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Modernization of Legacy Financial Case Management System to Cloud-Based SaaS Platform
  1. case
  2. Modernization of Legacy Financial Case Management System to Cloud-Based SaaS Platform

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Modernization of Legacy Financial Case Management System to Cloud-Based SaaS Platform

effectivesoft.com
Financial services
Business services
Information technology

Legacy System Limitations and Market Demands

Existing Windows desktop case management system lacked scalability and flexibility to support modern SaaS delivery model. Need to handle complex financial recovery processes across multiple jurisdictions while maintaining compliance with evolving regulations and payment system integrations.

About the Client

Provider of insolvency management software and financial recovery solutions with market leadership in the UK

Strategic Modernization Goals

  • Develop cloud-native SaaS platform with microservices architecture
  • Enable seamless financial recovery process management for businesses
  • Support multi-country operations with localized compliance features
  • Integrate with payment gateways and third-party financial systems
  • Implement robust security and performance optimization measures

Core System Capabilities

  • Treasury management with bank transaction integration
  • Lending operations automation
  • Invoice and accruals tracking
  • Fee and disbursement calculations
  • Document generation and management
  • Multi-format import/export capabilities
  • Country-specific legislative adaptations
  • Customizable modules with language/currency support

Technology Stack Requirements

.NET Core
C#
React JS
Redux
Azure Event Grid
Microsoft SQL Server
ASP.NET Web API

External System Integrations

  • BACS Payment System
  • CHAPS Payment Network
  • Faster Payments Service
  • Direct Debit Processing
  • Paythru Payment Gateway
  • Realex Payments
  • Debtsense Self-Service System
  • Docusoft Document Management

Operational Requirements

  • High scalability under heavy transaction loads
  • Fault-tolerant microservices architecture
  • Enhanced security protocols for financial data
  • Optimized CI/CD pipelines for continuous delivery
  • Cross-region compliance support

Expected Business Outcomes

Enables efficient management of insolvency processes with 24/7 accessibility, supports rapid scaling across international markets, reduces operational costs through automated financial workflows, and improves compliance adherence with localized regulatory frameworks.

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