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Origin Research

Origin Research is a FinTech company that allows its users to discover the analyzed financial data on high yield companies in order to figure out whether and when to buy/sell shares of those companies.

It offers detailed primers, insight pieces, two-pagers, user-editable detailed financial models, covenant summaries, company reports, prospectuses and transcripts, and peer comparison functionality for subscribed users.

Location: UK
Industry: FinTech

Product: web application

The scope of our work: back-end, front-end, QA, design

Solutions: MVP

 

 

Client Goal:

The client wanted to digitalize their offline investment consulting business by creating a digital platform.

Solutions
User Roles

The platform covers 2 types of users: users and admins. 

Users comprise free-trial users and subscribers.

1) Free-trial users can:

  • view financial information on only 10 companies for 2 months
  • limited view on the information of the other companies 
  • save models
  • change own info
  • compare companies and bonds

 

2) Subscribed users can also: 

  • view all the financial data of all the companies on the Origin Research platform
  • save and share financial models
  • change certain data in the models, save them and share with other Origin Research subscribers

 Both free-trial users and subscribers can change their own info and reset their passwords.

 

Admins can be managers, analysts, support and salespeople.

 

Managers have the ability to:

  • view and edit all information in the system
  • create/update/remove the information of both regular users and admins 
  • create/update/remove companies
  • appoint an analyst to a company
  • remove the company’s models and Xls files

 

Analysts can:

  • obtain an overview of the companies list

 

Salespeople can:

  • add, update, remove or terminate a subscription of regular users
  • process users’ data and requests 

 

All admins can edit their own information. Only Managers and Analysts have abilities to add and update the content of any company, create/update and delete events.   

User Flow

1) The users can register in the system using an email and password. After registration, users choose whether they want to start a free trial or to subscribe. 

 

Origin Research Registration Page

 

2) If a user becomes a subscriber then they can observe any company’s financial data. One month before a subscription ends, the platform’s system alerts a subscribed user to prolong the subscription.  

 

Origin Research: companys' financial data

 

3) Subscribers are able to view the models. A model portfolio page provides an easy-to-find and complete overview of all the Origin Research recommendations in one place. Plus, the model page is a table which contains dynamic and static data. A part of the dynamic data is changeable so that users can conduct their custom calculations.

The spreadsheet shows the company’s benchmarks, like market value weight, the assumed capital requirement for a hedge fund and trade opening date. 

 

origin research model table

 

4) Users can also compare different companies and their bonds. In fact, all the provided financial data can be compared by subscribed users.

#1 Challenge:

Online calculation 

We had to create an online Excel-like table with lots of numeric data and diverse variables that could be calculated for users in real-time.

Solution: 

Wijmo integration

Thanks to Wijmo, a tool that helps to visualise data with graphs and controls, we were able to create a model table and load the companies financial data there. 

A model table is a table with financial data, like liquidation analysis, financial statements and base case models on high yield companies. In this table, you can edit certain data and see how other financial indicators will change with such modifications.

Also, there are many info tabs for each company. Plus, there are both changeable and fixed fields in the table. 

Now, subscribers can make any necessary calculations online in the spreadsheet on the ‘Model’ page. The system will calculate the data automatically. 

Moreover, subscribers are able to save the calculated data and share it with other Origin Research users. In addition, the shared calculations can be edited and saved by another user without losing the initial calculations. Therefore, a calculation model can be stored in several versions.

Project Stages
  • Project setup and basic architecture establishment
  • Database structure
  • Routing templates for static pages of the site 
  • Menu navigation implementing
  • Model planning
  • User authentication solutions
  • Login & Registration
  • Registration & Login
  • Home page
  • Static pages
  • Contact Page
  • Pricing page
  • User’s account page
  • User rights and Authentication
  • Message system
  • Design for a login page 
  • Keyword search
  • “My account” design
  • “Ask analyst” form
  • Company Search Box
  • Keyword Search & Time Filter
  • Mobile optimization and Testing
Results:

Sloboda Studio’s team has created the MVP of the Origin Research web application with clear server-side architecture and engaging UX for the client-side.

Our process
Timeline:

May 2017 - October 2017

Team:
3 back-end developers | 2 front-end developers | 2 QA | PM | 1 designer
Technologies we used
Server-side
Rails
Ruby
Client-side
jQuery
Vue.js
Tools (hosting, monitoring etc.)
AWS S3
Wijmo

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    Alex, VP of Client Engagement
    alex@sloboda-studio.com