Build Analytics-Driven Apps with MongoDB Atlas and the Microsoft Intelligent Data Platform

Paresh Saraf and Diana Annie Jenosh
January 10, 2023

Customers increasingly expect engaging applications informed by real-time operational analytics, yet meeting these expectations can be difficult. MongoDB Atlas is a popular operational data platform that makes it straightforward to manage critical business data at scale.

For some applications, however, enterprises may also want to apply insights gleaned from data warehouse, business intelligence (BI), and related solutions, and many enterprises depend on the Microsoft Intelligent Data Platform to apply analytics and governance solutions to operational data stores.

MongoDB and Microsoft have partnered to make it simple to use the Microsoft Intelligent Data Platform to glean and apply comprehensive analytical insights to data stored in MongoDB. This article details how enterprises can successfully use MongoDB with the Microsoft Intelligent Data Platform to build more engaging, analytics-driven applications.

Microsoft Intelligent Data Platform + MongoDB

MongoDB Atlas provides a unified interface for developers to build distributed, serverless, and mobile applications with support for diverse workload types including operational, real-time analytics, and search. With the ability to model graph, geospatial, tabular, document, time series, and other forms of data, developers don’t have to go for multiple niche databases, which results in highly complex, polyglot architectures.

The Microsoft Intelligent Data Platform offers a single platform for databases, analytics, and data governance by integrating Microsoft’s database, analytics, and data governance products. In addition to all Azure database services, the Microsoft Intelligent Data Platform includes Azure Synapse Analytics for data warehousing and analytics, Power BI for BI reporting, and Microsoft Purview for enterprise data governance requirements.

Although customers have always been able to apply the Microsoft Intelligent Data Platform services to MongoDB data, doing so hasn't always been as simple as it could be. Through this new integration, customers gain a seamless way to run analytics and data warehousing operations on the operational data they store in MongoDB Atlas. Customers can also more easily use Microsoft Purview to manage and run data governance policies against their most critical MongoDB data, thereby ensuring compliance and security. Finally, through Power BI customers are empowered to easily query and extract insights from MongoDB data using powerful in-built and custom visualizations.

Let’s deep dive into each of these integrations.

Operationalize insights with MongoDB Atlas and Azure Synapse Analytics

MongoDB Atlas is an Operational Data Platform which can handle multiple workload types including transactional, search, operational analytics, etc. It can cater to multiple application types including distributed, serverless, mobile, etc. For data warehousing workloads, long-running analytics, and AI/ML, we compliment Azure Synapse Analytics very well. MongoDB Atlas can be easily integrated as a source or as a sink resource in Azure Synapse Analytics. This connector is useful to:

Fetch all the MongoDB Atlas historical data into Synapse
Retrieve incremental data for a period based on filter criteria in a batch mode, to run SQL based or Spark based analytics

The sink connector allows you to store the analytics results back to MongoDB, which can then power applications enabled on top of it.

Many enterprises require real-time analytics, for example, in fraud detection, anomaly detection of IoT devices, predicting stock depletion, and maintenance of machinery, where a delay in getting insights could cause serious repercussions. MongoDB and Microsoft have worked together to come up with the best practice architecture for the same which can be found in this article.

Figure 1: Schematic showing integration of MongoDB with Azure Synapse Analytics.

Business intelligence reporting and visualization with PowerBI

Together, MongoDB Atlas and Microsoft PowerBI offer a sophisticated real-time data platform, providing customers with the ability to present specialized operational and analytical query engines on the same data sets.

Information on connecting from PowerBI desktop to MongoDB is available in the official documentation.

MongoDB is also excited to announce the forthcoming MongoDB Atlas Power BI Connector that will expose the richness of the JSON document data with Power BI (see Figure 2). This MongoDB Atlas Power BI Connector allows users to unlock access to their Atlas cloud data.

Figure 2: Schematic showing integration of MongoDB and Microsoft Power BI.

Beyond providing mere access to MongoDB Atlas data, this connector will provide a SQL interface to let you interact with semi-structured JSON data in a relational way, thereby ensuring you can take full advantage of Power BI's rich business intelligence capabilities. Importantly, through the connector, support is planned for two connectivity modes: import and direct. This new MongoDB Atlas Power BI Connector will be available in the first half of 2023.

Conclusion

Together with the Microsoft Intelligent Data Platform offerings, MongoDB Atlas can help operationalize the insights driven from customers’ data spread across siloed legacy databases and help build modern applications with ease.

With MongoDB Atlas on Microsoft Azure, developers receive access to the most comprehensive, secure, scalable, and cloud–based developer data platform in the market. Now, with the availability of Atlas on the Azure Marketplace, it’s never been easier for users to start building with Atlas while streamlining procurement and billing processes.

