Jarvis provides end-to-end solution patterns that combine:

• 🏦 IDAM strategy
• ☁️ Salesforce FSC architecture
• 🤖 AI/ML intelligence
• 🔒 Regulatory compliance

Each blueprint includes:
Challenge → Solution → Architecture → Outcome

Global asset managers need to consolidate ESG data from multiple custodians and providers while staying compliant with MiFID II and SEC regulations.
Traditional ESG reports are manual, delayed, and lack advisor-level transparency.

• OmniStudio Integration Procedures to ingest ESG data from ISS & Morningstar
• Normalized FSC data model with broker-dealer hierarchy mapping
• Einstein AI ESG Scoring for advisor portfolios
• Tableau CRM dashboards for real-time advisor transparency

flowchart TD
    A["Custodians: Schwab, Pershing, Fidelity"] -->|API Feeds| B["Integration Layer - Mulesoft"]
    B --> C["OmniStudio ESG Data Normalization"]
    C --> D["Salesforce FSC ESG Data Model"]
    D --> E["Tableau CRM ESG Dashboards"]
    D --> F["Compliance Logs & Reports"]

• ✅ Real-time ESG transparency for advisors
• ✅ Automated compliance reporting
• ✅ Improved advisor trust & ESG adoption rates

Wholesalers waste time on low-value advisors while missing high-potential engagements.
Current coverage models are static and not predictive.

• Einstein AI predicts advisor engagement probability
• Custom Apex Scoring Engine combines sales, engagement, and ESG data
• LWC Heatmap Dashboard prioritizes high-potential advisors
• Automated Lead Routing based on predicted ROI

flowchart TD
    A["Advisor Activity Data"] --> B["Data Processing & Scoring Engine"]
    B --> C["Einstein AI - Engagement Prediction"]
    C --> D["Salesforce FSC Advisor 360"]
    D --> E["LWC Wholesaler Dashboard"]
    D --> F["Automated Lead Routing"]

• ✅ 20–30% increase in wholesaler productivity
• ✅ Higher advisor engagement scores
• ✅ Data-driven territory management

Large-scale Salesforce deployments risk non-compliance (FINRA/SEC) if not properly audited.
Manual compliance checks slow down release velocity.

• Copado/Gearset CI/CD pipelines with compliance gates
• Automated Apex tests + static code analysis
• Audit logging pushed to a regulatory archive
• Sandbox strategy with GDPR-compliant masked data

flowchart LR
    Dev["Developer Commit"] --> CI["CI Server - Copado & Gearset"]
    CI -->|Run Tests| QA["QA Sandbox"]
    QA -->|Compliance Validation| Sec["Security & Compliance Gate"]
    Sec -->|Approved| Prod["Production Org"]
    Sec -->|Failed| Dev
    QA -->|Audit Logs| Reg["Regulatory Archive"]

• ✅ Deployment cycles 40% faster
• ✅ Zero compliance breaches in release pipeline
• ✅ Regulatory audits pass effortlessly

💡 Want more? Explore the full set of blueprints in the Jarvis Wiki