Online Financial Management System

Client

The client is a finance institute dealing with banking, gold loan and lending. They are in this business for the past 25 years. The company is approved by a Government body. The loan and lending formalities are straight forward and genuine.

Challenges

The client required an online application to manage their day to day key financial tasks /activities. They had different branches, and they wanted to maintain the data's in a centralized location for analysis and decision making. The client required each branch users to login to the system from particular IP address only and it need to be a highly secured one. The transaction should be very clear and no variance should come as it is all financial related. The client also wanted a comprehensive reporting module for all their transactions.

What We Did

Yukon developed an online web application using the latest in technologies which allowed the client to increase their level of control and helped him to meet all the required financial management features online. The financial management solution covers the following features, the user can log all their day to day transactions, calculate the interest and other tax details from backend, secured login and authentication, generate customized reports on need basis, open a new account, transfer the loan account, terminate an account and extend an account, Auction the items which are not closed properly and overdue. Overall, it is user-friendly, quick and powerful in both its functionality and reporting, helps client to automate their internal processes and make their business move forward by reducing timings.

Technologies Used.

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Results

• The client can manage various branches and their users account
• The branch users can manage only the particular branch detail and cannot log into other branch account
• The client can manage all loan details online which enable centralized storage of the all details
• The client can generate reports with very detailed transaction data
• The client can also manage auction of the items and loan activities