Get started today through the MongoDB Atlas on Azure Marketplace listing.

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Break Down Silos with a Data Mesh Approach to Omnichannel Retail

>> Announcement: Some features mentioned below will be deprecated on Sep. 30, 2025. Learn more . Omnichannel experiences are increasingly important for customers, yet still hard for many retailers to deliver. In this article, we’ll cover an approach to unlock data from legacy silos and make it easy to operate across the enterprise — perfect for implementing an omnichannel strategy. Establishing an omnichannel retail strategy An omnichannel strategy connects multiple, siloed sales channels (web, app, store, phone, etc.) into one cohesive and consistent experience. This strategy allows customers to purchase through multiple channels with a consistent experience (Figure 1). Most established retailers started with a single point of sale or “channel” — the first store — then moved to multiple stores and introduced new channels like ecommerce, mobile, and B2B. Omnichannel is the next wave in this journey, offering customers the ability to start a journey on one channel and end it on another. Figure 1: Omnichannel experience examples. Why are retailers taking this approach? In a super-competitive industry, an omnichannel approach lets retailers maximize great customer experience, with a subsequent effect on spend and retention. Looking at recent stats , Omnisend found that purchase frequency is 250% higher on omnichannel, and Harvard Business Review’s research saw omnichannel customers spend 10% more online and 4% more in-store. Omnichannel: What's the challenge? So, if all retailers want to provide these capabilities to their customers, why aren’t they? The answer lies in the complex, siloed data architectures that underpin their application architecture. Established retailers who have built up their business over time traditionally incorporated multiple off-the-shelf products (e.g., ERP, PIMS, CMS, etc.) running on legacy data technologies into their stack (mainframe, RDBMS, file-based). With this approach, each category of data is stored in a different technology, platform, and rigid format — making it impossible to combine this data to serve omnichannel use cases (e.g., in-store stock + ecommerce to offer same-day click and collect). See Figure 2. Figure 2: Data sources for omnichannel. The next challenge is the separation of operational and historical data — older data is moved to archives, data lakes, or warehouses. Perhaps you can see today’s stock in real time, but you can’t compare it to stock on the same day last year because that is held in a different system. Any business comparison occurs after the fact. To meet the varied volume and variety of requests, retailers must extract, transform, and load (ETL) data into different databases, creating a complex disjointed web of duplicated data. Figure 3 shows a typical retailer architecture: A document database for key-value lookup, cache added for speed, wide column storage for analytics, graph databases to look up three degrees of separation, time series to track changes over time, etc. Figure 3: An example of a typical data architecture sprawl in modern retailers. The problem is that ETL’d data becomes stale as it moves between technologies, lagging behind real-time and losing context. This sprawl of technology is complex to manage and difficult to develop against — inhibiting retailers from moving quickly and adapting to new requirements. If retailers want to create experiences that can be used by consumers in real-time — operational or analytical — this architecture does not give them what they need. Additionally, if they want to use AI or machine learning models, they need access to current behavior for accuracy. Thus, the obstacle to delivering omnichannel experiences is a data problem that requires a data solution. Let's look at a smart approach to fixing it. Modern retailers are taking a data mesh approach Retail architectures have gone through many iterations, starting from vendor solutions per use case, moving toward a microservices approach, and landing into domain-driven design (Figure 4). Vendor Applications Microservices Domain-Driven Design * Each vendor decides the framework and governance of the data layer. The enterprise has no control over app or data * Microservices pull data from the API layer * Microservices and core datasets are combined into bounded contexts by business function * Data is not interoperable between components * DevOps teams control their microservices, but data is managed by a centralized enterprise team * DevOps teams control microservices AND data Figure 4: Architecture evolution. Domain-driven design has emerged through an understanding that the team with domain expertise should have control over the application layer and its associated data — this is the “bounded context” for their business function. This