SFDC – Financial Services – End-to-end Implementation – Success Story

Client Overview

The client is an APAC based private lender with operations in multiple countries, specializing in load disbursement to small and medium-size enterprises.

Business Challenge

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

Technical Requirements

  • Salesforce Communities

  • Visualforce

  • Apex

  • Salesforce OOTB features like Workflows, Validation Rules, web-to-lead etc.

  • JavaScript

  • JQuery

  • Custom Web Services

  • Active Directory

Solution Strategy

  • 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

Development Methodology

  • 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

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