MuleSoft Accelerator for Financial Services
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Customers expect their banks to have a holistic relationship with them. MuleSoft Accelerator for Financial Services simplifies the creation of a customer 360 view by unlocking data from key systems including core banking platforms, systems of engagement (e.g., CRM and ITSM), and FinTechs. This enables real-time relationship management and connected customer experiences.
Use cases
Use case 1 - Customer accounts sync — The use case covered in this version of the solution allows for the display of a customer’s financial summary from multiple systems. There are two views supported in this solution:
- Customer view — allows customers to view their latest financial summary, retrieve account transactions, and dispute a transaction.
- Customer service representative (CSR) view — allows CSRs to view the customer’s financial summary, refresh the customer's financial information from back-end systems, and resolve a disputed transaction.
Use case 2 - Customer onboarding — Leverages Salesforce Financial Services Cloud as the system of engagement, DocuSign as the document management system, and Equifax as the credit analysis system.
API-led diagram
Available assets
The following assets are available for this accelerator:
System APIs
- FINS FIS System API | API Specification | Implementation Template
- FINS Salesforce Financial System API | API Specification | Implementation Template
- FINS Salesforce Customers System API | API Specification | Implementation Template
- FINS Credit Bureau System API | API Specification | Implementation Template
- FINS DocuSign System API | API Specification | Implementation Template
- FINS Loan Origination System API | API Specification | Implementation Template
- FINS MDM System API | API Specification | Implementation Template
Process APIs
- FINS Bank Accounts Process API | API Specification | Implementation Template
- FINS Bank Loans Process API | API Specification | Implementation Template
- FINS Customers Process API | API Specification | Implementation Template
Experience APIs
- FINS DocuSign Experience API | API Specification | Implementation Template
- FINS Mobile Experience API | API Specification | Implementation Template
- FINS Salesforce Financial Experience API | API Specification | Implementation Template
Custom components
- ID Graph Lightning Web Component | Source
- FINS Financial Account Sync Lightning Web Component | Source
- FINS Banking Library | Source
Common services (can be used across any use case)
What is a MuleSoft Accelerator?
Accelerators are a collection of technical assets (predominantly API specifications and implementation templates) and documentation to accelerate the implementation of multiple use cases supporting a larger business and/or industry problem.
Accelerators are designed as modular building blocks. Customers can change the patterns, mappings, and endpoints to suit their needs. They represent the best practices we recommend to customers in accomplishing these use cases. Customers will save hours of discovery, design, development, and testing each time they use an accelerator asset.
To access any of the links described in this Accelerator, you must log into Anypoint Platform.
Give the assets a try and if you have any questions or feedback, please let us know at solutions-questions@mulesoft.com. You can also engage with other users on the MuleSoft Forum, and submit ideas in the Ideas Portal. We look forward to hearing from you!