means they can change the data to innovate quickly, without reliance on another team. Of course, if data remains in its bounded context only, we end up with the same situation as the commercial off-the-shelf (COTS) and legacy architecture model. Where we see value is when the data in each domain can be used as a product throughout the organization. Data as a product is a core data mesh concept — it includes data, metadata, and the code and infrastructure to use it. Data as a product is expected to be discoverable (searchable), addressable, self-identifying, and interoperable (Figure 5). In a retail example, the product, customer, and store can be thought of as bounded contexts. The product bounded context contains the product data and the microservices/applications that are built for product use cases. But, for a cross-domain use case like personalized product recommendations, the data from both customer and product domains must be available “as a product.” Figure 5: Bounded contexts and data as a product. What we’re creating here is a data mesh — an enterprise data architecture that combines intentionally distributed data across distinctly defined, bounded contexts. It is a business domain-oriented, decentralized data ownership and architecture, where each makes its data available as an interoperable “data product.” The key is that the data layer must serve all real-time workloads that are required of the business — both operational and real-time analytical (Figure 6). Figure 6: Data mesh. Why use MongoDB for omnichannel data mesh Let’s look at data layer requirements needed for a data mesh move to be successful and how MongoDB can meet those requirements. Capable of handling all operational workloads: Expressive query language, including joining data, ACID transactions, and IoT collections make it great for multiple workloads. MongoDB is known for its performance and speed. The ability to use secondary indexes means that several workloads can run performantly. Search is key for retail applications — MongoDB Atlas has Lucene search engine built-in for full-text search with no data movement. Omnichannel experiences often involve mobile interaction. MongoDB Realm and Flexible Device Sync can seamlessly ensure consistency between mobile and backend. Capable of handling analytical workloads: MongoDB’s distributed architecture means analytical workloads can run on a real-time data set, without ETL or additional technology and without disturbing operational workloads. For real-time analytical use cases, the aggregation framework can be used to perform powerful data transformations and run ad hoc exploratory queries. For business intelligence or reporting workloads, data can be queried by Atlas SQL or piped through the BI Connector to other data tools (e.g., Tableau and PowerBI). Capable of serving data as a product: When serving data as a product, it is often by API: MongoDB’s BSON-based document model maps well to JSON-based API payloads for speed and ease. MongoDB Atlas provides a fully hosted HTTPS Endpoints service. Depending on the performance needed, direct access may also be required. MongoDB has drivers for all common programming languages, meaning that other teams using different languages can easily interact with it. Rules for access of course must be defined, and one option is to use MongoDB App Services . Real-time data can also be published to Apache Kafka topics using the MongoDB Kafka Connector , which can act as a sync and a source for data. For example, one bounded context could publish data in real-time to a named Kafka topic, allowing another context to consume this and store it locally to serve latency-sensitive use cases. The tunable schema allows for flexibility in non-product fields, while schema validation capabilities enforce specific fields and data types in a collection to provide consistent datasets. Resilient, secure, and scalable: MongoDB Atlas has a 99.995% uptime guarantee and provides auto-healing capability, with multi-region and multi-cloud resiliency options. MongoDB provides the ability to scale up or down to meet your application requirements — vertically and horizontally. MongoDB follows a best-in-class security protocol. Choose the flexible data mesh approach Providing customers with omnichannel experiences isn’t easy, especially with legacy siloed data architectures. Omnichannel requires a way of making your data work easily across the organization in real-time, giving access to data to those who need it while also giving the power to innovate to the domain experts in each field. A data mesh approach provides the capability and flexibility to continuously innovate. Thank you to Ainhoa Múgica and Karolina Ruiz Rogelj for their contributions to this post. Ready to build deeper business insights with in-app analytics and real-time business visibility? Read our new white paper: Application-Driven Analytics: In-App and Real-Time Insights for Retailers .

