What is Data Manager?
Data Manager is a cost-efficient data integration, management, and business intelligence solution designed to help banks and credit unions harness the full potential of their core data. With Data Manager, you can seamlessly integrate disparate systems, normalize and cleanse data, and enable real-time synchronization and reporting, all within Fintech Hub.
Comprehensive Data Management Solution
Data Integration
Consolidate data from multiple systems, including the banking core, into a single, normalized, and cleansed dataset. This ensures data consistency and accuracy, providing a reliable foundation for all downstream processes and analyses.
Real-Time Synchronization
Coordinate data across various external systems such as CRM, LOS, payment processing, and more. This integration allows seamless data flow and updates, ensuring all systems operate with the most current information.
Business Intelligence Reporting
Enable comprehensive BI reporting with cleansed and synchronized data. This capability allows for accurate and insightful analyses, supporting better decision-making and strategic planning within your organization.
Key benefits of Data Manager
Cost-Efficient Data Access
Optimize open banking operations by caching data outside the core. This approach significantly reduces the number of direct API calls to the core, reducing associated costs. By leveraging cached datasets to enable fewer queries, banks can achieve faster response times and more efficient data access.
Faster Time to Market
Leverage Fintech Hub’s pre-existing integration to the core and other systems to ensure quicker setup and rollout. Reusability saves valuable time and accelerates deployment, allowing your team to make informed business decisions faster.
Lower Management Costs
Reduce costs by consolidating real-time integrations and data into a single platform for all your needs. This centralization reduces administrative overhead and simplifies data management.
Higher Data Quality and Accuracy
Normalize and cleanse data to ensure higher accuracy and reliability in reporting and operations. This supports better decision-making and improves overall data integrity.
Features
Unified Data Platform
Consolidate data from various systems into one centralized location, simplifying data management and reporting. Utilize a common data management platform with a universal dashboard in the Fintech Hub, eliminating the need to log in to AWS.
Built-in Support for Open Banking Standards
Leverage data structure templates tailored for common banking data models for banks and credit unions. This built-in support ensures compliance with open banking standards and facilitates seamless data exchange.
Prebuilt Integrations
Connect seamlessly to popular platforms like Salesforce and other critical operational systems via pre-built connectors available from PortX’s Connect Marketplace. These connectors dramatically simplify integration, enhancing system interoperability and efficiency.
Operational Data Store (ODS):
Integrate and consolidate data from multiple sources in near real-time, providing a current and up-to-date view of your data. This capability supports day-to-day business operations and improves decision-making by offering reliable and timely information.
Real-Time Data Access
Achieve real-time data synchronization to ensure that all systems operate with the most current information. Facilitate instant transactions and reporting, enhancing the efficiency and accuracy of your operations.
Customer 360: powered by Data Manager
Leverage Data Manager to power your FI’s Customer 360. Seamlessly consolidate data sources into a unified, 360-degree view, enabling informed, real-time decisions. Optimize your product roadmap and increase revenue by understanding your customers comprehensively. Simplify employee tasks with complete customer interaction history on a single screen Transform your data into actionable insights and create personalized products and services that resonate with your customers.
Integration Manager runs on the Fintech Hub.
Discover the power of flexible integration tools with PortX, the Integration-Platform-as-a-Service (iPaaS) specifically designed to fulfill the unique needs of financial institutions. From its complete modern integration stack built on a microservices framework to seamless identity management, robust data transformation, insightful monitoring, and extensive data protection, PortX equips you with a comprehensive toolbox for rapid innovation.
Learn more about PortX components
Unified Observability Portal
Our monitoring component provides robust log collection, giving you a unified UI for seamless log management and search, infrastructure monitoring metrics, distributed tracing, and effective error management and alerts. PortX UOP’s extensible design allows for custom dashboards, ensuring a tailored fit for your unique monitoring needs and enhanced visibility into system performance.
Integration Manager
Integration Manager facilitates the design, development, deployment, management, and monitoring of custom APIs. It provides an array of developer-friendly tools, enabling continuous delivery and deployment of integrations while breaking free from the constraints of expensive and cumbersome ESBs.
API Builder
PortX API Builder provides a mature user-friendly developer framework for end-to-end API development. From intuitive design and construction to robust testing, it empowers you to build innovative digital products, platforms, and services quickly. API Builder includes proven connectors for all common integration protocols.
