SID Generation Software

Automate SID Generation, Automate KIM Generation, SID Generation Software

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?



  1. Need to manage hundreds of SIDs with frequent updates. Manual SID generation is inefficient, error prone and time consuming.

  2. 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.

  3. Prone to version control issues.

  4. Regulatory risk due to delays.



Too many variations to handle manually



  1. Replace text that is same across SIDs. Example: website name

  2. Replace image that is same across SIDs. Example: logo

  3. Replace text that varies by scheme. Example: scheme name

  4. Replace an image that varies by scheme. Example: risk-o-meter

  5. Insert another document. Example: a benchmark writeup

  6. Insert another document with variable elements in it. Example: BSE/NSE index disclaimer

  7. Generate graphs / charts and tables based on market data. Example: Performance charts.

  8. Generate scheme specific sections having multiple paragraphs. Example: Risk Factors



So what do we do about this?



  1. First one time major step is to fill in the data corresponding to fund house in the set of files that we provide.

  2. Second one time step is to fill in scheme specific data in the set of files that we provide.

  3. Above steps may seem daunting but our team will create the first draft based on your previously published documents.

  4. Then your team can update these files as part of the process to generate documents.

  5. Our team automates data maintenance as well. For example, our programs generate performance graphs and tables from raw data provided by your internal teams.

  6. Let’s call above files as Input Files.



So how do we automatically generate documents?



  1. We have written software that takes all input files as a ZIP file.

  2. Software generates out files (SID/KIM).

  3. If there are any changes in input files then user can re-upload and regenerate!

  4. It only takes a couple of minutes per document.



Beyond Automation — Peace of mind



  1. One-click ZIP upload

  2. Smart templates: Consistent branding without manual edits

  3. Custom document layout templates by scheme type

  4. Sanity Checks before actual generation

  5. Input/ Output Version comparison and changelog tracking



Other Services for Fund Houses



  1. Alert about new additions to SEBI, RBI, IFSCA

  2. ETF MIS report that tells HDFC AMC's share within overall ETF net traded value

  3. Liquidity breach alerts for ETFs

  4. Factsheet and related document generation

  5. 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





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