Portuguese Bank

Overview

This client is the leading bank in Portugal, present in an integrated manner in almost all parts of the banking business, including: commercial banking, investment banking, brokerage and venture capital, real estate, asset management, specialized credit, among others. When they needed to complete a migration from BMC Control-D and OpenText Documentum to a consolidated ECM solution on IBM Content Manager OnDemand (CMOD), they turned to Helix International.

Portuguese Bank

Finance

Challenge

This bank had more than 200TB of compressed records data needing to be located, extracted, normalized, and migrated ready to view in CMOD without decompressing at any point. These records were originating from two different ECM solutions offered by two different companies, each with completely different architecture and unique proprietary data formats. Almost all of this data was highly sensitive, meaning that offline migration hardware services with end-to-end encryption both in motion and at rest was required.

Additionally, a significant majority of the data was static records, including invoices and deposits, account holder records, and other sensitive financial data. These records were to be very infrequently accessed and never changed, but must be kept ready for quick location and reference. Due to new GDPR regulations, it was also necessary to introduce a means by which any data pertaining to a specific member invoking their GDPR Right to be Forgotten could be deleted from a compressed text-only print stream archive without extracting the data and without affecting other records within that stream, which required a highly precise and complex byte offset measurement solution.

All of this data had to be made available for rapid federated search across various storage locations and formats, with support for search based on any metadata or filters. Upon locating the relevant data from potentially many different locations, the data was to be packaged up into any selected document format such as PDF, with compliant branding and legal information applied, and then served up on-demand. This would enable user and customer self-service.

Finally, due to the massive amount of data and legal implications should any discrepancies, errors, or loss of data integrity occur, this bank required a comprehensive audit trail with full chain of custody for every unit of data touched by the migration project.

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Results

In total, more than 200TB of compressed data was successfully discovered, extracted, normalized, and optimized by the Helix Massive Archival Retrieval System (MARS) migration platform. This case was a complete migration and consolidation, with all data residing on one ECM via CMOD and accessed via CMOD's native web-based document viewer, IBM Content Navigator (ICN).

Helix saved this bank more than 5 times the total project cost within the first year due to retiring the licensing fees of two legacy ECM solutions, consolidating the solutions into one, and the massive reduction in computational and storage requirements once the data was normalized, collated, and combined.

Full end-to-end encryption and a full audit trail with comprehensive chain of custody tracking was provided, proving yet another flawless enterprise ETL execution for Helix International.

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Solution

Helix International was uniquely qualified to solve this bank's needs due to the proprietary Helix MARS migration platform. While alternative options do exist, the Helix MARS platform features several unique and differentiating advantages, such as the ability to extract, read, normalize, and manipulate data from archives without decompression, as well as the built-in option for end-to-end encryption of data both in motion and at rest, and a built-in audit trail with full chain of custody. The platform includes 45 unique extractors for every legacy ECM commonly employed by enterprises.

Helix International's unique approach to ECM migrations and retirement of legacy ECM solutions has saved over a trillion dollars to date for more than 500 enterprises, and is one of the many reasons why Helix International is IBM's premium partner of choice for ECM and ETL projects.

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