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Document Management System Development
3
15
separate systems for calculating the insurance quote
44
10k
months
in development and support
in development and support
lines of legacy code were moved to modern technology
40
$600b
total amount
of insured deals
of insured deals
databases
integrated services
Client
A US-based insurance company that provides services to lenders, real estate brokers, and loan officers for the issuance of title policies, closing and escrow, and search of public records. Before merging with another company, our client was one of the largest players in the mortgage insurance market.
A US-based insurance company that provides services to lenders, real estate brokers, and loan officers for the issuance of title policies, closing and escrow, and search of public records. Before merging with another company, our client was one of the largest players in the mortgage insurance market.
Main Goal
Our client had 3 separate systems for calculating the insurance quote. Each of these systems had its calculations, that created difficulties with processing, losing, and tracking orders, as well as maintaining uptime of these systems and workflows, and updating the insurance rate tables.
Some of these systems lacked the flexibility to make changes and updates, therefore, preventing the updating and modifying with new business requirements and security enhancements.
Our client had 3 separate systems for calculating the insurance quote. Each of these systems had its calculations, that created difficulties with processing, losing, and tracking orders, as well as maintaining uptime of these systems and workflows, and updating the insurance rate tables.
Some of these systems lacked the flexibility to make changes and updates, therefore, preventing the updating and modifying with new business requirements and security enhancements.
Objectives
Developed a new rates/quote management system for internal and external clients.
Developed APIs/integrations so that various software programs and systems (both internal and external).
Integrated the system with accounting, websites, and third-party management software.
Provided flexible functionality.
Key Results
or How We Helped
-
Started with a quote calculator, ended up developing large document management system with more than 15 integrated services, including both 3rd party and our own. -
The API on the client's server allowed partners to integrate their systems and start receiving data with calculations from our client in a semi-automatic mode. This significantly accelerated the process and made it possible to relieve the client's sales managers from parsing by partners. -
The development served for business automation, which significantly reduced the processing time for incoming customers. It increased CSI (customer satisfaction index) -
We had designed a system with an increased margin for the number of processed quotes.
The number of calculated quotes per week has increased tenfold.
The number of paid orders has also increased significantly.
90% of all of the requests came from partners through integrations.
We automated the process of creating documents
We also reduced the time spent by the managers who worked with the Resware.
Testimony
“
Georgiy runs a fantastic company. I have used them in my last 2 roles, my own company and now my new role. His team are technically excellent with a great mix of programmers, architects, PMs, BAs and QA. I would highly recommend using Georgiy's team if you want a cost effective development solution.
If you want something similar or have
an amazing idea
Just drop us a line
and we will be happy to work with you!
and we will be happy to work with you!
And Here's How We Did It
Timeline
2015
March
November
2018
Team Lead
QA
Back-end Developers
Front-end Developer
1
1
2
1
Team
Project Assessment
Before starting to work on the project, we performed an audit of the client's existing software system. We did a complete analysis of the business logic, figured out existing problems and processes within each area. And we put this information into a knowledge database.
Before starting to work on the project, we performed an audit of the client's existing software system. We did a complete analysis of the business logic, figured out existing problems and processes within each area. And we put this information into a knowledge database.
Pain Points
The size of the mortgage insurance quote was different for each state. The payment differed depending on the type of real estate transaction. And the package of required documents and the number of fees varied from state to state. It was also necessary to take into account the diverse discount systems.
The size of the mortgage insurance quote was different for each state. The payment differed depending on the type of real estate transaction. And the package of required documents and the number of fees varied from state to state. It was also necessary to take into account the diverse discount systems.
Start of It All
We chose an application developed in Visual Basic in the client's company as our calculation basis. We were faced with a lack of documentation on how insurance quotes should be calculated. We had to do reverse engineering and figure out the business logic behind it to carry it over to the new calculator.
We were provided with 40 databases (one for each state) with duplicate information. We merged all of them into a single database to make it more manageable and easy to maintain.
We started with changing the code from the application into the web API. Later, this approach will allow us to connect multiple clients for this calculator.
