Hi,
The requirement my client wants is that they want to achieve an Internal Portal for banking industry employee to use (Employee at each branch) to use. The function of this Portal is to see Customer Interaction history with the banks, in terms of communications, portfolio, insurance held and other relations with the banks to each specific customer.
I would like to know which solution is the best solution. The client wants to use AEM and RTCDP. The proposed solution they want is that:
1. Use AEM to pull data from RTCDP to display the customer information, interaction history etc.
2. Use AEM to feed data into RTCDP. Then use RTCDP to view the customer information, interaction history etc.
Please suggest which solution is the best practices. If there are any other solution that are better, please talk me through it. If you need any more information about this use cases, please let me know
Thank you
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For your client’s internal portal project in the banking industry, the integration between AEM and Adobe Real-Time Customer Data Platform (RTCDP) presents two main architectural options. Here’s a breakdown of each, along with best practices and alternative suggestions:
In this approach, AEM serves as the primary interface for bank employees to access customer data. AEM would fetch customer data from RTCDP in real-time or on-demand, displaying customer information, interaction history, and other relevant data directly within the portal.
In this alternative, AEM acts primarily as a data ingestion source. Customer interactions or updates made in AEM would be sent to RTCDP, which then serves as the primary platform for employees to view and interact with customer data.
A hybrid approach that combines elements of both solutions could provide the best user experience and technical performance:
AEM as the Primary Interface: Use AEM to display customer data, integrating with RTCDP to pull real-time or on-demand updates on customer interactions, portfolio, and other key metrics.
Data Feeds and Updates: AEM could be configured to send data to RTCDP after key customer interactions, ensuring that RTCDP remains up-to-date. This would also allow RTCDP to leverage data aggregation and analytics for deeper insights, accessible as reports by employees.
Caching and Performance Optimization: Implement caching mechanisms within AEM to reduce latency, particularly for frequently accessed customer data. Caching could be refreshed at intervals or based on updates in RTCDP to maintain data accuracy.
Security and Compliance: Given the sensitive nature of customer data in banking, prioritize data security and regulatory compliance (e.g., GDPR). This includes implementing secure AEM-RTCDP APIs, role-based access controls, and robust logging for audit trails.
If feasible, an alternative might involve Adobe Experience Platform (AEP) Journey Optimizer with RTCDP to manage customer journeys, while AEM displays only the required information. AEM can focus on content and component management, and RTCDP with Journey Optimizer can handle customer data and interaction tracking comprehensively.
This hybrid or alternative approach aligns with best practices for managing customer data in the banking sector, ensuring efficiency, security, and scalability while enhancing the employee experience. Let me know if you’d like more specifics on implementation or additional customization details!
For your client’s internal portal project in the banking industry, the integration between AEM and Adobe Real-Time Customer Data Platform (RTCDP) presents two main architectural options. Here’s a breakdown of each, along with best practices and alternative suggestions:
In this approach, AEM serves as the primary interface for bank employees to access customer data. AEM would fetch customer data from RTCDP in real-time or on-demand, displaying customer information, interaction history, and other relevant data directly within the portal.
In this alternative, AEM acts primarily as a data ingestion source. Customer interactions or updates made in AEM would be sent to RTCDP, which then serves as the primary platform for employees to view and interact with customer data.
A hybrid approach that combines elements of both solutions could provide the best user experience and technical performance:
AEM as the Primary Interface: Use AEM to display customer data, integrating with RTCDP to pull real-time or on-demand updates on customer interactions, portfolio, and other key metrics.
Data Feeds and Updates: AEM could be configured to send data to RTCDP after key customer interactions, ensuring that RTCDP remains up-to-date. This would also allow RTCDP to leverage data aggregation and analytics for deeper insights, accessible as reports by employees.
Caching and Performance Optimization: Implement caching mechanisms within AEM to reduce latency, particularly for frequently accessed customer data. Caching could be refreshed at intervals or based on updates in RTCDP to maintain data accuracy.
Security and Compliance: Given the sensitive nature of customer data in banking, prioritize data security and regulatory compliance (e.g., GDPR). This includes implementing secure AEM-RTCDP APIs, role-based access controls, and robust logging for audit trails.
If feasible, an alternative might involve Adobe Experience Platform (AEP) Journey Optimizer with RTCDP to manage customer journeys, while AEM displays only the required information. AEM can focus on content and component management, and RTCDP with Journey Optimizer can handle customer data and interaction tracking comprehensively.
This hybrid or alternative approach aligns with best practices for managing customer data in the banking sector, ensuring efficiency, security, and scalability while enhancing the employee experience. Let me know if you’d like more specifics on implementation or additional customization details!