Contact person: Business Client

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Location: Mumbai, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"PROJECT SCOPE & PAYMENT TERMS
IMPORTANT TERMS (NON-NEGOTIABLE)
• Project will be executed only on the freelancer platform
• Single milestone at the end
• No advance payment
• No partial payment
• Milestone will be released only after full verification
• All communication must remain on platform
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PROJECT OBJECTIVE
Develop a web-based SaaS application for insurance document management with AI-based data extraction, user wallet, subscription plans, admin controls, and reporting. AI extraction python code is already ready.
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USER FEATURES (MANDATORY)
Authentication
• User registration
• User login
• Password reset / change
• Secure session handling
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Policy Management
• Upload PDF / Excel files
• View uploaded files
• Edit policy details
• User can access only their own data
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AI Extraction (Already logic code available which you can refer)
• Upload file → send to API → receive JSON → store → display
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Data Display & Export
• Display extracted data in tabular format
• Manual edit of extracted fields
• Download extracted data as Excel
• Various filters of expiry date, issue date etc available
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Wallet System
• Wallet balance display
• Credit / debit transaction ledger
• Manual recharge entry (admin-controlled)
• Balance deduction per AI extraction
• Check balance available or no before open ai extraction starts
• Wallet history visible to user
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Support System
• User can raise support tickets
• View ticket status and replies
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ADMIN FEATURES (MANDATORY)
User Management
• View registered users
• Activate / deactivate users
• View usage of users
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Subscription Plans
• Create / edit / delete plans
• Set pricing and validity
• Define usage limits (credits / extractions)
• Plan assignment to users
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Content Management (CMS)
• Create / edit / delete blogs
• Display blogs on website
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Analytics & Reports
• Total users
• Files uploaded
• AI extractions performed
• Wallet usage summary
• Subscription usage overview
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Communication
• System notifications
• Basic email notification support (WhatsApp API not required)
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• Payment gateway integration
• Automatic mail and whatsapp reminder before renewals at pre determined intervals which we can set
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DELIVERABLES (ALL REQUIRED)
Milestone will be considered complete ONLY IF ALL items below are delivered:
• Fully working User + Admin web application
• AI extraction working
• Wallet and subscription logic functioning correctly
• Excel export functioning
• Source code shared (GitHub repository or ZIP)
• Deployed application link or working demo video
• Basic setup and deployment documentation
• Admin pannel working
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PAYMENT & MILESTONE TERMS
• Single milestone only
• No advance payment
• No partial milestone release
• Payment will be released only after verification of all features
________________________________________
ACCEPTANCE CONFIRMATION
By accepting this project, freelancer confirms:
• Full understanding of scope
• Agreement to single end milestone
• No claim for partial payment
• Commitment to deliver all features listed above
________________________________________" (client-provided description)