Challenge
With the constant growth of our client in Panama and new laws that came into force, it was necessary to make a change in the platform and execution of processes of some services. For this reason, they turn to Rootstack, to present their new ideas and needs, so Rootstack can apply them to a new system that responds to the client's requirements.
Solution
Considering the various factors of the market and the needs of the client, it was agreed to host the website app in the Microsoft Azure cloud, to guarantee security and constant operation.
This website app had to separate by module some client solutions in relation to Law 254, real rights, and final beneficiaries, among other modules that will be developed soon.
It had to be intuitive and friendly both with the internal users and with the users of corporate clients, both parties can access the platform, and have different permissions, restrictions, and functionalities depending on their profile and credentials.
Morgan clients can interact with the platform depending on the service and need they seek to solve with the firm, regarding Law 254, to comply with the regulations of the new standard, the platform requests documentation and information that is filled out directly by the client, where it selects and fills in fields that are displayed as it progresses through the possible flows depending on factors such as type of company, size, type of company, and other factors. This platform can appreciate and interact with different notifications, alerts, status, documents, the process in general, and clients.
Once the fields are filled in, the staff proceeds to analyze the registered information, verify if there are any missing information or errors, and then proceed with the statements until they are finalized and stored. Backup copies are constantly saved in the cloud, however, the data is also held within the same website app.
The ERP is connected to the website app to update the information of clients, files, users and maintain traceability of the company's internal staff involved in the processes within the app. Thus, providing confidence and security for customers and for the company. The security of the website app was endorsed and certified by a third-party cybersecurity company in the United Kingdom, which confirmed that it did not find possible major vulnerabilities in it.
Another functionality that was implemented was the automation and easy management of filling out and reviewing documents by clients and Morgan & Morgan, templates were created in the system for different types of contracts, where the information collected by the client is imported and this way is reflected in interactive fields and can be quickly reviewed by both parties, also avoiding possible human errors. In the dashboard, you can also see the status of the documents for each client, and it is integrated with notifications and alerts for transparency and visibility of the parties.
Something that stands out throughout the project is the different formats for each module and area of different types of contracts and services, uniformity was achieved throughout the process despite the different variants of the information entered in the interactive fields of templates. As well as in the organization of internal files for each client. On the other hand, four different jurisdictions were enabled for the Final Beneficiaries module in companies, this is why the information is responsive to what the client selects as he fills out the form.
For the information that must be analyzed and made public to the regulatory entities, APIs were integrated under a methodical REST standard so that it reaches the regulatory entities in a safe and timely manner.
Technologies
The previous platform was created and supported with PHP and Java. The technologies, tools, and languages used throughout this project were Microsoft Azure, Laravel, PHP, Bootstrap, CSS, HTML, Java Script, MYSQL, and Azure complementary services.
Three Rootstack Fullstack developers were involved in this project, with their capabilities they were able to solve the client's requirements and propose different solutions and perspectives to the proposed scenarios.
This is one of our projects for the legal industry. At Rootsack we have more than 10 years of experience designing and implementing solutions for companies from different industries, impacting different areas and operations. Here the key to success was the knowledge of our collaborators, who have been able to work with some of our more than 200 clients in more than 300 projects using various languages and technologies. Are you interested in a solution for your company? Contact Us.