We chose an application developed in Visual Basic in the client's company as our calculation basis. We were faced with a lack of documentation on how insurance quotes should be calculated. We had to do reverse engineering and figure out the business logic behind it to carry it over to the new calculator.
We were provided with 40 databases (one for each state) with duplicate information. We merged all of them into a single database to make it more manageable and easy to maintain.
We started with changing the code from the application into the web API. Later, this approach will allow us to connect multiple clients for this calculator.
Client's Web App
We started by rewriting the old document management system and making it available on the web. For this, we developed an API, migrated databases, and changed the logic of the process.
We have integrated the new quote calculator with the old desktop app so that managers will be able to transfer all the entered data with one push of the special button.
We started by rewriting the old document management system and making it available on the web. For this, we developed an API, migrated databases, and changed the logic of the process.
We have integrated the new quote calculator with the old desktop app so that managers will be able to transfer all the entered data with one push of the special button.
Client's Website
We have reimagined the document management system so that it allowed the website to calculate quotes for unauthorized users and separate them from others.
We developed a separate tool called BackOffice. There, company sales managers could see the quotes created on the website. We have connected tracking of these quotes to the system to get the idea of where the client came from and which manager was working with them.
We provided the ability to place an order based on a quote. We also added reCAPTCHA to prevent unauthorized price scrapping and fake quotes flood.
In addition, we managed to make special accounts with API for the client's partners who used the system to scrap quote info.
We have reimagined the document management system so that it allowed the website to calculate quotes for unauthorized users and separate them from others.
We developed a separate tool called BackOffice. There, company sales managers could see the quotes created on the website. We have connected tracking of these quotes to the system to get the idea of where the client came from and which manager was working with them.
We provided the ability to place an order based on a quote. We also added reCAPTCHA to prevent unauthorized price scrapping and fake quotes flood.
In addition, we managed to make special accounts with API for the client's partners who used the system to scrap quote info.
Encompass Plugin
The previous team had been developing a plugin for the encompass application, we continued their work. The plugin allowed users to create an order and a calculate quote in our client's system through this application. The plugin took many required values from Encompass data so user does not have to enter them again.
The plugin was integrated with the old system that had a lot of already existing quotes. To omit any problems that users might experience we implemented a fallback mechanism. It provided access to old quotes from the old system. All of the new quotes were available in our new quote calculator.
The previous team had been developing a plugin for the encompass application, we continued their work. The plugin allowed users to create an order and a calculate quote in our client's system through this application. The plugin took many required values from Encompass data so user does not have to enter them again.
The plugin was integrated with the old system that had a lot of already existing quotes. To omit any problems that users might experience we implemented a fallback mechanism. It provided access to old quotes from the old system. All of the new quotes were available in our new quote calculator.
File Generation
The client requested the ability to transform quotas and related documents in PDF and Docs formats. They gave us a template to make a requested set of documents necessary for each state. Users can download and submit them to other organizations.
The client requested the ability to transform quotas and related documents in PDF and Docs formats. They gave us a template to make a requested set of documents necessary for each state. Users can download and submit them to other organizations.
Calyx Integration
The client received requests to calculate the quotes, which had to be parsed, processed, and sent back in the format specified by Calyx. To do this, we wrote a bridge that communicated with our API and gave calculations to Calyx in the format they requested.
The client received requests to calculate the quotes, which had to be parsed, processed, and sent back in the format specified by Calyx. To do this, we wrote a bridge that communicated with our API and gave calculations to Calyx in the format they requested.
Resware
Our client had a custom ordering system designed by the previous development team. They decided to switch to a third-party application named Resware. So we had to tightly integrate our system with this app in accordance with the client's requirements. To do this, we had to dig deeper and use undocumented features to improve the user experience. We studied alternative ways of obtaining and/or changing the data needed for integration that the Resware did not provide by default.
Our client had a custom ordering system designed by the previous development team. They decided to switch to a third-party application named Resware. So we had to tightly integrate our system with this app in accordance with the client's requirements. To do this, we had to dig deeper and use undocumented features to improve the user experience. We studied alternative ways of obtaining and/or changing the data needed for integration that the Resware did not provide by default.
Tech Stack
Platform
Database
Client