Advanced App Engineering transforms bank info system

Insurance

Advanced App Engineering transforms bank info system

New, end-to-end application for managing insurance producers’ banking and compensation details ensures accuracy and efficiency.

Client
A leading mutual life insurance provider
Goal
Rebuild the legacy system platform into a scalable, user-friendly platform with advanced functionality for business teams
Tools and Technologies
React Js, Node Js, PostgreSQL, Bitbucket, Jenkins
Business Challenge

The organization faced a critical need to modernize its legacy mainframe system, used to maintain the banking details of brokers and producers for compensation-related purposes. Zeus lacked flexibility, scalability, and the ability to deliver modern user experience. Business stakeholders sought a system rebuild using a modern tech stack to address the limitations of the existing platform and improve usability and functionality for key teams. The goal was to create a system that could scale with the organization’s needs, streamline operations, and provide an intuitive experience for users.

Solution
  • Built the new application from scratch with scalable backend services and intuitive frontend UI
  • Designed a modern interface using React JS for the Data Capture System (DCS) to manage producer and bank details efficiently
  • Developed robust backend services using Node.js for performance and scalability
  • Enabled secure and seamless API integration through Apigee
  • Leveraged PostgreSQL for reliable and flexible database management
Outcomes
  • Scalable and reliable system supporting future growth and consistent performance
  • Responsive and intuitive UI delivering enhanced user experience compared to the legacy system
  • Advanced functionality allowing users to easily add, edit, filter, and search broker and bank details
  • Faster development cycles achieved through modern frameworks and tools, accelerating deployment timelines
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Strengthening Product Data Management

Insurance

Strengthening Product Data Management

Delivered a secure, scalable, and user-friendly platform that transformed product data management, improved efficiency, and ensured governance.

Client
The large NY-based insurance and investment company
Goal
Build a secure, scalable, and governed platform for product data management while eliminating legacy inefficiencies
Tools and Technologies
Java 21, Spring Boot, AWS, Jenkins, Stone Branch, Jira, Microservices, Redshift, Aurora, DynamoDB, Angular, JS, MYSQL, EKS, SQS
Business Challenge

The client needed a modern and secure interface for managing entity data such as mutual funds and ETFs. Legacy dependencies and the absence of a centralized UI led to inefficiency, limited user control, and slower operations. The challenge was to design a governed, user-friendly, and scalable solution that could improve efficiency and security without disrupting downstream systems.

Solution
  • Built a decentralized entity management platform with a secure UI for entity data and bulk file uploads with built-in validations
  • Designed microservices with a staging database for faster, modular delivery
  • Implemented LDAP-based authentication and role-based access for enhanced governance and security
  • Deployed on containerized EKS with multi-region scalability to ensure resilience and high performance
Outcomes
  • Accelerated delivery with microservices, CI/CD, and file-based updates reducing manual effort
  • Empowered users with a role-based UI and approval workflows for direct entity data management
  • Strengthened architecture with containerized EKS deployment and LDAP-based authentication for scalability, security, and resilience
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Modernizing Product Data for Future Growth

Insurance

Modernizing Product Data for Future Growth

A leading enterprise partnered with Iris to modernize its product data infrastructure, delivering a secure, scalable platform that streamlined access, ensured governance, and preserved continuity for critical services.

Client
A large NY-based life insurance and investment company
Goal
Unify product data access with secure APIs, modern architecture, and seamless integration while minimizing disruption
Tools and Technologies
Java 21, Spring Boot, AWS, Jenkins, Stone Branch, Jira, Microservices, Redshift, Aurora, DynamoDB
Business Challenge

A leading enterprise needed to modernize its product data infrastructure to meet evolving business and digital transformation needs. The existing data mart lacked a secure, standardized way to share information with downstream services, creating governance and consistency challenges. Meanwhile, a legacy system supported critical microservices, and moving to a new platform risked disrupting integrated data flows. The organization required a secure, scalable solution for future growth with continuity.

