Genesis Global, the AI-native application development platform purpose-built for financial markets organizations, announced that end-users now have full control over creating, modifying and distributing reports driven by application data. This capability makes firms more responsive to business and client needs.

Traditionally, developers need to modify application code when reporting requirements inevitably change. That is no longer the case for applications built with the Genesis platform.

“This fundamental shift in how we address reporting is part of a platform-wide initiative to use AI and other technologies to make businesspeople in financial firms more autonomous in building and adapting software applications,” said Tej Sidhu, Chief Technology Officer at Genesis Global. “The component-based architecture in Genesis gives us unique ability to transform application subfunctions, like reporting. It also provides a controlled framework for AI to assist domain experts in building applications, especially those that replace spreadsheet-driven processes, and inherent guardrails that govern how AI agents interface with Genesis applications.”

The reengineered Reporting Component creates any type of document driven by application data. These range from simple data-focused reports like CSV or Excel files for internal teams to graphic-rich, client-facing documents like trade confirmations, invoices and portfolio proposals.

The component’s UI-based toolkit gives end-users direct control over configuring, designing, scheduling and distributing their reports. Specifically, users can:

• Select and filter the application data they want in a report
• Format how data is presented in a report
• Create the report style, including graphics, logos, etc.
• Define file type, including files uploadable to other applications
• Choose distribution channel (email, screen alert, document library)
• Schedule when reports are generated and distributed
• View an archive of previously generated reports

In delivering this transformative reporting capability, Genesis provides multiple benefits to clients, including:

• Making businesses more responsive to client requests, because they can produce a custom report on demand
• Improving data-driven decision making, because the business can easily get the report they want, when they want it
• Freeing developer capacity, because IT staff don’t need to re-code applications when reporting needs change

“In a traditional application and data management environment, reporting is a static operation and when needs change, you need technical experts to rework the system,” explained Jay Taylerson, Principal Platform Product Manager at Genesis Global. “With our technology, not only is the application itself flexible, but we empower end-users with direct control over reporting functions.”

The component-based architecture of the Genesis platform makes it easy to add the Reporting Component and all that it offers to application builds. When Genesis updates a component, like Reporting, it is automatically delivered to users’ platform libraries.

In the Genesis Application Platform, Reporting typically is used in conjunction with other document- and workflow-related components, including Document Management, Document Generation and Notifications & Alerts.