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Development of Secure Contract Workflow Automation Platform for Global Fintech Firm
  1. case
  2. Development of Secure Contract Workflow Automation Platform for Global Fintech Firm

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Development of Secure Contract Workflow Automation Platform for Global Fintech Firm

tridhyatech.com
Financial services
Information technology
Investment management

Operational and Security Challenges in Contract Management

The client faced critical challenges including contract lifecycle bottlenecks, security vulnerabilities failing Veracode scans (SQL injection risks), complex user access control requirements, and technical debt from legacy systems requiring migration. The organization needed to implement Agile methodology compliance while managing complex business logic tied to user profiles.

About the Client

Global investment management organization specializing in alternative asset classes including private equity, real estate, and hedge funds, established in 2008 with operations across multiple continents

Strategic Modernization Goals

  • Implement enterprise-grade security controls to pass Veracode compliance
  • Automate contract lifecycle workflows to reduce processing delays
  • Establish dynamic access control framework for multi-asset portfolio management
  • Migrate legacy systems to modern architecture with zero operational disruption
  • Enable non-technical staff to manage system configurations through feature flags

Core System Capabilities

  • Contract lifecycle tracking with stage-specific workflow configurations
  • AI-driven bottleneck detection and resource allocation system
  • RBAC/ABAC hybrid access control implementation using Drool Rule Engine
  • Integrated analytics dashboard with multi-asset class reporting
  • Feature flag management system (Launch Darkly) for non-IT personnel

Technology Stack Requirements

Java
Amazon AWS
Drool Rule Engine
Launch Darkly
Veracode-compliant security frameworks

System Integration Needs

  • Legacy portfolio management systems
  • Enterprise analytics platforms
  • Multi-domain authentication services
  • Security information and event management (SIEM) systems

Operational Requirements

  • Veracode security compliance (CSRF, SSRF, HSTS protections)
  • 99.99% system availability SLA
  • Horizontal scalability for global user base
  • Real-time workflow processing performance
  • Audit-ready access control logging

Expected Business Outcomes

Implementation will reduce contract processing time by 40% through workflow automation, achieve 100% Veracode compliance, and enable seamless management of $50B+ in diversified assets across 8+ alternative investment classes. The solution will support 2000+ concurrent users while maintaining enterprise-grade security and regulatory compliance.

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