Success Story: A Software Platform to Manage Financial Information

Rootstack developed an innovative financial management system with a particular focus on generating an engaging user experience.

Client

Challenge

 

Before working with Roostack, DuraQuant had an Excel spreadsheet with financial formulas and wanted to create a software platform through which final users could access financial insights after uploading their loan cash flow.

 

Rootstack took on the design of a portal where end-users could log in, import their financial records and then be able to make financial calculations with this information.

 

Our Solutions

 

We are always focused on generating a functional design to boost user experience. Our work consisted on the implementation of a backend in charge of saving all the information and managing the necessary calculations to provide the user with clear reports with advanced analytics through the portal.

 

DuraQuant

 

We also incorporated a user's authentication system through a security token and a library for managing files in Excel.

 

Roostack engineers also developed an ORM system using Sequelize that adds value since instead of altering the tables, we worked with exact data. We also did mapping between the Excel files and the data that the system needs to do the calculations.

 

 

DuraQUant Development Success Story

 

Main features:

 

  • User authentication.
  • Intelligent importer of Excel CSV files.
  • Factory design pattern to determine the strategy to use to extract the information from the file.
  • Integration with the client's system (the calculation module).
  • Reporting system.

 

 

Technologies

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