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Dr. Wechsler & Partner

Data warehouse for pension fund administration

For Dr. Wechsler & Partner, CONSENSO TECH developed a modern data warehouse on open source technologies. Data from SwissPension 6 is processed with Apache NiFi, structured in a central Postgres database, stored in MinIO and prepared for Power BI reports.

At a glance

Starting point

  • Analysing pension-fund-relevant data from SwissPension 6
  • Building a structured reporting foundation
  • Combining person, contract and financial data
  • A need for a flexible and cost-efficient data warehouse architecture
  • Making the data available for Power BI analysis

Solution

  • Building a data warehouse on an open source stack
  • Apache NiFi for data extraction and ETL processes
  • Postgres as the central relational database
  • MinIO as S3-compatible storage
  • Power BI as the reporting and dashboarding layer
  • Structuring of pension-fund-relevant data from SwissPension 6

Result

  • A central data foundation for pension fund reporting
  • Better analysis of person, contract and financial data
  • A flexible open source architecture
  • Reusable data models for Power BI
  • A basis for more transparent operational and strategic analysis

Dr. Wechsler & Partner is a specialist firm for occupational pensions, pension fund administration and expert mandates. To analyse and evaluate pension-fund-relevant data, the company needed a modern data platform that makes information from the SwissPension 6 core system available in a structured form.

CONSENSO TECH developed a data warehouse based on an open source stack. Apache NiFi handles data extraction and processing from SwissPension 6. The data is structured in a central Postgres database and complemented by MinIO as S3-compatible storage. Power BI serves as the reporting and visualisation layer.

The focus is on pension-fund-relevant data such as people, contracts, pension information and financial metrics. The new platform allows this data to be analysed more consistently and used for both operational and management-oriented reports.