The purpose of the application is to enrich client's personal details from a CRM system with client data from external sources (investment platforms). Primarily date of birth, address details, phone numbers, email addresses etc..
The deliverable must be a desktop application developed with JavaFX framework that allows user to import an excel file (previously exported from the CRM system) that has a predefined fixed format but also on the other end import several excel files exported from external platform and can have variable format. The core of the application will cross reference the CRM file with all the external files and output excel files that can be loaded back into the CRM (format will be provided). The logic for cross referencing will be provided.
Because the files from external providers have variable format, while importing a new file the application must prompt the user to identify the columns that will be used for cross referencing.
For example which column must be used for client name, which column(s) must be used for phone numbers.
The reconciliation between files will be done based on several criteria, for example:
1. reconcile on direct matching of IDs.
2. when no direct matching, on client name/dob
Later on the idea is to port the application to the web so it can be accessed remotely from a web interface.
About the recuiterMember since Nov 11, 2022 Hemant Agarwal
from Queensland, Australia