Genesis Global Empowers Financial Firms with User-Controlled Reporting
Genesis Global, the AI-native application development platform designed specifically for financial markets organizations, announced a groundbreaking enhancement: end-users now have full control over creating, customizing, and distributing reports based on application data. This advancement allows financial firms to respond more swiftly to evolving business and client needs without relying on developer intervention.
Eliminating the Need for Developer Intervention
Traditionally, changes in reporting requirements force developers to rewrite or modify application code, slowing down business responsiveness. Genesis Global’s platform transforms this process by enabling business users to autonomously manage reporting functions.
“This fundamental shift in how we address reporting is part of a platform-wide initiative to use AI and other technologies to make businesspeople in financial firms more autonomous,” said Tej Sidhu, CTO at Genesis Global. The platform’s component-based architecture allows AI-assisted domain experts to build and adapt applications efficiently, replacing spreadsheet-driven processes with robust software solutions.
Features of the Reengineered Reporting Component
Genesis Global’s enhanced Reporting Component supports the creation of any report type driven by application data—from simple CSV or Excel files for internal use to sophisticated, graphic-rich client documents such as trade confirmations, invoices, and portfolio proposals.
The component offers a user-friendly, UI-based toolkit empowering users to:
- Select and filter relevant application data
- Format data presentation and report layout
- Customize styles including graphics and logos
- Define file formats compatible with other applications
- Choose distribution channels such as email, alerts, or document libraries
- Schedule report generation and distribution times
- Access an archive of previously generated reports
Benefits to Financial Firms
The new reporting capability provides multiple key benefits:
- Faster responsiveness to client and business needs through on-demand custom reporting
- Improved data-driven decision-making by enabling easy access to precise reports
- Increased developer efficiency as IT teams are freed from constant re-coding tasks
“With our technology, not only is the application itself flexible, but we empower end-users with direct control over reporting functions,” explained Jay Taylerson, Principal Platform Product Manager at Genesis Global.
Seamless Integration and Future-Proof Updates
Thanks to Genesis’s component-based architecture, the Reporting Component integrates smoothly into existing applications. Updates to the component are automatically delivered to users’ platform libraries, ensuring continuous improvements without disruption.
Reporting is often combined with other key components in the Genesis Application Platform, such as Document Management, Document Generation, and Notifications & Alerts, enabling comprehensive document and workflow management.
Genesis Global’s innovative reporting functionality marks a significant evolution in financial application development, making reporting agile, user-centric, and AI-enabled. Financial firms now gain unprecedented autonomy and flexibility, streamlining operations and enhancing client service.
