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PenFed Credit Union · Financial services · USA

Simplified a custom loan-auditing system so auditors spent time on findings, not spreadsheets.

Project
Loan Check Tool
Role
Technical Lead, HCL Technologies
Period
2024 – 2025
Clouds
Service Cloud, Automation
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

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