Exf Insights


Exafluence EXF Insights Business Analyst Tool for Service Providers and Software Implementation Teams

We at Exafluence apply Big Data, Open Source technology and rules-based ML and AI to reduce operational risk, improve efficiency at reduced costs, speed data integration, assess data quality and provide BI friendly data sets for Financial Services Providers.
Client / System on-boarding integration process is inefficient and delays Financial Services and Buy Side Firms from achieving the benefits of a new platform. It also drives up cost and increases the risk of introducing new applications. We at Exafluence set out to automate the Business Analyst work involved in integrating and aligning meta data from multiple data sources. This is a mundane manual exercise usually done in Excel, yet a terribly important work-step in any project.

EXF Insights, our BA tool, uses the latest predictive analytics technology stack of Big Data, data blending, non-structured databases, ML, NLP and AI ensembles, that is cloud native and able to talk to just about any system including Tableau and Power BI. It helps clients rapidly on-board new clients and reduces the cost 40-60% by applying new methods to perform required system integration and/or software upgrades PLUS provides a full Visual Data Dictionary of as-built integrations for initial data governance. The solution also offers audit capabilities that allow you to compare prior and current versions for data discovery and software upgrade purposes. We provide a custom dashboard to BAs to do multiple integrations by:


Providing Metadata Scores and rules that equate Security Description with Instrument Name as an example allowing the Analyst to look at actual data    across sources in a side-by-side view. Providing scoring on both the field name and values to accelerate the Analysts confirmation that data aligns.
Offering derivation capability for target systems such as creating a unique Fixed Income Ticker or looking at Contract, Pay and Receive legs
   combined or as separate records for SWAP support.
Providing a Business Data Dictionary by client or across clients and sources. Business Analysts can save rules and create the training sets for ML to    enable re-use and faster integration over time (continuous improvement). Providing a full time-series of dictionary changes, analyst
   certifications and data owners.
Performing Root Cause analysis to go beyond just finding operational exceptions but applying rules to solve them, such as price tolerance exceptions    arising from a corporate action.

      Please contact us to learn further and see a live demo of our EXF Insights solution

My Team

Ravikiran Dharmavaram


Richard Robins

(Advisor- Financial Services)

Rohit Sharma

(Vice President Sales)



Exafluence extensively leverages various Alteryx components to provide data driven analytics to the Data Analyst .Alteryx Designer to decode the financial data with Visualytics, ‘in-line data profiling’, to help analysts discern missing values, outliers, business and operational data for predictive, prescriptive and spatial analysis. Designer helps ingest, wrangle and perform exploratory analysis on data from multiple, typically disconnected, diverse sources.

Alteryx Server to scale, automate, share and govern workflows, macros and reports, ensuring compliance with regulatory requirements. Sever aggregates information into a standardized format, perform easy-merge and de-duplication to present a single version of truth and a unified view of the customer.

Alteryx Promote to deploy, manage and monitor production based predictive and machine learning models, real-time or in-batch, on-premises or in the cloud to optimize operations and client services, track and optimize client insurance costs, assess cost of service and quality by providers based on local population needs, evaluate partner performance etc. We cover the entire lifecycle of Data across Behavioral Analytics, Pattern Recognition, Classification, Image Recognition, Anomaly Deduction, Matching, Auto Cleaning, Duplicate Records, Sentiment Analysis, Rules Engine, Speech to Text Cognitive Search, NLI and NLG.

We provide ‘Data Quality as a Service’ a Managed-services offering inclusive of Term Licenses, a Serverless Architecture, flexibility to scale up & down and a 24/7 Support Model.

Our EXF Insights platform uses ML Predictive Library of ensembles that are integrated in Alteryx macros, also available as Rest APIs.


Exafluence’s Insights are built using MongoDB.

Data Management and Analytics We leverage MongoDB’s flexible data model to store and analyze a variety of data types from numerous sources all in a single data store. It enables infrastructure and license cost savings, real-time analytics and visualizations as well as new revenue streams through innovative applications built on MongoDB.

Our ETLs are built on MongoDB spark connectors and deployed on Cloud platforms like AWS, Azure and GCP as well as other distribution frameworks like Horton, Cloudera, MAP R and Databricks.

We have enhanced security for Mongo DB connection to encrypt and decrypt data on the fly leveraging our API's built with partner solution framework.

Our EXF Flask framework moves an existing MongoDB application to Mongo Cloud using step by step migration process to deploy to production.




Contact Us

Exafluence Inc ,
#5 independence way,
Suite #300, Princeton,
USA: +1 (888) 223 6742 FAX: +1 (732) 944 0769 Sales: +1 (732) 944 0759