The Problem

A financial intermediary and asset management firm needed to establish a secure, reliable, and automated process to ingest vast amounts of client and financial data from a legacy system, which was complicated by manually managed, short-lived API access tokens and the need to process more than 20 years of historical data.

The Solution

TDK Technologies engineered a comprehensive data ingestion and security solution built within the client's Azure environment. The core of the solution involved creating an automated authentication flow to reliably interact with the legacy system’s APIs. This was achieved by developing custom logic and pipelines to securely generate, encrypt, decrypt, and automatically rotate the necessary tokens. Instead of manual steps, the system securely stores and manages these sensitive keys and tokens, ensuring continuous, authenticated access for data retrieval.

The pipeline architecture was designed using Medallion architecture to ensure data quality and standardization. This process is now fully automated, to fetch and ingest current client, account, and relationship information.

Furthermore, the solution was built with future scalability in mind. The architecture is not specific to the initial data set. Instead, it creates a standardized template to leverage future situations requiring data integration. This strategic design allows the firm to easily onboard new clients and efficiently handle clean, consistent, and standardized loading of more than two decades of historical data.

The Results

The implementation of the automated authentication and ingestion pipeline immediately delivered significant operational improvements. By eliminating manual token handling, TDK drastically reduced the risk of API access disruption and removed repetitive, time-consuming administrative work. The new system ensures that execution files, client information, and household data flow into the warehouse reliably and securely with end-to-end encryption.

The result is better data quality, improved security, and a reusable architecture that supports future client acquisition and business growth through automated reporting and dashboard generation.