Automating Finance Data Collection and Retrieval For Saving Time and Efforts
Overview
The Portal Sync Pro is a dedicated solution crafted to enhance efficiency and simplify the complex process of gathering data and documents from various investment portals. Tailored for financial professionals, this specialized tool aims to streamline and automate the retrieval process, allowing users to access crucial information within designated date ranges seamlessly.
Technical Stack
Industry
Information Technology
Region
USA
Project Size
Non- Disclosable
Highlights
Data Retrieval Automation
Data Range Filtering
Cron-Job Integration
Database Storage for Analysis
Challenges & Solutions
Preventing the download of identical documents in case of updates without overwriting the previous version in the database presented a technical dilemma.
- Solution: We integrated a cron-job mechanism into the script, configured to run at specific intervals for each portal. This feature detects updated documents and downloads them without replacing the existing version, thereby enabling effective version control.
Achieving full automation in the project, encompassing portal searches and document downloads, posed a significant technical hurdle.
- Solution: We implemented an intricate solution using a Python script that comprehensively automated the entire workflow, ensuring a seamless interaction with portals and facilitating efficient document retrieval.
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Years of Business
Experience
Happy
Customers
Countries with
Happy Customers
Agile enabled
employees
Core Features
- Efficient Navigation to Documents Page
- Seamless Document Download
- Versioned Document Handling
- Scalability and Customization
No. of Developer
01
Time Frame
December 2021 - Ongoing
Experience With Bacancy
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