If you're considering offering dailyVest performance reporting to your investors from your account access website, chances are you'll need the same personal rates of return to appear on both the web and your printed statement. Or, perhaps you need to add personal rate of return just to your investor statements. For either case, dailyVest has developed a high performance Print Batch ("PB") processing solution that simply generates personal rates of return and other investment content for your entire investor population. PB is controlled by a simple configuration file which references a list of plans and a list of investors within each plan for whom calculated performance data is needed.
The Print Batch Module is designed to work with and control the dailyVest EnterpriseROR FOM Calculation Engine. It takes as input several control parameters, a reference to a list of plans and participants, when and at what time to run the batch and where to store the results for access later on. It is important to note that the "results" are simply discrete personal rate(s) of return or other data representing some investment property of an investor's account. Results can also include color or black & white image files (such as charts) -- all of which can later be retrieved by your print process for incorporation into printed statements.