Title Management System using Blazor

  1. Data Import Functionality
    • Import daily data in Excel CSV format with 16 specified fields.
    • Field validation to ensure all required data is present.
  2. Hit List Check
    • Scan imported data against a hit list to exclude specific names.
    • Save excluded data to a final state repository named “Hit List Data.”
    • The ability for users to manually update the hit list.
  3. Data Classification and Repository Management
    • Classify data strings missing specific fields and move to a temporary repository named “Awaiting Contact Information.”
    • Provide a user interface to view and filter data in “Awaiting Contact Information.”
    • Ability to classify data strings with all required fields as “Ready for Loading.”
  4. Data Export and Management
    • Export selected fields to a CSV file from the “Ready for Loading” repository.
    • Mark exported data strings as “Loading Complete” or reclassify them back to “Ready for Loading” if necessary.
  5. Indicators and Notifications
    • Display the oldest data loaded date in “Awaiting Contact Information” to indicate starting point for new data imports.
  6. Data Augmentation and Re-import
    • Match new imports against “Awaiting Contact Information” to augment existing data strings.
    • Update classification to “Ready for Loading” if the augmented data string meets the required fields.
  7. Performance Considerations
    • Ensure the system can handle the projection of 10,000 data strings per year.
FRAMEWORK

.NET
Blazor

DATABASE

SQL Server

LANGUAGE

C#
HTML
CSS
JavaScript

CATEGORIES

Web Application

COPYRIGHT

Coronet Insurance Agency, LLC

User Login

Encrypted page where a user can login using the Username and Password.

Pagination and Search

Control the page and number of items to show per page. Filter the result based on search word.

Column Reorder and Filter

Columns can be reordered and filtered.

Form Resize and Rearrange

Form layout is fully customizable. The form’s fields and groupings can be rearranged and resized and reset back to the original layout.

Role Management

A GUI for managing a role based security in the application. This is a very granular approach in setting up the security in the web application.

Change History

A comprehensive audit log is maintained for all entities and objects within the system. This log captures granular details of every change, including:

  • User Name: Username of the individual who made the modification.
  • Modified On: Date and time the change was applied.
  • Operation Type: Specific action performed (e.g., create, update, delete).
  • Property Name: Name of the field that was modified.
  • Old Value: The data that existed before the change.
  • New Value: The data that was introduced by the modification.

This detailed audit trail facilitates data security, regulatory compliance, and troubleshooting efforts.

Field Highlighting for Enhanced User Experience

This feature introduces a dynamic visual cue to streamline data comprehension. When a user selects an option from a dropdown menu within a specific field, the background color of that field will automatically change. This color-coding offers several benefits:

  • Improved Scannability: By visually differentiating fields based on selections, users can quickly scan forms and identify relevant information.
  • Enhanced Clarity: Color highlights provide an immediate understanding of the chosen option, reducing the need to revisit the dropdown menu.
  • Streamlined Workflow: The visual cue minimizes cognitive load, allowing users to navigate forms and make selections more efficiently.

This functionality fosters a more intuitive user experience by leveraging visual cues to improve data comprehension and workflow efficiency.

BI Dashboard: Data-Driven Decisions. Optimized Results.

This interactive dashboard empowers you to visualize KPIs, uncover insights, and make data-driven decisions.

  • Actionable Insights: Gain real-time visibility and guidance for strategic adjustments.
  • Improved Performance: Track trends, identify opportunities, and optimize for success.
  • Customization: Tailor to your needs for a holistic view of organizational health.

Transform your data into actionable intelligence.

On-Demand Reporting: Insights Now. Decisions Faster.

Build custom reports, get instant results, and explore data freely. Make informed choices on the fly and empower your team. Stop waiting, start winning with on-demand reporting.