Custom integrate AWS-hosted portal with secure API integration, SSO, and a user-friendly interface to deliver timely financial news.
Client
Large NY-based life insurance and investment company
Goal
Develop a secure AWS-based portal to deliver financial news with API integration, SSO, and consistent user experience
Tools and Technologies
NET 8.0, ASP.NET MVC, AWS, EC2, Lambda, S3, SES, API Gateway
Business Challenge
The client needed a custom, AWS-hosted application to deliver financial news via external API integration. The solution had to support secure access for both internal and external users with Ping-based SSO. Additionally, the interface required UI/UX alignment with an existing legacy platform for consistency. Timely news delivery also was critical, compelling automated data refreshing every 15 minutes to ensure accuracy and relevance.
Solution
- Automated data ingestion using AWS Lambda to fetch and process news from external API every 15 minutes
- Developed an ASP.NET MVC application on Amazon EC2 with a user-friendly dashboard, filtering, and search capabilities
- Integrated Ping Identity for secure, role-based SSO access for internal and external users
- Secured communication with external API through IBM DataPower and mutual TLS
- Designed UI/UX to mirror the legacy platform for a seamless and familiar experience
Outcomes
- Reduced licensing costs by replacing full third-party access with targeted API usage
- Gained full application ownership and flexibility for future enhancement and customization
- Strengthened security with mutual TLS and DataPower integration
- Simplified authentication and authorization through SSO integration
- Improved operational flexibility with configurable refresh intervals and archiving strategies
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Modern Deal & Issuer Management System
Iris replaced a legacy SharePoint solution with a modern, scalable system that improved deal and issuer data management, efficiency, and insights.
Client
The large NY-based insurance and investment company
Goal
Develop a modern, scalable system to manage deal and issuer data efficiently while eliminating legacy costs and inefficiencies
Tools and Technologies
.Net Core 6(API) , Background Service, Angular 14, SQL ServerBusiness Challenge
The client’s SharePoint-based system for managing deal and issuer details faced major limitations. As data volume and user count increased, the platform became slow, difficult to customize, and expensive to maintain. Integration with other critical tools was limited, reducing efficiency and scalability. These constraints created risks to effective deal management and hindered the ability to scale operations.
Solution
- Built a modern web-based system using Angular (front-end), .NET Core (back-end), and SQL Server (data storage)
- Developed a self-service portal for internal teams to easily manage deal and issuer data
- Automated data ingestion, cleaning, and storage with a background service for accuracy and consistency
- Integrated Splunk and Application Insights to enable real-time monitoring of system health and performance
Outcomes
- Substantial cost savings by eliminating SharePoint licensing and maintenance expenses
- Improved performance and scalability with faster system response and ability to support more users
- Enhanced user experience through a modern, intuitive, and efficient interface
- Increased automation, reducing manual tasks and errors while saving time
- Real-time reporting and accurate deal projections for better decision-making
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Reliable Data Governance at Scale
Strengthening governance through standardized workflows, automation, and compliance-focused controls for reliable data management.
Client
A leading mutual life insurance provider
Goal
Implement structured workflows to ensure reliable, compliant, and scalable data governance across complex and growing data products
Tools and Technologies
React Js, Node Js, PostgreSQL, Bitbucket, JenkinsBusiness Challenge
The organization needed to strengthen its data governance framework to handle the increasing volume and complexity of data products. Key challenges included establishing governance best practices with standardized workflows and controls, ensuring reliability and accuracy of data across multiple systems, and meeting evolving regulatory requirements. The lack of structured processes created risks to data quality, trust, and compliance, making governance modernization essential.
Solution
- Designed structured workflows to manage the lifecycle of data products with consistency and accountability
- Automated governance processes to streamline collaboration across teams and improve efficiency
- Standardized data-related tasks and controls to ensure uniformity and adherence to best practices
Outcomes
- Increased scalability and reliability of governance framework, ensuring consistent data quality
- Improved user experience with simplified and intuitive governance workflows
- Strengthened compliance through embedded controls and automated processes
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Modern system for insurance data management
Development of a robust framework and a secure, automated solution to ensure smooth migration of data from legacy systems to AWS while maintaining flexibility in distribution across file formats and channels.
