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ImplementationsConfiguration

Configuration


TasksTime (BD)Stakeholders
Client environment build10BLK IT team
Environment build and check out activities6-8Production team
Portfolio ticker creation3-4Project team
Portfolio structure setup2 weeksProject team, Investment teams
Package setup basic
Minimum 2 risk and 2 returns package - Global/Local
2-3 weeksProduction team
Price hierarchy2-3Project team
One time Early Look publish7-8Project team
One time Reconciliation5-8Project team
WPV Setup5-6Project team, WPV team
Early Look feedback gather2 weeks
dependant on needs
Project team, Investment team
Early Look refresh prepare2 weeksProject team
Login credentials super users2-3Project team, BLK AIM team
Login credentials all users2-3Project team, BLK AIM team
Custom sectoring builds1-2 weeksProject team, Investment team
Permission structure for funds2-3Project team, Investment team
Custom data (if any)5-8Project team, Investment team
Holiday calendars2-3Project team, Investment team
Production handover5Production team
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