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Extension of the functionality of a sales application of an insurance company

Project duration: 1 year, 6 months

Brief description

A user group of an insurance-specific rating application is to be supported by a sales support unit in quotation creation and rating. The further development supports the workflow for assigning and transferring transactions.

Supplement

The functionality of a Citrix XenApp application (C# .Net) for pricing offers is extended. The application runs on Windows Terminal Servers and is deployed via Citrix. The representatives, who are to be supported with the offer production, have each for itself an own view on customer and transaction data, which is controlled database-sided over Views. Here the data is marked as released for processing. Thus, adjustments in the data access and in the central database (PostGres) are necessary. In the GUI of the application, an additional tab is implemented for these users in which the processes released for processing are visible. The implementation in the application is client-specific and follows object-oriented programming principles. The existing MVC design is further pursued.

Subject description

The representative has the option of releasing individual transactions to Sales Support for processing. Sales Support, on the other hand, can create new quotations and transfer them to a specific representative. Merchant should be able to load all representatives in order to assign an activity to a representative. There is a specific workflow that the functional extension takes into account.

Overview

Project period01.07.2015 - 31.12.2016

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