US

Customer 360
System for Bank

CASES

A complex integrated software solution for displaying all the information about each client of the bank in the front bank system. All the information about the clients and the products they use is processed and displayed in real-time.
  • Time decor icon

    Time

    Ongoing

  • Team decor icon

    Team

    5 members

  • Platform decor icon

    Platform

    Oracle DB / Web

  • Industry decor icon

    Industry

    Banking

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project idea bg item project idea bg item project idea bg item project idea bg item

Project idea Project idea

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Challenge

There was a strong need to develop and implement the data marts that will keep historical and real-time information about the client in the data warehouse, develop and implement an interface for aggregating the client’s data about transactions and operations.

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Project goal

To develop a software solution that will provide the aggregation of historical and online data about the clients, and transfer this information into the front system of the bank.

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Solution

We have built 5 systems that are integrated together for structuring the information during the operational workflow of the bank. All the systems work 24/7 and the online systems are located in different time zones.

Our Project Approach Our Project Approach

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  • 01

    Business Analysis and Specification
  • 02

    Legal Agreement and Agile Development
  • 03

    MVP
  • Our business analysts provided an in-depth research of the business needs and planned what functionalities the product required. After that, we were able to make an estimation for the final product.
    Our first task when we start creating apps is to understand the customer's requirements. For this, we run complex analyses to define the needed and not as required goals. Surely, we base our thoughts on the client's ideas.

  • Both sides have signed an SRS documentation for each iteration. This document was a basis for a legal agreement.
    The process of software development is built with an agile approach. Our SDLC is always agile and is divided into the milestones that last 4 weeks. So, the customer was able to monitor each stage of the development.

  • The Minimum Viable Product stage requires having enough features to capture feedback that will drive the integration of new functionality through the “build-measure-learn” approach.
    So, after the specification and extracting the requirements, we defined all the steps the potential customer would take while using our product. After that, we developed a list of specific features for each stage to plan the product.

  • Business Analysis and Specification

    Our business analysts provided an in-depth research of the business needs and planned what functionalities the product required. After that, we were able to make an estimation for the final product.
    Our first task when we start creating apps is to understand the customer's requirements. For this, we run complex analyses to define the needed and not as required goals. Surely, we base our thoughts on the client's ideas.

  • Legal Agreement and Agile Development

    Both sides have signed an SRS documentation for each iteration. This document was a basis for a legal agreement.
    The process of software development is built with an agile approach. Our SDLC is always agile and is divided into the milestones that last 4 weeks. So, the customer was able to monitor each stage of the development.

  • MVP

    The Minimum Viable Product stage requires having enough features to capture feedback that will drive the integration of new functionality through the “build-measure-learn” approach.
    So, after the specification and extracting the requirements, we defined all the steps the potential customer would take while using our product. After that, we developed a list of specific features for each stage to plan the product.

results results

We have developed and implemented ETL processes for the transformation and preparation of data marts for the customer data. There’s a new interface for collecting historical and real-time data about the customers from different sources, its aggregation and further transfer to the front system of the bank. We’ve prepared technical documentation, the product was tested and successfully released.

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Key features Key features

  • Quick data access icon

    Quick data access

    Convenient and fast access to information about customers and their account by a wide range of bank employees from retail to back-office and risk managers.

  • Improved usability icon

    Improved usability

    Customers have a better experience with receiving real-time information about their interactions with the bank, accessing the information is much faster.

  • Customer segmentation icon

    Customer segmentation

    All the customers are divided into groups according to their operations, incomes, and spendings. There’s a history of operations for marketing analysis.

  • Single data mart icon

    Single data mart

    A single data mart is based on online-DWH and offline-DWH. We eliminated time delays for the data updates for global processing through Swift, VISA and MC.

key features demo image

  • Quick data access icon

    Quick data access

    Convenient and fast access to information about customers and their account by a wide range of bank employees from retail to back-office and risk managers.

  • Improved usability icon

    Improved usability

    Customers have a better experience with receiving real-time information about their interactions with the bank, accessing the information is much faster.

  • Customer segmentation icon

    Customer segmentation

    All the customers are divided into groups according to their operations, incomes, and spendings. There’s a history of operations for marketing analysis.

  • Single data mart icon

    Single data mart

    A single data mart is based on online-DWH and offline-DWH. We eliminated time delays for the data updates for global processing through Swift, VISA and MC.

Technologies Technologies

The product was built with the latest technology stack selected by our senior developers and tech leads.

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Languages and Frameworks

  • Oracle DB 12

  • Oracle Apex 18

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Development Environment

  • Oracle sqldeveloper

  • Git

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Project Management and Requirements

  • Atlassian Jira (Requirements, Sprint planning, Defects)

  • Scrum

  • MS Project

  • CorkBoard

Let’s get in touch

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