Financial Portal

By EGO Angel 1 year ago

FINANCIAL PORTAL

We were invited to work on this project by TSWG, an Australia-based FinTech services company, that we had previously collaborated with on the development of the eyeSafe mobile app. After a successful project completion we remained in contact with them and when the opportunity came to work together again, we both jumped at the chance. This time, it was to develop a web portal for one Australian lending company, which name shall remain a riddle, wrapped in a mystery, packed inside an NDA.

The client was an Australian non-bank lender, which offers a wide range of specialized lending products on the mortgage market. They are focused on providing alternative solutions to those who are self-employed or have a bad credit history and, due to specific circumstances, have issues obtaining a loan through the traditional banking system.

Insights of Financial Portal

The project goal was to develop a financial portal for our client consisting of 2 parts

secure-lock

Admin portal
for internal users who will perform administrative duties.

user-lock

Customer portal
for clients who will take out loans through the lender.

portal-screen
tab4
tab2
tab1
tab3
tab5
tab6
tab7

Customer portal

The main function of the online banking web service was to provide customers with detailed information regarding their current credit account and keep them up to date with the latest news and updates pertaining to the lender. Here customers can check their current mortgage loan status and learn about the Terms and Conditions, FAQs, etc.

We created a responsive layout, so customers have the ability to use the portal seamlessly on a desktop as well as on a mobile device or tablet.

Admin Portal

This is the main administrators’ workspace in which we implemented the following list of features:

settings
lock-1 copy

Authentication

cog-box

Manage admins and customers passwords (change, reset)

cog-box

Manage terms and cond., FAQs, Forms

bank-note

Loans: view and search loans, view loan details and transactions

user-male

User management, access management

chat-bubble-square-1

Communication: secure messages (personal and group messages:by client, by loan)

content-book-2 copy

Reporting: activity and statements report export to PDF and CSV.

Target OS and web/mobile browsers

safari-color
chrome-color
internetexplorer-color
firefox-color

Along with successfully implemented functionality we also completely met the project non-functional requirements

chart

Availability 99.85% with High Availability architecture (this excludes planned outages)

clock

Website availability requirement – 24/7/365

devices

Responsive web pages – must be a positive customer experience, with minimal lag time (Best Practice)

laptop

Must be able to handle traffic at any time during peak periods without interference to performance

cloud-hdd

Daily backups.
Configured through administration panel and define servers, time and every small detail.

wrench

System maintenance.
Apply updates on the system without user interaction process.

We tackled challenges head-on with custom-built solutions

Responsive web design (UI)

The UI creation process was heavily influenced by the need for us to implement web browser support alongside mobile browser support. We implemented an optimized layout, with all tables, page elements, and texts, displayed properly on both desktops and mobile devices.

Time zones

We put effort into making the displayed time of the conducted transactions consistent with the time at a customer’s or administrator’s location.

rz-ph1
rz-ph2

User auto-logout

To protect customer data from intruders, we implemented specific security rules. Under these rules, a user’s auto-logout triggers after a session time-out, as well as after a user closes their browser. To perform this rule our developer wrote a custom script, which is described in detail in this article.

Staff control

For the purpose of controlling admin actions, we created a service that collects and stores information about all admin actions. If something goes wrong, the cause of the problem can always be traced back. Additionally, this service allows for the generation of reports based on collected data.

Secure data migration

Before our clients decided to develop a Financial Portal they already had a server, which contained the private information and credit history data of existing clients. In order to save all this data, and provide the clients with access to the portal, we integrated the existing service into the web application.

SUMMARY

Work on this project resulted in one more satisfied Australian client plus a team with strengthened skills at building financial tools. We hope the successful implementation of the financial portal will help their clients stay calm and remain informed and empowered during the loan process.

TECHNOLOGY
STACK

TOOLKIT

ASP.Net MVC,
HTML, CSS,
NLog,
MS SQL,
RavenDB,
Redis (Distributed cache)

THIRD PARTY LIBS

Tango – accounts receivable system
eStatements Service
SMS / email service

INFO

PROJECT TEAM

Tech Lead
2 Net developers
UX/UI designer
Project Coordinator
QA Specialist

PROJECT TERMS

February 2016 – July 2016

Want to hear more or discuss your app idea? Contact Us