Insurance Contract Management System
In the insurance industry, managing agents and contracts across multiple levels of approval can be complex. The company needed a system that could handle a multi-tier agent hierarchy, ensure secure contract approvals, and provide user permissions based on geographic regions.
The goal was to create a system that would streamline these processes while ensuring data security and proper access control at every level.
- Services: Custom Software Development
- Client:
- Location: Hanoi
- Completed Date: 20-12-2024
Project Requirement
The client, an insurance company, needed a system to manage its network of multi-level agents and the complex approval process for insurance contracts. Therefore, the requirements of the project are as follows:
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Multi-Level Agent Structure
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Role-Based Access Control
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Multi-Round Approval Workflow
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Regional and National Management
Solution & Result
We built the system using microservices architecture with OAuth 2.0 for secure role-based access, ensuring agents could only manage contracts within their authority. The Node.js approval workflow enabled seamless multi-step progression, while PostgreSQL efficiently handled contract data across regions. The React-based interface provided a smooth user experience.
This gave our client full control over its multi-level agent network and approval process. The system ensured secure contract management, streamlined approvals, and region-based access, improving oversight and speeding up contract completion with enhanced data security.
