Case study at a glance
About this case study: this is an Infinite360 Tech Academy project case study delivered on a simulation environment with synthetic data. It shows the scope, architecture and approach our consultants and learners practise. It is not a client engagement and implies no affiliation with, or endorsement by, any company or brand.
| Industry | BFSI |
|---|---|
| Platforms | AEP, Real-Time CDP, Journey Optimizer, CJA, Web SDK |
| Type | Academy project case study (simulated environment, synthetic data) |
| Roles practised | AEP data engineer, identity architect, AJO developer, CJA analyst |
| Environment | anibanking.infiante360techacademy.com |
The business challenge
A retail bank holds customer data in core banking, CRM, card and digital channels, each with its own identifier. Marketing cannot see a single customer, loan applications that stall are not followed up in time, and cross-sell offers ignore products the customer already holds. Strict regulation means consent and sensitive-data handling must be provable.
Target architecture
Implementation approach
- Use-case discovery — loan, cross-sell, onboarding
- XDM & identity — CRM ID primary, ECID
- Ingestion — batch + streaming
- Profile & consent — merge policy, labels
- Audiences & journeys — RTCDP + AJO
- Measure in CJA — funnel + attribution
Use cases implemented
- Loan-application drop-off recovery journey
- Credit-card cross-sell excluding existing holders
- New-to-bank onboarding series
- Consent-aware email and SMS orchestration
- High-value customer audience for paid-media suppression
- Branch and digital funnel reporting in CJA
Validation and governance checks
- Identity namespaces documented with owners; CRM ID chosen as the authenticated anchor
- Sensitive attributes labelled before ingestion and blocked from ad destinations
- Profile fragments checked for representative synthetic customers
- Journey test mode run for eligible, ineligible and partial profiles
- Audience counts reconciled against source extracts
What Infinite360 brings
Architecture first
A documented target architecture, identity strategy and data model before a single journey is built.
Reusable accelerators
Schema patterns, naming conventions, backlog templates, QA checklists and runbooks reused across projects.
Validation discipline
Every stage is validated - payloads, identity graphs, profile fragments, audience counts and journey test runs.
Governance built in
Consent, data usage labels and least-privilege access are designed in, not bolted on at go-live.
Knowledge transfer
Walkthrough recordings, documentation and pairing so your team can run and extend the solution.
Day-one-ready people
Consultants and contract engineers who have practised the same pattern end to end before joining your team.
From case study to contract delivery
The roles that practise this case study — AEP data engineer, identity architect, AJO developer, CJA analyst — are the same profiles we place through contract hiring and staff augmentation. Because they have already built this pattern end to end, onboarding focuses on your systems and standards rather than on learning the platform.
Frequently asked questions
Is this a real bank engagement?
No. It is a simulation-based project using synthetic data, designed to mirror the scope of a banking AEP program.
Which identity is primary for banking profiles?
Typically the CRM or customer ID for authenticated data, with ECID linking anonymous web and app behaviour; the final choice depends on the bank's identity strategy.
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