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Oasys

Creating a bespoke solution to digitize paper investor forms, automate data entry workflows, and integrate records into downstream systems.

Industry: Investment Management
Duration: 22 months
Team: 4 members
Services

• Mobile Development
 • Back-End Development
 • UX/UI Development
 • Quality Assurance

Technologies

• .NET & ASP.NET
 • Azure Functions
 • Azure SQL
 • RESTful API Integration

Team Composition
  • Solution Architect
  • Front-End Developer
  • Back-End Developer
  • QA Engineer

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About the Client

Octopus Investments is a leading UK investment firm, managing over £8.9 billion for 55,000+ investors, specializing in renewable energy, healthcare, property, and SMEs.

Challenge

• Eliminate manual data entry by converting paper-based investor forms into digital records.
 • Enforce data validation rules and dual-operator quality checks to catch errors early, ensuring data accuracy throughout the process.
 • Integrate cleaned data into Novus and Watson platforms, enhancing risk assessment and minimizing reconciliation issues.
 • Reduce Op1–Op2 correction rate, especially for email and postal address discrepancies.

Solution

• Source-of-Wealth Verification: Implemented a tool to validate investor income sources, ensuring compliance and transparency.
 • Streamlined Re-Checking: Automated secondary review by “Power & System” users, avoiding manual re-checks when validations pass.
 • Feature Flags & Logging: Added runtime feature toggles and centralized logging for rapid issue diagnosis and controlled rollouts.
 • CI/CD Pipeline: Configured Azure DevOps pipelines for continuous integration and automated deployments.
 • System Integration: Built robust connectors to Novus and Watson, utilizing REST APIs to synchronize investor data accurately.

Business
Value

Improved Efficiency

Digitization cut form-processing time, automating manual entry tasks and document handling, contributing to better resource optimization.

Higher Data Accuracy

Automated validation and dual-operator checks reduced input errors, ensuring reliable data for downstream systems.

Seamless System Integration

Real-time synchronization with Novus and Watson provided a unified investor view, enabling data–driven decisions and more efficient business automation.

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Creating an enterprise-class cloud tailored solution that isolates storage of sensitive data for US legal departments and lawyers.

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