Save time, save cost and reduce errors. The scheme information document generation system was implemented at HDFCAMC a couple of years ago and below is the summary of what is currently published by HDFCAMC using this system.
Why Automate SID & KIM Generation?
- Need to manage hundreds of SIDs with frequent updates. Manual SID generation is inefficient, error prone and time consuming.
- There is common text / images / layout in multiple SIDs - it is possible that by mistake a small change is not consistently reflected in all documents.
- Prone to version control issues.
- Regulatory risk due to delays.
Too many variations to handle manually
- Replace text that is same across SIDs. Example: website name
- Replace image that is same across SIDs. Example: logo
- Replace text that varies by scheme. Example: scheme name
- Replace an image that varies by scheme. Example: risk-o-meter
- Insert another document. Example: a benchmark writeup
- Insert another document with variable elements in it. Example: BSE/NSE index disclaimer
- Generate graphs / charts and tables based on market data. Example: Performance charts.
- Generate scheme specific sections having multiple paragraphs. Example: Risk Factors
So what do we do about this?
- First one time major step is to fill in the data corresponding to fund house in the set of files that we provide.
- Second one time step is to fill in scheme specific data in the set of files that we provide.
- Above steps may seem daunting but our team will create the first draft based on your previously published documents.
- Then your team can update these files as part of the process to generate documents.
- Our team automates data maintenance as well. For example, our programs generate performance graphs and tables from raw data provided by your internal teams.
- Let’s call above files as Input Files.
So how do we automatically generate documents?
- We have written software that takes all input files as a ZIP file.
- Software generates out files (SID/KIM).
- If there are any changes in input files then user can re-upload and regenerate!
- It only takes a couple of minutes per document.
Beyond Automation — Peace of mind
- One-click ZIP upload
- Smart templates: Consistent branding without manual edits
- Custom document layout templates by scheme type
- Sanity Checks before actual generation
- Input/ Output Version comparison and changelog tracking
Other Services for Fund Houses
- Alert about new additions to SEBI, RBI, IFSCA
- ETF MIS report that tells HDFC AMC's share within overall ETF net traded value
- Liquidity breach alerts for ETFs
- Factsheet and related document generation
- Fixed Income trade distribution screener by fund houses and ratings based on AMFI data
Please let me know if you need anything else and we will get back ASAP.
- Software for Fund Houses