Financial Services DataMotion Success Story
DataMotion utilizes Secure Email Automation, Large File Attachments and TotalView Reporting to Automate Report Delivery, Meet PCI Compliance and Prove SLA Requirements.
An overview of the background of the project
A large technology solutions company is providing transaction settlement and data informationservices to over 15,000 retail locations, and is processing more than $80 billion annually through their world-class settlement system – making them the financial backbone for their industry. The company processes and transfers thousands of files and reports every day on behalf of their global customers. Details on more than 1.5 billion individual data points, nearly 150,000 unique origins and destinations, and over a 1,000 days of accumulated sales data are stored in the company’s data warehouse. The company averages over $6 billion per month in settled transactions.
Requirements
- Securely transfer files and reports to global customers
- Generate automated reports and deliver them securely via email
- Enable the company to maintain control over all information transfers for auditing and SLA purposes
- Make it simple for the recipient to access with no additional software required
- Offer easy recipient password reset
- Leverage existing systems to provide more functionality
- Pass stringent testing to ensure complete data recovery in the event of a disaster
- Include 24 x7 Support
- Ensure PCI compliance
CHALLENGES:
- Auditable automated report delivery
- PCI compliance
- Proof of SLA requirements
Challenges
The company needed a way to generate automated reports from their existing systems and deliver them securely through email to their worldwide customers. Their existing system was in its End-of-life cycle, and had to be replaced quickly. They also needed better metrics to prove files were being delivered in a timely manner as well as measure performance for management. This all had to be done without requiring their customers and partners to install additional hardware or software.
Lack of security options with their old system was also a point of frustration, and a logistical nightmare when connecting customers did not have compatible security options. “Corporate policy dictated the use of an on-premise solution,” said a company representative, “yet we needed the flexibility and ease of use of a SaaS solution.”
Like many other organizations in their industry, the company was also looking for ways to streamline their processes and increase productivity while maintaining PCI compliance. They intended to initiate an online password challenge protocol in the event that customers’ passwords were lost. This required a two factor authentication process they could not do with the previous system. “This is an internal security precaution that allows us to track and prevent internal hijacking of logon IDs and passwords. Self-service password reset also reduced help desk costs.” They were able to achieve this with DataMotion’s secure mailbox.
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Solution
The company evaluated DataMotion’s secure mailbox along with several other vendors. They chose the secure mailbox because of the system’s robust security, and the platform’s flexibility allows them to customize and grow as needed. Knowing the DataMotion solution is one they intend to keep for years to come, the company has been building applications around DataMotion solutions.
“We preferred DataMotion’s SSL format and flexibility. This made the system ideal for easily working with our existing proprietary systems, as well as the varying systems our customers used.”
The company set up an on-premise deployment of the secure mailbox with large file attachments enabled. Global customers can easily send data securely to the company from their own email systems instead of using complicated FTP clients. All transactions are time-stamped as they are sent and received both in and out of the system. The secure mailbox’s integrated TotalView report gives full visibility into all of the system’s transactions, and can easily be delivered to both customers and senior management, demonstrating fulfillment of SLA requirements.
Results
The company’s customers experienced a seamless transition to DataMotion with no training required, and no software to install. They now have the tools and data to satisfy auditors, customers, and senior management and can easily prove reports and files are delivered in a compliant and timely way. The ability to properly track a report’s delivery has significantly reduced the number of customer support and help desk calls, resulting in lower customer service costs.
“Since implementing DataMotion the process is streamlined, resulting in increased productivity and improved customer service. This enables the team to spend our time focusing on more complicated, mission-critical tasks.”
