Financial Technology + Benefits Advocacy
Enable Benefits is a specialized Canadian financial technology and advocacy platform that helps citizens navigate, audit, and claim complex government medical tax benefits, primarily the Canada Revenue Agency Disability Tax Credit and related retroactive refunds.
Data Platform
Built and maintained data systems that support secure document intake, multi-year historical ingestion, automated auditing, operational tracking, and client lifecycle communications.
Engineered scalable pipelines to ingest tax, medical, and financial records while protecting sensitive personally identifiable and medical information.
Automated complex business rules and data-layer checks to cross-reference customer profiles against changing Canada Revenue Agency requirements.
Designed warehouse models to aggregate, clean, and analyze client lifecycle states across onboarding, review, claim preparation, and communication flows.
Project Impact
Engineered scalable, secure ETL/ELT pipelines to ingest and process up to 10 years of historical tax, medical, and financial data per client, reducing document processing times from weeks to days.
Implemented rigid data privacy protocols and masking rules to protect sensitive PII and protected medical health records, aligned with Canadian data residency and privacy expectations.
Automated business rules and logic checks within the data layer to cross-reference customer profiles against shifting CRA rules, supporting high-confidence benefit claim workflows.
Designed and maintained warehouse architecture to aggregate, clean, and run analytics across client lifecycle states, enabling automated SMS/email updates and operational tracking.