Swiss Index Provider – Markit EDM Design

Assignment Summary

Pentagon consultants were engaged to support the continual development of a Securities Research platform to deliver high quality, approved Master data to multiple client index calculation platforms engines.


Pentagon resources played a central role in the design and build of the sophisticated system which included:

  • Data from three major data vendors, Bloomberg, Reuters DSE and IDC, integrated to feed the Security and Corporate Actions processing hub
  • Automatic matching of Corporate Actions and automatic approval of Dividends supported by flexible user drive rules. Support for 4-eye approval and tracking of approved version history
  • Complex calculation of current and future free-float based upon a core process, delivering Mastered Share and Corporate Ownership data. Support for the fully audited correction of historic data supplied to downstream systems
  • Enhancement of existing Equity processing functionality to include Bonds
  • Fully functional user interface delivered using Markit EDM Workflow


This project encompassed six major releases over a period of more than two years. The delivery of the early phases required Pentagon’s resources to work very closely with both the Markit EDM off-site team and client’s personnel to ensure effective communication and definition of user requirements.


Pentagon resources delivered a comprehensive data and solution architecture design that supported the client’s strategic requirements, with training and development of the local resources as part of the BAU phase. This enabled valuable technical skills to be transferred to the client and incorporated workflow UI and core data management components.

Key Services

Share this Case Study