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Case StudyFinancial Services
Global asset manager

Govern your data anywhere.
Trust it everywhere.

A global asset manager's data lives on three platforms, and its access rules had to travel with it. SunnyData made Databricks the single view of all of it, so releases take minutes, not days, and everyone can see what they're cleared to use.

See client results
1Catalog for three data platformsRules and visibility in one place.
Days minutesTo release changesWith approval from both teams.
Hours secondsTo see why someone has accessOne search, the full path.

Client challenge

Years of rules, stuck on one platform

The client is a global asset manager with many specialized investment teams. Its data was scattered across multiple systems, and Databricks was chosen to unify it. However, the company's complex access and compliance rules were stored in its existing data warehouse, with no simple way to transfer them to Databricks. Manually recreating these rules would have taken months and quickly become outdated with each new hire.

Snowflake AWS GlueApache Iceberg Databricks Access andcompliance rules
Illustrative

The solution

One rulebook for every platform, visible to everyone

SunnyData made Databricks' Unity Catalog the single catalog across all of them.
The data stays where it is, and the rules follow it.

Carry the rules over

Years of access rules were carried into Databricks automatically and stay current as people join and roles change.

Release safely

Every release is checked automatically and goes live only with approval from both the central data team and the owning team.

See everything

A control tower app shows roles, groups, permissions and data quality across every team in one place.

Explain every access

Anyone can search a dataset and see exactly how they got access. Everyone sees only what they're cleared for.

What it runs on
Unity Catalog logo
Unity Catalog One place to govern data across every platform.
Databricks Apps Hosts the control tower everyone uses.
Databricks Declarative Automation Bundles + GitLab Checked, approved, automated releases.

Rules that follow the data

Follow one access through

Follow one access through

Four stages, one trusted view

Data warehouse Data lake Research files One catalog Access explorer investment performance YouAnalysts groupResearch teamRead access Access explained in one search.

Illustrative representation. Not client data.

1
Connect
Three platforms, one catalog.
2
Carry over
Existing rules move across and stay current.
3
Govern
Every dataset follows the same rulebook.
4
Explain
See exactly how anyone got access.

Illustrative representation. Not client data.

The four stages: 1, Connect: three platforms, one catalog. 2, Carry over: existing rules move across and stay current. 3, Govern: every dataset follows the same rulebook. 4, Explain: see exactly how anyone got access.

Key benefits achieved

MetricBeforeAfter
Carrying over access rules Months of manual work, stale on arrival Automated and always in sync
Releasing changes Manual, taking days Minutes, with approval from both teams
Checking why someone has access Hours of clicking through objects One search
Governance visibility No overview Real-time view of all teams
Employee confidence Couldn't see what they could use Self-service, within their access

What they can do now

A platform people trust enough to use

Govern with a lean team

One small team enforces policy across the whole firm.

Ship with confidence

Engineers release through one standard, compliant pipeline.

Use what's there

Analysts and ML engineers explore data on their own, within their access, with no ticket to IT.

Governance isn't a migration checkbox. It's the foundation that lets everyone use the platform.

Ready to see and govern all your data in one place? Let's do more.

Dave Harper
Dave Harper Account Executive, Financial Services