Logo
Contact

New Functionality in CHR

UX Design

Web app

Mobile app

New Functionality in CHR

#product design

#business analytics

#cybersecurity

Year of Preparation

2024

Preparation Period

12 months

Stages

1. Business process analysis – studying current and target processes, identifying improvement opportunities.

2. Writing the technical specification – documenting functional and non-functional requirements.

3. Preparing prototypes – screen flows and functional samples created for early testing.

4. Preparing design documents (Figma) – visualizing UI/UX and planning user experience.

5. Data Flow Diagram – describing data movement and relationships in the system.

6. Software development – backend and frontend coding, module implementation.

7. Integration with SIMA – adding electronic signature functionality.

8. Integration with Baku Stock Exchange – connecting BSE data and operations with the system.

9. Integration with National Depository Center – enabling data exchange on securities transactions.

10. Integration with internal 1C – syncing with accounting/internal systems.

11. Integration with ASAN Finance – enabling automated customer financial data verification.

12. UAT testing – user acceptance tests to confirm system compliance.

13. Other QA tests – functional, performance, security testing.

14. Penetration testing – checking for security vulnerabilities.

15. Final bug fixing – resolving all identified issues.

16. Delivery – fully functional system delivered to the client.

Project Purpose

CIMBI software aims to make investment operations easy and accessible for CPM Invest clients, and digitalize/automate all business processes between CPM and clients.

About the Project

The system has 3 main components:

1. Web-based admin system – for CPM employees to manage clients, operations, financial instruments, limits, commissions, etc.

2. Web-based client cabinet – for clients to create orders, track balances, sign documents, and use other services.

3. Mobile client cabinet – providing same functions as web cabinet, on mobile.

Modules are integrated with ASAN Finance, BSE, National Depository Center and internal 1C system.

New Functionality in CHRNew Functionality in CHR
New Functionality in CHRNew Functionality in CHR

Detailed Features

E-signature (SIMA) integration

For signing both documents and orders.

E-signature (SIMA) integration
Multifunctional tables

Filtering, viewing, editing and exporting data to .csv.

Multifunctional tables
Approval matrices

Multi-level dynamic approval mechanism for operations.

Approval matrices
Balance & overdraft management

Tracking balances, adjusting overdraft limits and approvals.

Balance & overdraft management
Securities & financial instruments

Tracking instruments and portfolios, integrated with MDM/BSE.

Securities & financial instruments
Commissions & tariffs

Automated calculation/management of commission rates per operation type.

Commissions & tariffs
Client balance management

Each client has an investment account; its management added into CIMBI.

Client balance management
Integrations

Real-time integrations with ASAN Finance, BSE, NDC and 1C.

Integrations
New Functionality in CHR - Blink-BI