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Online Will Generation

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.

    • Web Apps

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.

User Overview 

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
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