arrow_backBack to Case StudiesTECHNICAL ARCHITECTURE PERMALINK SPECIFICATION
ENTERPRISE CASE STUDY2GP Managed PackageAML & KYC ScreeningEvent-Driven Telemetry

Native Real-Time Sanctions Screening & Compliance Workflow Engine

crisis_alertBUSINESS CHALLENGE & LEAKAGE RISKS

Regulated enterprises faced severe customer onboarding friction. Off-platform sanctions screening required manual data export and re-keying into external verification portals, delaying onboarding by 24–48 hours, causing a 14% customer drop-off rate, and creating massive compliance audit vulnerabilities across disconnected web tools.

verifiedSOLUTION IMPLEMENTED

Architected a native Salesforce Second-Generation Managed Package (2GP) that embeds real-time identity screening, automated officer disposition workspaces, and continuous background watchlist monitoring directly into CRM record lifecycles—delivering sub-second verification, zero customer churn, and 100% audit-ready data persistence.

MULTI-ENTITY SEQUENTIAL DATA RETRIEVAL FLOW:
Platform Eventsarrow_forward
HMAC-SHA256 Signaturesarrow_forward
Officer Workspacearrow_forward
Audit Log Hashing
< 2 Secs
Average Identity Verification Speed
92%
Reduction in Compliance Turnaround Time
100%
Audit-Ready CRM Compliance Telemetry
80%
Storage Footprint Reduction via Log Aggregation
[MULTI-TIERED 2GP ARCHITECTURE & CRYPTOGRAPHIC SECURITY]

schemaTechnical Architecture & Event-Driven Telemetry

devices1. UX & DISPOSITION LAYER (LIGHTNING COMPONENTS)
FRONTEND WORKSPACE
One-Click Verification
Officer Disposition Workspace
Compliance Audit Logs
southSYNC CALLOUT (Identity Data Payload)
northASYNC TELEMETRY (Independent Log Stream)
security2. CORE DOMAIN, CRYPTO & NAMESPACE RESOLUTION ENGINE
APEX DOMAIN CORE
Runtime Namespace Resolver (pkg__)arrow_forwardPolymorphic Schema Adapter
HMAC-SHA256 Signature Generatorarrow_forwardOutbound HTTP Screening Callout
dataset3. EVENT-DRIVEN TELEMETRY & IN-FLIGHT DEDUPLICATION
TELEMETRY BUS
Platform Event Bus (Pub-Sub)arrow_forwardIn-Flight Hashing & Aggregation Trigger
Consolidated Data Persistence (Persists even during DML Rollback)

psychologySOLVED ENGINEERING & GOVERNOR LIMIT PATTERNS

bug_report

Decoupled Telemetry on Rollback

Integrated a Platform Event Bus framework that publishes diagnostic logs asynchronously outside primary transaction boundaries, guaranteeing 100% error persistence even when database DML transactions trigger a rollback.

dataset

Log Storage Bloat Prevention

Engineered an in-flight hashing algorithm (Details + Endpoint + Payload + StatusCode) within the event trigger that aggregates duplicate error bursts into single entries with count headers, reducing subscriber log storage consumption by 80%.

schema

Dynamic Runtime Namespace & Schema Adapter

Implemented dynamic class namespace inspection (Class.getName()) and runtime token injection (pkg__), ensuring zero-code package compatibility across standard, person account, and custom client CRM schemas.

security

HMAC-SHA256 Anti-Replay Security

Built a cryptographic authentication engine generating binary HMAC-SHA256 signatures over canonical URL paths, Unix epoch timestamps, and request bodies to block payload tampering and man-in-the-middle replay attacks.

speed

Selective SOQL Index Optimization

Structured all compliance history queries around indexed foreign-key lookup fields, eliminating un-indexed table scans and guaranteeing sub-second response times over enterprise data volumes.

admin_panel_settings

Tiered Multi-Tenant Security

Protected Custom Metadata stores global API endpoints and master key structures outside subscriber visibility, while Hierarchy Custom Settings isolate tenant-specific tokens.