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Slow, outdated data masking and provisioning processes stretched from weeks to months, delaying application releases and increasing compliance risks.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
LevelShift 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 Enterprise Data Lake (EDL) data privatization using Delphix HyperScale to ensure compliance across distributed big data environments.
- Developed custom automation to streamline dSource/VDB deactivation and tag updates in Data Control Tower (DCT) by leveraging the DCT Toolkit.
- 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.
- Implemented Bulk Ruleset Automation to create Rulesets and Masking Jobs using Delphix APIs programmatically.
- Completed the POC and implementation in six months, overcoming technical challenges, software upgrades, and bug fixes.
Today, LevelShift continues to deliver comprehensive 360-degree professional services, ensuring the bank maximizes the full potential of Delphix technology for large-scale environments while maintaining compliance, accelerating application releases, and strengthening data security.
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.