Development of AAA Capital Management's Personal Profile

from 2018

Development of several personal accounts that allow private investors to manage and earn on investments. A feature that allows you to manage your investments. - The management company can carry out simplified identification of individuals through the government identification system and Interagency Electronic Interaction System. - With the help of the platform, you can open a brokerage account remotely, which simplifies the client's entry into the world of finance. - Sign contracts of trust. - Work with a mutual fund and serve the client in their personal profile. - A separate account with its own business processes to enable agency sales. The main focus now is to get clients of this service to buy mutual funds and open an Individual Investment Account (IIA).

Client

Task

The customer needed an online tool that allows the user to quickly complete identification and purchase financial products. The cloud-based solution "unified system of identification and authentication - Finance" was taken as the basis.

After testing and studying the product together with the customer, a backlog of tasks for its modernization was formed, which were aimed exclusively at refining the internal processes of the AAA Capital Management company.

Realization

In 2018, a separate team was created and a work plan was developed to adapt the cloud solution "The government identification system. Finance" for the customer's business processes.

Initially, registration and application processes for the purchase of shares were finalized, as well as customer identification processes and the agent's personal account.

As part of the system maintenance, a secure State Standard (GOST) channel was organized using the sTunnel CryptoPro solution.

And also, the logic of personal data checks has been redesigned, with more than 10,000 users checking daily, anticipating the growth of requests and saving on server costs in the long run.

Customer servers are monitored around the clock by our tools, which monitor everyday more than 12,000 requests per day.

At the moment, the process of finalizing and maintaining the project continues.