Customer Credit Amendment with Oracle EBS Integration
Digital transformation of the customer credit amendment process using SharePoint, Nintex Workflow, and Oracle EBS ERP integration.
Client Overview
A Dubai-based diversified investment management company with stakes across Technology, Oil & Gas, Pharmaceuticals, Industrial Chemicals, Hospitality, Healthcare, and Consumer Services, supported by strategic partnerships at an international level.
Industry Details
Project Overview
A leading investment management group sought to digitize its customer credit amendment process. The project replaced paper-based and email-driven credit change requests with a structured SharePoint and Nintex workflow tightly integrated with Oracle EBS. Customer data is auto-populated from Oracle at submission, and once approved, updated credit limits and payment terms are automatically pushed back to ERP — eliminating manual data entry and ensuring full auditability.
Client Requirements
- Digitize the customer credit amendment submission and approval process.
- Auto-populate customer data directly from Oracle EBS to reduce manual entry errors.
- Implement an end-to-end Nintex-based approval workflow for credit changes.
- Automate the update of credit limits and payment terms back into Oracle EBS.
- Support customers with complex branch and bank account structures.
- Ensure all credit amendment requests are accurate, validated, and auditable.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Auto-population of customer data from Oracle EBS into SharePoint form.
- End-to-end Nintex approval workflow for credit changes.
- Automated credit limit and payment term update back to Oracle EBS.
- Centralized SharePoint tracking view with status at every stage.
- Support for complex customer branch and bank account structures.
- Full audit trail maintained for every amendment request.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project."
"They performed as promised, communicated regularly, and completed the project on time. The SharePoint integration with our ERP was done cleanly and exactly to our specifications."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
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