Credit Reconciliation Automation & Dashboard
Budget: ₹12,500 – ₹37,500 INR
I need to put a fully-automated reconciliation flow in place for our credit operations team. All raw data lives in our MySQL environment, so the solution has to pull straight from those tables, run daily disbursement and repayment reconciliations, and push the clean results into an easy-to-read dashboard that the team can access at any time.
The workflow I picture looks like this:
• Extract the required data sets from our internal MySQL database on a schedule we can configure.
- Extract data from LMS systems and bank statements
• Match disbursal records to repayments, flagging any variance or timing mismatches.
• Log every exception and open a corresponding Jira ticket automatically, complete with key details so the ops team can jump straight to resolution.
• Publish an aggregated view—trend charts, exception lists, KPIs—on a web-based dashboard (I’m flexible on the BI tool as long as it’s shareable and has role-based access).
Deliverables I’ll review against:
1. Source code or scripts with clear instructions so the job can be rerun or modified internally.
2. A live dashboard connected to production data, updated at the agreed frequency.
3. Automatic Jira ticket creation proven in a test run, including sample payloads.
4. Brief handover documentation covering the data model, reconciliation logic, scheduling, and any environment variables.
If you have prior experience reconciling financial datasets straight out of MySQL and wiring them into dashboards while triggering Jira, let’s talk through your preferred stack and timeline.
The workflow I picture looks like this:
• Extract the required data sets from our internal MySQL database on a schedule we can configure.
- Extract data from LMS systems and bank statements
• Match disbursal records to repayments, flagging any variance or timing mismatches.
• Log every exception and open a corresponding Jira ticket automatically, complete with key details so the ops team can jump straight to resolution.
• Publish an aggregated view—trend charts, exception lists, KPIs—on a web-based dashboard (I’m flexible on the BI tool as long as it’s shareable and has role-based access).
Deliverables I’ll review against:
1. Source code or scripts with clear instructions so the job can be rerun or modified internally.
2. A live dashboard connected to production data, updated at the agreed frequency.
3. Automatic Jira ticket creation proven in a test run, including sample payloads.
4. Brief handover documentation covering the data model, reconciliation logic, scheduling, and any environment variables.
If you have prior experience reconciling financial datasets straight out of MySQL and wiring them into dashboards while triggering Jira, let’s talk through your preferred stack and timeline.