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521420 Simple finance software development

Associate management system


This is a financial farm which the following type of activity-

1. Takes installment deposits from investors and have 1, 2, 3, 5 years plans. Either investor will take a product or equivalent amount as per the doc file (see booking form back [url removed, login to view] file)

Members join this firm by depositing a token amount and collect commission on sale basis.

Mainly this system has the following sections-

1. Associate Management-

Member (they are called associates) joing form attached (associate [url removed, login to view]).

They join under a member always. 1 is their lowest rank and 15 is the highest.

Whenever a member brings business they get a spot commission and the entire hierchy above him gets commissions.

(commission table attached [url removed, login to view] for both type)

At the end of the month commissions are disbursed.

Cheque payment is not allowed for 'Spot' commissions.

Commission table attached.

Associate Code format- BBBRR999999 (BBB- Branch Code, RR- Rank when join, 999999- Serial no)

2. Investor Management-

Whenever a member brings business the attached form is filled up. (BOOKING [url removed, login to view])

The investor can invest in any of the 1,2,3 and 5 years installment deposit and can buy products or take equvalent amount at the end of the term.

The investor will get a receipt as soon as their form is entered in the computer. (see lower portion of BOOKING [url removed, login to view])

The associate will get a spot commission voucher issued against the above investment.

Reports required (view and print)-

1. Date to date commission report of associates.

2. Hierchy statement. (Hierchy wise commission report starting from highest to the lowest for a given associate)

3. Associate performance report (business generated in a month or date to date basis)

4. Company performance (monthly turnover statement)

5. Option to query on a single associate for serial 1,2,3

Other requirements


Homepage will contain a brief description of the company

It will also contain login system for each assocaite.

Associate will be three types-

1. Member Associate

2. Senior Associate

3. Company Associate

Member associates can see and print their own data only.

Senior Associate can see, enter and print their and their lower associate details.

Company associate can access any data as they wish.


More details when the job is awarded..


Beceriler: Her şey Kabul, Finans, PHP, Yazılım Mimarisi

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İşveren Hakkında:
( 2 değerlendirme ) Kolkata, India

Proje NO: #2267358