Website : Online Trusts Tool
Online Trust Form Selection and Signing Tool
In the financial services sector, specifically for financial advisers and LV= members, there was a pressing need for a streamlined, secure, and digital-first approach to managing trust forms for policies. The existing processes were cumbersome, time-consuming, and often required manual intervention, leading to inefficiencies and potential for errors.
Key Challenges Included
- Complexity in Form Selection: Users often faced difficulties in selecting the appropriate trust form that aligned with their specific policy needs.
- Manual and Inefficient Form Completion Process: The traditional method of form filling and signing was not only slow but also prone to errors.
- Lack of Integration and Automation: The process lacked a cohesive system for trustee collaboration and real-time status tracking.
Key Components of the Solution
With over several thousand permutations resulting from the products and options supported, a decision tree design was formulated and developed using .NET Core.
- Digital Form Filling and Signature Feature: The tool allows for digital completion and signature of forms, supporting a range of devices and input methods. This feature not only enhances user experience but also ensures data integrity and security.
- Automated Email System for Trustee Collaboration: Once a form is completed, it is automatically sent to trustees for digital signatures, streamlining the collaboration process.
- Azure DevOps Pipeline for End-to-End Management: From development to deployment, Azure DevOps pipeline ensures continuous integration and delivery, facilitating efficient tracking and management of the entire process.
In parallel an Azure DevOps pipeline was designed and developed to support the DevOps process of rapid development and release cycles into Microsoft Azure. Security penetration testing, gated check-ins, automated unit and integration tests for client side and server side features, deployment slots, user acceptance testing capabilities and multiple team level approvals were just a sample of the smarts employed which led to a day 1 production deployment without incident.
The deployment of this online tool marked a significant transformation in how financial advisers and LV= members manage trust forms.
Key Results Achieved
- Enhanced Efficiency and Accuracy: The digital and automated nature of the tool significantly reduced the time required to complete and process trust forms, while also minimizing errors.
- Improved User Experience: The intuitive interface and responsive design of the tool led to higher user satisfaction and engagement.
- Increased Compliance and Security: With robust security measures in place, the tool ensures that all sensitive information is handled securely, in compliance with industry standards.
- Scalability and Reliability: Leveraging Azure's cloud capabilities, the tool is designed to handle a high volume of users and forms, ensuring reliability and scalability.
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