Every financial institution has felt the strain of trying to work with entity information scattered across trading, risk, onboarding, reporting, and compliance environments. Differing field structures, inconsistent naming, missing linkages, and manual matching efforts create delays, inflate operational effort, and reduce confidence in risk and exposure insights. When accuracy and timeliness drive performance, stitching data together by hand becomes a barrier rather than a support.
That’s why we built the Agentic MDM for FSI Brickbuilder Accelerator on the Databricks Data Intelligence Platform. It brings agent-driven insight, automated entity unification, and centrally governed mastering into one streamlined framework that turns disconnected internal and third-party feeds into a dependable, continuously updated entity foundation without the usual reconciliation effort or model-building drag.
Turn scattered entity data into an integrated ecosystem
The accelerator uses cooperative agentic AI, supported by Agent Bricks, Mosaic AI, DBRX, vector search, and Unity Catalog, to interpret incoming data, understand structure and semantics, align schemas, and resolve conflicts automatically. Multiple sources are intelligently harmonized from the moment they land, giving institutions a continuously reconciled and reliable entity model across funds, securities, issuers, clients, and counterparties.
This shift replaces slow, reactive cleanup cycles with real-time accuracy that supports regulatory submissions, financial reporting, exposure analysis, and operational execution.
Pre-built mastering flows tailored for financial data
Instead of manual matching and rule management, the accelerator generates end-to-end mastering pipelines, including:
- Entity matching and golden record creation
- Conflict resolution and validation logic
- Financial data quality and compliance checks
- Relationship mapping for exposure and risk workflows
- Regulatory tagging and lineage tracking
All pipelines run natively on the Databricks Lakehouse using Delta Live Tables and Lakeflow for scalable processing, with Unity Catalog ensuring secure, governed, and auditable access.
What the architecture looks like
A Databricks-native multi-agent framework ensures precision and transparency:
- Agentic AI Workflow: Interpretation, mapping, validation, and code automation via coordinated agents
- Semantic Layer: Metadata and context enrichment through Mosaic AI and Unity Catalog
- Vector Intelligence: Similarity search for attribute identification and relationship detection
- Adaptive Learning Loop: Reinforcement-based improvement with each matching decision
- Unified Governance: Lineage, security, and auditability across every interaction
This architecture delivers reliable mastering at scale across millions of records and thousands of financial instruments.
Instant visibility with iterative refinement
The accelerator continuously monitors entity quality, schema shifts, and reconciliation accuracy. Issues such as conflicts, anomalies, or transformation failures are flagged instantly. With each iteration, the agent’s decision models grow more accurate, reducing intervention and strengthening reliability across business lines.
What sets this accelerator apart
- AI agents purpose-built for a financial entity mastering complexity
- Zero-code onboarding and reconciliation
- Real-time visibility into entity relationships and exposures
- Continuous learning improves accuracy automatically
- Proven enterprise implementations across global financial institutions
- Full regulatory alignment and audit lineage
A real-world example
A global investment organization struggled to align data across portfolio management, compliance, trading, and reporting platforms. Manual reconciliation caused delays, limited exposure visibility, and complicated audit readiness.
After implementing the accelerator:
- Internal and external data unified into a trusted entity model
- Schema alignment and matching became automated
- Reporting timelines accelerated significantly
- Risk visibility strengthened with real-time intelligence
Deliverables that accelerate time-to-value
Institutions receive a production-ready foundation, including:
- Accelerated Data Flows: Pre-configured ingestion and mastering pipelines
- Unified Entity Framework: Financial entity canonical model and cross-domain mapping patterns
- Intelligent Reconciliation Engine: AI-driven schema and matching engine
- Continuous Trust & Oversight: Real-time quality and compliance dashboards
- Expert Enablement Resources: Implementation guides, best practices, and training
Together, these components create a controlled, transparent, and scalable financial data ecosystem.
Modernize how your financial data works
Agentic MDM for FSIs delivers reliable, governed, and real-time entity intelligence built for complex financial environments. With zeb’s deep domain expertise and Databricks’ AI-powered foundation, institutions accelerate modernization and achieve measurable transformation outcomes.
As a trusted Databricks partner, we support banks, asset and wealth managers, and insurers in building resilient and insight-ready data ecosystems.
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sales@zeb.co