Project Snapshot

Sales leaders needed a trustworthy system to track incentives across cards, loans, and cross-selling campaigns. This backend streamlines goal management, reward policies, and compliance-ready reporting.

Business Context

  • Built to replace spreadsheets that obscured advisor performance and bonus eligibility.
  • Equips managers with transparent dashboards to coach teams and justify payouts.
  • Lays the groundwork for omnichannel banking experiences by exposing clean REST APIs.

Core Capabilities

  • JWT-secured authentication with Spring Security guarding every endpoint.
  • Role-specific workflows for managers, advisors, finance analysts, and reporting stakeholders.
  • Goal and points engine that ties products to reward tiers, updates progress, and prevents duplicate credit.
  • Comprehensive API surface covering managers, advisors, financial products, clients, sales, and KPI reports.
  • Realtime-ready architecture using WebSocket support for instant leaderboard refreshes.

Implementation Notes

  • Spring Boot 3.1 with JPA orchestrates persistence against MySQL, supported by H2 for local testing.
  • OpenAPI/Swagger documentation auto-generated via SpringDoc for faster onboarding.
  • Modular layering (controllers, services, repositories) keeps business rules testable and extensible.
  • Packaged with Maven for streamlined deployment into bank-managed infrastructure.

My Role

I reimagined the legacy rewards process, modelled the domain, implemented the security and data layers, and configured observability scaffolding for future production rollout.

Tech Stack

Java 17 · Spring Boot 3 · Spring Security · MySQL 8 · JWT · OpenAPI

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