A leading regional bank

Self-Serve Customer Alerts

Business-owned notifications, safely.

A self-serve notification template and multi-party alert routing engine — letting business teams author and publish customer Email/SMS alerts without engineering.

Problem

  • Alert templates hard-coded and engineering-deployed — no business self-serve

  • Multi-party events (payout sender + receiver) forced duplicated, error-prone configs

  • Manual payload-to-placeholder mapping with no pre-publish validation

  • No safe way to mask sensitive fields (e.g. account numbers) in messages

  • No preview of the real customer Email/SMS before go-live

Solution

  • No-code, two-step Template Manager — author Email (WYSIWYG) + SMS with tokens

  • Configuration-to-Target with Target-ID pairing — one config fans out to independent parties and channels

  • Operation-based parameter mapping (Identity, Concat, Substring, Date Format/Compose, Value) including field masking

  • Payload-validated live preview — import a real event, validate paths, simulate output before publish

  • Secure BFF — every change authenticated, service-authorized, traced, and audit-logged

Impact

  • Business teams publish alerts with zero engineering involvement

  • One config serves multi-party events — no duplicated templates

  • Sensitive data masked in-template — reduced PII/PCI exposure

  • Broken mappings caught before customers see them

  • Every change audited end-to-end — no untracked path to production

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