EnterpriseROR™ FOM Integration Process

Implementation...
dailyVest suggests the following steps in the EnterpriseRoR FOM implementation process for each customer. Please note that these steps are not “etched-in-stone” and may change based on technical factors, customer system limitations, data availability, architecture considerations, etc. For more detailed technical documentation, please contact dailyVest.

DATA MAPPING AND INTERFACE TO RECORDKEEPING SYSTEM

a. Obtain and Analyze Customer Data

b. Establish Cash Flow Determination Flags

c. Create Client Data Connector

PRELIMINARY DESIGN

a. Preliminary User Interface Design

b. Firm-Up Key Factors

i. Data Grouping (define Sources, Money Types, etc.)

ii. Select Calc Method

iii. Determine Analysis Timeframe

PRELIMINARY INTEGRATION

a. Install FOM and Test Application on Customer’s Development Machine

b. Hook-Up New Client Data Connector to Customer Data

i. Debug New Connector

1. Analyze Underlying Data using “Dump Files.”

2. Analyze Calculated Numbers using “Trace Mode”

c. Integrate Analytics Into Client Application

FINALIZE UI, INTEGRATE & TEST

a. Re-test Charts/Data

b. Re-test Interface, Navigation

DELIVER COMPONENTS, GO-LIVE

a. Delivery

b. Deploy Solution in Production