Financial Services

Data Warehouse Migration for Financial Services

Data Warehouse Migration for financial services, built around the constraint that defines the sector: every automated decision must be explainable and reproducible months after the fact.

Regulations in scope
5
Systems we integrate
5
Typical first release
6 weeks

What changes when it is financial services

SQL dialects differ in ways that quietly change results, especially around nulls, dates and rounding. We document every behavioural difference rather than assuming equivalence.

In financial services, every automated decision must be explainable and reproducible months after the fact. That single fact reshapes how data warehouse migration has to be built here, the guardrails, the approval points and the evidence trail are design inputs rather than things bolted on before go-live.

The workload we are most often asked to take on first is client communication review, usually integrated against SAP and Oracle financials. Every engagement opens with a measurement: the cycle time, the cost per transaction, or the error rate we are being asked to move.

Built by engineers who ship production systems, not by a practice that subcontracts the build. Six weeks to something running in production, not six quarters to a strategy document.

The sector constraints we design around

Defining constraint
every automated decision must be explainable and reproducible months after the fact
Regulations in scope
RBI guidelines · SEBI regulations · DPDP Act 2023 · PMLA and AML rules · IRDAI where insurance applies
Systems of record
core banking · trading and OMS · loan origination · SAP and Oracle financials · regulatory reporting platforms
Where we usually start
credit memo drafting

Data Warehouse Migration workloads in financial services

  • credit memo drafting
  • KYC and onboarding checks
  • regulatory report assembly
  • reconciliation
  • client communication review

What is included

  • Inventory of every table, job and downstream consumer
  • Query translation with behaviour differences documented
  • Row-level and aggregate reconciliation between old and new
  • Dual running until the numbers agree
  • Staged cutover by consumer group
  • Cost model comparing before and after

Questions from this sector

Can we use AI in credit decisions?

With explainability, documented model governance and human review on adverse outcomes, yes. RBI expects you to be able to explain any decision that affects a customer.

How do you handle data residency?

Deployment inside Indian regions or on your own infrastructure, which is the usual requirement for regulated financial data.

How do you avoid breaking reports?

Row-level and aggregate reconciliation between old and new, plus dual running until the numbers agree. Consumers move in stages, never all at once.

Which warehouse should we move to?

It depends on workload and existing cloud. We model cost against your real query patterns rather than list pricing, and sometimes the answer is to stay.

How long does it take?

Driven by the number of downstream consumers far more than data volume. The inventory in week one gives a realistic estimate.

Data Warehouse Migration for financial services, worth a conversation?

Tell us the workload and the regulation it sits under. We will tell you what is realistic.

Or email bd@dtrasglobal.com · call +91 74118 77878