Project Description

Processing wealth data files and filling into oracle database and exposing enhanced transaction to their investors and advisor via Web application.

Financial institution shares investment files (accounts, transaction, holdings) on behalf of Wealth advisors firms to yodlee for processing and enriching the transaction data.

Multiple financial institution sends data in multiple format and the software should be able to convert into yoldee specific format and file all the information into OLTP

• Data importer - SFTP download
• File Validation based on header information
• Converting file into yodlee format based on configuration
• Capturing metrics (no of accounts, transaction, holdings, exceptions, un-processed records etc)
• Automatic fail over handling.
• File spliter based on tenent information.