Online tool for modelling returns on funds

Context

Funds held for various activities across the University are separated into individual project grants (PG s). There are currently approx. 30,000+ active PG s. The underlying funds in each of these PG s are invested in accordance to the profile and duration of the funds across four investment pools (Long Term Pool (LTP), Medium Term Pool (MTP), Short Term Pool (STP) and Cash Pool (CP). The funds earn a return each year based on the average monthly balance in the PG s.

Problem

For budgeting and planning purposes, the beneficiaries of the funds in the PG s require estimates of the return on their funds and estimated balances at points in time, this may extend through multiple financial periods. These estimate requests are currently calculated manually which is very time consuming given the number of them.

Goal

The project team is asked to build a solution that automates this process. The solution should:

Benefit

Automating this process will allow these estimates to be generated on demand by the users and ensure that they calculated in a consistent manner across the University. This tool would allow for more pro-active planning as the users the ability to any parameters and assess the impact of those changes in real time.

Client


Contact: Lindi Dube
Phone: 08 6488 5535
Email[email protected]
Preferred contact: Phone,Email
Location: 55 Broadway

IP Exploitation Model


The IP exploitation model requested by the Client is: Creative Commons ( open source ) http://creativecommons.org.au/



Department of Computer Science & Software Engineering
The University of Western Australia
Last modified: 23 July 2019
Modified By: Michael Wise
UWA