Client
A large NY-based life insurance and investment company
Goal
Create a secure, automated solution for data ingestion and a robust framework for distribution across channels
Tools and Technologies
Python, PySpark, AWS Glue/Redshift/Lambda/S3/Aurora, Stonebranch, Jira, GithubBusiness Challenge
The client used a legacy product data infrastructure (PACE) and other systems that provided neither fully-secure access nor enabled efficient quality checks. This affected system integration and data ingestion and distribution.
Workflows and checks were not adequately automated, and they did not offer a reusable framework to generate and deliver outbound data files aligned with business requirements.
Solution
- Created reusable and scalable ETL/ELT pipelines using Python and AWS services
- Integrated Stonebranch for orchestration and automated job scheduling, with monitoring mechanisms and alerts
- Tuned Redshift queries and optimized data ingestion processes to reduce latency and improve throughput
- Defined data specifications and output formats as per business needs
- Built a configurable pipeline to create dynamic CSV/Excel files from Redshift views
- Automated file delivery via email/SFTP monitored and orchestrated by Stonebranch
Outcomes
- Improved data distribution and a reusable framework for ingestion and distribution of data across existing and new products
- Streamlined operations and improved data accessibility
- Enhanced performance and scalability
- Ensured better data quality and governance with automation and structured reusability
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Modern insurance product data services platform
Development of a centralized platform for product data services that can distribute critical data securely, enforce governance, scale with business needs, and integrate smoothly with downstream applications.
Client
A large NY-based life insurance and investment services provider
Goal
Create a unified, scalable architecture for secure, standardized sharing of data with downstream services
Tools and Technologies
Java 21, Spring Boot, AWS, Jenkins, Stonebranch, Jira, Microservices, Redshift, Aurora, DynamoDB, Angular, JS, MYSQL, EKS, SQSBusiness Challenge
The client used a product data mart that lacked a secure, standardized method to share data with downstream services. This affected data governance and consistency across applications. It also faced the risk of disrupting tightly integrated legacy data flows while shifting from a legacy PACE system that supports critical AEM microservices to a PDP mart.
It needed a new system that is scalable, and the modernization process had to be carried out with minimal disruption to existing systems.
Solution
Implemented a dual-solution strategy to modernize data access and delivery. Key elements included:
- Built a microservices-based platform and deployed on AWS
- Enabled secure, flexible API access to the product data mart using tagged identifiers
- Ensured a scalable design with minimal code changes for expansion
- Allowed existing AEM microservices to operate without changes during and post-transition
Outcomes
- Improved efficiency and security by enabling standardized, governed access to product and entity data
- Achieved faster delivery and reduced manual effort
- Ensured seamless integration while modernizing the backend
- Maintained front-end stability of AEM microservices
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Modern insurance platform for loan processing
Platform modernization with system integration, functional enhancements, and UI transformation, helps streamline processes, minimize duplication, deliver strong ROI and grow customer retention by a projected 50%.
Client
A large NY-based life insurance and investment company
Goal
Modernize product data management services to enhance loan processing and improve user experience
Tools and Technologies
Angular 15, .Net 4.8, .NET 8.0, AWS EC2, SQL Server, PostgreSQL, Stonebranch, SharePoint, IISBusiness Challenge
The client operated a critical legacy application for loan processing, which had significant operational inefficiencies and shortcomings in user experience. It hindered the speed and accuracy of loan disbursements, affecting both internal operations and customer satisfaction.
The goal was to modernize the platform with scalable solutions that could enable secure distribution of critical data and better governance, while integrating smoothly with downstream applications.
