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Professional retrospective · Insi / Fiserv

Modernising a hybrid financial-data platform

Batch and streaming engineering, Terraform-managed infrastructure, and a controlled migration from on-premises systems to AWS in a hybrid financial-data estate.

AWSSnowflakePySparkKafkadbtTerraformAWS DMS
Migration in phasesConceptual view of an on-premises to AWS migration using AWS DMS, parallel validation and reconciliation, and a separate lane for systems retained on premises.Migration in phasesON-PREM / AWSOn-premAWS DMSMigration pathAWSTargetParallel validationReconciliationRetained on-premPHASED DELIVERYPARALLEL VALIDATION
Simplified responsibility map. The migration, real-time and batch improvements, and retained-estate optimisation are distinct outcome scopes. Open responsibility map ↗

Context and ownership

The platform and my responsibility.

Context

Working through Insi, formerly Meta, I owned data-platform delivery on a Fiserv engagement spanning Snowflake, AWS, GCP and on-premises systems. The work included separate migration and processing-performance initiatives.

Mandate

Modernise data delivery while preserving validation, reconciliation and continuity across cloud and retained on-premises workloads.

What I owned

  • Batch and streaming pipelines across Snowflake, AWS and a hybrid estate.
  • Ingestion and processing optimisation using PySpark, Kafka and dbt.
  • Implementation and operation of AWS DMS for part of Fiserv's card transaction data migration.
  • Infrastructure implementation and management through Terraform.
  • Orchestration, data quality, observability and production recovery.

Decisions and trade-offs

Why I chose this approach.

A phased migration with AWS DMS and parallel validation

I favoured an initial load followed by change replication with AWS DMS, keeping the old and new processing paths available while we validated each migration wave.

Alternative considered
A larger cutover based on periodic extracts.
Why it fit
The data included card transactions. Phased delivery let us reconcile results, check downstream behaviour and apply acceptance criteria before moving a workload.
Trade-off
Parallel operation meant maintaining two paths during validation. It spread the reconciliation and recovery work across controlled waves rather than concentrating it at one cutover.

Engineering focus

How the work connected architecture and operation.

01

Validate the migration path

Implemented and operated AWS DMS for part of Fiserv's card transaction data migration from on-premises infrastructure to AWS. Initial loading, ongoing change replication, reconciliation and dual runs supported the phased migration.

02

Improve cloud and retained workloads

Delivered a controlled migration for 40% of high-volume financial-operations data. Separately optimised workloads retained on premises under PCI DSS constraints.

03

Manage the platform as repeatable infrastructure

Implemented and managed infrastructure as code with Terraform, supporting repeatable environments, reviewed changes and ongoing platform operations.

04

Remove processing bottlenecks

Re-engineered real-time and batch workloads, addressing ingestion and processing bottlenecks across the hybrid estate.

Operating concerns

  • Validate data movement through reconciliation and parallel execution.
  • Preserve the operating boundary for workloads that remain on premises.
  • Manage orchestration, data quality, observability and recovery across environments.
  • Evaluate migration results separately from processing-performance improvements.

Production outcomes

Results with a defined scope.

+33%

Real-time processing speed

Improvement from removing ingestion and processing bottlenecks in real-time workloads.

+26%

Batch processing speed

Improvement in batch processing workloads.

40%

Financial-operations data migrated

Share of high-volume financial-operations data migrated. The AWS DMS example concerns part of the card transaction data.

+17%

Retained on-premises processing speed

Separate optimisation of workloads that remained on premises under PCI DSS constraints.

Measurement context and publication scope

These are professional outcomes described in my career record. Internal data volumes, benchmark windows, cutover records and customer topology are not reproduced. The 40% migration figure and the 17% retained-estate improvement describe separate initiatives.

What I took from the work

A migration succeeds when validation, operating responsibilities and recovery are designed with the target platform. Keeping migration results separate from performance improvements also made the outcome of each initiative clear.

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