NML

Direct Axis Self Service

Front-end Development, Sitecore, CMS, Custom Software Development

Self Service portal for Direct Axis web site, utilising Sitecore's ability to personalize and adapt user experiences

Project Overview

After the successful launch of DirectAxis's new website on the Sitecore 8.2 platform, and the subsequent addition of DirectAxis Pulse, DirectAxis approached NML to implement a Self Service portal on their website.

DA Dashboard

The Self Service portal was built on top of DirectAxis's existing Sitecore implementation (which NML also developed) and runs side by side with their Pulse product.

Feature highlights:

  • Self Service lives behind Industry-leading security, requiring users to be logged in / registered and their identities verified in order to access the portal.
  • A fast and responsive user-experience that renders beautifully on mobile devices.
  • Utilizing Sitecore's ability to personalize and adapt user experiences, the dashboard adapts to the user specific needs, for example displaying different tiles depending on if you have a certain product or not and if you qualify for a certain product or not.
DA Dashboard

Technology

  • Sitecore 8.2 Experience Platform
  • SQL Server
  • MongoDB
  • ASP.NET MVC

Architecture

Like Pulse, the Self Service portal is fully integrated with DirectAxis's existing enterprise API layer, with all requests to DirectAxis's API layer happening server side behind their secure firewall.

Like Pulse, the following features are in place:

  • User's need to be registered and authenticated in order to access their details.
  • During the registration process DirectAxis customers are asked to verify their identity by confirming an OTP that is sms'ed to their cellphone.
  • Once authenticated, user can perform the following self service functions:
  • View the status of your DirectAxis loan accounts.
  • Update your personal details, banking details and debit order dates.
  • Request settlement letters on fully paid loan accounts.
  • Apply online for other DirectAxis products.
  • Join Pulse to get a view of your detailed credit health.
DA Dashboard

Personalisation

Utilizing Sitecore's ability to personalize and adapt user experiences, the dashboard adapts to the user's specific needs. This includes the following features:

Customers who haven't joined Pulse yet, will see a Join Pulse tile, whereas those who have Pulse will see their Active Pulse tile instead.

DA Dashboard
DA Dashboard

Customer who qualify for a specific loan amount see a detailed loan offer tile. Customers who might qualify for a loan see a more generic loan offer tile, and lastly customers who will be declined will not see a loan offer tile at all.

DA Dashboard
DA Dashboard

Customers in the process of completing a loan application will see a “Continue Application” tile.

DA Dashboard

Customers with an Active loan will see an “Active Loan” tile.

DA Dashboard