architecture, permissions, review process, and purpose-built portals for each group. Users could review individual Fund Facts directly in the application, while the system generated the complete combined PDF package when required.
Highlights
- First platform of its kind in Canada
- Complete system designed and built by me
- Stakeholder interviews and requirements discovery
- Purpose-built portals for different teams
- Separate editing and approval permissions
- Individual Fund Facts available for in-system review
- Combined PDF package generated in approximately 30 minutes
- Secure external legal review
- Blackline comparisons between editions
- Reduced dependency on a slow external vendor
