Secure Software for Automated Loan Document Intake from nCino
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Summary
Let’sKloud Technologies developed a secure and automated document migration tool to transfer loan documents from nCino (Salesforce Financial Services Cloud) to Perceptive Content. The solution ensured scheduled daily transfers, improved reporting transparency, and streamlined document management for a commercial real estate loan provider.
Technologies
Salesforce
Industry
BFSI, Banking, Lending, Real Estate
About the Client
The Client is a commercial real estate lending company that processes and manages large volumes of loan documentation daily using nCino within Salesforce Financial Services Cloud.
Business Challenge
The Client required:
- Automated daily migration of newly created loan documents
- Secure transfer from nCino to Perceptive Content
- Organized document storage per borrowing company
- Transparent reporting of migrated files
- A scheduled system with minimal manual intervention
Manual document handling was inefficient and prone to errors, making automation critical.
Solution Overview
Let’sKloud Technologies designed and implemented a custom migration tool that seamlessly integrates Salesforce Financial Services Cloud (nCino) with the on-premises Perceptive Content system.
- A console application was installed on the Client’s server and configured with Windows Task Scheduler to run automatically at predefined times.
- Filtering loans created on the previous day
- Mapping related financial documents
- Transferring documents via REST API to Perceptive Content
- Organizing documents into structured folders per borrower
- Generating automated Excel reports of migrated files
Results & Business Impact
The implemented solution delivered:
- Fully automated daily document migration
- Reduced manual workload
- Improved operational efficiency
- Enhanced reporting transparency
- Secure and structured document storage
The Client now benefits from a streamlined and dependable document management workflow.
Technologies Used
- Salesforce Financial Services Cloud
- nCino
- SOQL (Salesforce Object Query Language)
- .NET C#
- REST API
- Windows Task Scheduler
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