We began our collaboration integrating into the client’s team. In just two weeks, Euristiq engineers started delivering excellent results and were simultaneously engaged in two other projects for this client. The development of an automated document generation solution stood out as a primary focus and priority for the client.
Introducing digitalization for an investment company
The client leads multiple projects in finance, property, healthcare, renewable energy, and charity domains. Managing paperwork manually proved to be excessively time-consuming and costly.
Euristiq modernized legacy software, moving document generation and storage to the cloud. Our team handled both frontend and backend development. Together with the client, we co-created an automated, cloud based document management software that forms the request/response letters, eliminating the need for laborious manual document creation and speeding up information sharing across multiple departments.
Storing documents in the cloud not only streamlines operations but also prevents fraud, and results in significant cost savings for our client in terms of document management expenses.
A high-concurrent scalable solution with a fully designed server architecture
The cloud DMS can boast a fully designed server architecture developed by Euristiq engineers.
The generated documents are stored in the cloud and are accessible to users at any time for sending, printing, or review. The printing company can easily extract these generated files from the specific folder in the cloud storage – they have access only to the documents they are authorized to view.
Following best practices, we have implemented reliable, highly scalable, and maintainable architecture to our client based on widely used event sourcing/event streaming patterns and platforms.
Automatic generation of the company’s documents
Financial companies must be agile in responding to market shifts, and automated document generation proves to be a valuable asset in such scenarios.
The document management system uses internal company services for collecting data from different sources to form differently structured letters, documents, and even brochures. Given the sensitive nature of the data the system manages, which includes private financial information, the software incorporates enhanced security measures.