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Yongxing Securities Co., Ltd.

Every day, hundreds of business hosts generate trading logs and other operational data. Previously, collecting and archiving this data relied on scattered scripts. With the unified document management platform built on i2Share, this is now handled automatically through local clients, managed simply via a web interface. It has meaningfully improved our efficiency and compliance.
IT Operation Team

Overview

Customer: Yongxing Securities Co., Ltd.

Country: China

Industry: Financial Service

Solution: i2Share

Yongxing Securities is a securities firm operating in a large production environment with hundreds of business hosts generating trading logs and operational data daily. As trading volumes and system complexity grew, the firm needed a more reliable and auditable way to manage file exchange across its infrastructure, while also meeting increasing regulatory expectations around data access controls.

Customer Challenges

  • File exchange between production systems relied heavily on disk mapping, which was difficult to manage and offered limited transfer security
  • Trading-day data exchange required calendar-based wildcard matching and automatic file classification, which existing processes could not support
  • Data access events lacked centralized logging and audit capabilities, leaving operation logs incomplete and creating gaps for regulatory compliance
  • Managing file transfers across many business hosts through scattered, ad hoc scripts was time-consuming and error-prone

Solution

  • Deployed lightweight agents on business hosts, allowing the operations team to issue and manage data exchange tasks centrally through a browser-based interface
  • Introduced trading calendar management with calendar-aware wildcard matching for files and directories, automating the classification of trading-day data
  • Provided synchronization clients for both Windows and Linux servers to support the firm’s mixed server environment

Results

  • Centralized collection and archiving of daily trading logs and business data across hundreds of hosts, eliminating reliance on scattered scripts
  • Simplified operations through a unified web-based management platform for monitoring and controlling data exchange tasks
  • Strengthened data access auditing, supporting the firm’s regulatory and compliance requirements
  • Improved overall operational efficiency for the IT operations team
  • Established a more secure and manageable file transfer process compared to disk-mapping-based methods
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