CGI通过高效数据迁移至数字财富平台增强客户体验
技术
- 应用基础设施与中间件 - 数据交换与集成
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- 建筑物
- 金融与保险
适用功能
- 产品研发
用例
- 库存管理
- 时间敏感网络
服务
- 系统集成
关于客户
CGI 是一家全球商业和技术咨询公司，在全球拥有 77,000 名顾问和其他专业人员。该公司提供端到端的功能组合，从战略 IT 和业务咨询到系统集成、托管 IT 和业务流程服务以及知识产权解决方案。全球财富与资本市场团队向大型金融服务客户销售专有软件。 CGI 的 Wealth360 解决方案旨在简化和自动化投资组合管理、基金会计和基金分配。
挑战
CGI 是一家全球商业和技术咨询公司，在帮助客户使用其专有的财富管理平台 Wealth360 时，在简化数据迁移方面面临着重大挑战。该平台旨在自动化和简化投资组合管理、基金会计和基金分配。然而，数据迁移和转换团队必须为每个数据源开发新代码，其中可能包含多达 200 多个不同格式的数据文件。这使得该过程既耗时又复杂。该团队设想创建一个基于单一、灵活且可重用的脚本的自动化 ETL（提取、转换、加载）数据迁移流程。
解决方案
CGI 部署了 Pentaho 数据集成，以使用单个可重用脚本自动迁移数据。自 2016 年以来，他们一直使用 Pentaho Data Integration 来支持其 Wealth360 解决方案，最初使用社区版，然后随着数据量的增加迁移到企业版。 2020 年，CGI 通过解决方案的元数据注入 (MDI) 增强了其 ETL 功能。数据转换和迁移团队大约每周使用一次 Pentaho MDI 功能，以吸引新客户或将现有客户更新到其财富管理平台的最新版本。该解决方案提供报告，以便团队可以一目了然地协调源系统和目标系统。 CGI 还计划通过额外的 Pentaho 数据集成功能来改进其数据迁移功能，包括使用其报告功能来创建提供持续状态更新的实时仪表板。
运营影响
数量效益
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