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Finance

Rules assessment system

A platform that supports the configuration of business rules, associated with gated-actions, to manage the collection of missing data from clients based upon their fulfillment of data-conditions.

Reacting system Client portal a fintech business

The system

What it does

A platform that provides the ability to configure rules - with conditions and data-requirements; assessments that can trigger upon a client logging into a portal; gated-actions that restrict a client's access to a platform's features based on their fulfillment of rules. The Rules Management system is AI-integrated, allowing administration to specify requirements as natural language, which is auto converted into deterministic rules.

What we built

Inside the system

A management portal to manage rules, based on conditions and data-requirements.

An assessment system that is triggered by client logins, to assess their fulfilment of rules.

An assessment system that is triggered by access to gated-actions, to determine if a client satisfies rules of an action, in order to proceed.

Sophisticated caching systems for high-traffic volumes.

Portal provides extensive reporting, dashboards, user and role management, preferences, and much more.

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