A complete soluion for Civil Bank of loan functionality contains employees application based on salesforce platform,another is User's application based on custom frontend and backend.

1. Civil Bank Application

2. HELLO!
Application Created by Aashish Chawla
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3. Introduction & Overview of Application
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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.

4. LIGTNING APP
Glimpse inside the Ligtning App
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5. Lightning App at the App Launcher
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6. Loan Application & Loan Deposit Tabs
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7. Loan Application Fields and Deposit Slip Fields
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8. Controlling & Dependent Pick-lists for Province & District Fields
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9. GLOBAL PICKLIST (BANK BRANCH FIELD FOR DEPOSIT)
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10. PAGE-LAYOUT INDIVIDUAL LOAN APPLICATION
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11. PAGE-LAYOUT BUSINESS LOAN APPLICATION
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12. RECORD TYPE FOR LOAN APPLICATION
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13. LISTVIEW LOAN APPLICATION AND DEPOSIT SLIP
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14. SEARCH LAYOUT AND RECENT VIEW
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15. COMPACT LAYOUT
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16. FIELD TRACKING HISTORY (AUDIT TRAIL) ON DEPOSIT SLIP
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17. VALIDATION RULES ON LOAN AMOUNT
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INDIVIDUAL ACCOUNT LOAN AMOUNT

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BUSINESS ACCOUNT LOAN AMOUNT

20. DATA MODELLING
Relationship Between Objects and Schema
Builder
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21. Master-Detail Relationships between Loan Application
and Loan Deposit Object
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22. SCHEMA BUILDER
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23. Roll up Summary (Loan Paid Field)
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24. ORG LEVEL
Org Level Configuration of Application
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MULTI LANGUAGE SETTINGS

26. MULTI CURRENCY SETTINGS
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27. ADVANCE CURRENCY SET UP (ACM)
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28. USER MANAGEMENTT
USER CREATION,PROILE SETUP
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29. PROFILES-SUPER USER AND AREA MANAGER
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30. OVERVIEW USERS, PROFILES & LICENSES
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31. RICO (CEO)
Users with Profile Photo, Cover Photo
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User with Locale & Grant Admin Log in Permission

33. LILLY (AREA MANAGER LONDON)
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User with Locale & Grant Admin Log in Permission

35. DANISH (AREA MANAGER DUBAI)
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User with Locale & Grant Admin Log in Permission

37. SHEN(AREA MANAGER SINGAPORE)
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User with Locale & Admin Log in Permission

39. DATA SECURITY
OBJECT,RECORD,FIELD LEVEL SECURITY
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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.

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PRIVATE SHARING MODEL

42. EACH USER CAN SEE HIS OR HER RECORDS
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43. ROLES HIERARCHY
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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

47. SHARING RULES FOR DANISH RECORDS SHARED WITH LILLY
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48. ADMIN & CEO (RICO) CAN DELETE RECORDS
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49. REPORTS & DASHBOARDS
PEEK INTO DISPLAY OF DASHBOARDS
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REPORTS OF CIVIL BANK

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DASHBOARD

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HOMEPAGE

54. CIVIL BANK APP (FRONTEND)
USERS OF CIVIL BANK USES APP
BASED ON FLUTTER FRAMEWORK 54
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SPLASH SCREEN AND AUTHENTICATION

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HOME SCREEN AND LOAN APPLICATION

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VALIDATION SCREEN AND SUCCESS SCREEN

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BUSINESS LOAN AND DEPOSIT DETAILS SCREEN

59. CIVIL BANK APP (BACKEND)
CUSTOM BACKEND BASED ON
NESJS,TYPEORM,KNEX JS,POSTGRES
DATABASE 59
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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.

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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.

62. DEPLOYMENT
BACKEND DEPLOYED ON HEROKU AND
SYNC WITH SALESFORCE ORG
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CIVIL BANK APP HEROKU

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RESOURCES

65. HEROKU POSTGRES SQL
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66. HEROKU CONNECT
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MAPPED SYNCED DATA

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69. DOMAIN URL
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REACH OUT
• https://www.linkedin.com/in/aashishchawla/
• https://github.com/Aashu96/civil-bank
• https://github.com/Aashu96/civilbank-frontend

71. THANK YOU FOR HAVING A COMPLETE
LOOK AT THE CIVIL BANK APPLICATION!
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