askblue

The Segmentation project delivered by Askblue for XP focuses on building a scalable and reliable solution to process and allocate financial data used in internal reporting and integrations. The solution provides a structured framework capable of supporting complex segmentation rules and ensuring consistency across financial data flows. Key contributions include: - Design and implementation of a Segmentation Engine responsible for processing financial inputs and applying allocation rules. - Development of integrations to ingest accounting data from internal systems such as balance sheet sources. - Preparation of structured outputs to support integrations with SAP. - Implementation of segmentation algorithms aligned with business and - accounting requirements. - Collaboration with XP teams during testing phases and technical validations. Value delivered: - Automation and standardization of financial processing. - Improved traceability and reliability of calculations.

Provision of major bank services to customers through its channels, enabling beneficiary confirmation and SPIN services for initiating transfers using the certified mobile phone number or the beneficiary's NIPC, leveraging services provided by Banco de Portugal. Functionalities: -Individual beneficiary confirmation -Bulk beneficiary confirmation -Banner for SPIN activation -SPIN association -SPIN modification -SPIN dissociation -SPIN service pending status / SPIN notifications -SPIN transfer initiation (via mobile number/NIPC) -Addition of frequent beneficiaries -Creation of frequent beneficiaries -Frequent beneficiaries inquiry menu -SPIN transfer initiation through a frequent beneficiary -New fields for executed transfers - Change of customer/account ownership - Query limit - Ability to configure client messages - Configuration of new services - SPIN service inquiry in BKO Channels - SCA management - Rules engine - Operator profiles

A benefits and discounts management solution for sport club members and fans across different partner businesses. Some products have a direct discount, while others apply a cashback that is stored in the member/fan's wallet and can be used for club-related purchases (such as membership fees, tickets, club store items, etc.). The project required integration with SIBS real-time messaging, as well as the processing of its daily transaction files.

Implementation of Benefits Platform, including: 1) Implementation of the mobile version of a Benefits platform, reflecting the functionalities of the web version with the addition of: - Expense photo submission for validation with reading of QR code to fetch invoice metadata - Push notifications 2) Review and upgrade of the Look & Feel of the web application and conversion from Traditional to Reactive; 3) Review and enhancement of the user experience and journey within the application. Features: - Plan Consultation and Benefits Selection - Plans & Benefits Dashboard - Expense Submission - Expense Dashboard - Partnership Consultation - Global View of Payment Statements, covering various aspects - Chat / HelpDesk - Alerts, Notifications, and CTAs (Call To Actions) - General Search - Global and Specific Documentation - Profile Management - Platform Login or SSO Login

Incident FastTrack provides a streamlined solution for handling everything from minor damages to serious accidents. Enables fast on-site incident reporting, quick assessment by management and legal teams, and smooth coordination with insurance providers.

The SMS solution is a system to help companies register opportunities, create proposals, collaborate with contractors, and maintain consistent follow-up on services. It supports customer and contractor onboarding and final job assessments, offering a clear view of project outcomes and feedback.

The Communication Cockpit allows companies to control and centralize all outbound messages and communications. It connects with every platform across the company to unify content and ensure a consistent voice everywhere. It also allows for Marketing initiatives to be created and deployed with full autonomy, using an immediate or a scheduled broadcast.