Data Transformation
Brought to you by DataSonnet, our open source solution features a portable, powerful, and easy-to-learn data mapping language and tool designed to facilitate data transformation in any integration scenario. Adeptly map and transform your data, ensuring seamless integration across your system’s landscape.
Translators & Parsers
Harness the power of PortX’s translators and parsers to seamlessly convert various communication protocols and data structures into more universally recognized formats. Our suite of parsers encompasses an extensive range, including X12, Swift, ACH, Fedwire, and others.
Workflow (Business Process Management)
Workflow revolutionizes Business Process Management by enabling you to track long-running transactions and seamlessly coordinate asynchronous responses into a cohesive business process. With a memory-efficient design, it continuously listens for updates and events while cleverly conserving system resources by switching into a low-power “sleep” mode as needed.
Developer Portal
Developer Portal is dynamically generated and fully customizable for comprehensive API documentation. Tailor the portal by adding custom content, adjusting styles, or take control by opting for self-hosting. The portal serves as an invaluable resource for app developers to discover and onboard to your APIs, learn how to integrate them into applications, and access API documentation.
Connectors & Pre-Built APIs
Extend PortX with the Connect Marketplace, a comprehensive exchange of connectors and pre-built APIs designed to expand the capabilities of our platform and facilitate connections to virtually any system or service. This dynamic ecosystem enables seamless integration and adaptability.
API Manager
API Manager equips you with the visibility and control necessary to oversee traffic, bolster security, and ensure endpoint health. It features API definitions and documentation, a comprehensive management plane, and built-in Security Information and Event Management (SIEM) functionality.
Unified Observability Portal
Our monitoring component provides robust log collection, giving you a unified UI for seamless log management and search, infrastructure monitoring metrics, distributed tracing, and effective error management and alerts. PortX UOP’s extensible design allows for custom dashboards, ensuring a tailored fit for your unique monitoring needs and enhanced visibility into system performance.
Payment Manager
Merge your payment channels securely into one common management platform. Save your IT budget and instantly integrate these solutions into your banking core with our drop-in suite of simple and reusable APIs. With Payment Manager, you can quickly and easily connect to modern payment networks without adding technical debt to your organization.
Wires
The Fedwire Funds Service is the real-time gross settlement (RTGS) electronic payment system owned by the US Federal Reserve Bank. The Fedwire connector provides everything required to read and write in the Fedwire’s flat file format and a secure connection to validate and translate messages.
ACH
Nacha’s ACH (Automated Clearing House) Network processes electronic funds transfers for consumers, businesses, and federal, state, and local governments in the US. The ACH connector enables reading and writing in ACH’s flat file format and a secure connection for validating and translating messages.
FedNow
The FedNow Service is a new instant payment infrastructure developed by the Federal Reserve that allows financial institutions of every size across the U.S. to provide safe and efficient instant payment services.
Swift
The Society for Worldwide Interbank Financial Telecommunications (SWIFT) system is an internationally recognized messaging network for transferring funds between financial institutions. The SWIFT connector accommodates wire transfers between financial institutions working internationally.
Real-Time Ledger
- Works with Real-Time & Legacy Payment Networks (zelle, MOJALOOP, swift, credit cards)
- Supports same-Day settlement
- Automatic reconciliation
Data Manager
Unify disparate systems, cleanse data, and power a customer 360 with this cost-efficient data integration management and business intelligence solution. Start making data-driven decisions today with seamless connectivity to Fintech Hub.
Built-in Support for Open Banking Standards
Leverage data structure templates tailored for common banking data models for banks and credit unions. This built-in support ensures compliance with open banking standards and facilitates seamless data exchange.
Pre-built Integrations
Connect seamlessly to popular platforms like Salesforce and other critical operational systems via pre-built connectors available from the Connect Marketplace. These connectors dramatically simplify integration, enhancing system interoperability and efficiency.
Operational Data Store
Integrate and consolidate data from multiple sources in near real-time, providing a current view of customer data. This capability supports day-to-day business operations and improves decision-making by offering reliable and timely information.
Real-Time Data Access
Achieve real-time data synchronization to ensure that all systems operate with the most current information. Facilitate instant transactions and reporting, enhancing the efficiency and accuracy of your operations
Automated Data Reconciliation
Match and validate data from multiple sources to ensure consistency and accuracy. This reduces manual effort and minimizes discrepancies, improving overall operational efficiency.
