Faculty Advisor

Abraham, Jon P.

Faculty Advisor

Gerstenfeld, Arthur

Faculty Advisor

Huang, Xinming

Faculty Advisor

Sweeney, Kevin M.

Center

WS / Wall Street MQP

Abstract

The operations team at J.P. Morgan reconciles the balances of their foreign future holdings on a daily basis. For many years the reconciliation process has been completed manually. The process is inconvenient for the operations team because it requires a large amount of time to be completed and is prone to human error. Through analysis of the process, the MQP team came up with several features that could be built into an existing internal application in order to automate this process. These include features to upload excel files into the database. After uploading the files, users will be able to view a new unified report that allows them to quickly see any problems. The resulting product reduced the time needed to complete the reconciliation process from about two hours to five minutes.

Publisher

Worcester Polytechnic Institute

Date Accepted

January 2015

Major

Interdisciplinary

Major

Electrical and Computer Engineering

Major

Computer Science

Project Type

Major Qualifying Project

Accessibility

Unrestricted

Advisor Department

Mathematical Sciences

Advisor Department

Business

Advisor Department

Electrical and Computer Engineering

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