Cadis News

Loomis Sayles selects Cadis as its central data hub

2011-11-18T10:22:00.001Z

Loomis Sayles & Company L.P. has selected the Cadis EDM platform to centralize its data management processes. Cadis will provide a significant enhancement to the company’s infrastructure, delivering cleansed and validated data while allowing for increased transparency and data governance throughout the organization.

New WM Daten Plug-in available

2011-11-04T03:24:00.002Z

A new WM Daten plug-in is available here. The plug-in can be used to request data and additional underlying securities quickly and efficiently at no additional cost. The WM Daten data service is a leading market data provider.

For more information on the plug-in please see the wiki article here.

For more information on the WM Daten service click here

For more information on the Cadis EDM platform click here

New Markit Plug-in available

2011-10-20T09:44:00.000+01:00

A new Markit plug-in is available here. The plug-in can be used to request data and additional underlying securities quickly and efficiently at no additional cost.

For more information please see the wiki article here.

How do you ensure your organisation has a successful Data Management project?

2011-09-27T08:30:00.000+01:00

The Cadis project section on the wiki describes in depth how we have achieved and maintained our 100% implementation success record and rapid delivery of complex EDM projects for over 50 clients and counting. You will find all the tools and guidance you need to have a successful implementation no matter the size or complexity of your EDM project.

The section describes:

- Our implementation philosophy

- Step by step guides for each step of the project

- Detailed roles, responsibilities and desired skills for the team

- Test strategies

- Transition to live

- And much more

Cadis on twitter

2011-09-09T10:46:00.000+01:00

For the latest news and insights you can subscribe to our twitter feed at http://twitter.com/#!/cadisedm

How to create a Data Management Team

2011-08-30T05:47:00.000+01:00

Guidelines and advice on how to create a data management team successfully have been added to the wiki here. The article captures the experiences and views from the client base at the 2011 client advisory group.

Bloomberg Server API (SAPI) plug-in available

2011-07-12T16:18:00.001+01:00

A new Data Porter plug-in has been created to request reference data from the Bloomberg Server API (SAPI) interface. The plug-in can be used to request data and additional underlying securities quickly and efficiently in a single run of the Data Porter.

For more information please see the wiki article here.

A Cadis package will shortly be available which includes all the components and reference tables necessary to use this facility with no more configuration than the traditional Bloomberg feeds.

Add your own content to the Cadis Wiki

2011-07-08T13:29:00.000+01:00

A facility which enables you to provide your own content for publication on the Cadis Wiki has been added to the Wiki homepage.

This has been introduced to formalise and enhance an existing process and to deliver on a promise made at our Customer Advisory Group.

If you require access to the Wiki, please contact Cadis Support at support@cadisedm.com

Cadis Certification Training - Hong Kong and Sydney, August 2011

2011-07-04T08:36:00.001+01:00

Core Cadis - Hong Kong (spaces available)
Cadis Introduction - 15th to 17th August (2.5 days)
Advanced Analyst / Developer - 17th to 19th August (2.5 days)

Core Cadis - Sydney (spaces available)
Cadis Introduction - 22th to 24th August (2.5 days)
Advanced Analyst / Developer - 24th to 26th August (2.5 days)

Further information can be found here
to register please contact Paul Hansen (phansen@cadisedm.com)

Cadis Certification Training - London, August 2011

2011-07-04T08:24:00.002+01:00

Core Cadis - London (spaces available)
Cadis Introduction - 8th to 10th August (2.5 days)
Advanced Analyst / Developer - 10th to 12th August (2.5 days)

Version 8 training - London (spaces available)
User Interface Workflow - 22nd to 23rd August (2 days)

Further information can be found here

to register please contact Paul Hansen (phansen@cadisedm.com)

Cadis Certification Training - July 2011

2011-06-14T10:36:00.002+01:00

Version 8 training - London - 4th - 6th July - (spaces available)
Further details can be found here

Cadis Core Cadis - London - 11th - 15th July - (spaces available)
Further details can be found here

to register please contact Paul Hansen (phansen@cadisedm.com)

Cadis integrates with Westclintech

2011-05-20T13:59:00.003+01:00

Cadis has integrated with Westclintech, a provider of embedded Financial and Statistical functions via the rule builder.

