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Building a System to store records of Clients for an Insurance Agency.

Involves AUTOMATION - as it records data to database, it sends reminders to google calendar based on the expiry dates of client's subscription.

# Brief description of project

  • The System has several segments : both Frontend and Backend

  • In the front end, a client's data is input .

  • This data is then sent to get stored in database. - Database is Google Sheets as it does not involve numerous entries nor intensive data manipulation.

  • The system also automatically sends a reminder to administrator's calender on expiring subscriptions based on the column on expirydate.

  • Use of HTML ,CSS and Javascript for Frontend and Javascript for backend.

  • Use of APIs to connect frontend page and button to Google Calendar.

  • System workability tested and is being actively used today.

Table of Contents

  • frontend.html ; This file has : - HTML code used to build user-interface for data input. - CSS code for designing the web page - Javascript code responsible for responsiveness on the frontend side.

  • backend.js ; This file has : - Javascript code that sends the input data to the google sheets for storage - Javascript code to send reminder to Google calendar based on the column 'expiryDate' directly from data input at user-interface , i.e AUTOMATION

Setup

  • The system is implemented over a Web Browser.
  • Open link with Phoenix Browser. Thereafter, you can set a shortcut to Mobile homepage or desktop for PC users. This ensures ease of access to web page by system users.

Usage

  • The data of clients is input via the user-interface accessible via weblink.
  • The submit button, when clicked, does two things : - Sends client record to linked Googlesheets document. - Sends reminder to Google calendar based of the data in the "expiryDate" column, whereby, it sends the reminder to a date that is a day before the actual expiry date. This gives a 24hr window before expiry of Client's insurance plan to get reminded by operating staff to renew their Insurance.

Contributing

  • Any changes have to be approved.
  • One can branch the project and perform necessary manipulations, then submit commit and push requests.
  • You are welcome to contribute on the objective set in the next topic below - "Intended Next Phase".

Intended Next Phase

  • They system creates a file with records. Next phase would be to intergrate the googlesheets with Tableau that creates specified visualizations using live incoming data.

License

This project is licensed under the License Name. N/B : This Licence part is currently a placeholder. Though, it makes the README look beautiful.