Key Highlights
- In this success story, the financial services client faced challenges in managing mortgage data due to fragmented systems, manual processes, and scalability issues that limited efficiency and insights.
- OptiSol partnered with the client to build a modern AWS-based data warehouse, consolidating mortgage data from multiple loan buyers into a single, reliable system.
- Our solution automated data collection, processing, and validation pipelines, significantly reducing manual effort, eliminating errors, and enabling faster, more accurate analysis.
- The data warehouse empowered stakeholders with real-time insights, enhanced decision-making, and gave the client a competitive advantage by ensuring scalable, accessible, and actionable loan data.
Problem Statement
01
Limited Data: Traditional systems relied on manual scraping and provided only partial data, leading to incomplete insights.
02
Time Consuming: Manual collection slowed down analysis, delaying key loan evaluations and action plans.
03
Inaccurate Results: Legacy processes introduced errors and inconsistencies, impacting data reliability and business outcomes.
04
Lack of Integration: Absence of integration with other data sources hindered holistic analysis and decision-making.
05
Scalability Issues: Existing systems struggled with large datasets, making it difficult to scale loan data analysis.


Solution Overview
01
Implemented a robust AWS data warehouse to consolidate mortgage data from diverse loan buyers into a unified system.
02
Automated data extraction with scheduled SQL Runner scripts, ensuring timely and accurate retrieval of loan details.
03
Built pipelines to ingest, structure, and archive loan data into multiple tables, leveraging Liquibase for schema management.
04
Utilized AWS Lambda functions to validate and aggregate data, ensuring accuracy and consistency at scale.
05
Deployed and maintained updates seamlessly using AWS Code Commit and Code Pipeline, ensuring continuous integration and delivery.
Business Impact
Process Flow: The Visual Story

About The Project
This project focused on modernizing mortgage data management within the financial services sector. By consolidating loan data from multiple buyers into an AWS-powered data warehouse, the solution eliminated manual scraping, reduced errors, and enabled near real-time processing of micro-level data. Advanced pipelines, validation mechanisms, and automated deployments ensured accuracy, scalability, and operational efficiency. The outcome was a robust foundation for risk management, data-driven insights, and improved competitiveness.
Technology Stack:





FAQs:
How did OptiSol approach the data integration challenge?
OptiSol consolidated mortgage data from multiple loan buyers into a centralized AWS data warehouse, ensuring structured, reliable, and scalable integration.
What methodology was followed for pipeline development?
OptiSol designed a pipeline to extract, load, and archive data systematically. Liquibase was used for schema management, ensuring traceability and version control.
How did OptiSol streamline deployment and updates?
By implementing AWS Code Commit and Code Pipeline, OptiSol enabled continuous integration and delivery, ensuring faster and more reliable deployment cycles.
What approach was taken to improve risk management?
By enabling real-time access to validated data, OptiSol empowered the client to run advanced analytics and assess loan portfolio risks more effectively.
How did OptiSol design the solution for future adaptability?
The architecture was designed with modular pipelines and cloud-native tools, making it flexible for future integrations and evolving business needs.
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Ken Kisner
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My experience has been incredibly positive. They were incredibly easy to work with, even with changing requirements.
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