Subcontractor - Docupace
Birlasoft LimitedJob Description
Subcontractor - Docupace
Area(s) of responsibility
Role Summary
- Lead the Docupace on-premise core to v16 cloud-hosted SaaS migration end to end, owning target architecture and data integrity
- Single technical point of accountability across Birlasoft, Voya, Docupace, custodians
Key Technical Responsibilities
- Data migration: map legacy SQL Server schema to the v16 model; build ETL and bulk document migration with checksum reconciliation
- Integrations: re-platform interfaces to v16 REST/JSON APIs and webhooks; retire legacy SOAP and file-drop feeds
- Workflows: rebuild ConnectXpress pipelines and PgN workflows for new-account-open, maintenance, and e-sign STP
- Identity: configure SSO via SAML 2.0 / OAuth 2.0 and SCIM provisioning against Azure Entra ID and Active Directory
- Records: migrate the document repository to WORM cloud storage (S3 Object Lock) preserving index and metadata fidelity
- Cutover: author the runbook with parallel-run, rollback, and data-validation gates for zero-disruption go-live
Required Technical Skills
- Docupace v16: ConnectXpress, PgN workflow engine, Form Builder, auto-indexing, and role-based access control
- Data & ETL: SQL Server / T-SQL, large-scale data conversion, blob and document migration, reconciliation
- APIs & SSO: REST/JSON, webhooks, SAML/OAuth/SCIM, custodian feeds (Pershing, NFS), CRM (Salesforce, Redtail)
- Cloud: AWS (S3, IAM, VPC), Object Lock/WORM, KMS and TLS encryption, monitoring and logging
- Compliance: SEC Rule 17a-4, FINRA, SOC 2, PII handling, audit trails, and data governance
Qualifications & Domain
- 8+ years implementing Docupace or comparable wealth-management document and workflow platforms
- Proven enterprise on-premise-to-SaaS migration and cutover leadership at scale
- wealth and brokerage domain knowledge; strong client-facing communication
Job role
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