document reporting
Budget: $10 – $30 USD
# Job Title
**CMOD (IBM Content Manager OnDemand) Architect – Banking Document Reporting Platform**
---
## Job Overview
We are looking for a **senior architect / solution designer with hands-on IBM CMOD experience** to design a **CMOD-centric target architecture** for a **banking document reporting and statement management platform**.
This is a **pure architecture and domain design assignment** (no coding).
The work is intended for **enterprise documentation, onboarding, and future implementation guidance**.
---
## Business Context
A large banking platform manages:
* Account statements
* Investment reports
* Mortgage and insurance documents
* Regulatory and audit documents
Documents are:
* Generated by multiple Lines of Business (LOBs)
* Stored in **IBM CMOD**
* Retrieved by customers via digital channels
* Subject to regional (Canada / US) and regulatory constraints
The platform uses APIs to abstract CMOD complexity and provide secure, standardized access.
---
## Scope of Work
### 1. CMOD-Centric Target Architecture
Design a **high-level logical architecture** that includes:
* Consumer channels (web, mobile, direct/LOB channels)
* API Gateway / Edge layer
* Document APIs:
* **DM API** – search & retrieval orchestration
* **DI API** – document ingestion
* **DT API** – AFP → PDF transformation
* IBM CMOD:
* Folder strategy
* Application groups
* Applications
* Credential management (CyberArk or equivalent)
* Regional segregation:
* Canada (Red)
* US (Blue)
* Dual-site deployment:
* Production
* Backup / DR site
---
### 2. CMOD Data & Index Strategy
At a conceptual level, define:
* Folder strategy per LOB
* Application group purpose
* Core business indexes
* Mandatory vs optional metadata
* Retention and archival considerations
---
### 3. Search & Retrieval Flow
Document the end-to-end flow for:
* Document search
* Document retrieval
* Conditional AFP → PDF transformation
Include:
* Decision points
* Interaction steps
* High-level error scenarios
---
### 4. Non-Functional & Regulatory Considerations
Analyze and document:
* Availability and failover
* Performance expectations
* Data residency and regional isolation
* Security and access control principles
* Audit and compliance requirements
---
### 5. Risks, Assumptions & Recommendations
Provide:
* CMOD-specific risks and constraints
* Key assumptions
* Scalability considerations
* Recommendations for onboarding new LOBs
---
## Deliverables
### Mandatory
* **Architecture Document** (Word or PDF)
* **Architecture Diagrams**:
* High-level system diagram
* Search & retrieval flow
* Editable format (Draw.io / PPT / Visio)
* **CMOD Index & Metadata Summary**
---
### Optional (Nice to Have)
* Sequence diagram
* CMOD terminology glossary
---
## Timeline
* **Immediate start**
* **5–7 calendar days** total
* Suggested checkpoints:
* Day 2 – Draft architecture
* Day 4 – CMOD index & data strategy
* Day 6/7 – Final consolidated submission
---
## Skills Required
* Hands-on **IBM CMOD (Content Manager OnDemand)** experience
* Banking / financial services domain knowledge
* Enterprise architecture or solution design background
* Understanding of document lifecycle, indexing, and compliance
---
## Budget
* Fixed price preferred
* **Truelancer:** INR 20,000 – 40,000
* **Upwork:** USD 250 – 500
(Flexible for the right expertise)
---
## Screening Questions (Mandatory)
Applications **without answers will be rejected**.
1. Describe your hands-on experience with IBM CMOD
2. Have you designed CMOD folder and application group strategies before?
3. Share an example of a document management or reporting architecture you worked on
4. Can you start immediately and deliver within one week?
---
## Acceptance Criteria
Work will be accepted only if:
* CMOD concepts are used correctly and practically
* Architecture clearly separates ingestion, retrieval, and transformation
* Regional and dual-site requirements are addressed
* Index strategy supports real banking search scenarios
* Deliverables are detailed, structured, and reusable
**CMOD (IBM Content Manager OnDemand) Architect – Banking Document Reporting Platform**
---
## Job Overview
We are looking for a **senior architect / solution designer with hands-on IBM CMOD experience** to design a **CMOD-centric target architecture** for a **banking document reporting and statement management platform**.
