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Automated Web-Based Onboarding Platform for Blockchain Document Management System
  1. case
  2. Automated Web-Based Onboarding Platform for Blockchain Document Management System

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Automated Web-Based Onboarding Platform for Blockchain Document Management System

nix-united.com
Information technology
Financial services
Blockchain

Current Challenges in Manual Onboarding Process

Existing manual onboarding workflow is labor-intensive, time-consuming, and unprofitable. Lack of automated verification processes creates delays in company validation and workspace provisioning, while offline procedures hinder scalability and data security for sensitive business documents.

About the Client

SaaS blockchain-based platform enabling B2B digital document exchange for trade and finance

Goals for the New Onboarding System

  • Automate company verification and workspace provisioning processes
  • Implement secure digital identity management system
  • Reduce onboarding time by 70% through self-service capabilities
  • Ensure compliance with data security standards for financial documents
  • Create scalable architecture for future platform enhancements

Core System Functionalities

  • Self-registration portal with company validation workflow
  • Salesforce CRM integration for customer record management
  • Secure workspace provisioning for document exchange
  • Role-based user access management system
  • Single sign-on authentication via AWS Cognito

Technology Stack Requirements

Python
AWS
React
FastAPI
PostgreSQL

System Integration Needs

  • Salesforce CRM
  • AWS Cognito
  • CloudFront
  • OAuth2

Performance and Security Requirements

  • Support 10x user growth without performance degradation
  • End-to-end encryption for document storage and transmission
  • 99.9% system availability through AWS serverless architecture
  • Real-time validation response within 2 seconds
  • Compliance with GDPR and financial data protection regulations

Expected Business Impact of Automated Onboarding

Projected 60% reduction in administrative onboarding costs and 85% faster company activation times. Enhanced security framework will reduce fraud risk by 90% while self-service capabilities enable clients to focus on core business activities. Scalable architecture supports rapid expansion into new markets with minimal infrastructure investment.

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