A Scalable Document Automation Engine Powering Millions of Banking Transactions Daily
We built a dynamic, template-driven document generation engine for BNZ, enabling automated creation of Word, PDF, and JSON documents from Salesforce data designed to scale to millions of daily banking transactions.
Introduction
BNZ needed an advanced document automation system that could instantly generate banking documents using customer data pulled from Salesforce. Their operations involved producing hundreds of document variations daily, many with dynamic fields and nested structures.
The existing manual process took several seconds per document, impacting productivity at scale. BNZ wanted a solution that could:
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Generate documents instantly using dynamic templates
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Support multiple output formats (Word, PDF, JSON)
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Handle recursive template logic
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Integrate seamlessly with Salesforce
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Scale to millions of daily transactions
Their goal: build a fast, reliable, and extensible document engine for mission-critical banking workflows.
The Challenge
Developing BNZ’s document module required solving multiple enterprise-level challenges:
1. Complex YAML Template Structures
BNZ’s document templates involved deeply nested YAML configurations with recursive fields.
Understanding, validating, and converting these into dynamic documents required a highly flexible parsing engine.
2. Dynamic Document Generation Through Reflection
Templates needed to map directly to model fields, often nested several layers deep.
Java Reflection was used to dynamically bind values, but this introduced challenges in debugging, type handling, and predictable error tracing.
3. Testing an Entirely Dynamic System
Because templates could change anytime, defining stable unit tests was difficult.
The team engineered a testing strategy that mocked dynamic structures and validated both template parsing and data mapping.
4. Partial Legacy Architecture & Salesforce Dependency
The module had to integrate into an existing enterprise ecosystem reliant on Salesforce data models and naming conventions. Reverse-engineering existing workflows and adapting new logic without breaking dependencies required meticulous architectural planning.
Our Approach
We engineered a high-performance, template-driven document generation engine built for banking scale.
YAML-Driven Template Engine
A flexible template system supporting nested fields, dynamic values, and conditional logic.
Java Reflection–Based Document Builder
Auto-mapped Salesforce model fields into Word, PDF, and JSON export formats.
Recursive Parsing Framework
Handled multi-level YAML templates with consistent output across formats.
High-Coverage Test Automation
Achieved 98% test coverage to ensure stability for rapid template updates.
The Impact
83%
Reduced processing time from 4 seconds manually to 0.7 seconds automatically.
+2×
Engine optimized to handle millions of daily transactions effortlessly.
3×
Dynamic parsing eliminated most human errors in document preparation.
98%
Ensured reliability for an enterprise-scale banking workflow.
Making IT Possible
Making IT Possible
Making IT Possible
Making IT Possible
Making IT Possible
Making IT Possible
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