Case Study

Finance Management System through Contract Workflow Automation for Fintech Industry

progress-overview

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

  • business-text-img

    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-text-img

Business Solution

business-solution-img

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.

business-solution-img

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.

Explore our offerings kyc-img

Conclusion

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.

Applied Technologies

Amazon AWS Java

Transform Your Business With Digital Enterprise Solutions

Contact us

Our Offices

INDIA AHMEDABAD, INDIA

401, One World West, Nr. Ambli T-Junction 200, S P Ring Road, Bopal, Ahmedabad, Gujarat 380058

UK
UK

Kemp House 160 City Road, London, United Kingdom EC1V 2NX

GERMANY GERMANY

Nürnberger Str. 46 90579 Langenzenn Deutschland

AUSTRALIA AUSTRALIA

Level 36 Riparian Plaza, 71 Eagle Street, Brisbane, QLD 4000

USA USA

4411 Suwanee Dam road, Bld. 300 Ste. 350 Suwanee GA, 30024

SOUTH AFRICA SOUTH AFRICA

Cube Work Space, 24 Hans Strijdom Avenue, Cape Town

UAE DUBAI, UAE

101-Yes Business Tower, AI Barsha 1 - Dubai United Arab Emirates