Docupace Role Area(s) of responsibility Role Summary Lead the Docupace on-premise core to v16 cloud-hosted SaaS migration end to end, owning target architecture and data integrity Single technical point of accountability across Birlasoft, Voya, Docupace, custodians Key Technical Responsibilities Data migration: map legacy SQL Server schema to the v16 model; build ETL and bulk document migration with checksum reconciliation Integrations: re-platform interfaces to v16 REST/JSON APIs and webhooks; retire legacy SOAP and file-drop feeds Workflows: rebuild ConnectXpress pipelines and PgN workflows for new-account-open, maintenance, and e-sign STP Identity: configure SSO via SAML 2.0 / OAuth 2.0 and SCIM provisioning against Azure Entra ID and Active Directory Records: migrate the document repository to WORM cloud storage (S3 Object Lock) preserving index and metadata fidelity Cutover: author the runbook with parallel-run, rollback,



and data-validation gates for zero-disruption go-live Required Technical Skills Docupace v16: ConnectXpress, PgN workflow engine, Form Builder, auto-indexing, and role-based access control Data & ETL: SQL Server / T-SQL, large-scale data conversion, blob and document migration, reconciliation APIs & SSO: REST/JSON, webhooks, SAML/OAuth/SCIM, custodian feeds (Pershing, NFS), CRM (Salesforce, Redtail) Cloud: AWS (S3, IAM, VPC), Object Lock/WORM, KMS and TLS encryption, monitoring and logging Compliance: SEC Rule 17a-4, FINRA, SOC 2, PII handling, audit trails, and data governance Qualifications & Domain 8 years implementing Docupace or comparable wealth-management document and workflow platforms Proven enterprise on-premise-to-SaaS migration and cutover leadership at scale wealth and brokerage domain knowledge; robust client-facing communication

📌 Docupace Platform Migration Lead (Mumbai)
🏢 Birlasoft
📍 Mumbai