Financial Services

Financial Services

Automated Test Data Refreshes with ServiceNow for a Global Financial Firm

24/7

refresh and masking runs, up from 9 to 5 Pacific time

1,200

refreshes a year, up from 800

1.5

people on the masking team, down from 4

The client

A global financial services firm with millions of customers and institutional clients, after its move to a data virtualization and masking platform. Axis ran its masking service and its test data refreshes.


The problem

Refresh and masking runs could only happen during support hours, 9 to 5 Pacific time.

  • About 800 refreshes a year needed a masking team of 4 people.


What we did

  • Tied the masking service into ServiceNow and Ansible, so refresh and masking runs start automatically.

  • Kept requests in a self-service ServiceNow portal with approvals and access controls.

  • Moved refresh and masking to a 24/7 schedule, so teams can trigger a run at any time.

Package: Managed Privacy Service


The result

  • Teams can start a refresh and masking run at any time, 24/7, instead of only 9 to 5 Pacific time.

  • Refreshes went up from 800 to 1,200 a year.

  • The masking team went down from 4 people to 1.5.


Tools and systems

ServiceNow, Ansible and a data virtualization and masking platform.