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BLUEPRINT FOR INTELLIGENT MODERNIZATION OF LEGACY SYSTEMS: AI APPLIED TO THE FINANCIAL MARKET AND INCIDENT MANAGEMENT

This article presents a comparative case study between two legacy software modernization projects, applied in the financial market and IT service management sectors. Based on these cases, a robust and replicable methodological blueprint is proposed, aimed at the application of Artificial Intelligence (AI) and Machine Learning (ML) in consolidated platforms, with a focus on scalability, reuse, and architectural redesign. The Vera Cruz Connect Project demonstrated the feasibility of integrating Bloomberg and Refinitiv data with digital copilots, optimizing due diligence and risk analysis processes. The Mindworks Project, on the other hand, showed how intelligent automation in GLPI/ITSM environments can transform technical support into a core of operational intelligence. The results reveal significant reductions in operating costs, response time, and false positives, as well as a return on investment (ROI) of less than six months in both cases. The study consolidates itself as a practical and strategic reference by aligning technological innovation, governance, and cross-cutting applicability, positioning external AI as a central vector in the digital transformation of legacy systems.

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BLUEPRINT FOR INTELLIGENT MODERNIZATION OF LEGACY SYSTEMS: AI APPLIED TO THE FINANCIAL MARKET AND INCIDENT MANAGEMENT

  • DOI: https://doi.org/10.22533/at.ed.3175725170716

  • Palavras-chave: Blueprint, Redesign, Scalability, Reuse, Artificial Intelligence, Machine Learning, Digital Transformation, Technological Governance.

  • Keywords: Blueprint, Redesign, Scalability, Reuse, Artificial Intelligence, Machine Learning, Digital Transformation, Technological Governance.

  • Abstract:

    This article presents a comparative case study between two legacy software modernization projects, applied in the financial market and IT service management sectors. Based on these cases, a robust and replicable methodological blueprint is proposed, aimed at the application of Artificial Intelligence (AI) and Machine Learning (ML) in consolidated platforms, with a focus on scalability, reuse, and architectural redesign. The Vera Cruz Connect Project demonstrated the feasibility of integrating Bloomberg and Refinitiv data with digital copilots, optimizing due diligence and risk analysis processes. The Mindworks Project, on the other hand, showed how intelligent automation in GLPI/ITSM environments can transform technical support into a core of operational intelligence. The results reveal significant reductions in operating costs, response time, and false positives, as well as a return on investment (ROI) of less than six months in both cases. The study consolidates itself as a practical and strategic reference by aligning technological innovation, governance, and cross-cutting applicability, positioning external AI as a central vector in the digital transformation of legacy systems.

  • Wagner Sabino dos Santos
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