Westclintech's functions have been incorporated into Cadis as rules, which may be found here on the Wiki

User Interface Workflow documentation updated

2011-05-11T09:18:00.001+01:00

The v8.0 User Interface Workflow documentation has been updated on the wiki here so that the most commonly used guides are listed at the top of the main page.

Guides for best practices and additional walk-throughs have also been added, in preparation for the upcoming Client Advisory Group meetings.

UK Client Advisory Group - 8th - 10th June 2011

2011-04-01T11:55:00.004+01:00

We are pleased to announce our UK Client Advisory Group meeting will be held in London from the 8th until the 10th of June 2011.

Registration is open to all clients. Please see here for further details.

New York Client Advisory Group Meeting 23rd & 24th of June 2011

2011-03-30T03:19:00.007+01:00

We are pleased to announce our New York Client Advisory Group meeting will be held from the 23rd & 24th of June 2011.

Registration is open to all clients. Please see here for further details.

IMD awards – Cadis Nominated for “Best EDM Provider” of the Year

2011-03-18T08:19:00.001Z

Voting for the IMD awards has opened and Cadis has been nominated for “Best EDM Provider of the Year”. All votes appreciated! To vote follow the link

Cadis releases XBRL schema and package for corporate actions

2011-03-03T08:47:00.002Z

Cadis has released a schema and package for managing, validating, storing and creating gold copy corporate action data.

Detailed design documentation and diagrams can be found on the wiki here

Data Management at Heart of Nordic Bank’s Risk Strategy

2011-02-24T08:14:00.000Z

Nykredit, one of Denmark’s leading financial groups, has gone live with the Cadis EDM platform.

Please see the Cadis website here for further details.

Cadis Version 8.0 documentation added to the Wiki

2011-02-11T13:15:00.003Z

In preparation for the release of V8 Cadis have added the version 8.0 new features page to the Wiki. This contains a list of new functionality and modified existing functionality.

New User Interface Workflow preview documentation on Cadis Wiki

2011-01-07T14:39:00.002Z

Some example documentation for the new UI Workflow functionality has been added to the Cadis Wiki. Please see here for more information

Baader Bank rationalises data needs with Cadis platform

2010-12-17T09:49:00.003Z

Two week Proof of Concept delivers on promises - Germany’s leading specialist in securities trading, has consolidated its data needs via the Cadis EDM platform. More information is available here

Cadis named European Middle Office Provider of the year

2010-12-13T09:40:00.004Z

Cadis recognised for innovation in data management, for full details please click here

New look Cadis Wiki

2010-11-25T11:36:00.005Z

The Cadis Wiki has been given a new look. You will notice some new component types UI Element, Page and Workflow.

There have also been significant updates to the existing guides to incorporate all the new features and Best Practices.

If you have any feedback or would like to contribute to the Cadis Wiki please contact Cadis Support at support@cadisedm.com

Cadis voted best overall buy-side product for 2010

2010-11-16T08:39:00.001Z

Cadis, has been recognised as the best overall buy-side product for 2010 by Waters Technology’s Buy-Side Technology. For the fourth year running, BST also awarded Cadis the best data management product.

For the full release click here

New dates for Cadis Certification Training course

2010-11-12T13:25:00.004Z

The Certification training courses in London commencing the 29th November have been rearranged and will now take place in January 2011. Confirmation of dates will be available shortly.

Should you wish to register for the next Certification Course, please do so here

Cadis Version 7.6 Released

2010-11-08T14:21:00.003Z

Cadis are pleased to announce the release of version 7.6.

Full details of the many new features in this release are available here on the wiki.

These include:

End user interaction enhancements to the Data Generator and Data Manager such as Multi-value decodes, extended search and filter support, multiple illustrations and creating Generators over database functions.

Multiple EventWatcher and ProcessLauncher services on a single application server.

Support for Tibco Rendezvous and Tibco EMS Message Queues

A new web service interface into Cadis has been introduced

This release will be rolled out to clients over the next few months, please contact Support in the first instance to register your interest.

