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Loan Portfolio tracking within the Salesforce environment.


Location
Ohio
Publication Date
10/07/2019 08:53 AM EDT
Closing Date
10/11/2019 05:00 PM EDT
Issuing Organization
State of Ohio - Development Services Agency
Solicitation Number
Description

Specifications include, but are not limited to:  Functionality should be created/developed in Salesforce, data should live in Salesforce  Client financial information must be secured and ensure confidentiality  Audit Capability of who accessed what record when and who changed the data and when  Ability to generate data to fulfill requests that may be planned or come as ad hoc/last-minute/unstructured requests  Ability to track collateral for loans  Insurance (Policy number, expiration date) information needs to be maintained for each record  System generated letters and notices that can be emailed to borrower contact from the system. Examples: audit confirmations; invoices; various notices to clients; new loan letter with payment set-up, payoff letter, final payoff notifications to borrower, notice of revised payment schedules, delinquency letters, notice of items coming due  Historical data for SEC reporting monthly, quarterly and annually to further report to investors; requires Financial Reporting required for the annual OBM CAFR, HR/Benefit reporting; Federal reporting for Energy loans; meet Federal reporting standards to enable direct reporting to Federal entities; Need ability to generate data to fulfill requests that may be planned or come as ad hoc/last-minute/unstructured requests from DSA leadership.  Calculate interest as 30/360 or Simple Interest, precise calculations to the penny with rounding options available; Accurate recalculation of interest during deferral periods; Ability to defer accrued interest to a next payment or to a future or final payment; Ability to choose a repayment structure for deferred interest

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