A Primer in Financial Data Management

Abstract

In 2007/08 I wrote Managing Financial Information in the Trade Lifecycle that looked at financial information management from a supply chain perspective. Given the rapid changes since then in business, customer, and regulatory de- mands as well as the developments in information management and enabling technology, I felt it was time for an update. Because I also wanted to put these new developments and requirements in a broader context of financial services’ business processes beyond trade lifecycle management, this turned out to become a rewrite rather than an update. This book is the result.