Credit Scoring Loan Eligibility System
Project Type
Salesforce based credit scoring
Domain
Automates applicant calculates credit scores
OVERVIEW
Developed a Salesforce-based credit scoring and loan eligibility system that automates applicant evaluation, calculates credit scores, categorizes risk levels, and drives loan decisions using configurable business logic.
The solution improves consistency, speed, and transparency in credit assessment.
Problem Statement
Involvement
- Implemented Apex scoring logic and loan decision rules.
- Developed LWC interfaces and automated workflows.
- Built reporting dashboards and managed deployment.
The Brief
To design an automated credit evaluation system that calculates applicant scores, maintains scoring history for audit purposes, and provides real-time insights into risk levels and loan eligibility.
APPROACH
Our Approach
We carefully structured the site to prioritize gentle guidance and informed choice. Key components include:
We built a scalable Salesforce solution combining automation, real-time processing, and analytics. Key components include:
Designed Custom Data
- Designed a custom data model for applicants, scoring, and loan decisions.
- Implemented Apex-based scoring logic and eligibility rules.
LWC
- Developed LWC interfaces for real-time score visibility and interaction.
- Automated loan decision workflows (Approve / Review / Reject).
Tools & Technologies
Frontend:
- Salesforce
- Salesforce Lightning (LWC)
- HTML CSS
- Apex
- Salesforce Reports & Dashboards
The Result
TThe system automated and standardized credit evaluation, significantly reducing manual effort and improving decision-making speed. Loan approvals became faster and more consistent through rule-based automation, while real-time scoring and dashboards provided better visibility into applicant risk. The solution also ensured audit readiness with maintained scoring history and improved overall operational efficiency.
