Development of a Comprehensive Platform for Automated Generation of Legal, Administrative, and Financial Docs from the Ground Up
Quick Facts:
Project Details
Info-Polus provided AdminTech with a team of dedicated software engineers to develop a platform for automatic creation of legal, administrative and financial documents. Creation of one document can take from one to ten minutes depending on the complexity of the input information. Documents can be created both on the basis of templates and on the basis of previously created documents. The result of document creation is a pdf file of A4 format.
A Swiss tech company which develops a smart technology platform that creates accurate legal agreements.
The Сlient was looking for a dedicated team to build a system of context-oriented creation of various types of documents based on pre-prepared templates. Therefore, AdminTech contacted us to build their product from scratch.
Business requirements:
- Online platform development from scratch according to the requirements;
- Payment systems integration, subscriptions API development, and Zefix web service implementation;
- Continuous software maintenance and enhancement of the platform.
Problems revealed during the development:
- It was necessary to urgently build a custom crawler/parser to find, collect, and process visual data from the Webflow website, and insert it into specific fields on required pages;
- Third party integrations using SSO providers did not work with certain objects’ desirable modifications, therefore a new solution was required to fix this problem.
In order to fulfill all the customer's required functionality, the system was built of 3 subsystems:
1. Dictionaries, directories of general data
2. Document template constructor
3. Subsystem for document creation and editing
The end user works with the subsystem of creating and editing documents. When generating documents, there is an unlimited number of input fields of different types (rows, numbers, monetary, percentages, dates, customizable by user, drop-down lists, etc.), flexible logic of filling in fields when displaying them in the body of the document and checking for mandatory filling in of certain fields. Fields are filled in manually and as a result of calculation of logical expressions considering previously filled in values. Documents can be created both on the basis of templates and on the basis of previously created documents.
- Two types of builders have been leveraged: the template creator and the document builder;
- A parser on CRA (Create React App) and a crawler using Webflow (it’s quicker to build statics on this no-code platform rather than perform manual coding) to extract a visual data from the website and insert it on a certain page;
- A mechanism for text document autocompletion and its ongoing management within the application. This enabled the creation of legal document templates and its subsequent completion;
- An admin panel for settings changes on the company’s website;
- Payment systems, subscriptions API, and Zefix Web Service were successfully integrated;
- Instead of using a SSO provider for third-party services authentication, custom solutions were provided based on these services for smooth integrations.
AdminTech's partnership with Info-Polus led to successful product development and its timely launch. Continuous maintenance and enhancement of the software contributes to expanding the platform's capabilities, ensuring uninterrupted operation and improving the quality of user service.
Tech stack:
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