Preety Rani

Project: 1. Sonata Wealth Management: Sonata is a market-leading wealth management solution that streamlines the administration of the full range of wealth management products—all within a single solution that is used by various clients.

1.Sonata Wealth Management : Sonata is a market-leading wealth management solution that streamlines the administration of the full range of wealth management products – all within a single solution, that is used by various Clients. I specially have worked on Discovery, and AU(Australian) as a client. I have good knowledge of the financial domain, such as insurance, asset management, and policy.

2. The project objective is to provide clients with the data subset of the Sonata source, and to load the resultant data into ODS tables via data transformation rules.

• Prepared SQL scripts to facilitate structure comparisons and reduce manual efforts.
• Executed ETL processes using WhereScape tool for Patch and Full Build deployment.
• Performed validations on table structures, data flows, and XML/data models during job execution.
• Developed comprehensive test plans and strategies for manual and automated testing.
• Conducted regression testing to confirm software updates met functionality requirements.
• Documented test results and defects in tracking systems for future analysis.
• Collaborated with a team of 7-9 members to achieve objectives in wealth management domain.

• Executed Data Health checkup by uploading data entities and displaying attributes with health percentages.
• Developed MASA application for analyzing hypotheses and data requirements across diverse use cases.
• Facilitated Hypothesis Insight feature to enable users to define analysis universes.
• Led a team of 5-7 in collaboration with MetLife-MASA Platform, Malaysia, ensuring effective communication.
• Conducted table structure validation for compliance with specified standards and formats.
• Performed data upload/download using Excel; verified accuracy between source files and target databases.
• Created functional test cases, executed tests, logged defects, and managed retesting efforts.
• Engaged in requirement gathering while preparing clarification trackers to enhance process efficiency.