Complex data transfer for the parent company with DELTA tool

Our task at Erste Investment Ltd., the leading provider of investment services was to transfer the consolidated company customer data required by the foreign parent company and to develop a detailed accounting, risk management, controlling data transfer process and implement the IT solution.

To execute the regular data transmissions, we have used MINDSPIRE’s self-developed DELTA tool, which was extended with special data transfer functions.

MINDSPIRE’s treasury experts successfully and to a high standard met the challenge of implementing the data transfer requirements, which were originally designed for the product structure of credit institutions, to the specific investment product portfolio of Erste Investment Ltd.

The business description and IT mapping of the thousands of transformation rules required to create Erste Group’s data transfer formats from the data coming from the various source systems of Erste Investment Ltd. was implemented in the MINDSPIRE DELTA system.

We used the following features of the DELTA system as an ETL tool during the project:

• DELTA is capable of managing multiple file formats and any relational database, both in terms of source and target systems. We have used both csv and xlsx source files, and ORACLE and MS SQL database sources as well.
• MINDSPIRE’s experts and Erste Investment Ltd.’s business analysts parameterized the transformation rules of the three data services, the method of loading the source data and exporting the transformed data, as well as the workflows describing the data flows.
• The various steps of the data streams were automatically scheduled with different timings on a control interface.
• The individual processes are carried out in a completely enclosed system by the scheduler, thereby ensuring auditability.
• Template reports providing validation steps have been set up at various points of the data transfer, providing information on the current result of the process at itemized and aggregated levels.
• Delta sends e-mail notification about the successful or failed execution of process steps to a predefined group of users.
• In accordance with Erste Investment Ltd.’s business and IT requirements, the data belonging to the data transfer are automatically archived on a scheduled basis, thus preventing the large-scale growth of the database.

We are proud to have been part of the Erste Investment Ltd. team and contributed to the growth of Erste Group’s data assets with our innovative professional solutions.