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Powering Enterprise Reporting with Secure API at Workiva

Automating financial, compliance, and ESG reports for leading organizations with a scalable, secure SaaS backbone that connects thousands of critical services.

200K+
Downloaded Apps
18%
Revenue Rate

Summary

Client

Workiva

Project Scope and Technology

Centralized proxy/API management layer , Secure authentication and mediation for microservices , Request/response transformation and custom domain mapping, Migration from custom RPC (Thrift/Frugal) to HTTP & NATS messaging , Notifications and scheduling services platform , OpenAPI-based interface exposure

Team Composition

1 x API Engineer, 1 x Platform Architect, 1 x Service Migration Lead

Country

USA

Industry

Finance

Work duration

9 months

Workiva delivers an integrated, cloud-based reporting platform relied upon by the world’s largest enterprises to handle financial, risk, and compliance reporting. In this project, RemoteState contributed to a major service migration and API infrastructure overhaul, modernizing the core of Workiva’s messaging, scheduling, and notification stacks. The centralized proxy layer, exposing thousands of internal services through secure OpenAPI specifications and automated mediation, facilitated real-time reporting, improved platform resilience, and enabled rapid interoperability. Workiva’s technology now combines scale, security, and adaptability to meet the highest corporate standards.

 

Challenges

Migrating internally critical services from legacy RPC communication setups to modern HTTP/NATS protocols required deep platform redesign and detailed backward compatibility planning. Building robust API authentication mediation and standardized request/response handling for thousands of enterprise microservices demanded rigorous security modeling. Balancing the need for speed, scale, and resilience across globally distributed tenant environments introduced challenges in queue management, error handling, and deployment automation.

 

Process

The engineering team initiated workshops with platform owners to map migration dependencies, mediation workflows, and transformation logic required for secure API exposure. Developers built flexible proxy layers to translate business logic across authentication systems, standardized OpenAPI endpoints, and custom domain routing. Service migration specialists rewrote notification and scheduling engines, swapping custom Thrift protocols for scalable HTTP/NATS messaging. QA and performance engineers implemented automated regression and high-concurrency tests, capturing feedback from key client teams. Iterative launches ensured smooth transition, rapid troubleshooting, and uninterrupted enterprise reporting.

Key Features:

  • Secure proxy/API management for microservices
  • Authentication mediation and domain mapping
  • Modern service migration to HTTP/NATS
  • Notifications/scheduling integration
  • OpenAPI-centric platform exposure
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Outcome

Workiva’s modernized service backbone, API proxy, and migration tooling transformed enterprise reporting and compliance. Enterprises now gain reliable, secure, and efficient reporting with reduced downtime and greater operational flexibility.

2 weeks
Ideation
6 months
Development
1 month
Testing
2 months
Deployment
Design
Development

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