Form Creation & User Management System
Budget: €5,000 – €10,000 EUR
Developing a system to create forms, track user applications, and facilitate communication between admins and users via email requires a structured approach. Below is a detailed outline of the system's architecture, features, and implementation steps:
Based on the additional requirements provided, here’s an updated and more comprehensive feature breakdown for the system, incorporating all the specified functionality while ensuring scalability, usability, and robust security. This enhanced system design will cover all aspects needed for a successful go-live.
Key Features for Go-Live
1. User Profile Management
Required Fields: Include details like full name, contact information, ID numbers, email address, etc.
Multi-Factor Authentication (MFA):
Two-step login with email and OTP/Authenticator app.
Admins create user profiles with pre-set credentials.
Users are required to change their password upon first login.
System administrators retain access for updates or maintenance.
Profile Settings:
Option for users to update their profile details securely.
Role-based access control to restrict sensitive fields.
2. Document Uploads
Support uploading files in the following formats:
PDF, JPG, PNG, DOCX, DOC, XLSX.
File size validation and secure storage.
Real-time file type validation and preview before upload.
Metadata storage for uploaded files (e.g., upload date, file type).
3. User Dashboard
A personalized dashboard displaying:
Notifications Section: Updates, reminders, or admin messages.
Application/Claim Status: Real-time tracking of submitted forms or claims, e.g., Pending, Approved, Rejected.
Message Inbox: History of communication with admins.
4. Automated Messaging
Notifications:
Automated reminders for claim deadlines or incomplete submissions.
Notifications displayed on the dashboard and sent via email.
Custom Message Scheduling:
Admins can schedule messages for future delivery.
5. Soft Limit for Claims
Claim Submission with Exceptions:
Configurable soft limit (e.g., submission deadlines).
Users can submit claims past the limit, but they will require admin approval.
Admin Notifications:
Alerts for pending claims requiring approval.
6. Integration with Data Analytics
Real-Time Descriptive Analytics:
Link to Power BI or equivalent tools.
Dashboard for system admins to view analytics like:
Number of submissions.
Trends over time (e.g., monthly claims).
User activity metrics.
Data Extraction:
Export data to Excel for custom statistical analysis.
Configurable filters for selecting data to export.
URL to requirements: https://docs.google.com/document/d/1k_0nxQLN09upCoXEmz1FbgceZM4nxpnxanYbbpKfRfc/edit?tab=t.0
Based on the additional requirements provided, here’s an updated and more comprehensive feature breakdown for the system, incorporating all the specified functionality while ensuring scalability, usability, and robust security. This enhanced system design will cover all aspects needed for a successful go-live.
Key Features for Go-Live
1. User Profile Management
Required Fields: Include details like full name, contact information, ID numbers, email address, etc.
Multi-Factor Authentication (MFA):
Two-step login with email and OTP/Authenticator app.
Admins create user profiles with pre-set credentials.
Users are required to change their password upon first login.
System administrators retain access for updates or maintenance.
Profile Settings:
Option for users to update their profile details securely.
Role-based access control to restrict sensitive fields.
2. Document Uploads
Support uploading files in the following formats:
PDF, JPG, PNG, DOCX, DOC, XLSX.
File size validation and secure storage.
Real-time file type validation and preview before upload.
Metadata storage for uploaded files (e.g., upload date, file type).
3. User Dashboard
A personalized dashboard displaying:
Notifications Section: Updates, reminders, or admin messages.
Application/Claim Status: Real-time tracking of submitted forms or claims, e.g., Pending, Approved, Rejected.
Message Inbox: History of communication with admins.
4. Automated Messaging
Notifications:
Automated reminders for claim deadlines or incomplete submissions.
Notifications displayed on the dashboard and sent via email.
Custom Message Scheduling:
Admins can schedule messages for future delivery.
5. Soft Limit for Claims
Claim Submission with Exceptions:
Configurable soft limit (e.g., submission deadlines).
Users can submit claims past the limit, but they will require admin approval.
Admin Notifications:
Alerts for pending claims requiring approval.
6. Integration with Data Analytics
Real-Time Descriptive Analytics:
Link to Power BI or equivalent tools.
Dashboard for system admins to view analytics like:
Number of submissions.
Trends over time (e.g., monthly claims).
User activity metrics.
Data Extraction:
Export data to Excel for custom statistical analysis.
Configurable filters for selecting data to export.
URL to requirements: https://docs.google.com/document/d/1k_0nxQLN09upCoXEmz1FbgceZM4nxpnxanYbbpKfRfc/edit?tab=t.0