Description of product:
This tool will be used to track the details of the pricing requests and bids from banks for structured note purchases. The end user will be able to create or select a note structure and send a request to the banks for pricing. Pricing requests will include several different fields including but not limited to the pricing date, issuer, broker, note structure, and comments. We may not have all parameters for each bid request.
Each bid will be tied to a request. We will need to be able to have access to review all details of each request and bid associated with it at any time. Admin should have the option to change a request and make an entirely new request. The program should also allow for search, sort and filter of all fields. There will need to be charting options to display the data.
The product will need to send/accept emails. An email template should be used to track the correspondence and parse/record the details of each. Once a request has been created, each subsequent version/response should have the parameters from the previous pre-populated, but provide the ability to make changes. Any changes made need to by noted and recorded.
Code and table templates from our current recording system will be shared with the developer(s) hired to work on this project.
I am looking for a mix of experience and value