From Fragmented Credential Systems to Centralized Management and ControlFrom Fragmented Credential Systems to Centralized Management and Control

Organization

Banking
Regional Operations
Cloud Credential Management, Azure SSO, HRIS Integration, Regulatory Compliance

Project Overview

In 2022, a regional banking institution operating across a broad geographic footprint began evaluating its physical security credential management practices. With multiple credentials assigned to each user, including keys, cards, fobs, and access codes, and only limited tools available to manage them, the organization relied heavily on manual tracking and audit processes. These workflows were time-consuming, inefficient, and increasingly difficult to maintain within required compliance timelines.

Physical access compliance in the banking sector requires alignment with the Bank Protection Act (BPA) and Federal Financial Institutions Examination Council (FFIEC) guidance. These frameworks emphasize securing facilities, protecting customer information, managing risk, enforcing access controls, maintaining records, monitoring activity, and conducting regular training and risk assessments.

The institution sought a cloud-based solution that could both support decentralized branch operations and strengthen enterprise-wide compliance oversight. They identified the SecurityRecords software platform as a way to manage credential data at the branch level while maintaining centralized visibility and control across all credentials.

By adopting a platform purpose-built for multi-credential management, the bank aimed to move from manual processes to digital audits, improve credential visibility across branches, and reinforce approved security layering and redundancy. They also wanted to implement Single Sign-On (SSO) through Azure and integrate HRIS data to support Active Directory user population management. Together, these capabilities would enable a digital audit process capable of reporting compliance at the individual user and credential level.

Challenges

Organizational

• Manual audit processes of multiple system credentials per User
• Difficulty accessing accurate, real-time information
• Limited ability to audit or demonstrate compliance
• Gaining operational buy-in without simpler tools

Technical

• Legacy systems requiring ongoing departmental intervention
• Elevated breach risk and potential recovery costs
• Lack of centralized data and standardized processes
• Limited branch-level visibility and administrate control over credentials

Resource Constraint

• Limited staffing and departmental resources

Solution: SecurityRecords Cloud Platform

The regional banking institution transitioned to SecurityRecords, a purpose-built cloud platform designed to maximize the value of credential system data across complex environments.

SecurityRecords transforms credential records of every type, regardless of format, scale, or complexity, into a fully digitized, centralized, and secure ecosystem.

Platform Maximization Capabilities

Centralized Cloud Database

Connected Data Architecture

Rapid User Provisioning

Anytime, Anywhere Access

Vendor-Managed Infrastructure

Strategic Value: A New Standard for Financial Institution’s Credential Management

SecurityRecords established a modern framework for managing physical security data and user populations within the financial institution. By digitizing credentials at the location level, the platform became the system of record for unified credential management.

Competitive Contrast: Independent Credential Systems vs. SecurityRecords

Results & Ongoing Benefits

• Increased decentralization of administration and stronger adoption across locations
• Reduced dependence on internal infrastructure and technical resources
• Faster shared access to credential information and custody-chain records
• Improved coordination between security and operational teams

Conclusion

SecurityRecords defines a new category of simple cloud credential management. It provides a scalable foundation for operational excellence while improving security, efficiency, and accessibility.