Article 26/05/16

CASE STUDY: Faster data migration for pension provider

The requirement

A leading provider of pensions, investments and insurance provides a pensions auto-enrolment service to about 100 corporate businesses.

These corporate clients supply monthly payroll data to the service, which assesses each member of staff for eligibility under the (Pensions Act 2008) rules, and where appropriate auto-enrols them into the relevant pension scheme.

The service provider decided to migrate the IT infrastructure for this service to a new application and database. A major data migration project was required, involving hundreds of thousands of records, and it needed to reliably apply many complex business rules, validations and enrichments.

A key complexity of the migration project was the need to extract and analyse multiple data items from the legacy database and, by analysing this data, to synthesise an overall eligibility status for each person.

The solution

The service provider licensed Transformer (using a bespoke single-project agreement) to carry out the main data processing tasks of the migration. The service provider’s IT staff liaised with Trace Financial experts to quickly create the complex data validations, enrichments, transformations and mappings that were needed.

Transformer first read the core data from a Master file as a stream, and then enriched this by performing a set of SQL lookups (over JDBC) to obtain a range of ancillary information.

A detailed validation at this point ensured the coherence of the data thus far collected, so that a valid output record could be created. Any failures generated a validation error report for manual investigation, repair and resubmission.

Datasets which passed this first test were then subjected to the core transformation process in Transformer, to create the output record in a convenient format for subsequent import to the new system. This output was then subject to a further and final validation.

The output included a synthetic numerically-coded value for each staff member’s overall eligibility status, as there were multiple possible outcomes depending on data combinations found. On the basis of this value the new system could easily determine how to import the record into its database.

With Transformer as the driving technology, the data migration project was successfully completed – on time and under the original budget.

About Trace Financial

Trace Financial Limited are leading specialists in financial message transformation and have been designing, implementing and supporting mission critical solutions for the financial industry for over 30 years. Trace Financial is part of the privately-owned Trace Group.

Find out more about Transformer here or download the Transformer Brochure below.