Security Management View
Security Management
I built functionality for the management of securities for loans for the Loan Management System (LMS) of a Fintech start-up.
Previously, this had to be done in the database by a memeber of the IT team.
This functionality was created to reduce workload for the IT team and mitigate risks associated with direct database manipulation.
Management and admin users had access given to this functionality.
Users could add, remove or edit securities associated with the loan, and these changes synced with the CRM system.
For the inputs, there were validation rules incorporated into the design and formatting that occured before saving, e.g. the Rego number being converted to all upper case.
This system was designed and built in
Bubble.io using the pre-existing style guide for colour guidance. I also created the accompanying end user guides for these documents.
All data and stats are displayed are test data, hence missing or incomplete data. No real customer data or loan book statistics have been used.
