Recently, the final evaluation results of the 2024 Industry Joint Research Projects, organized by the Securities Information Technology Research & Development Center (Shanghai) under the guidance of the Technology Supervision Department of the China Securities Regulatory Commission (CSRC), were officially announced. Among the selected projects, the joint research initiative submitted by Info2soft and Orient Securities, titled “Business Continuity Technology Practices under a Domestic Hybrid Cloud Environment”, stood out and was honored as an Outstanding Industry Joint Research Project of 2024.
The Securities Information Technology Research & Development Center (Shanghai), approved by the CSRC and operated by the Shanghai Stock Exchange (SSE), serves as a technology exchange platform for the securities industry, dedicated to promoting frontier technology research, application, and experience sharing across the sector.
Safeguarding Business Continuity in the Era of Intelligent Digital Transformation
As the securities industry accelerates its digital and intelligent transformation, continuous advancements in system architecture and technical capabilities have elevated business continuity from a purely technical concern to a fundamental issue tied to market stability and investor confidence. In particular, within environments where hybrid cloud and heterogeneous systems coexist, ensuring seamless failover, zero data loss, and uninterrupted services has become a major industry challenge.
Against this backdrop, Info2soft and Orient Securities collaborated closely to explore business continuity practices under a domestic hybrid cloud architecture, aiming to build an intelligent, efficient, and cost-effective disaster recovery solution capable of meeting the rapidly changing demands of financial markets.
An Intelligent Disaster Recovery Framework for Hybrid and Heterogeneous Environments
The innovation of this project extends beyond disaster recovery architecture design, positioning itself at the forefront of industry technology development. From theoretical research to real-world implementation, Info2soft and Orient Securities broke away from conventional thinking and proposed a new technical approach, focusing on four key areas:
1) Innovative Disaster Recovery Management Platform for Hybrid Cloud Environments
To address the complexity of environments where domestic (Xinchuang) and non-domestic platforms coexist, the project designed a flexible and scalable disaster recovery management platform. Leveraging intelligent technologies, the platform dynamically detects changes across cloud environments and systems, autonomously orchestrates resources, and enables efficient cross-platform collaboration to adapt to increasingly complex business scenarios.
2) Efficient Integration of Cross-Platform Backup and Disaster Recovery
To overcome challenges in backing up and protecting physical and virtual machines migrating to domestic virtualization platforms, the project introduced a breakthrough technical approach. This innovation significantly improves the efficiency and security of cross-platform backup and recovery, ensuring zero data loss at critical moments and preventing potential service interruptions.
3) Intelligent Disaster Switchover and Seamless Takeover Mechanism
Securities business systems demand high agility and sustainability, making traditional disaster recovery switchover models insufficient. The project proposed a many-to-one disaster recovery iterative takeover strategy, supported by intelligent management systems, enabling efficient and near-transparent failover. This seamless takeover mechanism greatly reduces operational risk and ensures that critical services remain unaffected, with minimal or no user perception during system transitions.
4) Cost Reduction and Efficiency Enhancement through Intelligent Resource Optimization
As disaster recovery systems grow in complexity, balancing business continuity with cost control has become a key concern. The project introduced an intelligent resource allocation and optimization mechanism that significantly reduces the construction and maintenance costs of disaster recovery systems while improving resource utilization—helping financial institutions achieve business continuity in a more cost-effective manner.
Driving the Upgrade of Digital Resilience in Financial Technology
The technological breakthroughs achieved by this project further advance disaster recovery systems under domestic and hybrid cloud architectures and provide a proven, replicable model for the securities industry. As the research outcomes are progressively applied across broader financial systems, they are expected to drive overall improvements in industry technology standards.
With digital resilience at its core, Info2soft continues to promote innovation and development in financial technology. Leveraging its leading solutions, Info2soft has served thousands of financial institutions, including the People’s Bank of China, Industrial and Commercial Bank of China, China Construction Bank, the Shanghai Stock Exchange, as well as leading securities firms such as Orient Securities, Guotai Haitong Securities, and China Securities. Looking ahead, Info2soft will continue to strengthen the digital resilience of the financial sector through intelligent and efficient disaster recovery technologies, safeguarding industry security and sustainable development.