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Migration to a Scalable Web-Based Report Generation System for Legal Financial Audits
  1. case
  2. Migration to a Scalable Web-Based Report Generation System for Legal Financial Audits

Migration to a Scalable Web-Based Report Generation System for Legal Financial Audits

firstlinesoftware.com
Legal
Financial services

Identified Challenges in Current Legal Financial Audit Reporting Systems

The existing system employs outdated technology with limited scalability, leading to excessive processing times or failures during large-scale data analysis. The client seeks to enhance performance, add new reporting functionalities, and support increased client demand while maintaining data security and accuracy.

About the Client

A large enterprise specializing in legal financial audit reporting, requiring high accuracy, confidentiality, and scalable solutions for complex data processing.

Core Goals for the New Scalable Audit Reporting System

  • Develop a modern, web-based application to replace the legacy system, significantly improving processing speed and scalability.
  • Implement a new reporting module capable of handling complex and customizable report generation with advanced data collection capabilities.
  • Ensure seamless transition and compatibility between the legacy system and the new platform to enable streamlined migration.
  • Expand system functionality with task management features, including email and SMS notifications, to improve workflow efficiency.
  • Enhance data security through role-based access control and comprehensive audit trails to prevent unauthorized data exposure.
  • Reduce report generation time from hours to minutes, aiming for a performance benchmark under 1 minute per task.

Functional System Features for Enhanced Legal Audit Reporting

  • Multi-threaded data processing to execute parallel calculations and relationships analysis
  • A robust reporting module supporting customizable reports with various data sources and built-in filters
  • Role-based user access control with detailed audit logging
  • Task management with email and SMS notifications for process updates
  • Compatibility with existing legacy systems to facilitate data migration and process continuity
  • Advanced calculation algorithms optimized for speed, reducing processing time from hours to seconds

Preferred Technologies and Architectural Approaches

ASP.NET web application for scalable, browser-based access
SQL Server database supporting stored procedures, functions, and complex queries
Plugins for report customization and data integration
Role-based access control mechanisms
Unit and integration testing frameworks to ensure accuracy and reliability

External System Integrations Needed

  • Existing legacy system to enable data migration and transition
  • Notification services for email and SMS
  • Third-party reporting tools or libraries to support customizable report generation

Key Non-Functional System Requirements

  • System scalability to handle large enterprise datasets with minimal processing time
  • Performance benchmarks achieving report generation within 30 seconds for complex tasks
  • Data security standards ensuring confidentiality and integrity of sensitive legal and financial data
  • System availability and reliability with high uptime during business hours
  • Maintainability with modular architecture facilitating future enhancements

Projected Business Benefits and System Impact

The new web-based system is expected to drastically reduce report processing times from hours to seconds, enabling the client to serve a larger customer base efficiently. It will open new market segments for report-as-a-service offerings, support secure handling of sensitive data, and provide a scalable platform for future feature expansion, ultimately increasing revenue and operational efficiency.

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