Production is going on.
Wealth Manager Consolidates 120000 Client Records into 64000 Golden Records
BCT’s multi-domain MDM implementation reduced duplication, governed data changes and connected trusted records to operational applications and customer wealth reporting.
Client
Challenge
Data was managed in isolated systems, with changes in one application not consistently reflected in others. Duplicate and inconsistent records undermined data integrity, while scattered customer information prevented the business from obtaining a unified client view.
The distribution of information across applications also made data lineage difficult to trace. Teams relied on manual reconciliation to maintain records, adding effort without resolving the underlying fragmentation.
These limitations affected decision-making and customer reporting. The business needed reliable information across its client and securities operations, alongside consistent employee data and clear processes for creating and updating records.
The solution had to accommodate multiple source systems and business teams. It also needed to establish governance over data changes while making trusted records available to operational applications and the analytics platform.
The distribution of information across applications also made data lineage difficult to trace. Teams relied on manual reconciliation to maintain records, adding effort without resolving the underlying fragmentation.
These limitations affected decision-making and customer reporting. The business needed reliable information across its client and securities operations, alongside consistent employee data and clear processes for creating and updating records.
The solution had to accommodate multiple source systems and business teams. It also needed to establish governance over data changes while making trusted records available to operational applications and the analytics platform.
Solution
BCT implemented a TIBCO-based MDM hub with a scope covering Employee, Contractor, Client and Securities data. The architecture connected source applications through AWS S3, Glue and EC2, with data-quality checks in a landing area before records entered the hub.
Within the hub, business rules, cleansing and standardisation prepared data for matching and merging. Survivorship rules determined which values to retain, while cross-references maintained links to source records. This process produced golden records for Employee, Client and Securities data.
The MDM web interface gave operations teams a maker-checker process for creating and updating securities schemes. HR teams could create and maintain employee data through governed workflows. Change requests and standard and alternate hierarchies supported controlled maintenance and different business views.
Golden records were published through AWS Glue to consuming systems and the big data analytics platform. A reusable file-ingestion component supported additional sources, while automated deployment and Jira integration helped the team manage releases across environments. Production used an active/passive server configuration for failover.
A five-member team delivered the platform in phases. Employee went live in April 2023, followed by Client in October 2023 and Securities in December 2023 and January 2024. Each completed domain moved into business-as-usual support while the next remained in development, with support continuing through March 2025.
Within the hub, business rules, cleansing and standardisation prepared data for matching and merging. Survivorship rules determined which values to retain, while cross-references maintained links to source records. This process produced golden records for Employee, Client and Securities data.
The MDM web interface gave operations teams a maker-checker process for creating and updating securities schemes. HR teams could create and maintain employee data through governed workflows. Change requests and standard and alternate hierarchies supported controlled maintenance and different business views.
Golden records were published through AWS Glue to consuming systems and the big data analytics platform. A reusable file-ingestion component supported additional sources, while automated deployment and Jira integration helped the team manage releases across environments. Production used an active/passive server configuration for failover.
A five-member team delivered the platform in phases. Employee went live in April 2023, followed by Client in October 2023 and Securities in December 2023 and January 2024. Each completed domain moved into business-as-usual support while the next remained in development, with support continuing through March 2025.
Impact
Approximately 120,000 individual client records were consolidated into 64,000 golden Person records, reducing the record count by about 47%. A further 28,000 non-individual records became approximately 14,000 golden records, a reduction of about 50%. This consolidation directly addressed duplication and supported a unified client view.
The hub established a common source of trusted data across applications including Salesforce, Caliber and WealthSpectrum. Automated integration reduced manual reconciliation, while governed data supplied to the analytics platform supported customer wealth reporting.
The engagement reported faster securities-scheme creation and updates across approximately 10,000 equities, 47,000 mutual fund schemes, 2,000 managed account schemes and 11,000 debt schemes. Classification, benchmark and rating maintenance became more streamlined.
Between 65 and 83 business users across Client, Employee and Securities used the platform. Maker-checker workflows and controlled change requests embedded governance into routine data maintenance across operations, HR and other business teams.
The customer’s technology leadership confirmed completion of the Customer, Securities and Employee masters and recognised BCT’s partnership, ownership and focus on limiting customisation. The engagement established a maintained master-data foundation for operational consistency, analytics and ongoing enhancements.
The hub established a common source of trusted data across applications including Salesforce, Caliber and WealthSpectrum. Automated integration reduced manual reconciliation, while governed data supplied to the analytics platform supported customer wealth reporting.
The engagement reported faster securities-scheme creation and updates across approximately 10,000 equities, 47,000 mutual fund schemes, 2,000 managed account schemes and 11,000 debt schemes. Classification, benchmark and rating maintenance became more streamlined.
Between 65 and 83 business users across Client, Employee and Securities used the platform. Maker-checker workflows and controlled change requests embedded governance into routine data maintenance across operations, HR and other business teams.
The customer’s technology leadership confirmed completion of the Customer, Securities and Employee masters and recognised BCT’s partnership, ownership and focus on limiting customisation. The engagement established a maintained master-data foundation for operational consistency, analytics and ongoing enhancements.
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Bahwan CyberTek is committed to providing the highest level of protection regarding the processing of their vendors’/clients’/customers’/job applicants’/website visitors’ personal data based on applicable data protection laws and regulations at respective locations. In general, you can visit the Bahwan CyberTek website without providing personal data. However, there are times when Bahwan CyberTek will request personal data.
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