Challenge
Before working with Roostack, our cliente had an Excel spreadsheet with financial formulas and wanted to create a software platform through which final users could access financial insights after uploading their loan cash flow.
Rootstack took on the design of a portal where end-users could log in, import their financial records and then be able to make financial calculations with this information.
Our Solutions
We are always focused on generating a functional design to boost user experience. Our work consisted on the implementation of a backend in charge of saving all the information and managing the necessary calculations to provide the user with clear reports with advanced analytics through the portal.
We also incorporated a user authentication system through a security token and a library for managing files in Excel.
Roostack engineers also developed an ORM system using Sequelize that adds value since instead of altering the tables, we worked with exact data. We also did mapping between the Excel files and the data that the system needs to do the calculations.
Main features:
- User authentication.
- Intelligent importer of Excel CSV files.
- Factory design pattern to determine the strategy to use to extract the information from the file.
- Integration with the client's system (the calculation module).
- Reporting system.
