Jarvis in Action: Multi‐Custodian ESG Integration - shanejayhayes/jarvis GitHub Wiki

This page walks you through a real client scenario where Jarvis delivers strategy + architecture + technical artifacts in one seamless flow.

The Client Challenge:

A global asset manager needs to consolidate ESG data from multiple custodians (Schwab, Pershing, Fidelity) and ESG providers (ISS, Morningstar).
They must comply with MiFID II and SEC ESG rules while enabling advisors to access real-time ESG scoring in Salesforce FSC.

Jarvis, design a Salesforce FSC solution that ingests ESG data from multiple custodians and providers, ensures MiFID II/SEC compliance, and gives advisors real-time ESG insights. Include the data model and integration flow.

• Consolidate ESG data using Mulesoft + OmniStudio Integration Procedures
• Normalize ESG ratings into a custom FSC ESG data model
• Apply AI scoring to enrich ESG transparency
• Automate compliance with audit logs and regulatory workflows

flowchart TD
    A["Custodians (Schwab, Pershing, Fidelity)"] -->|Event Feeds| B["Mulesoft Integration Layer"]
    B --> C["OmniStudio ESG Normalization"]
    C --> D["Salesforce FSC - ESG Data Model"]
    D --> E["Einstein AI - ESG Scoring Engine"]
    D --> F["Tableau CRM - Real-Time ESG Dashboards"]
    D --> G["Compliance Logs - SEC / MiFID II"]

public class ESGScoreProcessor {
    public static void processScores(List<ESG_Score__c> scores) {
        for(ESG_Score__c s : scores) {
            s.Normalized_Score__c = (s.Raw_Score__c / 100) * 5;
        }
        update scores;
    }
}

• ✅ Real-time ESG transparency → advisors see updated scores instantly
• ✅ Regulatory confidence → automated logs & audit readiness
• ✅ Advisor engagement → ESG-driven conversations increase adoption

💡 Jarvis Insight: This solution reduces ESG reporting latency from weeks to minutes while enhancing advisor trust and regulatory compliance.

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