Ocellics Fund Data Services

Azure data pipelines

Automate data processes specific to your business

Service · Azure data pipelines

Automate the data processes specific to your business

FundSolve and WealthSolve are built for specific fund and wealth data. When you need to process other data, we build Azure-native pipelines to ingest, validate, transform and deliver it.

How it works

  1. 01

    Bring data in

    Collect files and data from the sources your business uses, without relying on someone to manually collect, copy and move them.

  2. 02

    Validate and process it

    Apply validation, mapping, business rules and transformations as part of the pipeline rather than leaving them buried in spreadsheets or manual processes.

  3. 03

    Deliver it where it's needed

    Send processed data to your databases, applications, reporting tools or other systems that need it.

For investment businesses that need a reliable way to ingest, validate and process data beyond FundSolve and WealthSolve. Pipelines are built in your Azure subscription and managed by Ocellics.

THE PIPELINE

What a typical pipeline looks like

Most of the pipelines we build follow a similar pattern, using Azure services and our own specialist processing logic to validate, map and transform your data into governed, usable data.

Logic Apps connect to sources and trigger the pipeline. Data Factory orchestrates the pipeline and processes the data, including Ocellics-built rules, mappings and transformations, and Synapse handles larger or more demanding transformation workloads. Blob Storage and Azure SQL hold data throughout the process. Power BI and APIs put the data to use.

Fetch

Bring the data in

Logic Apps

Connect to sources and trigger the pipeline.

Ingest and process

Validate, map and transform

Data Factory

Orchestrate the pipeline and process the data.

In Data Factory

Custom logic

Ocellics-built rules, mappings and transformations.

Synapse

Handle larger or more demanding transformation workloads.

Deliver

Put the data to use

Power BI

Reporting and visualisation.

APIs

Make data available to other systems.

Store

Hold data throughout the process

Blob Storage

Files and data used throughout the pipeline.

Azure SQL

Structured data ready for use.

Integration

Built around the systems you already use

Azure data pipelines can work independently, connect with your existing systems, or use governed data from FundSolve and WealthSolve as part of a wider process.

Independent pipelines

Process business, accounting, client or other data without involving an Ocellics product.

Existing systems

Connect with the databases, applications and reporting tools already used across your business.

Ocellics data

Use governed data from FundSolve or WealthSolve where it forms part of a wider process, without changing the data each product is designed to manage.

Use cases

Where Azure data pipelines fit

Recurring files and feeds

Automate files and datasets that arrive regularly and still need someone to collect, check or prepare them.

Accounting and finance data

Bring accounting and finance data into a repeatable process for reconciliation, reporting or use by other systems.

Client and business data

Process data used by internal applications, client reporting and operational processes.

Moving data between systems

Replace manual exports, imports and hand-offs between databases, applications and reporting tools.

Large or complex datasets

Handle data that has outgrown spreadsheets or requires significant validation, transformation or processing.

Processes specific to your business

Build a repeatable pipeline around a data process that is particular to the way your business operates.

Have a data process that's still too manual?

If your business has files or data that need to be collected, checked, transformed and delivered repeatedly, we can look at whether an Azure pipeline is the right way to automate it.