Analytics Visualization
Harness our data visualization tool for creating interactive dashboards and performing advanced analytics, providing comprehensive business intelligence insights. This platform supports real-time visualizations and machine learning integration to empower data-driven decision-making.
PortX Fintech Cloud / API Hosting
Fintech Cloud offers a unified platform for streamlined deployment, high reliability, and scalability. It leverages Docker and Kubernetes, PortX GitOps, observability tools, API Gateway, CI/CD templates, and PortX IAM. Built on a microservices framework, it enables the design, development, deployment, management, and monitoring of custom APIs, enabling continuous delivery and eliminating vendor lock-in.
Rules Engine
Rules Engine provides a framework to navigate through complex business rules and logic without the need for intricate coding. This design allows developers to articulate and enforce rules with relative ease and presents a strategic way to manage and implement specific business processes efficiently.
Event Streaming
Our Event Streaming Service embraces an event-driven architecture, enabling you to build and decouple APIs instead of traditional point-to-point APIs. This service allows applications to subscribe to events, fostering the construction of advanced integration options that enhance your system’s adaptability and scalability.
Caching
Leveraging a powerful in-memory data store, our caching solution significantly enhances your application’s performance by reducing latency. It reduces database cost and backend load while keeping frequently accessed data readily available, providing your users with a streamlined high-speed experience.
Edge VPC (Secure VPN to the Core)
PortX delivers versatile solutions for creating an encrypted channel, ensuring safe and seamless data flow between your integrations and the core. With our Edge VPC feature, you can assign smaller IP ranges or choose a dedicated IP address, providing simpler, more flexible options for establishing a secure connection.
GitOps
Embrace the GitOps approach to align with infrastructure best practices and streamline your software delivery lifecycle. PortX supports declarative Infrastructure-as-Code (IaC), allowing for automated deployments with an approval workflow. Utilize GitHub branch protection and code reviews to ensure that each deployment is secure, audited, reversible, and repeatable.
CI / CD
Enhance your Continuous Integration & Continuous Deployment (CI/CD) processes with PortX. By adopting GitOps principles, you can streamline the entire software delivery lifecycle. Our platform supports Infrastructure-as-Code (IaC), enabling automated, secure, and repeatable deployments with an integrated approval workflow, ensuring that every change is well-documented and reversible.
Identity and Access Management (IAM)
Effortlessly set up, authenticate, and control permissions from this self-service, seamless, intuitive portal. PortX Identity & Access Management is a user-friendly tool that empowers you to streamline your identity management processes, enhancing security while ensuring the right individuals have the necessary access.
Data Protection & Privacy
This solution is specifically designed to uphold the highest data privacy standards and maintain dynamic Attribute Based Access Control (ABAC). By integrating robust encryption measures, pseudonymization, and centralized controls in common data ingestion and distribution points, we ensure your data remains safeguarded and compliant with international regulations while offering an unparalleled level of data control.
Unified Data Platform
Consolidate data from various systems into one centralized location, simplifying data management and reporting. Utilize a common data management platform with a universal dashboard in the PortX platform, eliminating the need to log in to AWS.
Built-in Support for Open Banking Standards
Leverage data structure templates tailored for common banking data models for banks and credit unions. This built-in support ensures compliance with open banking standards and facilitates seamless data exchange.
Pre-built Integrations
Connect seamlessly to popular platforms like Salesforce and other critical operational systems via pre-built connectors available from the Connect Marketplace. These connectors dramatically simplify integration, enhancing system interoperability and efficiency.
Operational Data Store
Integrate and consolidate data from multiple sources in near real-time, providing a current view of customer data. This capability supports day-to-day business operations and improves decision-making by offering reliable and timely information.
Real-Time Data Access
Achieve real-time data synchronization to ensure that all systems operate with the most current information. Facilitate instant transactions and reporting, enhancing the efficiency and accuracy of your operations
Automated data reconciliation
Match and validate data from multiple sources to ensure consistency and accuracy. This reduces manual effort and minimizes discrepancies, improving overall operational efficiency.
Analytics visualization
Harness our data visualization tool for creating interactive dashboards and performing advanced analytics, providing comprehensive business intelligence insights. This platform supports real-time visualizations and machine learning integration to empower data-driven decision-making.
Contact PortX
Let’s connect.
Call us:
833.667.6789
Email us:
[email protected]
Find us:
7525 SE 24th Street, Suite 510, Mercer Island, WA 98040