Billing

Inbound financial statements from providers loaded into the system

An example application quickly developed to manage financial services commission payments and debt collection for a number of large financial networks in administration post financial crash and the end of commissions based services. The system supports the processing of 100,000s of transactions (guiding, rating, splitting etc.) and creation of 1000s of invoices (statements) with admin functions to enable maintenance. This data can then be used for a debt collection process with all the inherent tasks to chase, produce formal letters, court documentation and production of audit reports. The core of the system lies in a Microsoft SQL Server database with extensive use of Stored Procedures, SQL Server Integration Services (SSIS) and SQL Server Report Services (SSRS). The WEB based user interface has been built in Ruby Rails with a layer of WEB servers communicating via application servers to the database. The user interface performance is fast, even over a poor internet connection, searches across > 50,000 agency numbers taking less than a second.

Broker Database User Interface

To support the commissions process a WEB interface to a database containing details of financial networks, broker companies, individual brokers (10,000+), agency numbers, address etc. has been developed. The database can be readily queried many fields including name, network, agency number etc.

Broker Company Record

The individual records for a Broker Company bring together brokers, address, relationships with other companies, payment plan (if in debt), payments, notes, workflow tasks, agency codes etc.

Workflow Tasks

The Workflow process drives a flow of tasks to ensure steps are not missing and next steps are automatically triggered on completion of the current task. With 1000’s of companies to manage, the workflow ensures the correct processing of tasks in order that debts are chased correctly and orderly handover to Solicitors for debt collection occurs.

The production of Statements, Letters and Reports for the system is developed in Microsoft Reports which can be accessed by used via page links on a WEB browser.