Reuters Valuatum Database

Traditional Excel Valuation Models

Information Producers Information Producers and Updatersand Updaters• Broker’s analysts

ValuatumServer

Company Valuation Models

Parameter Query Tool

Research Library

Estimates(updated when changes)

Price Information(updated daily)

Application Service Application Service ProvideProviderr• Valuatum

ApplicationInterface

PlatformInterface

Valuatum Platform – Functional Architecture

Standard Queries as

HTML pages

InformationInformationEnd UsersEnd Users• Broker’s Clients• Investors• Retail Clients

Sitemap HTML-sivut Java-sovellus

Main-Main-pagepage

ModelsModels

Res. libraryRes. library

QueriesQueriesCompany overviewsCompany overviews

RankingsRankings

Main-pageMain-page

Res. libraryRes. library

ResearchesResearches

Daily Updater Process

DailyUpdater process

1. Load Old Model Object from DB2. Fetch current stock price and put to object3. Recalculate model4. Save New Model Object to DB5. Save New Variable Data to DB6. Delete Old Model Object from DB(7. Proceed to next model object)

Stock Price1.2.

3.

Old Model Objec

t

New Model Objec

t

Database

Variable Data 1.9. 2.9. 3.9. ...Parameter 6,99 4,97 13,9

Parameter 18,2 57,9 6,64 ...Input 20,9 25,4 7,59

Output 31,8 63,5 97,2 ...

Model Object

sModel Object

s

Model Objects

4. 5.

Delete Old Model Object

6.

Variable data is produced daily, thus historical values are stored also. However there is only the latest model object of the day.

Database

Variable Data 1.9. 2.9. 3.9. ...Parameter 6,99 4,97 13,9

Parameter 18,2 57,9 6,64 ...Input 20,9 25,4 7,59

Output 31,8 63,5 97,2 ...

Model Object

sModel Object

s

Model Objects

Database Interface

Sheet

Excel2DB update process

1. Activate ”Update to Database” -macro in Excel • it creates a text-file (exceldata.txt)

from data and calls startcopy.bat from your local computer, which in turn calls for java classes from server

2. Load Default Model Object (Blank) from DB3. Input data from Excel’s DB Interface to object4. Fetch current stock price from DB and put to

object5. Calculate model (output-figures)6. Save New Model Object to DB7. Save New Variable Data to DB8. Delete Old Model Object from DB

• Old model is not actually deleted immediately but its status is only made obsolate (non-visible), old obsolate models are deleted once a day by a server process

Stock Price1. Activate macro

2. Load calculator

Blank Model Objec

t

New Model Objec

t

5. Calculation

Delete Old Model Object

8.

Excel Model

3. Input data

4. Obtain price

6. Savemodel

7. Savevariabledata

Database

Variable Data 1.9. 2.9. 3.9. ...Parameter 6,99 4,97 13,9

Parameter 18,2 57,9 6,64 ...Input 20,9 25,4 7,59

Output 31,8 63,5 97,2 ...

Model Object

sModel Object

s

Model Objects

Load model -process

IN the future

1. Only variabledata (~0.02 MB) is loaded over the internet

2. Variabledata is inputted in the Blank model object (blank model object stored at user´s PC)

3. Model is calculated

Blank Model Objec

t

New Model Objec

t

3. Calculation

Clients PC 1. Zipped calculator

~2 MB loaded over the internet

1. Only the necessary variabledata ~0.02 MB loaded over the internet

2. Unzipping3. Opening

Clients PC

Opened Model Object

2. Inputting data

NOW the process is:

1. Zipped calculator (~2 MB) is loaded over the internet to the client´s PC.

2. The serialized modelobject is unzipped with client´s PC3. The model is opened (during the opening some other data is fetched from DB

like userinterface, analyst information, target price etc.)