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CorePortal Compliance Workstation

$2-8 USD / hour

Closed
Posted almost 9 years ago

$2-8 USD / hour

I'm looking to build a web-enabled tool for Compliance personnel at financial firms. I could demonstrate the tool in an excel-based format, which will go a long way toward documenting the specification of the tool. Essentially, it's a web-interface, allowing this user to 1) see the list of tasks they have to perform (also some calendar functionality related to this), 2) take them to the relevant page to perform a task (usually just logging or documenting something they observed. Would need ability to paste images, type notes, etc... very CRM-like (or Jira-like) with date-stamping, etc.) 3) house a repository for uploaded documents related to tasks. 4) administration capability from the back-end allowing me to tailor the user's list of relevant tasks, access the document repository, etc. I envision a sequel database for the tasks and their characteristics, users and their entitlements, etc. And webdesign for the various task-pages (probably ~40-50 task pages), document repository interface, dashboard summary and back-office tools.
Project ID: 7795382

About the project

3 proposals
Remote project
Active 9 yrs ago

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United States
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Member since Jun 3, 2015

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