Customer work · Banking and financial services

A post-trade platform centralized onboarding, connection status, and service alerts

Post-trade users relied on connections spread across applications built by different teams and inherited through two decades of organizational change. BluePi designed one platform for onboarding, connection status, service monitoring, trading-partner visibility, and alerts.

A post-trade platform centralized onboarding, connection status, and service alerts system diagram

One monitoring platform for inherited trade-service connections

Pre-trade and post-trade processing depended on connected applications built by separate teams and inherited through mergers and acquisitions over approximately 20 years. BluePi built a central platform for onboarding, application data, connection status, service monitoring, trading-partner visibility, alerts, and user-selected notifications.

01 · Onboarding and customer state

Organization, user, and migrated customer records entered one application boundary.

02 · Inherited application signals

Adapters and events moved current connection and service state from existing applications into the central platform.

03 · Configurable alert routes

Monitoring views, alert rules, and notification destinations connected service-status changes to an operating response.

From distributed service state to one alerting path

BluePi centralized onboarding records, connected inherited applications through adapters and events, modeled current connection and service status, and routed selected alerts to user-defined destinations.

Centralize onboarding state

Organization, user, and migrated customer records entered one application boundary.

Connect inherited applications

Adapters and events moved current connection and service state into the central platform.

Make service changes actionable

Monitoring views, alert rules, and notification preferences connected status to an operating response.

Where this pattern fits

This case is relevant when customer onboarding and connection health are distributed across inherited systems, but users and operations teams need one status model.

Centralize a trade-service status path
Working-session promptsQuestions that define the delivery boundary

Use these prompts to decide whether the case fits your operating problem and what a first deployment should prove.

  1. Which applications own organization, user, connection, and service state today?
  2. Where do duplicate records or incompatible identifiers prevent a central view?
  3. Which service change should create an alert and who must receive it?
  4. What adapter and event boundaries can connect inherited systems without replacing them immediately?
  5. What transaction-rate, alert-latency, security, and audit requirements define the platform boundary?

A practical first step

A first engagement can centralize one organization and user path, connect one application’s service status, expose one monitoring view, and validate one alert route end to end.

Case details

Open a section to review the customer problem, implementation, business change, and architecture.

01Starting point

Customer and connection data remained distributed across siloed applications. Users had no single place to see whether onboarding was complete or whether a connection was available. A failure could interrupt trade-information exchange and create financial or regulatory consequences.

02What BluePi built

BluePi built a centralized application that brought organization and user onboarding together with connection status, service monitoring, trading-partner visibility, and configurable alerts.

  • Central organization and user onboarding
  • Existing-user migration and deduplication
  • Adapters for current application data
  • Consolidated connection-health view
  • Business-service monitoring
  • Trading-partner service visibility
  • Configurable alert rules
  • User-selected notification destinations
03Application components

Apache Camel adapters and Kafka connected current applications to Spring and Java services. PostgreSQL and Redis supported controlled state. React provided the onboarding and monitoring interface, with Kubernetes on AWS as the documented runtime stack.

04Design requirements

The platform was designed for 100 transactions per second and five-second alerting latency, with auditability and security built into the system boundary.

05Operating change

Users and operations teams gained one application for reviewing onboarding, connection status, service health, and alerts across the inherited application estate.

System diagram