Octopus.CDM Platform

Centralised, secure, and easily manageable customer-data management system, supporting the operations of a multi-service investment management platform.

Industry FinTech

Duration: 3840 hours

Team: 8

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Technologies utilized

.NET, ASP.NET, UNIT.NET,
AZURE Function, SQL Azure

Team composition

1 Team lead
1 Tech lead
1 Solution architect
1 Project manager
2 back-end developers
1 Manual QA specialist
1 Automation QA specialist

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CLIENT

Octopus Investments is a London-based investment company formed in 2000 that manages over £8.9 billion on behalf of 55,000+ investors. It is focused on renewable energy, healthcare, property, and SMEs.

Challenge

Octopus's digital ecosystem consisted of a number of independent services or applications used by clients (including investors and advisors) and employees. Each of the services had its own customer database with its own scope of information about the customer, including personal data, and they were not synchronized. This substantially affected operations.

The client needed a centralized, easily manageable and secure customer database that would serve users of various services within the client’s digital ecosystem.

Features

Architecture modules

We created a separate CDM architecture that consisted of three standalone modules: An API allows the retrieval and management of customer data; A queue synchronizes data among respective services; A UI manages the queue, handle errors, and data conflicts.

Authentication service

For the client’s investment management platform, a separate authentication service was developed. Also, we created an open ID provider that enabled an end user to communicate with a relying party.

User Experience

A clean and user-friendly UX was created. We integrated the service into the existing platform ecosystem and continued to provide regular support, fixing any issue that was identified in the course of use.

Business values

Tool Development

This solution has helped the client to accumulate information about prices across over 2000 products and 20+ websites on an ongoing basis. In the longer term, it will help them to visualize trends of how costs are changing within the market.

Product

We were able to create a generic product that provides the ability to scale to include additional algorithms for a custom set of sites, or data sources.