Case Studies

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.