Solution
  • Built Product Data Services, a Spring Boot and Java 21 microservices platform on AWS with Redshift and Aurora, enabling secure, flexible API access using tagged identifiers
  • Deployed Product Data Submitter, a DynamoDB-powered service that populated data via Stone Branch workflows, ensuring existing microservices continued to function without change
  • Designed a scalable architecture requiring minimal code changes for future expansion
Outcomes
  • Centralized access to product and entity data with secure, tag-based APIs and a governed UI
  • Seamless modernization of backend systems without disrupting existing microservices
  • Accelerated delivery through microservices, CI/CD, and automated file-based updates
  • Reduced manual effort and improved developer productivity with streamlined workflows
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AWS-Based Financial News Feed Portal

Insurance

AWS-Based Financial News Feed Portal

Custom integrate AWS-hosted portal with secure API integration, SSO, and a user-friendly interface to deliver timely financial news.

Client
Large NY-based life insurance and investment company
Goal
Develop a secure AWS-based portal to deliver financial news with API integration, SSO, and consistent user experience
Tools and Technologies
NET 8.0, ASP.NET MVC, AWS, EC2, Lambda, S3, SES, API Gateway
Business Challenge

The client needed a custom, AWS-hosted application to deliver financial news via external API integration. The solution had to support secure access for both internal and external users with Ping-based SSO. Additionally, the interface required UI/UX alignment with an existing legacy platform for consistency. Timely news delivery also was critical, compelling automated data refreshing every 15 minutes to ensure accuracy and relevance.

Solution
  • Automated data ingestion using AWS Lambda to fetch and process news from external API every 15 minutes
  • Developed an ASP.NET MVC application on Amazon EC2 with a user-friendly dashboard, filtering, and search capabilities
  • Integrated Ping Identity for secure, role-based SSO access for internal and external users
  • Secured communication with external API through IBM DataPower and mutual TLS
  • Designed UI/UX to mirror the legacy platform for a seamless and familiar experience
Outcomes
  • Reduced licensing costs by replacing full third-party access with targeted API usage
  • Gained full application ownership and flexibility for future enhancement and customization
  • Strengthened security with mutual TLS and DataPower integration
  • Simplified authentication and authorization through SSO integration
  • Improved operational flexibility with configurable refresh intervals and archiving strategies
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Streamlining Document Workflow Efficiency

Insurance

Streamlining Document Workflow Efficiency

Iris modernized a document workflow system with advanced search, intuitive UI, and seamless integration for higher productivity.

Client
A leading mutual life insurance provider
Goal
Build a robust, user-friendly portal to streamline document review workflows with seamless integration and advanced search
Tools and Technologies
React, Node.js, optimized APIs, suggestive search, advanced filtering, seamless system integration
Business Challenge

The organization needed a robust solution to manage document workflows requiring editing or review before publishing, storing, or delivering to customers. Existing processes were slow and inefficient, making it difficult for teams to manage documents seamlessly. The key goals were to streamline review and editing, ensure smooth integration with enterprise systems, and create a user-centric portal that improved search, filtering, and overall workflow efficiency.

Solution
  • Upgraded front-end features to improve usability and performance
  • Designed an advanced filtering interface for more precise document search
  • Developed reassignment functionality with intelligent, suggestive search capabilities
  • Enhanced case manager search to enable faster and more accurate results
  • Optimized API integration for smooth communication between frontend and backend systems
Outcomes
  • Greater filter accuracy enabling precise document and case manager search
  • Modern, intuitive interface boosting user satisfaction and productivity
  • Seamless performance of search and reassignment features without slowing the system
  • Streamlined workflows resulting in faster and more reliable document management
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Scaling Absence Management with Modern APIs

Insurance

Scaling Absence Management with Modern APIs

Delivering a comprehensive absence management solution by integrating APIs, upgrading data formats, and ensuring scalability across clients.

