Cal Housing Finance Agency Preserves Mortgage Data in the Cloud




About the Company

The California Housing Finance Agency (CalHFA) was created during the sub-prime housing crisis around 2008 to help support Californians who were at risk of losing their homes. The agency has played an important role in stabilizing the state’s economy during that difficult time. CalHFA’s business requirements are similar to those of any financial lending institution with the primary difference being that the government is the lender in this case.

The Vision and Challenge

A number of factors contributed to the determination that migrating to the cloud was the appropriate solution for a transitioning CalHFA. Under the current governor, CalHFA has stopped lending to new clients and is now in the mode of maintenance and reduction of the state’s related overhead responsibilities. While its role was shifting, CalHFA still needed to memorialize its confidential lending agreements and related data.

CalHFA had an on-premises platform and the lease for their data center was reaching completion. In addition to this, CalHFA was looking to reduce their carbon footprint and affordably and efficiently preserve their clients’ mortgage application data. Ultimately CalHFA was reducing the size of its physical operation and staffing levels.

Project Needs:

  • Migrate data to AWS to reduce carbon footprint and replace on-premise datacenter lease coming due
  • Maintain and secure access to confidential mortgage application data

The Outcome

CalHFA selected InterVision to design, architect and implement an efficient and effective AWS cloud architecture and strategy. This followed a tightly managed project plan including an assessment of the current IT environment, security evaluation, new architecture design, development, implementation and ongoing support. The Cloud Services practice also assessed and configured storage and DR solutions to enable data recovery and retention compliance. DevOps application support and ongoing SysOps monitoring and alerting was put in place to ensure ongoing support met CalHFAs evolving needs.

AWS Services Utilized:

  • WorkSpaces
  • EBS
  • S3
  • Glacier
  • Storage Gateway
  • Directory Services
  • WorkDocs
  • SES
  • VPC
  • DaaS
  • AWS Microsoft AD
  • EC2
  • EC2 dedicated hosts
  • EC2 reserved instances
  • AMI
  • CloudTrail

Third-Party Applications or Solutions Used:

  • Cloud Ranger
  • Cloud Berry