Impact
Tactable partnered with a leading Canadian bank to modernize its party & account program, the bank’s golden source for party, account and Standard Settlement Instruction data. The program strengthens real-time data integration, improves workflow controls and auditability, and makes critical client and settlement information easier for business users and downstream systems to consume.
Industry
Financial Services | Capital Markets
Key Services
Key Technology
- Java | Kafka
- Iceberg
- HDFS
- Dremio
- Microsoft Azure
The Vision
Creating a Modern Enterprise Master for Client and Settlement Data
The client relies on its party and account program as a critical source of client, account and settlement information across its Capital Markets ecosystem. Tactable’s work focuses on modernizing the platform while improving the usability, reliability and governance of the workflows surrounding that data.
The Solution
Modernizing Client Data, Settlement Instructions and Core Workflows
Real-time settlement data integration
Developed continuous synchronization of DTCC settlement instructions, normalizing data across providers and routing invalid records into exception workflows.
Enterprise entity search
Built data models and search capabilities for foreign and fund identifiers, enabling faster lookup across providers including Bloomberg, Euroclear and CTM.
Modern streaming architecture
Implemented Kafka-to-Iceberg ingestion to land entity events in HDFS and create flattened, queryable datasets for Dremio.
Stronger controls & cloud modernization
Introduced auditable maker-checker workflows, improved business UI visibility, supported legacy-system deprecation and migrated key services from on-premises infrastructure to Azure.
The Tactable approach