Next Cadis Certification Training Courses Scheduled

2010-11-05T12:20:00.003Z

Cadis have scheduled the next Cadis Certification Training Courses

29th November to 1st December – Cadis Introduction, London
1st to 3rd December – Advanced Analyst/Developer, London

For more information on the certification and to register your interest, please see here

Cadis Solvency II Risk Platform Answer to Group-Wide Compliance.

2010-10-25T12:44:00.001+01:00

Cadis has announced its Solvency II risk platform. The platform will provide insurers with the confidence of complete data governance lineage and the level of transparency, visibility and data quality being demanded by tough regulator scrutiny. Please see here for further details.

Breakfast Briefing – Daniel Simpson on Valuations in European Buy-Side Institutions

2010-10-08T14:28:00.002+01:00

On the 22nd October at Andaz Hotel, Liverpool Street, London EC2M 7QN Daniel Simpson and other leading market commentators will be discussing trends in valuations and pricing within European buy-side institutions.

Please see here for further information and details of how to register.

New Addition to the Cadis Support Team and Extension to UK Support Cover

2010-10-06T10:48:00.003+01:00

In our continued effort to improve the support service to our clients, Cadis are pleased to announce a new member to the Cadis Support Team based in our Hong Kong Office, Shing Lee.

Shing will be working on 2nd line support in order to improve the resolution times of Cadis support issues and to this end UK support has also been increased to cover the hours of 8am to 7pm.

Full details of the Cadis Support offering can be found on the Cadis Wiki.

New member of the Cadis Testing Team

2010-10-01T14:13:00.001+01:00

Cadis knows that the quality and reliability of each and every Cadis release is of paramount importance to our customers. To this end, we have recently appointed a new member of our testing team, Gary Bradshaw. Gary has many years experience as a Test Analyst and has already made a valuable contribution to the testing of v7.6, which will be released shortly.

New TIBCO Package Released

2010-09-24T15:29:00.003+01:00

Cadis are pleased to announce the release of a new package, the TIBCO package will assist and enable faster integration and communication between up and downstream systems via the EMS and Rendezvous products.

Full documentation, and details are available in the above links

Cadis Documents

2010-09-17T13:04:00.008+01:00

Cadis has produced a standard set of Project Documents to compliment/augment existing documentation requirements at their clients/prospects.

Continuing on the theme that Cadis Documents Success, these documents cover the essential elements and critical parts of almost any Cadis Implementation.

The documents cover:

· Project Initiation
· Business Requirements
· Design Specification
· Physical Specification
· Plan & Sprint Schedule
· Test Strategy
· Transition to Live

The timing of these documents is also important and an initial overview document highlights what should be produced and when. This then enables project progress not to be held up by non-critical path document writing. The hope here is that if useful, a client can dip in and use as they see fit. Any member of Professional Services will be happy to help explain the documentation and pdf's of these templates are on our wiki here

Preview of Cadis v7.6

2010-09-03T14:17:00.002+01:00

Testing is currently underway on Version 7.6 of Cadis which is scheduled for release by the end of Q3 2010.

A preview of the many new features and enhancements in this release is available here on the Wiki.

Next Cadis Certification Training Courses Scheduled

2010-09-02T13:48:00.002+01:00

Cadis have scheduled the next Cadis Certification Training Courses

22nd – 24th September – Cadis Introduction – London
4th – 6th October – Cadis Advanced Analyst/Developer – London
6th – 8th October – Cadis Advanced User – London (provisional)

w/c 11th October – Cadis Introduction – New York

For more information on the certification and to register your interest, please see here

Contacting Cadis Support

2010-08-05T13:02:00.005+01:00

Contact details for the Cadis Support Team can be found on the following pages on the Cadis Wiki

Contacting Support

Raising a support issue/request

Cadis Support Severity Levels

Out of Hours Support

How your call will be dealt with

Public Holidays

Cadis recognised as one of the key “Component Based Buy-Side Securities Processing Technologies” by Gartner

2010-08-02T12:08:00.005+01:00

The Gartner report on the Hype Cycle for Banking and Investment Core Applications Technologies, 2010 recognises Cadis as one of the key providers in the “Component Based Buy-Side Securities Processing Technologies” sector. Gartner considers this category to be ‘on the rise’. For all additional analysts coverage of Cadis click here

Next Cadis Certification Training Course Scheduled for August

2010-07-29T12:01:00.001+01:00

Cadis have scheduled the next Cadis Certification Training Course in London for 25th - 27th August 2010.

