Hausbankbonus

Business Problem

In a platform for financial service providers, bank advisors were facing significant challenges due to a lack of visibility into customer acquisition statuses. This included issues such as problems during the signing verification process and data transmission errors or abandoned contracts that were clogging up the system, which hindered their ability to efficiently onboard new clients and provide timely support.

A new customer requested changes to an existing cloud-oriented application, aiming to run part of it within an on-premise environment. The primary driver for this change was data security concerns. This introduced several challenges, particularly regarding how to securely and efficiently transmit data between the on-premise and cloud-based applications.

Due to compliance reasons, a new version of an existing application was required, though not all customers were able to adapt to it in time. This led to discrepancies in the data formats being used, as several clients continued relying on the outdated version. However, these older formats needed to be supported to ensure that processes continued to run smoothly.

Business Solution

To improve advisor efficiency, I extended the platform’s website with additional real-time customer acquisition insights. This gave advisors a clearer view of the client’s onboarding progress and helped resolve verification and data transmission issues faster.

I also enhanced the data housekeeping algorithm to automatically clear stuck contracts. This reduced system bottlenecks, allowing advisors to focus on active contracts without being distracted by incomplete or outdated ones.

For the on-premise and cloud integration, I developed synchronization procedures that enabled secure data exchange via a predefined channel, ensuring smooth communication while maintaining data security compliance.

Finally, I implemented a legacy data importer to support customers still using the old application format. This ensured their data could be processed without disrupting the updated platform's functionality.

Technical Solution

I developed new features within the existing software application to enhance functionality without disrupting the established workflow. This included seamless integration of the new requirements into the existing Spring-Batch-Flow.

To streamline communication with financial institutions, I automated the data exchange processes. This automation ensured that data transfers occurred consistently and efficiently, reducing manual intervention and minimizing the risk of errors.

For better user experience, I extended the error feedback mechanism through a REST API call. This provided users with human-readable error logs directly in the frontend system, helping them quickly understand when an issue occurred and improving their ability to resolve problems efficiently.

For syncing data between the on-premise and cloud applications, an export-import solution using an SFTP server was implemented. The on-premise application required data from the cloud, so a scheduled procedure was developed. This process involved exporting the cloud application's data through database dumps, encrypting the data, securely transferring it to the SFTP server, and detecting changes before importing the data into the on-premise system.

As part of the project, I handled the migration from AWS SDK v1 to v2, ensuring compatibility with the latest features and improved performance.

I also addressed issues with asynchronous operations that were causing database deadlocks, optimizing the system's concurrency handling to prevent further disruptions.

Additionally, I updated several code libraries to the latest versions, improving security, performance, and maintaining codebase stability.