Transforming COBOL-Based Legacy Systems into Actionable Documentation for a Financial Services Enterprise

E-Commerce
E-Commerce
E-Commerce

Key Highlights

  • Documented a mission-critical COBOL-based core system supporting financial operations
  • Eliminated dependency on undocumented tribal knowledge held by a shrinking expert pool
  • Accelerated understanding of business rules embedded deep within legacy code
  • Enabled safer maintenance and future modernization planning with AI-generated documentation

Problem Statement

01

The financial enterprise relied on a decades-old COBOL system running core transactional and reporting workloads

02

Original developers were no longer available, and existing documentation was outdated or incomplete

03

Business rules were tightly embedded within COBOL programs, making functional understanding difficult

04

Routine maintenance and enhancement cycles required weeks of manual reverse engineering

05

Modernization initiatives repeatedly stalled due to lack of clarity during the discovery phase

Solution Overview

01

Implemented IntDoc, an AI-powered legacy documentation solution, to analyze the COBOL codebase end to end

02

Automatically scanned source code, program structures, copybooks, and database schemas to extract system logic

03

Identified system dependencies, data flows, and control structures across batch jobs and online processes

04

Generated a Technical Document detailing system architecture, COBOL program logic, data interactions, and execution flows

05

Produced a Business Requirement Document (BRD) capturing extracted business rules, validations, and functional workflows

Business Impact

01

Maintenance Efficiency: AI-generated documentation provided immediate visibility into COBOL program behavior and data dependencies, significantly reducing the effort required to understand and modify legacy code.
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Reduction in maintenance and support analysis time

02

Knowledge Continuity: Critical business logic previously locked in legacy code was externalized into structured documentation, reducing reliance on a limited pool of COBOL experts.
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Decrease in dependency on tribal knowledge

03

Modernization Readiness: Clear technical and functional documentation enabled faster discovery and accurate scoping for modernization initiatives, including re-platforming and system replacement.
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Improvement in modernization planning accuracy

FAQs:

What type of financial system was documented in this engagement?

The engagement focused on a COBOL-based legacy system supporting core financial operations, including transaction processing, batch jobs, and regulatory reporting.

Why was traditional documentation not sufficient for this system?

Existing documentation was outdated and failed to reflect years of enhancements embedded directly in COBOL code, making it unreliable for maintenance and modernization decisions.

How did IntDoc extract business logic from COBOL programs?

IntDoc analyzed program structures, conditional logic, data access patterns, and copybooks to identify and document embedded business rules and workflows automatically.

What documentation artifacts were delivered to the enterprise?

The solution delivered a Technical Document covering system architecture and code logic, and a Business Requirement Document capturing functional workflows and business rules, both provided in PDF format.

How does this documentation support future transformation initiatives?

By establishing a clear and accurate understanding of the legacy system, the organization can confidently maintain the system or modernize to alternative technology stacks with reduced risk and predictable effort.

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