Address

Registered Office
B-602, Radha Apt, Ranisati Road,
Malad (East), Mumbai - 97.

Contact Us

Email: info@thinkinno.com
Phone USA: +1-331-333-6829
Phone India: +91-932-268-9919

Social Network

Case Study – Online Will Generation

Solution Overview

  • The solution is SAAS (Solution as a service) based.
  • It enable users to manage personal details, family details, assets, liabilities, discharge of the loans and bequeath of the assets and will generation in a desired format/templates.
  • It is operated by intermediate users as financial planner/advisors with additional access of ability to view/edit the will of their clients as per the permission granted by their client.
  • An admin user with central control can manage content of the will, intermediate users/agents, pricing of intermediate agents with a facility to manage / grant token to the intermediate financial planners.
  • Multiple reports in admin panel as well as on going reports are emailed to the support team to keep them updated with the all the happenings in the application.

Challenges / Business Problem

Build product with features like:

  • Enables a user to subscribe a service of will generation.
  • Facility to note personal details, family details, assets, liabilities, discharge of the loans and bequeath of the assets.
  • Generate a will draft & final will.
  • Mange exceptions in case of validation and authentication issue.
  • Facility of role based login for admin user, intermediate user with/out edit right and user as will owner.
  • Ability to create an intermediate user as financial planner with additional rights of ability to view/edit the will of their clients.
  • Ability to manage / grant token to the intermediate financial planners.
  • Trace and raise alerts / exceptions based on the information added by the user.

Overview

Client & Users

Region : India

Project Overview

  • Schedule : 2-4 weeks Sprint – iterative method
  • Team Size : 5

Technology

Dev Tools

  • MS Visual Studio 2013
  • MS SQL Server 2012
  • .NET Framework 4.5
  • MS FxCop
  • MS Excel
  • MS Word
  • MS Project
  • PDF Tool
Enquire Now