Technical Architect – Data Retention & Automation

Cody

Technical Architect

Banking Sector

The Role

1. Data Landscape & Architecture

• Conduct a comprehensive data inventory across the banking environment: core banking systems, CRM, ERP, cloud storage, databases, and unstructured data repositories.
• Map data types to sources, storage locations, and metadata attributes (creation date, modification date, category).
• Design a data classification framework that underpins the retention schedule, ensuring it adheres to enterprise architecture principles.

2. Retention Automation Design

• Design a customizable retention rules engine tied to data categories with configurable triggers based on metadata.
• Specify automated workflows for:
• Identifying data approaching end-of-life.
• Automatic archiving or deletion per policy.
• Notifications for expiry and error alerts for process failures.
• Ensure rules are flexible to accommodate regulatory changes without requiring code-level intervention.
• Design audit trails and auditor-accessible dashboards to track all retention actions.

3. Tool Evaluation & Recommendation

• Evaluate and recommend an enterprise retention automation platform (e.g., Microsoft Purview, Veritas, Commvault, or IBM Guardium).
• Assess tools against banking requirements: integration capabilities, scalability, support for
• Saudi data residency
• , and audit reporting.
• Produce a formal recommendation document including a comparative analysis and implementation roadmap.

4. Technical Security Controls

• Design encryption-at-rest and in-transit controls for archived data, aligned with

NCA ECC-2:2024

• standards.
• Implement technical access controls (RBAC) ensuring only authorized personnel can modify retention rules.
• Define secure data disposal methods (cryptographic erasure, secure overwrite) that meet

Sama

• requirements.
• Ensure the solution enforces Saudi data residency requirements (geo-fencing and region-locked encryption).

5. Integration & Scalability

• Develop integration specifications for connecting the retention platform with CRM, ERP, core banking, and cloud environments via APIs or middleware.
• Produce bilingual (

Arabic & English

• ) technical documentation, including system architecture, configuration guides, and operational runbooks.
• Deliver technical training to IT and operations teams on system administration.

Required Qualifications

• **7+ years of experience**
• in data architecture, information lifecycle management, or enterprise data platform engineering.
• **At least 3 years of experience**
• specifically within the banking or financial services sector.
• Hands-on experience with at least one enterprise data retention platform (e.g., Microsoft Purview, Veritas, Commvault, or IBM Guardium).
• Strong understanding of data classification, metadata management, and retention rule design.
• Working knowledge of cybersecurity controls: encryption standards, access control models, and secure disposal methods.
• Familiarity with
• Saudi data residency
• requirements and KSA banking cloud hosting constraints.
• **Fluency in Arabic and English**
• (Written and Spoken) is mandatory for technical documentation and training delivery.

Preferred Certifications

• **CDMP**
• (Certified Data Management Professional).
• **Cloud Architecture Certifications**
• (AWS/Azure Solutions Architect).
• **CCSP**
• (Certified Cloud Security Professional).
• Vendor-specific certifications (Veritas, Commvault, or Microsoft).

1. **Complete Data Inventory & Classification Framework

2. **Technical Retention Rules Engine Design

3. **Formal Tool Recommendation

5. **Technical Documentation (Bilingual)