Solution
- Implemented a holistic modernization approach with a focus on system integration, functional enhancements, and UI transformation
- Streamlined deal creation and approval through a third-party system with robust verification and compliance features
- Enabled multi-loan support under a single deal
- Ensured consistency by introducing a standardized component library with reusable UI components
- Revamped the interface with intuitive design, responsive layouts, and improved user experience
Outcomes
- Enhanced efficiency, scalability, and user-centric loan operations
- Improved ROI through greater efficiency, better user experience, and agility
- Reduced verification effort by 30–55% and enabled focus on higher-value tasks
- Streamlined processes and minimized data duplication
- Ensured consistent design and efficient development
- Increased customer satisfaction, with a projected 50% rise in retention
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Eagle Access Data Platform Transforms Accounting
A centralized and secure cloud-based financial data warehouse provides a single source of truth, improving analytics and reducing risk, for a major insurer.
Client
Large NY-based life insurance and investment company
Goal
Consolidate multiple accounting systems into a centralized, reliable data warehouse to improve reporting and decision-making
Tools and Technologies
BNY Eagle Access, Python, Oracle, AWS EC2 and S3, SQL Server, Jira, StonebranchBusiness Challenge
The insurer faced growing inefficiencies due to siloed accounting systems that lacked integration, consistency, and scalability. Reporting processes were time-consuming, error-prone, and lacked real-time visibility—hindering timely business and investment decisions. A centralized solution was needed to ingest and unify data from disparate systems like SAP GL, Singularity, and Loan Management into a single, trusted platform to support strategic financial insights and reduce operational complexity.
Solution
- Built a centralized accounting data warehouse using the Eagle Access secure private cloud environment
- Ingested and standardized data from SAP GL, Singularity, and Loan Management systems
- Used AWS EC2, S3, and Stonebranch Universal Automation Controller for cloud infrastructure and job orchestration
- Enabled real-time reporting via Tableau integration and migration of legacy dashboards
- Improved data accuracy and consistency through robust validation and automation
Outcomes
- Created a unified source of truth for all accounting data
- Enabled faster, more accurate reporting and analytics, improving business and investment decision-making
- Reduced data silos and improved accessibility across systems
- Minimized infrastructure complexity and operational risk with secure private cloud hosting
- Enhanced efficiency through automated data processing and orchestration
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Meet our team at the AWS Summit in NYC July 2025
Meet our team at AWS Summit NYC July 2025
Advanced technology professionals from Iris, an AWS partner, can discuss innovations and beneficial solutions in Cloud Engineering, AI, App Modernization, and Data & Analytics.
An Iris team with extensive technology and domain experience is attending the AWS Summit on July 16, 2025, at the Jacob Javits Convention Center in New York City. Our professionals are excited to discuss the latest innovations and operational successes in Cloud Engineering, Application and Infrastructure Modernization, DevOps, Generative AI and Data Science & Analytics,
Contact our team at the AWS Summit or links below to learn more about our approach and the advanced technology solutions that are foundational to digital transformation. Outcomes from leveraging emerging tech include enhanced security, scalability, reliability, productivity, cost-efficiency, customer experience, decision-making, and compliance, which support the business competitiveness and growth journeys of enterprises in nearly every industry.
Connect with our team at AWS Summit:
- Prem Swarup – Vice President, Head of Data & Analytics Practice
- Ryan Fagan – Senior Client Partner, Banking & Financial Services
- Abhineet Jha – Head of Insurance IT Services
- Venkat Laksh – Head of Insurance IT Sales
- Glenn DeGeorge – Client Partner, Enterprise Services
- Samrat Ghosh – Client Partner, Enterprise Services
- Srikanth Jangam – Senior Client Partner, EdTech & Media
- Siddharth Garg – Client Partner, Enterprise Services
- Mayank Khanna – Delivery Partner, Enterprise Services
- Parijat Sharma – Client Partner, Enterprise Services
For more insights, read about our Cloud, Data & Analytics, and Generative AI services and success stories, as well as our perspective papers on Cloud Migration Challenges and Solutions, How Gen AI Can Transform Software Engineering, and Succeeding in ML Ops Journeys.