This will comprise the Cadis Introductory Course only.

For more information on the certification and to register your interest, please see here

Cadis named by Forrester Research as one of the “Hot Banking Tech Companies To Watch In 2010”

2010-07-27T08:46:00.003+01:00

Cadis named by Forrester Research as one of the "Hot Banking Tech Companies To Watch In 2010" for the Forrester Research click here

Cadis has been covered by the leading research firms such as Aite Group, Bloor research, Cutter Associates, Forrester, Gartner, Tabb Group, Tower Group, etc. over the past 5 years, details of this research is available here

Cadis Clients Push Real-Time Data Through EDM Platform

2010-06-28T08:52:00.002+01:00

Please see here for a recent press release highlighting the benefits of the Cadis RMDS adaptor.

Further information on the Cadis RMDS adaptor may be found on the Wiki.

Next Cadis Certification Training Courses Scheduled for July

2010-06-10T10:13:00.001+01:00

Cadis have scheduled the next Cadis Certification Training Courses in London for week commencing 5th July 2010.

The week will consist of the Cadis Introductory Course, plus one Advanced course.

Please click here to register your interest.

Cadis wins another new client – BTIM in Australia

2010-05-28T15:24:00.001+01:00

Cadis are pleased to announce another new client, BTIM one of Australia’s top financial services companies. For more information please click here

First Cadis Certification Training Courses Take Place

2010-05-21T14:59:00.001+01:00

The first Cadis Certification advanced training courses have been held in London this week. Certification is available for three different audiences; business analysts, operational end users and IT.

For more information on the certification and to register your interest, please see the Cadis Centre of Excellence here

Cadis wins 7 New Clients

2010-05-06T13:34:00.002+01:00

Cadis are pleased to welcome 7 new clients in Q1

for full details please click here

RiskMetrics Package Released

2010-05-04T09:00:00.002+01:00

Cadis are pleased to announce the release of a new package, which will assist and enable faster implementation when loading security data provided by RiskMetrics, a financial risk management firm, into Cadis.

Full documentation, and details of how to obtain a copy of the package, are available here on the Wiki.

RMDS Real Time Package Released

2010-04-23T13:31:00.003+01:00

Cadis are pleased to announce the release of their Reuters RMDS package, which allows the easy management of Reuters real time data into Cadis. Every data item available from RMDS is supported.

Full documentation, and details of how to obtain a copy of the package, are available here on the Wiki.

Cadis Version 7.5 Released

2010-04-01T15:03:00.003+01:00

Cadis are pleased to announce the release of version 7.5, which includes source control integration, database wide search and graphical process visualisation amongst other new features. All the details are available here on the wiki.

Version 7.5 will be rolled out to clients over the next few months, please contact Support in the first instance to register your interest.

Where Operational Risk Goes, So Goes Data Management

2010-03-26T15:17:00.001Z

Please click here for a recent article by Cadis talking about Data Management and operational risk.

Cadis Centre of Excellence

2010-03-19T11:43:00.002Z

Cadis has launched a Centre for Excellence which enables clients to effectively self-install Cadis implementations.

Certification is available for three different audiences; business analysts, operational end users and IT. Through accreditation,members will become in-house specialists, reducing security concerns and achieving a return on investment

New Addition to the Cadis Support Team

2010-03-12T09:42:00.002Z

In our continued effort to improve the support service to our clients, Cadis are pleased to announce a new member to the Cadis Support Team, Suzanne Brockbank.

Suzanne will be working on 2nd line support in order to improve the resolution times of Cadis support issues.

Please see the support area on the Cadis Wiki by following this link.

New XML Import/Export DataPorter Type in v7.5

2010-03-05T15:27:00.003Z

Version 7.5 introduces a new XML import/export DataPorter type, with greatly improved XSD support and the ability to handle more complex XML documents than in previous versions. Please see the user guide on the Wiki for more details

Cadis interview on Tabb Forum

2010-02-04T08:38:00.003Z

Here is a brief interview by Larry Tabb focusing on the Cadis approach to data management.

