End-to-End Customer Document Platform

Замовник: AI | Опубліковано: 03.03.2026

I need a streamlined system that lets my field employees capture every mandatory document—identity proof, address proof, and the signed service agreement—while they are with a customer. They will upload these files through a secure web portal, so the interface has to be fast, mobile-responsive, and able to work even on patchy connections, queueing files until signal returns. On the backend, each document set must be stored and retrieved strictly by customer ID so that anyone in operations, compliance, or support can pull a full customer folder in seconds. I also want an at-a-glance timeline that shows where each customer sits in the overall journey, from first visit to final approval, along with an audit trail of every edit or status change. Core expectations • Responsive web portal for field staff with login, drag-and-drop or camera upload, real-time validation, and progress indicator. • RESTful (or GraphQL if you prefer) API connecting portal to the database. • Database schema that indexes everything by customer ID while still letting me filter by date or document type when needed. • Admin dashboard to search, download, or export complete customer packages and track turnaround metrics. • Clear hand-off documentation and a short screen-share walkthrough so my in-house team can maintain the codebase. If you already have experience with stacks like React + Node + PostgreSQL, Laravel + MySQL, or similar, let me know which you’d propose and why. My priority is reliability and data security rather than being tied to any particular framework. I’m aiming to move quickly, so please outline your development timeline, key milestones, and any past work that shows you have built comparable document-collection or workflow systems.