Context
Auditors worked through loan questionnaires with a lot of manual import, export and reconciliation.
Problem
Questionnaire data was awkward to load and extract, and reporting back to the business took too long.
Approach
- Designed import and export of questionnaires so audit templates could evolve without code changes.
- Stored responses as structured JSON to keep the data model flexible and queryable.
- Generated Excel reporting directly from Salesforce for the audit and compliance teams.
Next step