Increasing Resiliency in a Banking Sweep System: Incremental migration to a Temporal Workflow

At Apartment 304, we worked on stabilizing a financial institution's sweep network system. The client, offering cash management accounts similar to checking and savings, sought to attract customers and mitigate financial risk by joining a sweep network. However, their initial integration came with stability issues and operational hurdles that required manual intervention from the engineering team. We worked with their team to prioritize the issues and made a plan to incrementally resolve them using Temporal's flexibility and convenient message passing. The migration process involved moving decision-making logic to Temporal Workflows and external operations, like SFTP file uploads and database queries, into Activities. By transitioning to Temporal, the financial institution not only addressed immediate operational challenges but also established a scalable, resilient, and efficient foundation for future operations.