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Civil Bank Application
HELLO!
Application Created by Aashish Chawla
2
Introduction & Overview of Application
3
PURPOSE OF APPLICATION
The system develops for loan functionality,
Employee of Civil Bank can record and manage
the loan applications and track deposit
payment details. Whereas, Users can apply for
both individual and business loan applications
and submit deposit transaction details.
KEY OBJECTIVE & REQUIREMENTS
A Lightning App is based on point-to-click tools
of Salesforce Platform for Civil Bank employees
with complete Org Configuration, Data
Modeling, and Data Security. A mobile app
based on the Flutter Framework with a custom
backend of NestJS, TypeORM, Knex JS, and
data stored on Postgres Database, Heroku
Connect add-on used for Data Synchronize with
Salesforce and deployed on Heroku.
LIGTNING APP
Glimpse inside the Ligtning App
4
1
Lightning App at the App Launcher
5
Loan Application & Loan Deposit Tabs
6
Loan Application Fields and Deposit Slip Fields
7
Controlling & Dependent Pick-lists for Province & District Fields
8
GLOBAL PICKLIST (BANK BRANCH FIELD FOR DEPOSIT)
9
PAGE-LAYOUT INDIVIDUAL LOAN APPLICATION
10
PAGE-LAYOUT BUSINESS LOAN APPLICATION
11
RECORD TYPE FOR LOAN APPLICATION
12
LISTVIEW LOAN APPLICATION AND DEPOSIT SLIP
13
SEARCH LAYOUT AND RECENT VIEW
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COMPACT LAYOUT
15
FIELD TRACKING HISTORY (AUDIT TRAIL) ON DEPOSIT SLIP
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VALIDATION RULES ON LOAN AMOUNT
17
18
INDIVIDUAL ACCOUNT LOAN AMOUNT
19
BUSINESS ACCOUNT LOAN AMOUNT
DATA MODELLING
Relationship Between Objects and Schema
Builder
20
2
Master-Detail Relationships between Loan Application
and Loan Deposit Object
21
SCHEMA BUILDER
22
Roll up Summary (Loan Paid Field)
23
ORG LEVEL
Org Level Configuration of Application
24
3
“
25
25
MULTI LANGUAGE SETTINGS
MULTI CURRENCY SETTINGS
26
ADVANCE CURRENCY SET UP (ACM)
27
USER MANAGEMENTT
USER CREATION,PROILE SETUP
28
4
PROFILES-SUPER USER AND AREA MANAGER
29
OVERVIEW USERS, PROFILES & LICENSES
30
RICO (CEO)
Users with Profile Photo, Cover Photo
31
32
User with Locale & Grant Admin Log in Permission
LILLY (AREA MANAGER LONDON)
33
34
User with Locale & Grant Admin Log in Permission
DANISH (AREA MANAGER DUBAI)
35
36
User with Locale & Grant Admin Log in Permission
SHEN(AREA MANAGER SINGAPORE)
37
38
User with Locale & Admin Log in Permission
DATA SECURITY
OBJECT,RECORD,FIELD LEVEL SECURITY
39
5
“
40
40
MULTI LANGUAGE SETTINGS
The Role Hierarchy: All the Area Managers report to the CEO(Rico).
Each User must see only his/her own records
Rico should be able to see all records.
Only Rico (and you as Admin) should be able to delete the records.
All the records created by Danish, must be shared by Lilly.
41
PRIVATE SHARING MODEL
EACH USER CAN SEE HIS OR HER RECORDS
42
ROLES HIERARCHY
43
Rico
Danish Shen Lilly
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Roles
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USERS WITH ROLES
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ADMIN & CEO (RICO) CAN SEE ALL RECORDS
SHARING RULES FOR DANISH RECORDS SHARED WITH LILLY
47
ADMIN & CEO (RICO) CAN DELETE RECORDS
48
REPORTS & DASHBOARDS
PEEK INTO DISPLAY OF DASHBOARDS
49
6
50
REPORTS OF CIVIL BANK
51
52
DASHBOARD
53
HOMEPAGE
CIVIL BANK APP (FRONTEND)
USERS OF CIVIL BANK USES APP
BASED ON FLUTTER FRAMEWORK 54
7
55
SPLASH SCREEN AND AUTHENTICATION
56
HOME SCREEN AND LOAN APPLICATION
57
VALIDATION SCREEN AND SUCCESS SCREEN
58
BUSINESS LOAN AND DEPOSIT DETAILS SCREEN
CIVIL BANK APP (BACKEND)
CUSTOM BACKEND BASED ON
NESJS,TYPEORM,KNEX JS,POSTGRES
DATABASE 59
8
60
Features and Technologies Uses
POSTGRESSQL
NODEJS
HEROKU
CONNECT
The project backend is based on Node.js that is an open-source and cross-platform JavaScript runtime
environment that runs on the V8 JavaScript engine. Node.js supports a single server with thousands of
concurrency connections.
The project uses Postgres-SQL as a database that is a powerful, open-source object-relational
database system and possesses reliability, feature robustness, and performance.
Heroku Connect is an add-on that synchronizes data between your Salesforce organization and a
Heroku Postgres database. The project builds and interacts bi-directional with your Salesforce org.
61
NESTJS
TYPEORM
KNEX JS
The project uses Type ORM as ORM runs on a NodeJS server that supports the latest Javascript
feature and additional features that helps the application uses databases.
The project uses NESTJS as a Framework for scalable NodeJS server-side applications which uses
progressive JavaScript and fully supports Typescript, combines elements of OOP, FP, and FRP, and
also provides a level of abstraction for Express, Fastify, and expose API directly.
The project uses Knex as Query-Builder for PostgresSql designed for flexibility, portability that has
node style callbacks as well as a promise interface for cleaner async flow control, full-featured query
and schema builders, connection pooling, and standardized responses.
DEPLOYMENT
BACKEND DEPLOYED ON HEROKU AND
SYNC WITH SALESFORCE ORG
62
9
63
CIVIL BANK APP HEROKU
64
RESOURCES
HEROKU POSTGRES SQL
65
HEROKU CONNECT
66
67
MAPPED SYNCED DATA
68
DOMAIN URL
69
70
REACH OUT
• https://www.linkedin.com/in/aashishchawla/
• https://github.com/Aashu96/civil-bank
• https://github.com/Aashu96/civilbank-frontend
THANK YOU FOR HAVING A COMPLETE
LOOK AT THE CIVIL BANK APPLICATION!
71

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Civil Bank Application Project - Aashish Chawla.pptx