Data Infrastructure Engineering for Banking & Insurance

The Oracle renewal notice is usually what starts this conversation. We modernize policy administration, claims, and core banking databases off it without touching the business logic on top, and build the governance controls an audit actually tests.

Scoped assessment
schema & compliance mapping
Zero-downtime
migration & cutover
Audit-mapped
governance controls

Where Legacy Banking & Insurance Systems Actually Break

A policy admin or core banking database that's run fine for a decade doesn't fail because the technology aged badly, it fails because the license cost or the audit scope around it changed. An Oracle renewal comes in at a price that no longer makes sense, or a compliance review asks a question about access control nobody's had to answer precisely before.

The instinct is to treat a migration as a full rewrite, and the business logic, rating rules, underwriting, account calculations, gets tangled up with the fear of touching the database underneath it. In practice, the database and the logic on top of it are usually separable, and migrating the former doesn't require rewriting the latter.

Governance has the same shape. Row-level security and encryption that were "good enough" when nobody was checking become the finding that fails an audit, because "anyone with database credentials can query it" is not an answer a regulator accepts.

We scope migration, governance, and database performance to the specific system carrying the license, compliance, or performance risk, not a wholesale platform replacement.

Five Problems We See Repeatedly, and How We Handle Them

Real scenarios, not a checklist of generic capabilities.

An Oracle license renewal notice arrives with a price nobody budgeted for, and migrating off it looks like it means rewriting years of policy or account logic.

We migrate the database underneath policy admin, claims, or core banking systems, leaving the rating, underwriting, or account logic on top largely untouched.

Data Modernization

A compliance audit asks who can query a table with customer PII or PHI, and the honest answer is broader than anyone's comfortable admitting.

We classify sensitive fields, build row-level security and encryption, and map access controls to what an auditor actually tests.

Data Governance & Security

A core banking or claims database that's run fine for a decade starts timing out as record counts and regulatory reporting volume grow.

We profile the actual query plan and fix the specific bottleneck, without a platform replacement that resets years of stability.

Database Engineering

A migration off a legacy system gets proposed, and everyone's first question is what happens if it goes wrong mid-cutover.

We build dual-write or CDC-based replication so the old and new systems stay in sync during the transition, with a rollback path at every phase.

Real-Time Data Engineering

Underwriting and claims triage still run on manual judgment, so two adjusters can reach a different risk call on the same file.

We build a risk or credit score with reason codes from your claims and policy data, so review queues rank by actual loss likelihood, not arrival order.

Data Analytics

From a Recent Engagement

A US insurance product platform moved from Oracle to PostgreSQL: 120+ PL/SQL packages converted, 100% data integrity preserved, zero downtime, and a 60%+ reduction in licensing cost.

Read the case study

Technology We Work In

PostgreSQL and MySQL as migration targets, Kafka for CDC-based replication, Vault for encryption and key management, and Terraform for the infrastructure underneath it.

We work hands-on with: PostgreSQL, MySQL, Kafka, Vault, Terraform.

What's Included, By Category

Legacy Modernization & Migration

  • Oracle-to-PostgreSQL or MySQL migration for policy admin, claims, and core banking databases
  • Dual-write and CDC-based replication for zero-downtime cutover
  • Stored procedure translation for Oracle-specific logic
  • Phased cutover planning with a tested rollback path at every stage

Governance & Compliance Engineering

  • PII and PHI classification and row-level security
  • Encryption, key management, and audit logging mapped to regulatory scope
  • Access architecture built for state and federal insurance or banking audits
  • Data retention and archival policy enforcement at the database level

Database & Reporting Performance

  • Query optimization for aging policy admin, claims, or account databases
  • Regulatory reporting pipeline performance under growing data volume
  • Connection pooling and resource tuning under real transaction load
  • Cloud database cost optimization for legacy systems moving to managed infrastructure

Market Segments Served

We work with banking and insurance organizations where legacy migration or governance scope is the actual risk.

  • Insurers running policy administration or claims on Oracle or another aging platform
  • Banks and credit unions modernizing core banking or account databases
  • Insurance and banking teams ahead of a state or federal compliance audit
  • Companies facing an Oracle license renewal that no longer makes financial sense
  • Regulatory reporting teams whose database can't keep up with growing volume
  • Insurers and banks that inherited a database nobody currently on staff designed

Delivery Lifecycle

01

Discovery & Assessment

We review your schema complexity, Oracle-specific logic, and compliance scope before any migration commitment.

02

Architecture & Design

We design the migration and governance architecture for your specific system, with a phased cutover plan and rollback path.

03

Build & Integration

We implement dual-write or CDC replication and the governance controls end to end, integrated with the systems your team already runs.

04

Testing & Validation

We validate against real production data and load, with a tested rollback at every phase before cutover.

05

Launch & Ongoing Coverage

We execute the cutover, document runbooks, and stay on retainer for incidents and the next compliance cycle.

Why Banking & Insurance Teams Work With Us

Depth Across the Whole Stack, Not Just One Layer

A migration vendor moves the data. A compliance consultant writes the policy. We bring migration, governance, and database performance engineering as one team, so a cutover and an access-control gap don't fall to two different vendors.

A Team, Not One Person's Calendar

A single in-house hire means business hours and one person's availability, with everything waiting when they're out. We bring a team behind every engagement, so a migration cutover doesn't wait on someone's vacation.

Every Migration Ships With a Rollback Path

Dual-write or CDC-based replication keeps the old and new systems in sync during the transition, so a cutover that doesn't go as planned isn't a crisis, it's a rollback.

No Dependency by Design

Runbooks and documentation are part of the deliverable, so your team can run and audit what we built without us in the room. If ongoing coverage is still the right call, we'll say why, not just assume it.

Frequently Asked Questions

Find Out What a Migration Would Actually Take

We schedule a call to hear what's going on, then a second call to review your schema and tell you directly what a migration or governance engagement would take.