Industry: Financial Services (Debt Settlement)
Platform: Salesforce (Apex + LWC + Batch Automation + REST APIs)
Challenge:
The client’s lead intake, enrollment, and payment tracking were spread across fragmented systems and manual workflows, causing delays and inconsistent data. Commission processing for sales agents depended on complex tiered rules managed via spreadsheets—error-prone and unscalable. Affiliate bonus and clawback management lacked automation and auditability, while compliance documentation required manual effort with no systematic audit trail, increasing operational cost and risk.
Nuage Solution:
Nuage designed and delivered a comprehensive Salesforce-native platform that consolidated operations, automated commission and affiliate incentive management, enabled scalable client communications, and exposed secure REST APIs for external data intake—replacing fragmented manual processes with a single, auditable system of record built on Apex, LWC, and Salesforce DX best practices.
How Nuage Delivered
- Extended Salesforce Data Model – Custom objects for commission periods, commission agents, affiliate payouts, distribution reports, enrollment plans, enrolled debts, and scheduled payments established a unified system of record for the full operations and compensation lifecycle.
- Automated Commission Engine – Metadata-driven tier thresholds and rates enable fully configurable commission calculations for sales agents across cleared, pending, and clawback amounts. Period-based batch processing replaced manual spreadsheet workflows, shortening month-end close cycles and improving accuracy for agents and finance teams.
- Affiliate Lifecycle Automation – Batch-driven bonus eligibility evaluation, distribution-report-triggered payout creation, and dedicated clawback processing were implemented as discrete, testable services—keeping affiliate compensation accurate, consistent, and fully auditable with a clear trail for every payout and adjustment.
- Configurable Enrollment Process & Affiliate Templates – Affiliate-specific enrollment plan templates drive fee amounts, payment frequency, and multi-payee revenue splits. A guided LWC wizard scopes template selection, tradeline selection, and payment schedule creation to each affiliate’s approved configuration—eliminating pricing errors and maintaining audit-ready records per partner.
- Scalable Letter Generation & Integration – Invocable and batch flows power on-demand and bulk client letter generation via an external letter API, with retry logic and a shared integration error log ensuring reliability, simplified troubleshooting, and compliance documentation at scale.
- REST APIs & External Data Intake – Secure inbound REST endpoints handle lead capture from external surveys and forms, and account creation with file attachment—enabling partner systems to push data and documents into Salesforce with consistent field mapping, validation, and error handling, reducing manual data entry and latency.
- Lightning Web Components & Guided UX – Custom LWCs for applicant and enrollment wizards, letter generation, case record type selection, co-applicant management, and partner-facing integration status reduced clicks, shortened onboarding time, and improved data quality through built-in validation—making complex workflows accessible for both internal staff and partners.
- Secure Snowflake Connectivity – JWT-based server-to-server authentication to Snowflake, with the private key stored in protected custom metadata, enables secure analytics integration without long-lived credentials in the org—laying the foundation for future reporting and data platform enhancements.
Business Impact
- Faster, more accurate commission runs—period-based batch processing with tiered logic reduced manual rework and spreadsheet errors, shortening month-end close
- Controlled affiliate payouts with automated clawback processing—reduced reconciliation effort and timing disputes with a clear audit trail for every payout
- Scalable client communications—on-demand and batch letter generation with integration logging supports compliance and dispute resolution at volume
- Reliable external data flow—inbound REST APIs reduced manual data entry and latency for lead and document intake from partner systems
- Single source of truth for leads, contacts, enrollment plans, debts, and payments—improved reporting and set the foundation for Snowflake-powered analytics