Fintech Blog Post Image
Banking and Finance Blog Case Studies Digital Transformation Featured Blog Featured Case Study Featured Post Success Stories Finance Integration MuleSoft Success Stories

MuleSoft Platform Assessment for FinTech Company


• FinTech

• Sales


• A detailed assessment report of the current system

• Future target state & roadmap to achieve it defined


• MuleSoft

MuleSoft Platform Assessment

Learn how Incepta Solutions can perform MuleSoft Platform Assessment (MPA) for organizations and help them create desired target architecture.

Our client, a Canadian fintech company,  had invested in the MuleSoft platform but could not utilize its full potential and was unsure if it was the right tool to solve the business challenges they were facing.


 The objective of this engagement was to answer the below questions-

  • Is the client getting value from the investment on the MuleSoft platform?
  • Is MuleSoft the right tool for specific use cases?
  • Are there any areas that expose major security concerns for the client?
  • What is the vision for the target state? Is there a roadmap and is it on track?

Incepta was engaged to assess the current state of the client’s MuleSoft integration platform, propose a target architecture, and provide a roadmap to achieve the future desired state.

  • Canadian fintech company
  • Leading provider of sales financing and payment solutions
  • 10+ years in business providing fast and flexible financing solutions

Our client is a Canadian sales financing company founded in 2013 with the mission to become the leading provider of point-of-sale financing and payment solutions for businesses across Canada.

  • Lack of written documentation about the existing system
  • Key resources who designed and set up the platform were not available
  • Communication gap within the client IT teams

The client had invested in the MuleSoft platform some years back but was not sure whether they are utilizing its full potential,  wondering if the application designed using MuleSoft has the correct logic and whether they have picked the right platform. The client also wanted to know if MuleSoft is the right tool for specific use cases.


Incepta MuleSoft Platform Assessment (MPA)

Incepta provides a revolutionary MuleSoft Platform Assessment (MPA) for organizations to understand gaps, evaluate current status, assess security risks, and identify areas of improvement to implement effective MuleSoft integrations.

Incepta MPA

Fig 1 – What is Incepta MPA

As seen in the image above, Incepta provided an outcome-based assessment of the client’s MuleSoft integration platform across the following areas –

  • Infrastructure
  • Business Process
  • Solution Design
  • Security

For each of the 4 areas, Incepta provided an assessment of the current state, defined the target state, and the roadmap to the target state based on industry best practices.

Each of the areas has a 20-point evaluation organized under the following heads-

  • Observations Familiarize and understand overall business processes, environment, and implementations
  • AssessmentValidate understanding, assess environment against best practices, identify shortcomings and potential risks, if any
  • Recommendations Recognize possible improvement areas and provide recommendations
  • References – Provide reference to industry standards and best practices

The final assessment report provided a complete picture of the current system to the client.


Incepta MPA provided the consolidated report with detailed feedback, target architecture, and a roadmap to achieve the future target state. See the proposed target architecture below-

Future State Diagram

Incepta provided the following deliverables for the project-

  • Analysis and assessment of the MuleSoft environment hosted on Azure cloud
  • Recommended target state for architecture, integrations, and the overall platform
  • Proposed migration plan to achieve the target state
  • Suggestions on MuleSoft best practices to improve software delivery, risk management, program management, and change management

MuleSoft Best Practices to follow 

We suggest organizations use industry best practices while designing and building MuleSoft applications such as-

  • Define a project structure to maintain a clean, structured, and readable project in Anypoint Studio
  • Use functions, and local/global variables in Transform messages to enforce DRY
  • Add descriptive code comments for any complex transformations in Transform messages.
  • To keep all Mule XML files neat and tidy, move all Connector Configurations/Global Elements into a separate ‘global-config.xml’ file
  • Define and use file naming convention
  • Update to the latest version of MuleSoft Anypoint Studio
  • Add indentation and format to all your XML files
  • Include the Mule Maven plugin for automated deployment