Client
A leading mutual life insurance provider
Goal
Enhance absence management capabilities by integrating a SaaS platform, upgrading data exchange, and enabling scalable client support
Tools and Technologies
Angular, .NET Core, SQL Server
Business Challenge

An enterprise needed to strengthen its absence management program by leveraging a third-party SaaS platform to support multiple leave plans including FMLA, ADA, STD, LTD, and state-mandated leaves. Key challenges included integrating internal insurance APIs with the SaaS platform, upgrading LIMRA data-exchange format from version 1.0 to 2.0 for interoperability, and ensuring a client-centric framework that could scale across multiple clients and vendor partners while maintaining accuracy and reliability.

Solution
  • Developed new APIs to integrate internal systems with the SaaS platform, aligned with LIMRA 2.0
  • Implemented Spring Boot to build scalable, maintainable services
  • Deployed APIGEE for secure API management and efficient integration
  • Adopted Splunk for real-time monitoring, observability, and faster issue resolution
Outcomes
  • Delivered comprehensive absence management solutions across external clients and partners
  • Enhanced accuracy and interoperability with LIMRA 2.0 upgrade
  • Built a modular API framework to scale for future enhancements and onboarding
  • Strengthened system performance and availability through Splunk monitoring
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Modern Deal & Issuer Management System

Insurance

Modern Deal & Issuer Management System

Iris replaced a legacy SharePoint solution with a modern, scalable system that improved deal and issuer data management, efficiency, and insights.

Client
The large NY-based insurance and investment company
Goal
Develop a modern, scalable system to manage deal and issuer data efficiently while eliminating legacy costs and inefficiencies
Tools and Technologies
.Net Core 6(API) , Background Service, Angular 14, SQL Server
Business Challenge

The client’s SharePoint-based system for managing deal and issuer details faced major limitations. As data volume and user count increased, the platform became slow, difficult to customize, and expensive to maintain. Integration with other critical tools was limited, reducing efficiency and scalability. These constraints created risks to effective deal management and hindered the ability to scale operations.

Solution
  • Built a modern web-based system using Angular (front-end), .NET Core (back-end), and SQL Server (data storage)
  • Developed a self-service portal for internal teams to easily manage deal and issuer data
  • Automated data ingestion, cleaning, and storage with a background service for accuracy and consistency
  • Integrated Splunk and Application Insights to enable real-time monitoring of system health and performance
Outcomes
  • Substantial cost savings by eliminating SharePoint licensing and maintenance expenses
  • Improved performance and scalability with faster system response and ability to support more users
  • Enhanced user experience through a modern, intuitive, and efficient interface
  • Increased automation, reducing manual tasks and errors while saving time
  • Real-time reporting and accurate deal projections for better decision-making
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Reliable Data Governance at Scale

Insurance

Reliable Data Governance at Scale

Strengthening governance through standardized workflows, automation, and compliance-focused controls for reliable data management.

Client
A leading mutual life insurance provider
Goal
Implement structured workflows to ensure reliable, compliant, and scalable data governance across complex and growing data products
Tools and Technologies
React Js, Node Js, PostgreSQL, Bitbucket, Jenkins
Business Challenge

The organization needed to strengthen its data governance framework to handle the increasing volume and complexity of data products. Key challenges included establishing governance best practices with standardized workflows and controls, ensuring reliability and accuracy of data across multiple systems, and meeting evolving regulatory requirements. The lack of structured processes created risks to data quality, trust, and compliance, making governance modernization essential.

Solution
  • Designed structured workflows to manage the lifecycle of data products with consistency and accountability
  • Automated governance processes to streamline collaboration across teams and improve efficiency
  • Standardized data-related tasks and controls to ensure uniformity and adherence to best practices
Outcomes
  • Increased scalability and reliability of governance framework, ensuring consistent data quality
  • Improved user experience with simplified and intuitive governance workflows
  • Strengthened compliance through embedded controls and automated processes
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Future-ready EdTech for Education Leaders

Power the next generation of learning with secure, scalable, and intelligent platforms, engineered to deliver seamless student experiences and measurable institutional impact.

