Case study  ·  Banking

One machine for every migration.

Diagnostics, normalisation, load and unload are the phases of every migration. We automated them, so the process runs smoothly and without errors.

~350

data transformations built

10

business verticals in a single application

Pentaho

the framework the machine is built on

BankingSector
DataPractice
NPLFunctional area
AgileMethodology

The challenge

An acquisition,
two systems that
had to talk.

A company specialising in NPL servicing completed the acquisition of a competitor.

The data had to move between the two companies’ systems — the servicing data and the data held by third parties — with nothing lost on the way.

But this migration was not a one-off: the business plan foresaw further acquisitions of NPL portfolios from banks and financial institutions. What was needed was not a migration, but a tool for doing many of them.

The solution

Four phases,
automated.

We built a flexible migration machine from scratch, using what the acquisition had taught us: effective, and adaptable to the portfolios that would follow.

Phase 01

Diagnostics

You look at what is really in the source data, before moving anything.

Phase 02

Normalisation

The layouts of the two companies and of the third-party servicers are brought into one common model: this is where the ~350 transformations live.

Phase 03

Load and unload

The actual move between systems, repeatable and controlled, with the anomalies surfacing before rather than after.

Phase 04

Reused on the next acquisition

The machine stays: ten business verticals live together in one application, ready for the next portfolio.

What remained

A tool,
not a project.

The development method and the agile approach were decisive: requirements changing during a migration are the rule, not the exception.

~350data transformations
10business verticals integrated
1application for every migration
Pentahodevelopment framework

Technologies and areas

PentahoETLData migration Data qualityNPLServicing Agile

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