BACK TO TD-SECURITIES

Colline

challenge

  1. Automation: Replace massive manual scraping and data entry with an automated VBA pipeline.

  2. IE retirement: We need to migrated legacy tools to Microsoft Edge following the bank’s IE retirement.

  3. Logic Mapping: Deciphered complex web structures to enable precise, automated clicking and navigation.

  4. Resilient Framework: The code needs to automatically adapt to frequent website UI and element updates.

  5. Technical Leadership: Managed IT compliance for external software (Selenium Basic)

solution

  1. Smart Reconciliation Logic: Instead of simple data entry, I implemented an "Extract-Compare-Update" workflow. The script cross-references Bloomberg/Refinitiv sources against the website in real-time and only triggers updates for discrepancies, ensuring 100% data accuracy for large volumes.


  2. Modern Browser Integration: To solve the IE retirement issue, I pivoted to Selenium Basic and EdgeDriver. This modernized our legacy VBA environment, allowing our automation tools to remain fully functional and future-proof within the bank's new Edge-based infrastructure.


  1. Advanced Element Mapping: I moved away from fragile absolute paths and utilized CSS Selectors via Developer Tools. By targeting unique ID/Class combinations within the site's complex frames, I built a navigation logic that is both precise and fast.


  1. Dynamic UI Adaptation: To handle frequent website updates, I engineered "Smart Locators" using partial text matching and relative XPaths (e.g., contains functions). This ensures the macro continues to find the correct buttons even if the website's layout or element positions change.


  1. Compliance & Stakeholder Management: I successfully navigated the bank's security restrictions by presenting a Business Value Case to IT. By demonstrating how the tool transforms a 60-minute manual task into a 1-minute automated process, I secured the necessary approvals for the external Selenium drivers.

Key Impact

  1. Spearheaded the department’s transition from IE to Microsoft Edge by architecting a new Selenium-based standard for web automation. My framework served as the foundational blueprint for the entire team, guiding other groups through complex legacy code migrations and establishing a modernized protocol for all future banking procedures.