Case Study

Finance Management System through Contract Workflow Automation for Fintech Industry


Company Overview

We are leading global finance management service

Our client is a leading global finance management service provider established in India in the year 2008. They specialize in investing across various alternative asset classes such as private equity, real estate, credit, hedge funds, infrastructure, life sciences, insurance, and growth equity.

Their main goal is to design highly diversified portfolios that deliver consistent long-term results and management continuity in various market conditions. They are considered one of the largest investment management organizations in the world, providing services to help people take control of their financial futures.

Business Challenges

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    Contract lifecycle management

    • Tackle Security issues, and SQL injection prevention, to meet the requirements of Veracode system security scans.
    • Contract lifecycle management - needs to manage contracts with workflow configurations that track each stage of the contract lifecycle process. bottlenecks.
    • User management and access control.
    • Needs to follow Agile methodology for software development life cycle (SDLC), which requires implementing a collaborative and iterative approach to software development.
    • Project migration task - needs to migrate its project to a new system, which requires careful planning and execution to ensure a smooth transition.
    • The complex business logic is implemented by the user’s profile status.


Business Solution


Improved Security

  • Improved Security - implemented security measures such as CSRF, SSRF, HSTS, Ajax Security, and SQL injection prevention to address the Veracode system security scans.
  • Efficient Contract Management - managed contracts with workflow configurations to track each stage of the contract lifecycle process. They also developed intelligent contract workflow automation, which decreased contract lifecycle bottlenecks by engaging the correct resources at the right time.
  • Enhanced User Management - defined user business rules using Drool Rule Engine and implemented Role-Based Access Control (RBAC) and Attribute-Based Access Control (ABAC) to manage user management and access control.
  • Agile Methodology for SDLC - followed Agile methodology for the software development life cycle (SDLC), which involved implementing a collaborative and iterative approach to software development.
  • Successful Project Migration - executed a successful project migration task by planning and executing a smooth transition to a new system.


Key Outcomes

  • Role-Based Access - allows administrators to grant or deny access to system resources based on the roles of individual users.
  • Multiple domains and subdomains integration - easier to manage the client's investment portfolios across different asset classes.
  • Integrated Analytics for data analysis and generation of graphically detailed reports.
  • Included Launch Darkley Rules to enable non-IT personnel to handle flags directly, making it easier to manage the system.

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Our client, a global finance management leader, successfully addressed complex challenges in contract lifecycle management and security through innovative solutions. The implementation of advanced security measures, efficient contract workflow automation, and strategic user management not only streamlined operations but also adhered to industry-leading standards. The outcomes, including role-based access, seamless project migration, and integrated analytics, underscore the client's commitment to delivering excellence in financial services and ensuring a secure, agile, and data-driven future.

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