Bain Capital Portfolio & ROI Analytics
This screen shows the main Smart Client application pallet, with menu selections at the top, short-cuts to the Sankaty Returns application modules on the left, and a business process workflow diagram in the center (which is navigable). The "Index Returns" tab switches to a different business application inside the same Smart Client application, with different modules and workflows.
Investment Allocation Form, using PCA's standard Smart Client User Interface layout: filters at the top to restrict records in the center list view (~38,000), and actions at the bottom (Edit, Delete, etc.)
Positions Manager Form: filters at the top to restrict records in the center list view (~13,600), and record detail at the bottom, with tabs to view & edit various data management functions.
Publications Manager Form: used to control which portfolio data sets are available in production environment. Filters at the top to restrict records in the bottom list view (~7,000), with functions to view, finalize and close investment funds.
Reporting Form, with flexible filters for Report type, date range, and detailed report criteria.
Dynamic Grid Reporting Form: allows user to group, aggregate, filter and sort any number of arbitrary columns, on-the-fly with a simple drag of the mouse. Custom report definitions and layouts can be saved and shared, with direct data export to MS Excel.
Standard Smart Client Role-based security form: Admin ability to define and manage business roles, and associated application feature- and data-level access privileges.