Case Management Solution

This project will consist of only the back-end programming. A user-interface will be provided.

here is a description of the company:

The company is involved with financial planning. They provide specialty services to 3rd party clients as a means of “private label”. Basically, a financial firm would approach them to handle a special service for one of their clients, The company would then perform this service as if they were the firm that hired them. Sort of like an outsource for financial firms (but not really).

The software we’ve proposed for them is to manage all their clients, contacts, 3rd party contacts, and so on… all members of the company should be able to carry on a conversation on any topic or sub-topic, for any case…

Hopefully the outline below will clarify.


A single web-based solution to manage all case related material, tailored to the company’s business model:

• establish the progress stage of any and all cases

• manage contacts, clients, advisors, institutions on one central platform

• communicate with other company employees efficiently and from anywhere In the world on specific and/or general topics through discussion posts

• eliminate the need to cross-reference client names, case numbers, agents etc.

• have all your information easily sorted, searched, and printed


manage any number of cases with each cases holding:

• a single or several clients (with individual/personal info)

• a reference to an advisor (with individual/firm info)

• store dates for the following:

o client info submitted

o presentation target

o delivered to advisor

o client response required

o client decision

• Proposal details:

o Loan amount

o Reference to Lender (with individual info)

o Reference to Insurer (with individual info)

o Policy face amount

o Initial Deposit

o Annual Deposit

o Proposal Delivered by (company employee)

• Each case will be equipped with a Modification Request Chart that will store the following:

o Client-request description

o Date of request

o Date that the modification is provided

o Reference to discussion for this request **

• And finally, a Client Decision (Y/N)

manage all aspects of 3rd party involvement: Insurance for each case, client:

• Date submitted

• Expected EC Commission

• 3rd party Agent name

• settled

manage all aspects of the lending process for each case, client:

• loan amount

• lender

• submitted date

• approved date

• accepted by client date

manage all clients/contacts/advisors/lenders:

• name

• profession (accountant, lawyer…)

• address, phone, cell, fax etc.

• firm name

• reference to discussion for each contact/client/advisor **

** Discussion notes:

Any and all aspects of the system can carry a conversation among company employees.

Discussion notes can then be viewed and sorted either by case, client, contact, or topic.

For example, case specific notes will hold the following:

• each note will stem from a root topic such as:

o commission

o medical

o financial

o lending

o closing

o general

• a reference to the case

• date and stamp of the post

• the posted note

• a post heading

• the user that posted the note (i.e. Tom)

Another note holder will focus on contacts such as Lenders and Insurers. This will be non-case specific:

• each note will stem from a root topic such as:

o insurer

o lender

o advisor

• the name of the contact

• the posted note

• a post heading

• (optional - case reference)

• posted date and stamp

• user

Client modification requests will also reference a note holder. Each request note will contain:

• case reference

• client reference

• request reference

• posted note

• post heading

• posted date and stamp

• user

Admin and security features:

Access to the system will be of a secure nature. Each user will be equipped with a username and password.

2 levels of access will grant most users the ability to add and modify content on the system, with a special level of entry for admin users that can:

• add and modify content just as regular users

• add new contacts (i.e. lenders/insurers)

• delete or modify posted notes

• create and manage system users

Skills: PHP, Web Security

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About the Employer:
( 0 reviews ) Toronto, Canada

Project ID: #4267

42 freelancers are bidding on average $1797 for this job


Sir, can do it, pls go through our profile to know about us,working on a silmilar project, contact u8s via pm

$1800 USD in 30 days
(39 Reviews)

I'm interested to work on the project. Any flow chart presentation will be much help. Thanks.

$1777 USD in 40 days
(246 Reviews)

hello, we are very much interested in this project. we are the top rated company here, please open PMB to talk about the project. As of now, everything is clear from your description, we have recently built somewhat More

$2250 USD in 30 days
(38 Reviews)

We are interested in your project and we will be doing it in PHP & MySQL

$2000 USD in 60 days
(24 Reviews)

Hello, I have over 22 yers of experience in IT industry with over 10 years in web related projects. I have a team of 4 programmers who are well experienced in PHP and MYSQL/ORACLE. We can develop the system for you More

$2250 USD in 75 days
(13 Reviews)

Dear Sir. Thank you for posting this project. We had carefully examined it. Thank you for providing full information. We'll be glad to start our work on your project as soon as you contact us. We'd already created a gr More

$1900 USD in 21 days
(2 Reviews)

Hi! We specialize in Web/Desktop/E-commerce application development using ASP/PHP/SQL Server and other relevant packages to deliver the best possible solutions. We can deliver the powerfull case management too More

$2100 USD in 90 days
(2 Reviews)

Hi, I have worked prev on teh same guidelines of the project with some major and minor differences. The project is still going on with more devlopment in the offing. Please contact for more information. regards More

$2000 USD in 45 days
(2 Reviews)

i can do it

$800 USD in 30 days
(20 Reviews)

Quite an intricate web system you are proposing. We would be happy to take on the challenge, sending you frequent progress reports and ending up with an easy-to-use, intuitive interface to control the system. Please se More

$1999 USD in 21 days
(3 Reviews)

Dear Sir, We have understood your requirements and can easily do the project as we are having more than 5 years of experience in IT industry and we are India's leading IT company. We offer 100% satisfaction and money More

$1500 USD in 20 days
(1 Review)

Please open PMB for details.

$2000 USD in 60 days
(2 Reviews)

We are ready to work for you ... please PM us and we will do the rest

$1500 USD in 20 days
(4 Reviews)

We have more than 5 years experience in web development and can deliver what you need. On time, on budget!

$1500 USD in 15 days
(1 Review)

We can provide you the service with high customer satisfaction and at competitive prices. pls. provide us the detailed specs. thanks.

$1200 USD in 70 days
(1 Review)

Experience, quality and skills.

$1200 USD in 14 days
(1 Review)

please see pmb for details

$2500 USD in 29 days
(1 Review)

Hi, Please see PMB. Thanks, Gautam

$2200 USD in 15 days
(0 Reviews)

Hi , We are an Indian Company based in Chennai with 7+ years of experience and Expertise in web application and software [login to view URL] our profile do visit [login to view URL] We are interested in this project bcoz its reall More

$2150 USD in 45 days
(0 Reviews)

We have done similar projects. Please contact us for further details. Thank you.

$2500 USD in 75 days
(0 Reviews)