CASE STUDY
INTEGRATION SOLUTIONS IN MICROSOFT AZURE CLOUD
The application that XTGlobal created for us drastically reduced the time spent on
downloading customer data from a variety of sources. What was taking 8 – 10
hours a week has been automated with the Azure Cloud Solution and now takes a
few minutes per week.
–Director of Client Technology Services of a Leading Accounting Firm
OVERVIEW
In this digital era, one major challenge that most of the CPA firms face relates to sourcing and analyzing of
data from multiple sources. With an increasing number of data sources, complexity in information, and
increasing regulations with regards to data, there is a need to have a robust platform that will make this
process of data generation/capture, storage, usage, and archival/disposal seamless and secure through
automation and optimization.
XTGlobal’s client was also facing a similar challenge wherein it needed access to aggregate financial
information from various sources. XTGlobal developed a robust and secure solution to handle the data
lifecycle and analysis process using MS Azure PAAS Solution, the leading cloud platform. Microsoft Azure
Products provided the client with the server, databases, and software licenses with zero capital
investment. Within a short span of development time, the client was able to launch their business
services. Thanks to Rapid-Application-Delivery (RAD) model, XTGlobal built the custom-solution on the
Microsoft Azure platform. Integrating the solution with Yodlee, a third-party financial data aggregator,
helped the client quickly and securely access critical customer data.
ABOUT THE CLIENT
The client is a leading CPA firm, offering diverse accounting-based consulting services to mid-market customer firms since
1965. They were looking for a secure, robust solution to automate the end-to-end data delivery with integration to
a third-party API.
CHALLENGES
The high volume, velocity and variety of information assets
require advanced forms of processing if they are to be used
as insights for decision making. For CPA firms, access to
information from multiple banks or financial institutions is
the key to assessing their customers’ financial health and We had the concept of what we
provide advisory or consulting services based on this data. wanted to do but weren’t sure
Bank statements, information on assets & liabilities, how to make it happen. We
transactions, investment holdings, and current account data needed to connect different
make up a chunk of this data. Apart from a holistic view of systems, create a middleman
their customer’s data, the CPA firm also needs regular
access to the financial data to do further analysis of their
application, and had no idea how
customers’ assets and liabilities. to get that done in the Cloud.
The client wanted a customized solution that will help them
access the required data from Envestnet Yodlee, a data -Challenge Defined by the Client
aggregator platform, subject to approval from their
end customers.
SOLUTIONS OFFERED BY XTGLOBAL
A. DEVELOPMENT OF CUSTOMER PORTAL
XTGlobal created a Cloud-Native Solution on Microsoft Azure using Azure App Service, Azure SQL Database, and Azure
Repos, to make the access to data sources both automated as well as on-demand.
XTGlobal developed a customer portal using Azure Webservice, which allows the customers of client to
grant or revoke access to their data, sourced through Yodlee API. This builds trust and transparency to the
client’s consulting services.
It also enables the end customers to link or unlink their bank accounts in such a way that they have full
control of granting access to select-accounts.
The Internal Portal has functions to manage the customer onboarding, user-account set up and
on-demand data retrieval.
On-demand data retrieval includes a facility to share the downloaded data via Citrix Share, which
eventually populates the data to the targeted server of the client.
The portal data is stored on Azure SQL Database- an intelligent, scalable, relational database service built
for the cloud.
B. INTEGRATION SOLUTIONS
XTGlobal was challenged with integrating the Azure Cloud solutions with a third-party API, which was Yodlee in this case. Both
Azure and Yodlee platforms have enormous capabilities and functions, tied around multiple use cases. Picking the best,
while meeting the requirement is what ideally drives a better solution. In this case, integrating Azure services with Yodlee API
requires a deep understanding of both to design a secure, optimal, effective solution. After an extensive analysis of API and
Azure, XTGlobal created the perfect integrated solution which addresses the client’s current challenges and also scales up
in the future.
Azure SQL
Admin Portal
App Service Financial
(Web App) Institutions
Customer Portal
C. AUTOMATION OF DATA RETRIEVAL
XTGlobal developed the Windows Service application to automate the retrieval of the financial data from Yodlee API and
populate on the targeted server of Client. Authentication is performed with Yodlee’s JWT token algorithm.
It is flexible that it can be configured manually to customize the parameters and executed according to the needs of the
business process.
TECHNOLOGIES USED
AZURE APP SERVICE AZURE SQL DATABASE AZURE REPOS
A fully-managed platform A scalable, relational, A Cloud-hosted DEVOPS
with built-in infrastructure cloud-based database Repository Service that
that enables quick service with AI-based supports Team
building, deployment and automated updates, Foundation Version
scaling of web apps backups and provisioning Control (TFVC) and
and APIs. and advanced securely connects with
security features. Azure Repo from any IDE.
The folks from XTGlobal helped us work through the technical
details of connecting different systems and developed a Cloud
Native solution in the Microsoft Azure that does all we wanted
it to do. I have worked with other tech companies in the past,
and the communication, follow up and sticking to the timeline
was better than I have seen with any other company.
-Client’s Opinion About XTGlobal Solution and Support
RESULTS
440+Hours
4X
Faster
Time Saved in a Year by Automating Customer Onboarding
Financial-Data-Sourcing Process
3 $0
CAPEX
Weeks Investment
Time taken to Develop the Solution For Infrastructure, Server
with MS Azure Cloud Solutions Licenses and Software Tools
CONTACT US TODAY
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Office: +1 866 446 2910
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