The pipeline leverages an event-driven architecture using Salesforce Platform Events, secure REST APIs, and webhook listeners to process large volumes of transaction data without hitting governor limits or locking records:

• Stage-Based Event Publishing & Ingestion: When an Opportunity advances to a qualifying stage, an Apex trigger handler publishes a custom Platform Event carrying the transaction and document identifiers. By shifting execution from synchronous Apex transactions to an event bus, the system decouples heavy file operations, handles spikes in document uploads smoothly, and prevents transaction timeouts or record-locking errors.

• Platform Event Handler & Queueable Execution: A Platform Event trigger catches the event and invokes a dedicated trigger handler framework. The handler enqueues a Queueable Apex job, moving the heavy callout logic outside the event execution context. This Queueable job manages payload assembly, handles any necessary chaining or data chunking, and executes the authenticated REST API callout to dispatch transaction data and documents to the AI review platform.

• AI Processing & Automated Field Ingestion: The external AI platform ingests the files, verifies document compliance, and uses machine learning and OCR to extract critical transaction datapoints (such as contract deadlines, purchase prices, deposit amounts, and contingencies). Upon completion, the platform calls back to an inbound Salesforce REST endpoint, which automatically parses the response and populates the extracted data directly into the corresponding Opportunity fields—eliminating manual data entry for transaction coordinators.

• Status Reflection & Record Archiving: The integration updates custom status and tracking fields on the Opportunity and custom Document Review records. It also uploads and attaches the documents to the corresponding records. To keep files organized and eliminate duplicate clutter, the system leverages Salesforce ContentVersion versioning: revisions to existing documents, such as an updated addendum, are ingested as a new version (VersionData / Version 2) under the original file record rather than creating a separate document. Transaction coordinators are alerted only to flagged statuses, while agents gain immediate, transparent visibility into their file audit status directly within Salesforce. To streamline resolution of flagged items, a custom deep-link action on the Opportunity record directs coordinators straight to the specific deal inside the AI review tool with a single click, eliminating manual searching and context switching.