How do you securely report Credit Risk across the Front Office?


Keep the trading desks informed about their risk

The Head of Credit Risk at a major investment bank had the challenge of revamping their existing reporting system.

Many different teams were spending increasing amounts of time manually compiling and distributing tables of data to users seeking management information.

traders working in investment bank

Uninformative data was being distributed in a highly manual, expensive and time-consuming manner

We were asked to automate their processes, keeps traders and management informed, and build a single source of the truth.

How we distributed the risk numbers across the Front Office

Our solution was to use Tableau.

Partnering with a bank IT team to pull the data together, several reports were developed to bring that data to life, to make it informative and actionable.

Working closely with the Front Office IT team and Credit business teams, the end result was a series of dashboards covering Credit Risk, Market Risk, Limit Monitoring, Inventory Management and Profit & Loss.

Applying the Need to Know rule

We devised and implemented a sustainable, manageable and scalable permissions model.

The permissions model enabled accessibility of the same dashboards by all levels within in the business; but only showing the user the information applicable to them.

Furthermore, it was available to all necessary parties across the organisation with appropriate data access rights embedded within the reports.

These reports became key strategic tools that were utilised by senior management in Credit to run their business, down to traders on the desk to manage the risk on their portfolio.

Can you better monitor your risk positions?

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