About Client
The client is a government agency in an Asian country. Their mission is to assist citizens in managing their finances, including loans, interest rates, and daily expenses. Their goal is to enhance financial literacy and decision-making.
Business Goals & Specifications
- User Management and Access
- Websites should have secure access for citizens to view and manage their financial information. This includes access to financial calculators, blogs, and personal finance management tools.
- The CMS Website must enable administrators to manage and update content, including the publication of news and blogs. Administrators must also be able to oversee user interactions and manage submissions effectively.
- Calculator Features
- Implemented a variety of calculators for personal finance management, including:
- Pocket Money Calculator
- Housing Calculator
- Car Loan Calculator
- Retirement Calculator
- Education Calculator
- Credit Card Calculator
- Emergency Calculator
- Content Management
- Content team should be able to publish financial news, articles, and blogs on the public website.
- User Engagement
- Users should be able to find schools through a map view.
- Users should be able to subscribe to newsletters based on their interests, ensuring targeted and relevant content distribution.
- Users should be able to submit tickets for support or inquiries.
- Users should be able to comment on and react to blogs and articles.
- Security and Compliance
- The Government Finance Public Website should have robust security measures to safeguard user data, ensuring full compliance with relevant regulations and data protection laws.
- The platform must adhere to all relevant regulatory requirements to ensure compliance and maintain legal standards.
Implemented Features & Capabilities
- Comprehensive Financial Calculators: Implemented a suite of calculators on the Government Finance Public Website to assist users in managing their finances efficiently, this includes :
- Pocket Money Calculator : Helps students calculate their pocket money income and various expenses.
- Housing Calculator : Calculates monthly installments, total repayment, and interest for housing loans.
- Car Loan Calculator : Determines total payable interest, maximum installment based on salary, and monthly payments.
- Retirement Calculator : Estimates required savings and future savings at retirement based on inputs like current age, savings, and contributions.
- Education Calculator : Provides estimates for savings required for educational expenses.
- Credit Card Calculator : Calculates interest, repayment duration, and final settlement amount for credit card balances.
- Emergency Calculator : Determines the necessary amount needed for an emergency fund.
- Budget Planner : Implemented a tool for users to create and manage their budgets effectively on the Government Finance Public Website.
- Video Tutorials : Developed features to render educational video tutorials for children to help them understand financial concepts.
- Articles : Implemented a CMS to publish range of financial articles for users of all generations on the Government Public Website.
- School Adoption Program Facility : Implemented a feature for users to search for schools in their state and find Financial Service Providers.
- Newsletter Subscription : Implemented a system to send targeted newsletters to subscribers based on their interests and preferences.
- Blog Sharing and Interaction : Configured features that enable users to share blogs on social media platforms and provides a system for users to comment on and react to blogs and articles on the Government News and Articles Portal.
- Analytics and Reporting : Developed tools for tracking user engagement and assessing website performance.
- Admin Dashboard : Developed an admin dashboard that enables administrators to manage content on the Government CMS Website, publish news and blogs, and oversee user interactions and submissions.
- Integration with Financial Institutions : The Portal implemented real-time data synchronization and verification with financial institutions.
Technology Components & Implementations
- Service Builder :
- Used for persisting and fetching custom data to ensure efficient data management.
- Facebook Reactions API :
- Adds interactive reactions such as ‘like,’ ‘laugh,’ ‘thumb,’ ‘smile,’ and ‘angry’ to articles, enhancing user engagement.
- Inline Manual Player :
- Provides user guidance on utilizing various calculator features through instructional prompts.
- Liferay :
- Implemented multiple calculators for diverse financial needs.
- Enabled a search function to facilitate content discovery across the portal.
- Integrated LDAP for streamlined login, allowing editors to access the system using their existing accounts.
- Added support for newsletters, allowing users to subscribe and receive updates.
Technical Blueprint
Liferay 7.0
Freemarker
JQuery
Bootstrap
Inline Manual player
Facebook
reactions API
Inline Manual player
Benefits & Value Proposition
- Comprehensive Financial Tools : Includes calculators for budgeting, loans, retirement, and emergencies.
- Enhanced Literacy : Provides educational articles and a budget planner to boost financial knowledge.
- Engaging Features : Offers blog sharing, comments, and targeted newsletters for active user interaction.
- Inclusive Access : Ensures multilingual support and features like a school finder for diverse user needs.
- Efficient Management : Admin Dashboard simplifies content management and user oversight.
- Secure Data : Implements robust security measures and regulatory compliance for data protection.
- Real-Time Integration : Synchronizes data with financial institutions for up-to-date information.
- User-Friendly Design : Features an intuitive, responsive interface for easy navigation.
Visual Insights
Want to know more about the Government Finance Public Website: Multilingual Tools for Income and Expense Management case study?
Working with the team to develop the Government Finance Public Website was a transformative experience for us. The suite of financial tools, including the comprehensive calculators and user-friendly interfaces, has significantly enhanced our ability to support citizens in managing their finances. The multilingual support and intuitive design ensure that users from all backgrounds can access and benefit from our resources. The integration with financial institutions and the robust admin dashboard have streamlined our operations and content management. We are thrilled with the outcome and confident that our portal will make a substantial impact on financial literacy across our community.
