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Scalable Financial Data Infrastructure Modernization
  1. case
  2. Scalable Financial Data Infrastructure Modernization

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Scalable Financial Data Infrastructure Modernization

geniusee.com
Financial services
Education
Information technology

Key Challenges

Financial Edge Training faced critical challenges in scaling their technology infrastructure to support growing demand for financial data processing. The organization lacked sufficient in-house development resources, struggled with complex data pipeline management, and experienced infrastructure limitations affecting user experience reliability.

About the Client

Financial education provider offering online training programs and microdegree certifications for investment banking professionals

Project Goals

  • Enhance technological capabilities for financial data management
  • Implement scalable infrastructure solutions
  • Improve data pipeline efficiency and reliability
  • Expand in-house development team capacity

Core System Functionalities

  • Automated ETL pipeline for global financial filings
  • Document duplication detection and classification system
  • Real-time SEC API integration with failure notifications
  • Enterprise valuation modeling with Excel export functionality
  • User activity monitoring and analytics dashboard
  • Online certification process integration
  • WordPress/Moodle plugin optimization and security enhancements

Technology Stack

Python
MySQL
WordPress
CI/CD pipelines
Cloud deployment (AWS/Azure)
REST API frameworks

System Integrations

  • SEC EDGAR API
  • Third-party financial data providers
  • User analytics platforms
  • Certification verification systems

Operational Requirements

  • High-availability infrastructure (99.9% uptime)
  • Data processing scalability for 10,000+ companies
  • Role-based access control (RBAC) security model
  • Real-time pipeline monitoring dashboard
  • Automated performance testing framework

Business Impact

The modernized infrastructure will enable processing of financial data for over 9,000 global companies with 30% faster development cycles. Enhanced data reliability and automated reporting will improve user satisfaction scores by 25% while maintaining a 10/10 Net Promoter Score. The expanded engineering team will achieve 15% faster feature delivery velocity.

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