Patient/Policy Document Management

Executive Summary

In this project we have developed an application which takes data related to policies manually and process them. We have implemented the following functionalities to add policies and its related information locally:

1. Created new layouts for adding new policy then arrange all policy information’s in a tab for viewing purpose.

2. Created new layouts for adding new agent company then arrange all agent information’s in a tab for viewing purpose.

3. Allow the user to add multiple PDF files as the reference to that policy.

4. Allow user to zip selected PDF files and upload to the FTP server.

5. Added different conditions for the policy processing.

6. Modified all the list layouts.

7. Added different reports.

8. Added search functionalities at various layouts.

9. Added a desk top start up file which is used to log in into the remote application.

About our Client

Insurance Company

Industry

Insurance Industry

Technologies

Filemaker Pro 9 Advanced, FileMaker Server 9, SQL Server 2005