Case Inspection Management for Consulatants

Project Title

Case Inspection Management for Consulatants

Project Area of Specialization Shared EconomyProject Summary

Main objective and goal are to create a SaaS modelled application for immigration consultants and for managing and inspection of their case.
We are creating a platform were all consultants can use this software and they can guide their clients without having knowledge of immigration policy because we have fed all police step by and each process contain multiple scenarios where user have to either ask their client for relevant information or they can pass the information to system.
Since micromangement has also been very effective part of our system

Project Objectives

• Immigration companies/Consultants gets client directly or via the agent.

• Immigration Company then gives an initial consultation to the client, some people charge and some provide it free.

• Then a retainer agreement is being sent to the client with all the conditions and the payment milestones. Invoice is also sent with the agreement.  Some follow different standards too.

• Client sends the signed copy back with the money and then the procedure starts to prepare and file the application to the immigration department. Money might be collected by the immigration consultant at the decided intervals.

• After the decision comes back from the immigration dept, the client gets updated and the money is collected.

Project Implementation Method

• Master-detail CRUD operations , Autocompletes, Search , Dynamic Query Builder for Searching,

• Contacts  

• Cases

• Representational view of calendar for mapping tasks 

• Tasks

• Accounting

• Commission

• Document

• Forms

• Team Member

• Analytics

• Immigiration News Feeds

• History(audit trail)

• Ability to create/update/delete modules which are listed above also restricted by roles

• Search by all properties of each entity 

• Sorting by Columns in List view

• Pagination for all list view component (frontend)

• Reusability of component (frontend)

• Soft Delete must be used for all entities i.e if parent is deleted all respective child must be deleted as well (Soft Deleted)

• Provide audit trail(history)

• JWT Token based authentication

• Analytics graphs and charts

• Email Notifications

• 2 Factor Authentication

• Push Notifications

• SignalR for sending Notification to users

• User Specific Notifications

• User to User Notification

• Master-detail CRUD operations , Autocompletes, Search , Dynamic Query Builder for Searching,

• Contacts  

• Cases

• Representational view of calendar for mapping tasks 

• Tasks

• Accounting

• Commission

• Document

• Forms

• Team Member

• Analytics

• Immigiration News Feeds

• History(audit trail)

•  

• Ability to create/update/delete modules which are listed above also restricted by roles

• Search by all properties of each entity 

• Sorting by Columns in List view

• Pagination for all list view component (frontend)

• Reusability of component (frontend)

• Soft Delete must be used for all entities i.e if parent is deleted all respective child must be deleted as well (Soft Deleted)

• Provide audit trail(history)

• JWT Token based authentication

• Analytics graphs and charts

• Email Notifications

• 2 Factor Authentication

• Push Notifications

• SignalR for sending Notification to users

• User Specific Notifications

• User to User Notification

Benefits of the Project

1. New record can be created, viewed, modified , deleted(soft)

2. A record can be added from the individual section from the left hand side menu or within the other record. For example: If I want to add a document in the case and I am in the case, If I add any document there will be shown to the individual document section as well. If the document will be deleted from the case, it will be deleted from the individual document section as well.

3. In the case, we have an immigration status tab, which will be the driver to provide recommendations to the user whenever they will be working on the new case of the same applicant.

4. Confirmation pop-up design has been provided but should be modified according to the area where it has to be shown. Confirmation pop-ups are very important and should be available at all the places, especially in the case of deleting. The message in the pop-up should have an appropriate message.

5. Validation design sample is provided. All other validations should follow the same design pattern. We have only provided a sample, all the validation both frontend and backend has to be the developers.

6. There has to be an admin panel for the owner of the product i.e. The admin panel should have a minimum functionalities to view, edit and delete records where edit and delete will occur with the confirmation pop-up. There will be a view of resources utilized and remaining. There will be a graph of the users signed up for a free trial and who did not proceed with the paid plan.(Basically I want to see the churn here). Basic graphs have to be there such as number of users, number of users from countries, etc. There has to be a place from where the admin should be able to publish news manually on the front end for the users. This admin panel is very essential without this day to day operation of the app/business cannot be run.

7. Transfer of data from the app the pdf forms is very critical for the success of this app. All the data mentioned in the app has to be transferred to the user selected pdf forms.

Technical Details of Final Deliverable

Admin Portal 
Customer Portal

Final Deliverable of the Project Software SystemCore Industry TransportationOther IndustriesCore Technology Cloud InfrastructureOther TechnologiesSustainable Development Goals Industry, Innovation and InfrastructureRequired Resources

Item Name	Type	No. of Units	Per Unit Cost (in Rs)	Total (in Rs)
			Total in (Rs)	0
AWS	Equipment	0	5000	0