$70 Billion In Assets
B. Michael Ferweda
Business Development & Strategy Manager @ Gateway Health Partners | Executive MBA
Independent Investment Firm Manages more than $70 billion in assets & bad data
SITUATION
The Investment Firm has numerous systems and manages huge data sources to model its investments. There is a mixture of internal and external databases. Leadership has unflappable trust in the sources of data for quality financials.
CHALLENGES
o All customer information resides in Salesforce with #consistency & #conformity issues.
o External data feed ingested daily contains incomplete and anomalous data
o Inaccurate data leads to ineffective analysis and financial anomalies
SOLUTION
o Routine implemented as a central data quality engine to identify data issues in all data sources continuously and trigger alerts based on thresholds to report to key stakeholders to modify future inputs.
o Gatekeeper for all external data sources that are getting ingested by internal systems maintains a clean reliable data source for financial reliance.
For additional information on RoutineAI Contact [email protected]
#Duplicates????????#Completeness #standardization????#InvalidData#FutureDates???????#DomainCheck #Anomaliescyclical