Cadis Out of Hours Support Procedure

2010-01-19T11:23:00.004Z

CADIS are continually striving to improve the support service we provide to all of our clients and to further achieve this we would like to draw your attention to our out of hours support procedure and details of how your call will be dealt with.

Do not hesitate to contact the Support Team should you have any questions.

Work commenced on Cadis Certification

2010-01-15T15:09:00.003Z

The Cadis certification programme is currently being written. The certification will comprise of three courses: Advanced Developer, Advanced User and Technical, and it will provide a structured training framework for clients, partners and staff.

More details on the Cadis certification will be available shortly.

Bloor Research article on Cadis

2010-01-11T09:04:00.002Z

Cadis wish to highlight a Bloor Research article that highlights several of our key differentiators and strengths.

Cadis adds Multiple Process Launcher functionality to V7

2009-12-09T11:55:00.002Z

The new functionality adds increased scalability to our event driven process. More details can be found on the wiki here

Telekurs Import Package released

2009-12-07T14:20:00.005Z

Cadis are pleased to announce the release of their Telekurs import package, which allows the easy import of Telekurs' messages into Cadis. The full set of 70+ VDF message types are supported.

Full documentation, and details of how to obtain a copy of the package, are available here on the Wiki.

CAG Event 2009 update

2009-11-27T12:57:00.004Z

Thank you to all those of you who have registered for the Cadis CAG event 2009 on the 3rd / 4th of December.

Please be aware that the location has been altered since the original invitation was issued. The confirmed location is:

EIGHT Bank
Eight 1 Change Alley
London
EC3V 3ND

We look forward to seeing you all there next week,

Cadis Marketing

Bloomberg Data Licence and Cadis Environments Technical Guide

2009-11-19T15:34:00.002Z

Cadis would like to highlight the Cadis Bloomberg Data Licence and Cadis Environments Technical Guide which can be found on the Wiki

If you are new to the Cadis Wiki

2009-11-13T11:45:00.005Z

This new section has been added to the 'What is new' area on the Cadis Wiki which will guide new users to the most appropriate documents to familiarise themselves with when visiting the Wiki for the 1st time.

Enhancements to Component Packaging in v7.1

2009-11-06T11:00:00.003Z

Component packaging has been enhanced for version 7.1, to produce its package files in XML format, and to include a number of new features requested by our clients.

The full documentation is now here on the Wiki and the general 7.1 feature list is available here.

London Client Advisory Group - 3rd & 4th of Dec 2009

2009-10-27T11:18:00.005Z

Registration is open to all clients. Further details can be found here

We look forward to seeing you all on the day.

Multilingual Support Considerations

2009-10-23T15:13:00.002+01:00

Cadis has documented the core considerations for a multi lingual configuration on the Wiki here

This functionality takes into account the requirements for double byte character sets which Cadis fully supports across the entire product. This enables Cadis to be used in different languages on the same core data sets.

Bloomberg Security Request Web Services Adaptor

2009-10-16T14:10:00.009+01:00

Cadis would like to highlight the Cadis Bloomberg Security Request Web Services Package which can be found on the Cadis Wiki

This Adaptor augments our existing support for the traditional Bloomberg Per Security Adaptor and the Bloomberg Back Office Adaptor

Cadis Reporting user guides added and updated on the Wiki

2009-10-09T12:33:00.004+01:00

A new user guide for Cadis Reporting has been added to the Wiki - Report Designer, Viewer, Editor.

The following user guides have also been updated - Control Designer and Administrator .

Please access Cadis Reporting on the Wiki.

More user guides will be added in the near future.

New features added to the Data Matcher for V7

2009-10-05T10:28:00.005+01:00

Two new features have been added to the Data Matcher for V7 to allow greater control over how the process executes. These have been introduced to increase matching performance in specific circumstances. For full details, see the documentation here on the Cadis Wiki

Cadis Launches New Corporate Website

2009-09-25T12:23:00.007+01:00

We launched our new corporate website http://www.cadisedm.com/ focusing on our vision for “intelligent” data management in the buy side, implementation record and of course our software and services. We will be adding content (several new client wins and go lives amongst other things) to the site over the coming months. To stay updated, our RSS feed subscription is here.

