Financial Approvers Population Application

⚠️ Problem

Needed a way to populate approvers of financial transactions from internal HR data source to external 3rd party vendor system.

🎯 Requirements

• SOX Compliant
• Performant for 3000+ projects

🔧 Design

• Java, Spring Boot, React and Typescript
• PostgreSQL database with SOX access controls set up
• RESTful APIs to connect to HR data system
• Recursive strategy to parse out reports to hierarchy information
• RESTful API to send information to 3rd party system
• Scheduled job to run any bulk submits at the top of every hour to allow user to come back later to a finished update

📈 Business Impact

Prior to the development of this application, users had to manually assign every single approver to every single project in the third party system. There was no way to pull HR leader hierarchy or position names, so the process was very prone to user error. There was also no validation to ensure that every approver was set up properly, leading to empty fields where there should have been a name. Now, we allow users to enter one name and it pulls the hierarchy information from HR data, eliminating the need for the user to enter every single person by hand. It also performs some validation based on a user maintained "directory" of approvers to make sure that the right approver is being assigned to each step. This is especially important as these approvers have authorization to approve financial transactions in the third party system, so it's important that the right name is in the right spot. This saw an estimated ~1700 annual hours savings in efficiency.