Customers needed a self-serve view, but the internal dashboard exposed analyst data and actions that should never leave the ops team.
Financial platforms · Case study
Customer account portal
A customer-facing account portal with entitlements and an audit trail, separate from the internal ops dashboard.
- Industry
- Financial platforms
- Client
- Anonymised
- Type
- Custom software
Problem
What was breaking before the build.
Solution
What we designed and shipped.
A customer portal with account views limited by entitlement, its own role model and an audit log on sensitive reads and changes — integrated with the same source of truth, not a copy of the ops screens.
Outcome
What changed for the people running the system.
Customers see their own accounts; ops keeps the internal dashboard. Sensitive actions are logged instead of shared through screenshots and email.
How we work
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Scope before code
We write what is being built, what is excluded, integrations, dates and cost basis before the build starts. Changes get quoted before they get coded.
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Talk to the people doing the work
You meet named engineers and designers. There is no account manager translating technical questions in both directions.
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Working software every two weeks
Increments land on staging you can open and use. Progress you can click on beats progress in a status report.
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You own everything
Repository, cloud account, domains and credentials stay yours. We work in your accounts wherever possible.
FAQ
Short answers drawn from this case study.
What problem did the financial platforms case study address?
Customers needed a self-serve view, but the internal dashboard exposed analyst data and actions that should never leave the ops team.
What did Three Index build?
A customer portal with account views limited by entitlement, its own role model and an audit log on sensitive reads and changes — integrated with the same source of truth, not a copy of the ops screens.
What changed for the team running the system?
Customers see their own accounts; ops keeps the internal dashboard. Sensitive actions are logged instead of shared through screenshots and email.
Tell us what you are trying to build.
Send a short description of the project. You will get a reply from someone technical — with questions worth answering, not a brochure.