Case
Studies

Financial System Self Service Account Management

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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




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