Mwalimu National

What it is

In this project, I was tasked with overseeing the successful integration of the following services into Business Central:

SOAP API integrations through Business Central to achieve the following functionalities:

Account & Loan Statement Enquiry - Extraction of transactional data from GL entries and formatting into presentable PDF document for end users.
Account Cashout - Debit of funds from transactional account(s), credit of transaction charges to revenue account(s) and autoposting/reconciliation of GL entries after successful transaction confirmation.
Account Deposit - Credit of funds into transactional account and autoposting/reconciliation of GL entries.
Mobile Loans Auto Disbursement - Automatic appraisal of configured loans based on eligibility criteria and disbursement of loan amount to the customer.

SOAP API integrations through Business Central to achieve the following functionalities:

Account & Loan Statement Enquiry - Extraction of transactional data from GL entries and formatting into presentable PDF document for end users.
Account Cashout - Debit of funds from transactional account(s), credit of transaction charges to revenue account(s) and autoposting/reconciliation of GL entries after successful transaction confirmation.
Account Deposit - Credit of funds into transactional account and autoposting/reconciliation of GL entries.
Mobile Loans Auto Disbursement - Automatic appraisal of configured loans based on eligibility criteria and disbursement of loan amount to the customer.
Online Member Onboarding Process - Secure integration of the online member application form plus registration fee payment

SOAP API integrations through Business Central to achieve the following functionalities:

Account Balance & Statement Enquiry - Extraction of transactional data from GL entries and formatting into ATM readable format for end users.
Account Cashout - Debit of funds from transactional account(s), credit of transaction charges to revenue account(s) and autoposting/reconciliation of GL entries after successful transaction confirmation.
Account Deposit - Credit of funds into transactional account and autoposting/reconciliation of GL entries.

Integration with CRB Metropol REST API to:

Import Credit Score Report - Embedding of credit score report from CRB Metropol into Business Central for direct viewing by loan credit officers during loan appraisal process.
Submit Daily and Monthly Payment Information - Development of Business Central Job Queues to automate the submission of daily and monthly loan payment and defaulter information to CRB Metropol.

Implementation of Business Central integration to SMS gateway to send SMS notifications of different categories such as:

Transactional Alerts - Alerts for transactional events such as account cashout, deposit, loan disbursement.
Core Banking Alerts - Alerts for core banking tasks such as workflow approval.

Implementation of Business Central integration to IPRS gateway for verification of KYC documents during SACCO member onboarding process.

I implemented both SOAP and REST API integrations to the Newgen OmniDocs EDMS platform to achieve the following functionalities:

Document Lookup - Implemented APIs to retrieve application metadata from Business Central for linking and archiving in the EDMS platform.
Document Retrieval - Integration of EDMS document retrieval APIs into Business Central for easy viewing and downloading of PDF, TIF and Image files.
Document Submission - Integration of Business Central document uploads into the EDMS platform for easy uploading of documents to the EDMS platform.

I implemented OData REST API integrations to the Microsoft Dynamics CRM platform to achieve the following functionalities:

Customer Onboarding - Integration of Business Central customer onboarding forms into Microsoft Dynamics CRM for easy customer onboarding.
Customer Account Management - Implementation of account statement APIs to retrieve account statement data from Business Central for easy viewing in CRM.
Loan Applications - Integration of Business Central loan application forms into Microsoft Dynamics CRM for initial origination of loan applications.