The client is an APAC based private lender with operations in multiple countries, specializing in load disbursement to small and medium-size enterprises.
The client wanted to automate various processes pertaining to loan disbursement and implement Salesforce for the same. The Salesforce implementation would enabled streamlined and effective processes for the following:
Lead Management
Campaign Management
Automated Application forms for Loan
Integration of Credit Scoring System with their Salesforce instance
Document Verification for Loan Application
Bank Details Verification
Approval Processes
Automated pre-qualification of loans
Negotiation on interest rates
Automated and scheduled alerts for repayments and missed payments
Integration with Data Warehouse at the back-end
Post Loan Disbursement Case Management
Salesforce Communities
Visualforce
Apex
Salesforce OOTB features like Workflows, Validation Rules, web-to-lead etc.
JavaScript
JQuery
Custom Web Services
Active Directory
Web-to-lead was enabled to capture the leads coming in the client’s system, apart from a provision for manual entry of leads
Multiple custom campaigns were configured to manage client’s campaigns and promotions
Leads were scored on given criteria and nurtured and managed through the lifecycle. This was done through a custom solution.
Salesforce Integration with Credit Scoring applications for credit rating of applicant SMEs
Custom solution for loan application document upload and verification
Custom solution for bank details verification
Configuration of multi-level approval processes for loan approvals and disbursals
Integration between Salesforce and back-end data warehouse for data integrity and faster processing
Custom solution for pre-qualification of loans on specified criteria
Case Management for Post Loan Disbursal processes
Automated, scheduled alerts for repayments, missed payments etc. using workflows
Extensive Reports and dashboards for measuring various KPIs
Custom logic for identification and verification of Government-issued ID cards across all countries of operations
Integration between Salesforce and SharePoint for Single Sign-on and Active Directory integration
3-Step development methodology that consist of developing on the Dev Sandbox, Testing on the QA Sandbox and moving to the Production
Requirements, Design and Release documents to start building any new components
Extensive usage of Triggers, Visualforce and Classes to write custom logic
Preparing deployment plans and change sets to migrate the changes once completed
Use of local repository SVN and GitHub for configuration management
Supports responsive behavior for multiple screen resolution
Development using SFDC standards and best practices
