CoreSalesforce
Salesforce
Customer and contract source of truth
Integration: REST API
Artifacts: 2 · Requirements: 3 · Rules: 2
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LiveFinancial Services · Enterprise Modernization
Billing Transformation Program
Modernization initiative replacing manual, file-based billing with an automated API-driven billing architecture — improving accuracy, reducing cycle time, and strengthening financial controls.
Budget$1.5M
Duration18 Months
MethodologyHybrid Agile + Waterfall
ComplexityMedium
billingapi-migrationfinancial-servicessalesforceoracleiamautomationenterprise
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Systems(7)
Integrated systems and platforms in the program landscape.
CoreInternal
Consolidated Billing System (CBS)
Core billing engine — pricing calculation and invoice generation
Integration: REST API + Event Stream
Artifacts: 1 · Requirements: 3 · Rules: 1
IntegrationOracle
Oracle Financials
General ledger and accounting
Integration: REST API
Artifacts: 1 · Requirements: 3 · Rules: 0
InfrastructureMicrosoft
SQL Server
Data staging and operational reporting
Integration: Direct Connection
Artifacts: 1 · Requirements: 0 · Rules: 0
ReportingSalesforce
Tableau
Executive reporting and operational dashboards
Integration: Live Connection
Artifacts: 1 · Requirements: 2 · Rules: 0
IntegrationInternal / Third Party
Tax Engine
Tax calculation and jurisdiction rules
Integration: REST API
Artifacts: 2 · Requirements: 4 · Rules: 3
SecurityInternal
IAM Platform
Identity and access management, role enforcement
Integration: SCIM / SSO
Artifacts: 2 · Requirements: 4 · Rules: 3