This is a **pure architecture and domain design assignment** (no coding).
The work is intended for **enterprise documentation, onboarding, and future implementation guidance**.
---
## Business Context
A large banking platform manages:
* Account statements
* Investment reports
* Mortgage and insurance documents
* Regulatory and audit documents
Documents are:
* Generated by multiple Lines of Business (LOBs)
* Stored in **IBM CMOD**
* Retrieved by customers via digital channels
* Subject to regional (Canada / US) and regulatory constraints
The platform uses APIs to abstract CMOD complexity and provide secure, standardized access.
---
## Scope of Work
### 1. CMOD-Centric Target Architecture
Design a **high-level logical architecture** that includes:
* Consumer channels (web, mobile, direct/LOB channels)
* API Gateway / Edge layer
* Document APIs:
* **DM API** – search & retrieval orchestration
* **DI API** – document ingestion
* **DT API** – AFP → PDF transformation
* IBM CMOD:
* Folder strategy
* Application groups
* Applications
* Credential management (CyberArk or equivalent)
* Regional segregation:
* Canada (Red)
* US (Blue)
* Dual-site deployment:
* Production
* Backup / DR site
---
### 2. CMOD Data & Index Strategy
At a conceptual level, define:
* Folder strategy per LOB
* Application group purpose
* Core business indexes
* Mandatory vs optional metadata
* Retention and archival considerations
---
### 3. Search & Retrieval Flow
Document the end-to-end flow for:
* Document search
* Document retrieval
* Conditional AFP → PDF transformation
Include:
* Decision points
* Interaction steps
* High-level error scenarios
---
### 4. Non-Functional & Regulatory Considerations
Analyze and document:
* Availability and failover
* Performance expectations
* Data residency and regional isolation
* Security and access control principles
* Audit and compliance requirements
---
### 5. Risks, Assumptions & Recommendations
Provide:
* CMOD-specific risks and constraints
* Key assumptions
* Scalability considerations
* Recommendations for onboarding new LOBs
---
## Deliverables
### Mandatory
* **Architecture Document** (Word or PDF)
* **Architecture Diagrams**:
* High-level system diagram
* Search & retrieval flow
* Editable format (Draw.io / PPT / Visio)
* **CMOD Index & Metadata Summary**
---
### Optional (Nice to Have)
* Sequence diagram
* CMOD terminology glossary
---
## Timeline
* **Immediate start**
* **5–7 calendar days** total
* Suggested checkpoints:
* Day 2 – Draft architecture
* Day 4 – CMOD index & data strategy
* Day 6/7 – Final consolidated submission
---
## Skills Required
* Hands-on **IBM CMOD (Content Manager OnDemand)** experience
* Banking / financial services domain knowledge
* Enterprise architecture or solution design background
* Understanding of document lifecycle, indexing, and compliance
---
## Budget
* Fixed price preferred
* **Truelancer:** INR 20,000 – 40,000
* **Upwork:** USD 250 – 500
(Flexible for the right expertise)
---
## Screening Questions (Mandatory)
Applications **without answers will be rejected**.
1. Describe your hands-on experience with IBM CMOD
2. Have you designed CMOD folder and application group strategies before?
3. Share an example of a document management or reporting architecture you worked on
4. Can you start immediately and deliver within one week?
---
## Acceptance Criteria
Work will be accepted only if:
* CMOD concepts are used correctly and practically
* Architecture clearly separates ingestion, retrieval, and transformation
* Regional and dual-site requirements are addressed
* Index strategy supports real banking search scenarios
* Deliverables are detailed, structured, and reusable