ZILO Migrate

Use cases

Any book. Any date. One loop.

Every programme has a book, a date and a risk function that needs to see the evidence. ZILO™ Migrate runs each one as the same closed loop, inside your estate, with your people signing off.

Use cases

Four programmes, one closed loop

The book changes, the buyer changes, the deadline changes. The work does not: move the data once, in the product, and prove it.

Platform migrationMoving a whole book of business onto a new core: transfer agency, fund administration, wealth, custody or banking platforms.

The situation

Thousands of fields, decades of undocumented business rules, and a data workstream that is typically 15 to 30 percent of the programme. Conventionally it runs as a body-shop conversion: four to eight test-load cycles, a separate ETL team, and a reconciliation exercise bolted on at the end.

Who wins

The programme director gets a date that holds. Operations end dual-running months early. Risk and compliance get an evidence pack they can hand to the regulator without a second workstream to produce it.

What the programme gets

  • Enterprise-scale books migrated in weeks rather than months, with dual-running cut short.
  • One evidence pack from one product that a regulator and an auditor can follow from source to target.
  • The rationale for every rule stays in a system you own, not in a contractor’s notebook.

How ZILO™ Migrate runs it

  1. 1

    Connects to the source and stages a secure working copy inside your estate. The live system is never touched.

  2. 2

    The agent authors the mapping and transformation for every table, trials it against real staged data, and reconciles source to target against your controls before anyone is asked to look.

  3. 3

    Runs the migration as a lifecycle: phased offloads, dress rehearsals, then the live cut, all against the same project, rules and evidence pack.

  4. 4

    Named owners verify each gate and sign off. Nothing loads without them, and every decision is on the audit trail.

The situation

The same entity is described five different ways across five systems. Every source needs its own transforms, its own quality rules and its own reconciliation, and the work is usually delivered as a long backlog of point-to-point pipelines that nobody wants to own afterwards.

Who wins

The CDO gets a consolidated platform whose numbers can be defended. Finance and reporting teams get one version of the entity. Data engineering stops writing point-to-point pipelines and owns the model instead.

What the programme gets

  • A consolidated platform with provable lineage, rather than a warehouse whose numbers nobody can defend.
  • Onboarding a new source becomes a project with a known shape, not a fresh engineering estimate.
  • Engineering capacity moves from writing pipelines to owning the model.

How ZILO™ Migrate runs it

  1. 1

    Profiles each source and proposes a mapping onto the target model, then proves it with trial runs against the staged copy rather than against a sample.

  2. 2

    Applies your business rules and filters as governed controls, so scope, exclusions and data-quality thresholds stay yours to change.

  3. 3

    Reconciles counts, balances and key populations across every source on every run, with the variance and its lineage presented for review.

  4. 4

    Retains full lineage from each source system through transformation to the consolidated target, with version history and rollback at every layer.

The situation

The people who understood the legacy schema have left. Business logic lives in stored procedures, batch jobs and undocumented conventions. Decommissioning stalls because nobody can say with confidence that the new system holds everything the old one did.

Who wins

The CIO retires the system and the run cost on schedule. Architecture gets the rules out of stored procedures and into something documented. Operational resilience gets a defensible record that nothing was lost.

What the programme gets

  • Legacy systems retired on schedule, with a defensible record that nothing was lost in the move.
  • Institutional knowledge captured in the platform, available for the next migration.
  • Lower operational-resilience and third-party risk exposure, with the evidence to show it.

How ZILO™ Migrate runs it

  1. 1

    Ingests from legacy files and databases into a staged copy, and profiles the data to surface the conventions the documentation never captured.

  2. 2

    The agent reconstructs the transformation logic, tests it on the staged data, and explains each rule in plain language for your subject-matter experts to confirm.

  3. 3

    Reconciles the new platform against the legacy record on every run, so the decommissioning decision rests on evidence rather than assurance.

  4. 4

    Preserves complete lineage and an immutable audit trail of what moved, how it was transformed, and who approved it.

The situation

Not every migration fits a named programme. A provider change, a divestment, an insourcing decision or a single application replacement still means thousands of fields, rules nobody wrote down and a go-live that cannot slip. The tooling on offer is either a spreadsheet and a contractor or a platform built for a different job.

Who wins

Whoever owns the book gets it moved once, priced flat, with the evidence attached. Procurement gets a bounded project instead of a consultancy estimate. The business is no longer dependent on the outgoing provider to get its own data out.

What the programme gets

  • A bounded project, priced flat, from one source system to a reconciled load.
  • The same evidence pack and audit trail whatever the shape of the move.
  • No dependency on the outgoing provider to get your own data out cleanly.

How ZILO™ Migrate runs it

  1. 1

    Connects to whatever the source is, files or databases, proprietary or standard formats, and stages a secure working copy inside your estate.

  2. 2

    The agent maps the source onto the target model, generates the transformation, and trials it against real staged data until the rejects are understood.

  3. 3

    Reconciles against your controls on every run, with a written reason for each variance and lineage from source to target.

  4. 4

    Runs as a lifecycle: rehearsals, then the live cut, with named owners signing off before anything loads.

Which programme is on your desk?

Talk to the team.