Technical Changelog

Broker Portal Version 1.0.0

Release Date: [09/09/2024]

Pleased to announce the release of Broker Portal Version 1.0.0, which introduces several key features and technical enhancements to streamline the proposal and quotation workflows. This version includes both front-end and back-end improvements aimed at improving the overall user experience, system performance and flexibility for brokers and administrators.

Key Technical Changes and Features:

1. New UI/UX for Proposals and Quotations Management:

   • Designed and implemented a user-friendly Proposals and Quotations Menu to enable brokers to:

     • Create New Quotations with pre-configured business rules, dynamic asset categories and editable financial parameters.

     • Create New Proposals with structured input forms covering proposal details, customer details, asset management and finance details.

     • Workqueue implementation with filters and real-time tracking of proposals and quotations, using a paginated table layout with search and filtering options.

2. Dynamic Forms and Data Handling:

   • Created dynamic forms for:

     • Create New Quotation: Populating form fields based on pre-configured asset categories (e.g., hard/soft assets, asset types).

     • Proposal Details: Segmented forms for client details, director details and address validation (including country-based dynamic inputs).

     • Credit Documents tab with a document upload and management system that allows uploading, downloading and organizing files for each proposal.

3. Back-End Services:

   • Quotation and Proposal APIs:

     • Developed robust APIs to handle CRUD operations for quotations and proposals, including real-time calculations for financial data and validation based on user input.

     • Integrated business logic for asset-based and finance-type dependent validations.

   • Document Management System:

     • Implemented a file upload service that supports multiple file formats, status tracking and integration with third-party storage systems.

     • Added functionality for bulk uploads and downloads.

   • Notification System:

     • Developed asynchronous notifications for key actions, such as sending quotations to customers, submitting proposals for approval and saving drafts.

4. Workqueue Implementation:

   • Implemented a Workqueue Management System with:

     • Track Proposals, Dealer Proposals, Draft Proposals and Quotations tabs.

     • Each tab displays data in a paginated, searchable table, with filtering options per column (e.g., proposal state, customer name, lender name).

     • Real-time updates and status tracking for all ongoing proposals and quotations.

     • Ellipsis menus added to each row for further actions, such as viewing/editing, downloading, cloning, or deleting proposals and quotations.

5. Ellipsis Menus for Enhanced Functionality:

   • Implemented contextual actions (e.g., View, Edit, Delete) via ellipsis menus across various modules for efficient user interaction.

   • Actions are dynamically rendered based on user permissions and the state of the proposal or quotation.

6. Backend Data Validation and Business Rules:

   • Integrated default business rules for financial calculations (e.g., APR, gross yield, flat rate) during the quotation generation process.

   • Finance Details tab auto-populates based on asset data but allows for manual edits, with validation checks to ensure accurate calculations before final submission.

   • Implemented system warnings to alert users when editing financial information or modifying critical fields.

7. System Performance Optimizations:

   • Optimized database queries to improve performance, especially for Workqueue operations involving large datasets (e.g., multiple proposals and quotations).

   • Added caching mechanisms for frequently accessed configurations and reference data, such as asset types, finance types and VAT treatments.

   • Enhanced UI responsiveness with lazy loading for tables and real-time validation for form fields.

8. Security Enhancements:

   • Implemented role-based access controls (RBAC) to restrict access to specific features, ensuring data security and user privacy.

   • Enhanced audit logging for all critical actions, such as proposal creation, document uploads and status changes.

Broker Portal Version 1.0.0 provides a robust and secure platform for brokers to manage proposals and quotations effectively, with scalable architecture designed to support future enhancements and integrations. This version marks a solid foundation for the digital transformation of the lending process, focusing on both user experience and backend performance.