January 10, 2023

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Better Digital Banking Experiences with AI and MongoDB

Interactive banking represents a new era in financial services where customers engage with digital platforms that anticipate, understand, and meet their needs in real-time. This approach encompasses AI-driven technologies such as chatbots, virtual assistants, and predictive analytics that allow banks to enhance digital self-service while delivering personalized, context-aware interactions. According to Accenture’s 2023 consumer banking study , 44% of consumers aged 18-44 reported difficulty accessing human support when needed, underscoring the demand for more responsive digital solutions that help bridge this gap between customers and financial services. Generative AI technologies like chatbots and virtual assistants can fill this need by instantly addressing inquiries, providing tailored financial advice, and anticipating future needs. This shift has tremendous growth potential; the global chatbot market is expected to grow at a CAGR of 23.3% from 2023 to 2030 , with the financial sector experiencing the fastest growth rate of 24.0%. This shift is more than just a convenience; it aims to create a smarter, more engaging, and intuitive banking journey for every user. Simplifying self-service banking with AI Navigating daily banking activities like transfers, payments, and withdrawals can often raise immediate questions for customers: “Can I overdraft my account?” “What will the penalties be?” or “How can I avoid these fees?” While the answers usually lie within the bank’s terms and conditions, these documents are often dense, complex, and overwhelming for the average user. At the same time, customers value their independence and want to handle their banking needs through self-service channels, but wading through extensive fine print isn't what they signed up for. By integrating AI-driven advisors into the digital banking experience, banks can provide a seamless, in-app solution that delivers instant, relevant answers. This removes the need for customers to leave the app to sift through pages of bank documentation in search of answers, or worse, endure the inconvenience of calling customer service. The result is a smoother and user-friendly interaction, where customers feel supported in their self-service journey, free from the frustration of navigating traditional, cumbersome information sources. The entire experience remains within the application, enhancing convenience and efficiency. Solution overview This AI-driven solution enhances the self-service experience in digital banking by applying Retrieval-Augmented Generation (RAG) principles, which combine the power of generative AI with reliable information retrieval, ensuring that the chatbot provides accurate, contextually relevant responses. The approach begins by processing dense, text-heavy documents, like terms and conditions, often the source of customer inquiries. These documents are divided into smaller, manageable chunks vectorized to create searchable data representations. Storing these vectorized chunks in MongoDB Atlas allows for efficient querying using MongoDB Atlas Vector Search , making it possible to instantly retrieve relevant information based on the customer’s question. Figure 1: Detailed solution architecture When a customer inputs a question in the banking app, the system quickly identifies and retrieves the most relevant chunks using semantic search. The AI then uses this information to generate clear, contextually relevant answers within the app, enabling a smooth, frustration-free experience without requiring customers to sift through dense documents or contact support. Figure 2: Leafy Bank mock-up chatbot in action How MongoDB supports AI-driven banking solutions MongoDB offers unique capabilities that empower financial institutions to build and scale AI-driven applications. Unified data model for flexibility: MongoDB’s flexible document model unifies structured and unstructured data, creating a consistent dataset that enhances the AI’s ability to understand and respond to complex queries. This model enables financial institutions to store and manage customer data, transaction history, and document content within a single system, streamlining interactions and making AI responses more contextually relevant. Vector search for enhanced querying: MongoDB Atlas Vector Search makes it easy to perform semantic searches on vectorized document chunks, quickly retrieving the most relevant information to answer user questions. This capability allows the AI to find precise answers within dense documents, enhancing the self-service experience for customers. Scalable integration with AI models: MongoDB is designed to work seamlessly with leading AI frameworks, allowing banks to integrate and scale AI applications quickly and efficiently. By aligning MongoDB Atlas with cloud-based LLM providers, banks can use the best tools available to interpret and respond to customer queries accurately, meeting demand with responsive, real-time answers. High performance and cost efficiency: MongoDB’s multi-cloud, developer-friendly platform allows financial institutions to innovate without costly infrastructure changes. It’s built to scale as data and AI needs to grow, ensuring banks can continually improve the customer experience with minimal disruptions. MongoDB’s built-in scalability allows banks to expand their AI capabilities effortlessly, offering a future-proof foundation for digital banking. Building future-proof applications Implementing generative AI presents several advantages, not only for end-users of the interactive banking applications but also for financial institutions: Enhanced user experience encourages customer satisfaction, ensures retention, boosts reputation, and reduces customer turnover while unlocking new opportunities for cross-selling and up-selling to increase revenue, drive growth and elevate customer value. Moreover, adopting AI-driven initiatives prepares the groundwork for businesses to develop innovative, creative, and future-proof applications to address customer needs and upgrade business applications with features that are shaping the industry and will continue to do so, here are some examples: Summarize and categorize transactional information by powering applications with MongoDB’s Real-Time Analytics . Understand and find trends based on customer behavior that could positively impact and leverage fraud prevention , anti-money laundering (AML) , and credit card application (just to mention a few). Offering investing, budgeting, and loan assessments through AI-powered conversational banking experience. In today’s data-driven world, companies face increasing pressure to stay ahead of rapid technological advancements and ever-evolving customer demands. Now more than ever, businesses must deliver intuitive, robust, and high-performing services through their applications to remain competitive and meet user expectations. Luckily, MongoDB provides businesses with comprehensive reference architectures for building generative AI applications, an end-to-end technology stack that includes integrations with leading technology providers, professional services, and a coordinated support system through the MongoDB AI Applications Program (MAAP) . By building AI-enriched applications with the leading multi-cloud developer data platform, companies can leverage low-cost, efficient solutions through MongoDB’s flexible and scalable document model which empowers businesses to unify real-time, operational, unstructured, and AI-related data, extending and customizing their applications to seize upcoming technological opportunities. Check out these additional resources to get started on your AI journey with MongoDB: How Leading Industries are Transforming with AI and MongoDB Atlas - E-book Our Solutions Library is where you can learn about different use cases for gen AI and other interesting topics that are applied to financial services and many other industries.

November 26, 2024