Modernized document workflow system with advanced search capabilities, intuitive UI, and seamless integration improves efficiency and reliability.
Client
A leading mutual life insurance provider
Goal
Build a robust, user-friendly portal to streamline document review workflows with seamless integration and advanced search
Tools and Technologies
React JS
Business Challenge
The insurer needed a robust solution to streamline workflow management for documents requiring editing or review before being published, stored, or delivered to customers. This required building a new, user-centric portal that integrates effortlessly with existing applications and systems and provides internal users with an intuitive and efficient process for managing document workflows.
Solution
- Upgraded front-end features to improve usability and performance
- Designed an advanced filtering interface for more precise document search
- Developed reassignment functionality with intelligent, suggestive search capabilities
- Enhanced case manager search to enable faster and more accurate results
- Optimized API integration for smooth communication between frontend and backend systems
Outcomes
- Streamlined workflows resulting in faster and more reliable document management
- Greater filter accuracy enabling precise document and case manager search
- Modern, intuitive interface boosting user satisfaction and productivity
- Seamless performance of search and reassignment features without slowing the system
