Prior to beginning the project, we administered QA testing and aggregated data—data specifically related to targeted browsers, devices, and Operating Systems. This research was then applied to formulate a design document, indicating the technological approach and associated deadlines.
During the developmental stages we leveraged the following technologies:
Through the access control layer (ACL) functionalities Admin can manage different type of user profiles to provide specific permissions. PostgreSQL database was used to store the data on the platform. Our team of developers implemented the SSO functionality with different types of authorization services like OAuth, Salesforce, and Query string and are currently being used with the product partners successfully.
The registration web service was created with all required parameters and is currently used on the marketing website to enroll the users onto the FinTech platform. The web service can fetch the product details from the database according to the membership plan and display them on the FinTech Dashboard. The user can only access the products that are included in their subscribed membership plan, but can also subscribe to additional products based on the product price.
The finished project embodied the vision set for the platform. We have provided advisors with the tools they need to operate their business efficiently, offering these tools through a singular access point. This has greatly reduced the time wasted on cross-platform navigation.
At this time, the application is utilizing the Stripe payment gateway to take the payment for plan subscriptions. In the future, we will partner with this client again and implement PayPal payment services, broadening payment options and improving end-user experience.
Contact us to learn more about Chetu and our custom software services