RB Capital Asset Management Company

Automation of investment product sales and implementation of personal accounts at RB Capital Asset Management Company

RB Capital Asset Management faced the need to automate the sales of investment products through direct and agency sales channels using a web application. The project included functional upgrades, integration with the Unified Federal Registry (UFR) of the bank, internal company systems, the depository, and external services. Additionally, it required implementing personal accounts for employees, agents, and clients, as well as providing high-quality technical support to ensure the system’s stable operation.

Task

Удостоверяющий центр обязан хранить подтверждения ознакомления заявителя с информацией из квалифицированного сертификата на протяжении всего срока своей деятельности. Однако текущие возможности не позволяют выполнять 
эти требования, что приводит к нарушениям нормативных актов, регулирующих деятельность удостоверяющих центров.

Solution

1

Automation of system build, deployment, and updates

An automation system was developed that streamlined the deployment process, eliminating many errors associated with manual builds. Additionally, the creation of configuration files for each client was automated, speeding up and simplifying solution setup.
2

Creating a middleware layer for working with proxy servers

An additional middleware layer was implemented to ensure proper software operation in proxy server environments, significantly enhancing the system's availability and performance within the client’s secure networks.
3

Development of internal services for offline operation without external internet

Internal services were implemented to eliminate the need for external networks, ensuring secure and reliable interactions within the company.
4

Simulation of API operation and client environment

Tools were developed to simulate API operation and client environment, enabling efficient integration testing and maintaining high quality of released updates without direct access to client servers.
5

Implementation of a feature flag system

A feature flag system was implemented, allowing flexible control over functionality by enabling or disabling features for various partners. This enabled the system to be adapted to the specific requirements of each client.
6

Implementation of personal accounts for employees, agents, and clients

Personal accounts were developed and implemented, providing users with convenient access to essential tools and information. These accounts improved interaction between employees, agents, and clients, enhancing transparency and process efficiency.

Result

As a result of the project, RB Capital Asset Management received a comprehensive and advanced solution for automating the sales of investment products, which included:

  • Stable operation of the web application integrated with essential internal and external systems, including the bank’s Unified Federal Registry (UFR) and the depository.
  • Automation of build and deployment processes, which significantly accelerated update releases and reduced errors.
  • Reliable performance in secure client environments with proxy servers.
  • Robust integration testing with client systems, maintaining data security and confidentiality.
  • Flexible functionality control through feature flags, enabling adaptation to each partner’s specific needs.
  • Successful implementation of personal accounts, improving user experience and enhancing the efficiency of employees, agents, and clients.

These solutions have allowed RB Capital to significantly improve its processes and enhance client service quality, strengthening its market position.

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