Financial Sales & Rewards Platform

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. ...

August 22, 2024 · 2 min