Banking & fintech

Collections CRM and credit monitoring for a Tier-1 bank

Two production systems: a CRM for distressed borrowers and automated tracking of loan-covenant conditions.

The problem

Distressed-borrower work ran across scattered records, and covenant breaches were caught late.

What we built

A purpose-built CRM for managing distressed borrowers (client records, contact history, borrower registries) and a credit-monitoring system that tracks loan-covenant conditions automatically to catch breaches early and drive remediation.

Scope

Systems analysis, full-stack development, delivery documentation.

Client name withheld under NDA.

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GOOD TO KNOW

Frequently asked questions

What is the Collections CRM and credit monitoring for a Tier-1 bank project?

Two production systems: a CRM for distressed borrowers and automated tracking of loan-covenant conditions.

What problem did this work address?

Distressed-borrower work ran across scattered records, and covenant breaches were caught late.

What did Digital Gateway build?

A purpose-built CRM for managing distressed borrowers (client records, contact history, borrower registries) and a credit-monitoring system that tracks loan-covenant conditions automatically to catch breaches early and drive remediation.

What was included in the delivery scope?

Systems analysis, full-stack development, delivery documentation.

Which sector was this project in?

The case is categorized under banking and fintech.

Which technologies are named in the case?

The published stack lists React, Java SE/EE, Spring, Activiti (BPM), Apache Solr, Redis, OpenLDAP, PostgreSQL.

What team is listed for the project?

The published case lists Systems analysts, full-stack engineers, QA.

How was the system deployed or operated?

The public case does not provide deployment or operating details.

Is the client identified by name?

The case describes the client as Tier-1 commercial bank. The public case withholds the client name under NDA.

Which Digital Gateway services relate to this work?

This case is tagged to Platform and integration engineering and Embedded engineering.

Can Digital Gateway help with a similar requirement?

Yes. Share the intended outcome, existing systems, constraints and operating requirements so we can discuss a suitable delivery scope.