Some new pages that may be of interest are:

- Solutions

- Data Governance and Compliance

- Case Studies

- Office Details (We have opened new offices in San Francisco, Hong Kong and Luxembourg over the past 6 months)

Cadis Support Improvements

2009-09-10T11:23:00.006+01:00

To enable Cadis to provide our clients with an improved and efficient support service we have implemented the holding of a 'support ready' copy of client’s databases which will be useful for testing and performing periodic health checks.

Cadis Support will contact clients on a quarterly basis to request a refreshed copy of their database and as we hold copies of all client databases we can comply with whatever security restrictions clients wish to put in place.

Further information on Cadis Support can be found here

Cadis Version 7.1 will add support for SQL Server Integration Services (SSIS)

2009-09-07T14:44:00.006+01:00

Cadis are pleased to announce that support for SQL Server Integration Services (SSIS) is being added to Cadis v7.1. This has been a popular enhancement request, and will allow Cadis to leverage the power and versatility of SSIS when porting data. Of course, Cadis will continue to support Data Transformation Services (DTS), and customers will be able to choose which they prefer to use when porting data.

More information on this enhancement, and version 7.1 in general, will be available in the coming weeks.

Cadis Client Advisory Group Meetings: Provisional dates set

2009-08-28T13:30:00.009+01:00

We are planning our next CAGs and the following dates have been set aside:

Thursday 3^rd of December 2009 London CAG

Thursday 13^th of May 2010 New York CAG

We usually hold a client open day on the Friday after the CAG so please set aside the Friday should you be interested in hands on training on new features, meeting the Cadis team, creating Cadis centres of excellence within your company, etc.

For last year’s CAG presentations and notes they can be found here

We look forward to seeing you all then.

Cadis Version 7 user guides updated

2009-08-21T14:35:00.004+01:00

The userguides for the new V7 Data Manager and Data Generator have been updated and are available on the Cadis Wiki. Please follow this link to access the Wiki.

Details on the Data Matcher Realign Wizard, which is available in V7, can also be found on the Cadis Wiki. Please click here to see this information.

Version 7 was released only recently and is already being used at several client sites.

New addition to the Cadis Support Team

2009-08-17T09:20:00.013+01:00

In our continued effort to improve the support service to our clients, Cadis are pleased to announce a new member to the Cadis Support Team, Chris Muirhead.

Chris will be working on 2nd line support in order to improve the resolution times of Cadis Support Issues.

Please see the support area on the Cadis Wiki by following this link.

Cadis Version 7 is now available

2009-08-10T08:41:00.007+01:00

Cadis Version 7.0 has been released to the first of our clients. It will be available to all remaining clients shortly - in the meantime please review the release notes at CSL-787 , and the various V7 pages on the Cadis Wiki at http://wiki.cadisedm.com/.

Corporate actions package and Swift adapter now available

2009-07-27T12:19:00.005+01:00

Cadis would like to highlight the new corporate actions package and swift adapter functionality which can be found on the Cadis Wiki: DataPorter Plug-in Swift ISO15022

Cadis Reporting installation guide now on the Wiki

2009-07-10T14:30:00.008+01:00

We've introduced a new user-guide for installing Cadis Reporting, both on a local machine for testing and on a server for production use.

The details are on the Cadis Wiki at Installing Cadis Reporting.

Enhanced auditing functionality

2009-07-09T15:53:00.006+01:00

For some time clients have been asking for a clearer DataGenerator audit trail.

V7 introduces an open and flat table structure, which is easy to read by anyone who is interested in this information.

Similarly, we received a request to show an audit of when process definitions were modified, so that a history of changes could be viewed by date and by who made the change. This has also been added as a new feature of V7. In addition, a DataGenerator Inbox which allows you to view this information, plus a new Cadis Reporting report will be shipped with Cadis as standard.

Some new Cadis V7 features on the Wiki

2009-07-09T15:43:00.006+01:00

Some of the new features to be introduced in Cadis V7 have been added to the Cadis Wiki.
To see the new documents, go to http://wiki.cadisedm.com/.
More specifically, here are links to a few of the more major enhancements: