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Development of a Configurable Online Form Builder with Embedded Widget for Multi-Platform Integration
  1. case
  2. Development of a Configurable Online Form Builder with Embedded Widget for Multi-Platform Integration

Development of a Configurable Online Form Builder with Embedded Widget for Multi-Platform Integration

snotor pro
Financial services
eCommerce
Business services

Identifying Challenges in Scalable, Seamless Form Integration for Financial Services

The client faces difficulties in rapidly deploying customizable, user-friendly loan application forms across multiple third-party platforms. Existing solutions lack flexibility, scalability, and ease of integration, hindering customer experience and operational efficiency, especially under tight deadlines for system updates or new product launches.

About the Client

A mid-sized fintech company seeking to streamline loan application processes and enhance partner integrations through customizable forms.

Goals for a Robust, Scalable Form Builder and Integration Widget Platform

  • Develop a flexible form builder interface allowing configuration of form elements, including order, type, label, default values, validation, and conditional logic.
  • Create a customizable design system enabling simple alterations to form appearance, color schemes, and sizes to match branding requirements.
  • Implement a lightweight JavaScript widget that embeds dynamically generated forms into third-party websites with minimal coding effort.
  • Ensure backend logic is modular, scalable, and compatible with various PHP frameworks and MVC platforms using API integrations.
  • Deliver a solution that accelerates form deployment timelines, improves user experience, and seamlessly integrates with existing fintech infrastructures.

Core Functional Specifications for the Form Builder and Embed Widget

  • Configurable form elements that can be created, edited, or reordered, including field type, label, default value, read-only status, hidden fields, validation rules, and requirement status.
  • Support for basic validation and input requirements, with options for step-by-step or multi-page forms.
  • Design customization options for form colors, sizes, and overall layout via backend interface.
  • Modular backend logic implemented using PHP 8.1, adaptable to various PHP frameworks and MVC architectures, supporting API integration.
  • A lightweight JavaScript widget that loads the latest form configuration into third-party websites with minimal programming effort, ensuring quick deployment.

Technological Foundations and Development Preferences

PHP 8.1 or higher
JavaScript for frontend widget
Modular, API-driven backend architecture
Design for compatibility with existing PHP frameworks and MVC platforms

Essential External System Integrations for Extended Functionality

  • API connectors for third-party websites to load forms dynamically
  • Backend API endpoints for form management and customization
  • Potential integration with existing fintech systems or databases for validation and data collection

Performance, Security, and Scalability Specifications

  • System should support simultaneous access and form loading for at least 100 concurrent third-party site integrations without degrading performance.
  • Codebase should remain modular, easily scalable, and adaptable for future framework updates.
  • Data security protocols to ensure protection of sensitive user data during transmission and storage.
  • Minimal latency in loading forms via embedded widget, aiming for load times under 300ms.

Projected Business Benefits and Value from the Form Builder Solution

The implementation of an advanced, configurable form builder and embedded widget is expected to significantly reduce form deployment time, enhance customer experience through customized and branded forms, and facilitate rapid scaling of loan products. The solution aims to improve form integration efficiency, resulting in increased lead conversions and operational flexibility in meeting evolving market demands.

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