Fintech Transaction Management Platform –
Overview
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Importing large volumes of transaction data from multiple third-party publishers
Mapping transactions to correct offers, merchants, partners, and publishers dynamically
Need for a flexible reporting engine that could generate real- time financial breakdowns.
Multi-role access for internal employees, publishers, and merchants.
Integration with Power BI for advanced merchant reporting.
Secure and scalable infrastructure for high-volume data processing.
Industry
Financial Technology (Fintech ‒ Transaction & Partner Management)
Region
Technology Used:
Challenges
- Importing large volumes of transaction data from multiple third-party publishers
- Mapping transactions to correct offers, merchants, partners, and publishers dynamically
- Need for a flexible reporting engine that could generate real- time financial breakdowns.
- Multi-role access for internal employees, publishers, and merchants.
- Integration with Power BI for advanced merchant reporting.
- Secure and scalable infrastructure for high-volume data processing.
Solutions
- Transaction Import Engine: Upload and map transactions with existing offers, merchants, publishers, and partners from a pre-configured database.
- Automated Monthly Reporting: Calculates how much payment is owed to each stakeholder (merchant, partner, publisher) based on imported data and selected offers.
- Role-Based Access: Internal Users: Full access to upload, review, and generate reports. Publishers: Request offers, view offer status, and track payouts. Merchants: Monitor transactions and access Power BI dashboards directly.
- Partner-Friendly Interface: Simple dashboards with essential KPIs and report downloads.
Results
- Reduction in Manual Appointment Scheduling
- Enhanced Patient Retention via Automated Reminders
- Full Digital Transition of Patient Medical Records
- Improved Prescription Accuracy & Accessibility
- Scalable Architecture Supporting Multiple Clinics
Samples
