Looking to develop a financial services marketplace for web and admin control panel. This marketplace will allow cuatomers to review their financial situation and get products recommendation and make purchases. admin side to create products, set complex pricing engines, payment integration, contract management and mid-term changes and additions/deletions to financial products contracts.
This system needs to be developed in enterprise grade technologies, .net and Oracle.
Strict requirements for various parts of this system to work like microservices and allow integrating with front-end via APIs.
Some of the sections are:
1) Client needs assessment forms
2) Product Suggestion based on form answers
3) Benefits Directory
4) Combining benefits to create a product
5) Setting product suitability rules
6) Set pricing rules
7) Set e-commerce
8) Set Contract management for quotes and sold products
9) Quotes session management
10) Product changes
11) Reporting and Dashboard
12) front end UI UX