WeDid: Salesforce-XPLAN Integration

October 21, 2013 / Terry / Comments Off

Challenges

All investors information such as their investments, distributions, etc are all kept in Salesforce. The Adviser is unable to access this information via XPLAN.

Solutions:

Purpose	Daily data feed from Salesforce to XPLAN so that Advisers can access to investor information.
Applications	Salesforce IRESS XPLAN
Tool	Talend
Information	Customer data Investment data Distribution data Historical unit price data
Data Formats	XML
Volumes	~2000/day
Schedule	Real-time/Hourly/Daily
Complexity	High (due to data quality)

Posted in We Did