Financial System Self Service Account Management


Customizing Access for Customers

Customer service can be the edge. So a financial and insurance institution turned to SD3 to extend the capabilities of a packaged system to let them offer better access to their customers than competitors using the same product.

What the client wanted:

This company was already using a packaged annuity administration system based on Oracle database technology, but wanted to offer a better customer experience which would:

  • Give customers automated 24/7 access to manage their accounts
  • Make transactions via the Internet and IVR (Integrated Voice Response)
  • Reduce costs associated with account management

What SD3 did:

Using a formal project management discipline, object-oriented analysis and design techniques, Rational Rose software and Java, SD3 designed, developed and implemented Web and IVR access to the Oracle-based annuity administration system.

SD3’s steps included:

  • Developing a project charter and plan, gathering high-level requirements and developing detailed use-cases
  • Establishing the system architectural vision including an N-Tier software architecture, hardware architecture, network architecture, data access and communication protocols
  • Determining supporting technologies including Java Web server, Java Server Pages and Servlets, Oracle, XML, and Rational Rose
  • Using object-oriented design techniques and UML notation to model the class and sequence diagrams in Rational Rose
  • Generating Java code from the modeling tool and developing class method implementations in Java and JSP

The outcome:

The project was completed on plan and within budget. The architecture was easily extensible reducing the costs for maintenance and enhancements. The system achieved all the objectives and the client is already realizing a return on their investment.

  • Improved Customer Service
  • Reduced Cost

<< Back

Contact Us

Case Studies

Customized Mobile Application Development

img3_small Bringing together multiple relevant software platforms, SD3 created an app that streamlines workflow assessment in real-time. Team members in the field can communicate smoothly with home office, each one in sync with work orders, updates and more. Read More...

HipaaCat & My Doctor Note Android and iOS Apps

case_studies_img3 A hospital system that relies on communication of critical and highly private patient information needed a safe way to do so electronically. The forward-thinkers at SD3 developed an app enabling chiefs, residents and nurses to securely send and receive images and/or messages. This required creation of a custom camera application to keep images off the “camera roll” for security and yet still gave full control of image details. Read More...

Data Warehouse Telecommunications

img10_small When the regional arm of a large cellular provided needed a massive tech fix, SD3 provided the solution, in the form of a system to monitor performance of cellular towers to troubleshoot every factor imaginable. This data retrieval and storage system not only earned a Corporate Award for Excellence, but ended up being implemented nationwide. Read More...

Website Development Marketing

img13_small SD3 built a customized marketing site that leveraged the client’s need for a heavy web presence. The environmental services company came away with a site that not only pumped the brand, but enabled the company to access regulatory adherence documentation, product lines, customer education and other critical information. Read More...

Healthcare Network Security

img14_small Multiple Network Security and HIPAA Compliance A healthcare company needed to insure that its computers, databases and networks were safe from ... Read More...