Core Banking & Ledger · Use case

Migrate off a legacy core

Short answer

Most modern migrations do not switch everything at once. A new core runs alongside the old one; new products launch on it, then existing portfolios move in waves. The provider's migration method and references matter as much as the platform itself.

What this use case is

Most modern migrations do not switch everything at once. A new core runs alongside the old one; new products launch on it, then existing portfolios move in waves. The provider's migration method and references matter as much as the platform itself.

Who builds this

Banks
Neobanks outgrowing their first core
Lenders
Building societies and cooperatives

What your customer sees

  1. 1Ideally nothing, apart from new features arriving faster

How Core Banking & Ledger solves it

1

Target architecture and sequence agreed

Target architecture and sequence agreed

2

New core deployed alongside legacy

New core deployed alongside legacy

3

New products launched on the new core

New products launched on the new core

4

Data mapped, cleansed and test-migrated

Data mapped, cleansed and test-migrated

5

Portfolios migrated in waves with reconciliation

Portfolios migrated in waves with reconciliation

6

Legacy decommissioned step by step

Legacy decommissioned step by step

Want to have

  1. Migration methodology
  2. Data mapping and reconciliation tools
  3. Coexistence with legacy
  4. Rollback plans
  5. References at similar scope

Optional

  1. Accelerators for your legacy system
  2. Parallel-run tooling

Design decisions

Approach

Big bang
Progressive

speed versus risk.

Partner

Vendor-led
Systems integrator-led

accountability versus independence.

What to put in your RFP

Method

  • phases
  • coexistence

Data

  • mapping
  • reconciliation

Risk

  • rollback
  • parallel running

References

  • References

Commercials

  • platform and services
Add these to an RFP

How to evaluate providers for this use case

  1. 1Comparable references
  2. 2Coexistence approach
  3. 3Data tooling
  4. 4Realistic plan

Pitfalls

  • Underestimating data quality problems
  • A single cut-over with no rollback
  • Integrator and vendor pointing at each other

What providers will ask you

  1. Current systems and products
  2. Data volumes
  3. Governance and budget
  4. Regulatory notifications required

Other Finlane categories that cover parts of this

This use case is solved mainly with Core Banking & Ledger. These categories cover specific parts of it and can be tendered alongside it.

Frequently asked questions

Other Core Banking & Ledger use cases

Scope migrate off a legacy core with Core Banking & Ledger providers

Scope this use case