Tier 1 Insurance Company in the US
Building a Document Sharing System
THE BUSINESS CHALLENGE
- Borrowers / Attorney / consultants have to collaborate over a potential real estate deal and initiate to share and work with deal and loan documents
- Provide a centralized document sharing and migration hub and allow external users to access their business artefacts over web in a sate and secure manner.
TECHNOLOGY COMPONENTS
SharePoint 2010, Virto Bulk Uploader
THE APPROACH
- Implemented a custom solution to provisioning site and provide access for external users to access the site and allows them to upload deal/loan documents.
- Implemented Metadata Tagging , Corporate Metadata Management.
- Implemented document management with document promotion feature.
- Implemented Enterprise Search to fetch documents using various parameters.
- Created a repository on SharePoint for easy document migration.
- Custom People Picker implementation for External AD Users.
