Fintech: Data Integration and Reporting App

Xperity… provides us with reliable service and security

"Xperity is an outstanding company that provides us with reliable service and security, which is essential for the future growth of our business. I have absolutely no hesitation in recommending Xperity to any business."

Hugh Massie

CEO

Client Need

DNA Behavior needed an integration tool to automatically sync user data input in their Admin System with their Salesforce GroupAdmin account. The following application features and capabilities were required: Single Sign On (SSO), auto save,search capability, and calendar integration

Product Challenge

The main challenge in creating this app was mapping intricate integration points between the Admin System and the GroupAdmin Salesforce account. Another challenge was automating the process of assigning key behavioral insights and report links in the Contact and Lead page layouts once the records in both systems matched.

How We Did It

The dedicated team at Xperity utilized the following development concepts and tools to deliver the customized Salesforce application for DNA Behavior.

Admin System Record Search

Exposing SOAP service hosted on IIS.

Automatic Update Process

“Auto Update EXE” to connect and sync records between Salesforce and Admin System.

Single Sign On : Report Viewing

Federated Single Sign On for user to view reports without logging into the Admin System.

Calendar Integration

Salesforce Calendar Integration to set dates, times, and reminders for tasks. Salesforce Financial DNA Calendar Integration to view invitee behavioral highlights by meeting organizer.

The Xperity Solution

Xperity developed a Salesforce application designed as an integration tool, streamlining communication between the Admin System and the GroupAdmin Salesforce account. This application includes automated processes for record matching between Salesforce and the client's Admin Systems. When a customer record is successfully matched, it triggers the automatic generation of valuable behavioral insights and generates five report links on both Contact and Lead pages. Additionally, the Salesforce tool incorporates features such as Single Sign-On (SSO), auto-save functionality, robust search capabilities, and an integrated calendar.

About the Client

As the Behavior and Money Insights Company, DNA Behavior provides a system for understanding people, challenging organizations and leaders to rethink and reshape how they measure and manage human differences in high-stakes decision-making. Since 2001, teams and advisors have leveraged 4,000+ behavior and money insights. Scalable, reliable, customizable and configurable, in existing tech stacks and beyond. Business DNA, Communication DNA and Financial DNA.

Case Study