Client project · Finance · Document generation

Publifund Platform

Maintenance and evolution of an internal platform for financial data aggregation, regulatory KIID document generation and information distribution to financial media.

Associated experience

Financial Communication Consult

Backend PHP Developer · 2015

View related experience

Project context

Publifund was an internal platform developed by Financial Communication Consult, a company specialized in financial information distribution for investment funds.

The platform aggregated data related to investment funds from multiple external sources and generated standardized regulatory documents known as KIID, for Key Investor Information Documents.

These documents are required by European financial regulations and must follow strict formatting and content rules.

The generated information and documents were distributed to financial information providers and media platforms such as Bloomberg and other financial data distributors.

The system therefore served as a data aggregation, document generation and distribution platform for the investment fund industry.

Project objectives

System overview

The platform operated roughly as a data processing pipeline.

External data sources
Data collection through scraping or APIs
Parsing and normalization
Storage in relational database
KIID document generation
Archival in document database
Distribution to external financial media

My role

I worked as a backend developer within a small development team.

Team structure

The in-house technical team was composed of approximately seven people.

I joined the team as one of the junior developers.

Development priorities and planning were mainly coordinated by the lead developer together with company management.

Technologies used

Main languages

  • PHP
  • SQL

Data storage

  • MySQL for storing financial data
  • MongoDB for archival storage of generated documents

Document generation

  • PDFLib for generating KIID PDF documents

Frontend

  • HTML
  • CSS
  • JavaScript

Infrastructure

  • Linux servers
  • Cron jobs for automated processes

Data processing

The system relied on automated bots responsible for collecting information about investment funds from external sources.

These bots periodically executed tasks corresponding to a workflow of collection, parsing, normalization and storage in MySQL.

Generated KIID documents were then created from this structured data.

Document generation system

KIID documents followed strict regulatory structures defined by financial authorities.

The system implemented a flexible generation approach, with a default KIID generator for most funds and custom generators for specific funds when needed.

Generation logic was implemented in PHP using PDFLib.

Once generated, documents were archived in MongoDB in order to keep historical versions, allow fast retrieval and serve documents to external clients and internal users.

Data volume

The document archive stored in MongoDB reached several hundreds of gigabytes of data, reflecting the large number of generated documents and historical versions maintained by the system.

Technical challenges

Working with a large existing codebase

The platform had been developed internally over several years without relying on mainstream frameworks.

Understanding and navigating this monolithic architecture required significant time and effort.

Performance constraints

Generating regulatory documents efficiently was an important concern due to the potentially large number of documents requested by external clients and media platforms.

Some implementation choices prioritized raw performance in document generation.

Financial domain complexity

The project required understanding how investment fund information is structured and how regulatory KIID documents must be generated.

This involved working with structured financial data, strict document formats and regulatory constraints on document content.

Integration with external data sources

The system depended on external sources for financial data, requiring reliable parsing and normalization of incoming information.

Outcomes / impact

The Publifund platform served as a central system for aggregating investment fund data, generating regulatory KIID documents and distributing structured financial information to external media platforms.

The system handled large volumes of generated documents and maintained a significant document archive.

Personal learnings