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CASE STUDY - Daily Bond valuation automated for India’s leading AMC House

Cylsys built a full-scale data polling mobile/web application that automated email parsing, data entry, validation, alerts, and regulatory reporting which met the client requirement of automating the entire process of submitting daily bond valuation reports to rating agencies like CRISIL and ICRA which was previously being done manually.

Client Overview

The client is one of India’s largest and most trusted mutual fund institutions, serving over 11 million live folios. As a leading AMC (Asset Management Company), their mandate required strict compliance and daily bond valuation as per SEBI regulations.

The Challenge

As per SEBI guidelines, all AMCs must submit daily bond valuation reports to rating agencies like CRISIL and ICRA. Previously done manually, this process involved downloading emails, filling excel sheets, attaching documents, and replying within a tight window of just 45 minutes daily. The entire process had to be automated, logged, and archived securely for 8 years.

Key Challenges

    • Fully automate SEBI-compliant bond valuation workflo
    • India (PAN India compliance)
    • Daily cutoff of 5:15 PM; automated alerts if missed
    • Multi-role usage (Admin, Users, Managers) with audit trails

Our Solution

Cylsys built a full-scale data polling mobile/web application that automated email parsing, data entry, validation, alerts, and regulatory reporting.

Dual-Team Strategy
    Requirement & UX Team (2 Analysts):
    • Translated regulatory need into app logic
    • Designed user flows with Admin/User/Manager levels
    • Structured long-term archival and compliance paths
    Development & QA Team (6 Developers/Testers):
    • Built secure polling engine to fetch and process daily emails
    • Enabled editable data entry + document attachment system
    • Implemented real-time SMS/email alert logic and reporting tools

Process Efficiency

    • Reduced task execution time from 45 minutes to under 5
    • Ensured daily SLA compliance with automated fail-safe alerts
    • Enabled Excel export, filters, and 8-year secure data retention

Project Timeline at a Glance

Phase
  • Planning
  • Team Setup
  • Execution Rollout
  • Real-Time Tracking
  • Goal Achieved
Highlights
  • NDA signed, requirements gathered, compliance mapped
  • Cross-functional team assigned with fast-track mandate
  • App delivered pre-deadline with live data handling
  • Alerts and reports embedded to monitor daily cutoffs
  • Compliance, speed, and auditability — all achieved

About Cylsys Mobile App Development

Cylsys specializes in building intuitive, secure, and scalable mobile applications for enterprises across industries — from finance to healthcare to tech startups.

    What We Offer
    • Android, iOS & Cross-Platform App Development
    • Custom Enterprise Applications
    • Data-Secure & Regulatory-Compliant Systems
    • Integration with APIs, CRMs, Payment Gateways
    • Agile Development, Fast Deployment, Full Support

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