Future-ready EdTech for Education Leaders

Power the next generation of learning with secure, scalable, and intelligent platforms, engineered to deliver seamless student experiences and measurable institutional impact.

Education Technology Experience

Scalable EdTech Platforms
for Digital Learning
Scalable EdTech Platforms  for Digital Learning

Deliver flexible, high-performance learning platforms that scale with institutional growth, supporting hybrid models, peak usage, and evolving academic needs

Secure, Cloud-based Solutions
for Modern Education
Secure, Cloud-based Solutions  for Modern Education

Empower your institution with cloud-native EdTech that ensures data security, compliance, and seamless access across devices, campuses, and learning modalities

AI-powered EdTech for
Smarter Learning Outcomes
AI-powered EdTech for  Smarter Learning Outcomes

Enhance student success with AI-driven analytics, adaptive learning, and intelligent automation, designed to personalize education and optimize outcomes

Integrated Learning Systems
for Institutions
Integrated Learning Systems  for Institutions

Unify LMS, SIS, and third-party tools into a cohesive ecosystem, streamlining operations, improving data flow, and enhancing the learner experience

Transform Education with
Enterprise-grade Tech
Transform Education with  Enterprise-grade Tech

Modernize your digital learning infrastructure with DevOps automation, strategic consulting, and integrated platforms aligned to institutional goals

Scalable EdTech Engineering
Solutions
Scalable EdTech Engineering Solutions

Delivering scalable software engineering, cloud, and data analytics for EdTech, supporting K-12, higher Ed, and workforce assessment with global reach and agile teams

Value We Provide

Specialized Industry Expertise
Specialized Industry Expertise

In-depth industry knowledge and tailored, high-impact solutions designed to optimize business performance.

Innovative Technology and Superior Solutions
Innovative Technology and Superior Solutions

Expertise in cloud, microservices, and data-driven technologies to build flexible, scalable and resilient solutions that evolve with your business and drive innovation.

Collaborative Partnership
Collaborative Partnership

Collaborative approach and agile execution align with your strategic goals, delivering value at every stage and fostering a seamless partnership that drives operational excellence.

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    Workflow orchestration for complex insurance ops

    Insurance

    Orchestrating workflows across complex insurance operations

    Executed a workflow orchestration system that enabled business users to manage insurance plans smoothly through various lifecycle stages while ensuring seamless integration across multiple backend systems.

    Client
    A leading mutual life insurance provider
    Goal
    Smooth workflow execution for case creation and management of complex insurance processes across legacy and modern systems
    Tools and Technologies
    iProcess, Java, Spring Boot, BW5, BW6, FTP, Database systems
    Business Challenge

    The client operated its platform with varied legacy and modern systems for managing diverse insurance operations. The system covered a wide range of complex processes with numerous interfaces and data exchanges.

    The goal was to transform the system and streamline it to manage those varied processes and orchestrate seamless execution of workflows across multiple backend systems. The integration had to be executed smoothly to ensure a unified, efficient user experience, overcoming complexities.

    Solution
    • Developed the Simon Workflow Portal, a centralized entry point to start and manage business cases and workflows
    • Enabled transaction of insurance plans through various lifecycle stages with BPM 
    • Ensured accurate and timely processing with BPM
    • Built an execution engine to trigger specific workflows 
    • Automated operations across systems for data consistency, and reduced manual effort
    • Created a robust middleware layer to manage communication between systems, ensuring secure and reliable data flow
    Outcomes
    • Improved overall operational efficiency
    • Reduced manual intervention and processing time with automated workflows
    • Enabled seamless integration across multiple legacy and modern systems 
    • Ensured data integrity and process continuity
    • Developed scalability and flexibility for easy updates and integration of new features or systems
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