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Get in touchJoin us for Reuters Future of Insurance USA 2025
Join us for Reuters Future of Insurance USA 2025
Meet our Insurtech expert at FOIUSA 2025, where AI, data analytics, and digital transformation are a top focus for insurers and Iris Software.
Reuters Events hosts this year’s annual Future of Insurance USA Summit on June 12-13, 2025, in Chicago, Illinois. The theme is Rebuild Trust at the Top, with a focus on the value that AI-powered tools, customer-centric products, and strategic collaborations can bring to insurers in all sectors of the industry. The emphasis on these topics are driving 500+ insurance leaders, innovators, and top technology providers like Iris Software to participate in the Summit.
Abhineet Jha, Senior Client Partner, will represent our Insurtech Team at the event.
Four main topic areas will be addressed in the presentations and networking discussions in support of the theme of the 2025 FOI Summit:
- Technology Innovation and Transformation, focusing on AI and Data Analytics
- Risk Management, including cyber threats and regulatory compliance
- Customer Experience, developing seamless UX, personalization, and enhanced communications
- Industry Collaboration, building strategic partnerships
These areas are a top focus of the Insurtech services and solutions that Iris successfully provides to leading carriers in property, casualty, specialty, and life and annuity insurance.
Discuss the evolving insurance landscape, Insurtech innovation, and your technology priorities with Abhineet Jha, our seasoned insurance expert, at Reuters Future of Insurance USA 2025. Learn how insurers are partnering with Iris and applying our solutions in AI/ML, Application Modernization, Automation, Cloud, Data Science, Enterprise Analytics, and Integrations to advance their digital transformation goals.
You can also contact our team and read more about our InsurTech Services and Solutions and successes in future-proofing insurance enterprises here: Insurance Technology Services | Iris Software.
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Get in touchMeet our team at the Payments Canada Summit 2025
Meet our team at the Payments Canada Summit 2025
Banking, financial services and payments technology experts, Subramanian Viswanathan, Mehul Shah, and Suneela Katikala, are attending this year’s Summit in Toronto.
The 2025 Payments Canada Summit, themed Innovate-Collaborate-Transform, is May 6 - 8 at the Automotive Building in Toronto, Ontario. This forum is considered Canada’s premier payments event, bringing together more than 1,900 participants to discuss innovation, challenges and opportunities in this dynamic global industry. Financial institutions, payments and technology service providers, retailers, monetary and regulatory professionals will connect, learn, and share ideas through presentation and networking sessions. The key topics relate to improving outcomes in digital payments, consumer experiences, risk and fraud mitigation, cross-border and other payments policies.
Connect with three of our banking and financial services (BFS) technology experts at the Summit to discuss digital transformation and payment system modernization: Subramanian Viswanathan, Associate Vice President, Mehul Shah, Associate Director, and Suneela Katikala, Senior Client Partner.
The advanced technologies that Iris delivers – across AI / Generative AI, Application Development, Automation, Cloud, DevOps, Data Science, Enterprise Analytics, and Integrations - are driving innovations in the payments sector every day. Our experienced global team helps financial institutions and payments providers enhance operations, security, scalability, cost-efficiency, and compliance in the myriad platforms, processes and systems supporting their domestic and international payments transactions. Iris has served BFS clients for more than 30 years and was named a Leader in BFS IT Services by Everest Group in its PEAK Matrix® Assessment 2025. Iris is also PCIDSS 4.0-certified to ensure robust cyber security and compliance for our clients involved in payment card processing or that store, process, or transmit cardholder data and/or sensitive authentication data.
Contact our team at the Summit or anytime at Iris Software Banking and Financial Services to learn more about our future-ready technology solutions. You can also read our Perspective Papers for insights on Real-world Asset Tokenization, leveraging Generative AI for Asset Tokenization and the state of Central Bank Digital Currency.
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