The Goal: Building a high security financial system
for financial and insurance marketing firms.
Used Technologies: ASP.NET, Ajax, Neo, NUnit, Syncfusion
Essential Studio, Crystal Reports, ADO.NET, SMTP, POP3, MSSQL 2000/2005
Frameworks: NEO Persistent Framework, .NET Framework 2
Architecture:
About:
The Insurance and Financial Planning (IFP) web application automates and streamlines management
of client's data allows extrapolate analyze it. It includes entering and tracking transactions,
insurances, mortgages, agent commissions and producing of client's statements. The IFP web
application is an accounting system with a high level of security. System have 3 layers of
security checking. First on the Presentation Layer it controls user rights for web forms
and UI controls. Secondly checking is implemented in business layer and controls user
rights for actions. Thirdly checking is implemented in data layer and controls user rights
for data objects and tables. Additional Audit Layer allows logging data changes for all
users and as a result system can review history for all data objects.
Solution:
Krendls delivered the IFP intranet web application.
The work-scope includes:
- Implementing high security framework based on Microsoft Security API and Neo persistent framework.
- MS SQL server accounts synchronization service.
- Implemented main system modules: Agents, Beneficiaries, Commissions, Insurance, Mortgage, Scheduled
Payments, Source of Funds, Transactions, Contacts, Documents.
- Implemented Audit Log module for analyzing history of data changes.
- Implementing scheduled batch processing functionality with calculations of accrued interest,
investment commission, mortgage payments, yield disbursement.
- Building reporting subsystem based on Crystal Reports and MS Word report templates.
- Implementing email notification and reporting modules.