##Introduction: The TRAD is a financial services company who provides credit assessments for large businesses to protect financial health of the business.
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Purpose of this project:
- Decrease the financial risk for large businesses with the system that allow to send information to the customers about their clients.
- Automations on the credit limit.
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What we have archived with this project:
- A dynamic system with integration of different services like ABR Lookup, New Zealand Lookup, RSS, Illion.
##Module:
- Backend Server
- Risk Panel
- Client Panel
- This is the main core of the project. It connects Database, third party API services, Mailer service, AWS etc.
- All the API calls from other two modules are pointed here.
- All modules are managed here like Dashboard, Users, Insurer, Clients, Debtors, Applications, Tasks, Overdue, Claims, Reports.
- Access management is there for different modules and users.
- Logging of all the activities is here.
- Server runtime : NodeJS v14.x
- Database : MongoDB v5.x
- Mail service : Sendgrid
###4. Configure Module:
- Configure SendGrid account
- Signup to SendGrid and fill the required information and proceed further.
- Login in to the account and goto Settings => API Keys. Confirm on the prompted Confirm Email Address button. Click on the link received in the mail inbox to verify the email.
- Refresh the API key page and click on Create API key and paste it to the file
.envin:SENDGRID_API_KEY - For verification, follow the steps for Single Sender Verification from SendGrid guide
- Paste sender email address to the file
.envin:FROM_EMAIL_ADDRESS
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Install requirements
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Go to
source/backendand open the terminal from that folder -
Run
npm ito install all the dependencies -
Currently, the backend server will start on PORT 3200, which is configurable
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Once done, run
npm start, and the server starts running on port 3200 (specified in env file)