Audience Builder - Google BigQuery
Client
Our client is a start-up company venturing into Secondary trading market over key financial markets in USA, UK, Guernsey, Cayman Islands, etc.,
Objective
The client wanted to develop a platform where various parties of the secondary trading get involved and take care of the trading workflow process digitally.
Challenges
Congruent designed and developed the application in two phases. Over Phase I, on-boarding of all master data such as Entities, Funds and Users were done. We used Two-factor authentication for users to login securely. The second phase took care of the complete trading workflow.
At every stage of the trading workflow, intimation to relevant users is delivered through Emails, Notifications and Actions. While the Notification is shared as an information, the Actions would take the user to appropriate page to complete specific action and take
the workflow forward. Actionable workflow stages involve various activities such as verifying Fund Metrics, Documents, approving a workflow stage and approval of
settlement activities. Emails would help in delivering the message right from on-boarding and every workflow stage while the user is not logged into the application.
Azure Web job is run at scheduled intervals to check certain business conditions and
automatically take care of certain business decisions. E.g. Once approved, a sale is made
Live after 24 hours of approval. Azure Queue is used to prioritize emails. Blob storage is
used for storing key documents and images. Redis is used as Caching server and SendGrid for Email services. CI/CD pipeline is created in AWS for continuous development and integration. SignalR library ensured to deliver asynchronous actions/notifications are delivered without any time delay.
Solution
Congruent designed and developed the application in two phases. Over Phase I, on-boarding of all master data such as Entities, Funds and Users were done. We used Two-factor authentication for users to login securely. The second phase took care of the complete trading workflow.
At every stage of the trading workflow, intimation to relevant users is delivered through Emails, Notifications and Actions. While the Notification is shared as an information, the Actions would take the user to appropriate page to complete specific action and take
the workflow forward. Actionable workflow stages involve various activities such as verifying Fund Metrics, Documents, approving a workflow stage and approval of
settlement activities. Emails would help in delivering the message right from on-boarding and every workflow stage while the user is not logged into the application.
For more case studies please visit https://congruentglobal.com/resources/Proprietary and Confidential ©2021 Congruent Global, Inc.
Azure Web job is run at scheduled intervals to check certain business conditions and automatically take care of certain business decisions. E.g. Once approved, a sale is made
Live after 24 hours of approval. Azure Queue is used to prioritize emails. Blob storage isused for storing key documents and images. Redis is used as Caching server and Send Grid for Email services. CI/CD pipeline is created in AWS for continuous
development and integration. SignalR library ensured to deliver asynchronous actions/notifications are delivered without any time delay.
Benefits
Productivity:
Seamless workflow steps with critical business validations ensured that, various
secondary trading types are taken care.
Intuitive guidance on each of workflow steps helps even novice users in
completing their respective workflow activities.
High volume data handled effortlessly and no performance glitch is felt
throughout.
Quality:
Stringent business validations in place ensured that every user was doing the
right thing all the time.
Information on completed and current status of every transaction is delivered to
key stakeholders in the form of dashboards. This helped in understanding of
current trading positions and in making appropriate business decisions.
Both the well-defined design and right technologies ensured that our system is
robust and scalable.
Information sharing is the key in this application. With Emails, Notifications and
Actions, quality communication is ensured.
Technology Used
ASP .Net Core, Angular 6.5.1, MSSQL 2017
Azure Platform – Web job (Scheduler), Azure Queue (Emails Priority), Blob
Storage (Documents,
Logo, Redis (Caching), Send Grid (Email Service), CI/CD Azure (Build&
Deployment),
Git (Repository)
