Creating a Grant Management System with AI in Salesforce

Overview

The client, a government agency with a high volume of incoming grant funding requests, needed a solution that would help them stay organized, maintain their data, and manage grant applications efficiently. Our team used Salesforce to develop a custom system for vetting grant applications and managing contacts and documents throughout the whole lifecycle of the grants, incorporating cutting-edge AI technology.

Project

The biggest pain points for admins involved in grant applications were centered around saving time, improving efficiency, and maintaining important records. Our team of experienced developers at CloudWave chose to solve these problems by building a fully custom system in Salesforce. Salesforce has versatility for a wide variety of different use cases and can be integrated with hundreds of different external applications as-needed.

In addition to building a straightforward data management system in Salesforce, our team prioritized the latest AI technology to emphasize efficiency. Tools for automation and artificial intelligence built directly into the platform are an essential solution to saving admins time on tedious, repetitive tasks.

First, the CloudWave team designed the grant management system so that applicants can submit their documents and log in to check on the status of their applications, chat with admins, or upload additional documents upon request.

Driver’s License Verification

The first step in the application process to use AI is a driver’s license verification. When a user decides to apply for a grant, the system will prompt them to upload their driver’s license as an image file. From there, the AI technology will scan the license and determine whether or not the identity matches the user’s submitted info. The user can confirm that their identification is correct, or if there is a mismatch they will be prompted to address the discrepancy in their account before proceeding further.

1040 Tax Form Verification

After the driver’s license info has been verified, the system will prompt the user to upload their 1040 tax form to determine whether or not they are eligible for the grant. The system will only allow a user to continue with the application process if the info on their form meets income eligibility requirements.

Form Digitization

Once an applicant has uploaded their driver’s license and 1040 tax form, the AI component will scan the flat documents. The system will lift, transform, and store the information into digital data without the need for manual data entry by an admin. This info is easily accessible to admins under the corresponding applicant’s account with the click of a button, and it can be edited as needed.

5-Point Summary Builder

Each applicant is asked to write a long-form justification as to why they should receive grant funding to finish up the application process. The system AI scans this information and summarizes it into 5 key bullet points for admins to quickly scan and review when approving or denying the funding request.

Grant Management

Once an application has moved through the approval process with a combination of AI checkpoints and human verification, admins can easily access all of the details associated with that account within the Salesforce grant management system. They can see a snapshot of crucial data and reports in the dashboard, access key contact info, review funding programs, and track ongoing funding requests all within one comprehensive system.

Results