Transforming Data Compliance and Security for the 6th Largest Bank in the U.S with PreludeSys

About the client

The client is a leading financial institution in the United States, serving millions of customers with a comprehensive range of banking, lending, and wealth management solutions. With a strong commitment to innovation and digital transformation, the client constantly enhances its technology landscape to improve customer experience, optimize operations, and ensure regulatory compliance.


Client challenges

The bank struggled to manage massive datasets (10TB–100TB) across CDB2 and Enterprise Data Lake environments while staying compliant with regulations. Its complex data ecosystem—spanning SAP, Salesforce, and various structured and unstructured formats—posed serious data protection risks. Integrating Delphix Next Gen products like Hyperscale, Data Control Tower, and Azure DCS required expertise the internal team did not have. Maintaining referential integrity across lower environments remained a persistent challenge, which impacted data consistency. 

Slow, outdated data masking and provisioning processes stretched from weeks to months, delaying application releases and increasing compliance risks. To stay ahead, the bank needed a secure, efficient, and scalable solution for data masking and compliance automation. 

Solution

PreludeSys helped the bank modernize its data compliance and security framework through the following initiatives: 

  • Provided expert guidance and training to adopt Delphix Next Gen products.  
  • Conducted a Proof of Concept (POC) on CDB2 and Hyperscale to validate secure data masking and compliance.  
  • Developed custom automation for CDB2 data masking in collaboration with the Delphix team.  
  • Optimized Salesforce masking using CDATA JDBC Driver and DXRT to manage metadata.  
  • Designed and implemented an advanced SAP masking solution handling 42 billion records with optimized memory and rule-based partitioning.  
  • Created a custom file masking solution using Regex and Python to anonymize SSNs, memorable characters, and data shifts.  
  • Developed a first-of-its-kind Oracle masking technique using a custom SQL-based filtering solution.  
  • Completed the POC and implementation in six months, overcoming technical challenges, software upgrades, and bug fixes.

Today, PreludeSys continues to deliver comprehensive 360-degree professional services, ensuring the bank maximizes the full potential of Delphix technology while maintaining compliance, accelerating application releases, and strengthening data security.

Results at a glance
Accelerated application releases by provisioning secure virtual databases in minutes.  Ensured regulatory compliance and data protection across diverse systems and platforms.  Achieved complete referential integrity across SAP, Salesforce, CDB2, Oracle, and various file formats. 
Benefits
  • Secure handling of sensitive data with adherence to regulatory requirements.  
  • Reduced onboarding time and operational complexity through automation.  
  • Improved processing efficiency for large datasets (e.g., 42 billion SAP records) with optimized resource usage.  
  • Enhanced scalability with seamless data integration across enterprise systems.  
  • Minimized manual effort and errors through automated compliance workflows. 
Technology

Delphix (Next Gen: Hyperscale, Data Control Tower, Azure DCS) , SAP , Salesforce , Oracle , Python, Regex , CDATA JDBC Driver, DXRT