Overview

The scope of work for this project is to develop a Hybrid mobile application o platforms Android and IOS, this application is integrated with Liferay 6.2 technology for the end clients of the tax advisor companies. The application would serve as a medium to receive all the communications sent by the respective tax advisor..

Universal Inbox

Universal inbox is a single inbox on mobile application to store & display multiple types of messages sent from Liferay to the end-users. This feature is transparent and visible to all the users on the front page when they open their mobile application.

Communication

Application allows the end users to fetch the details (contact number and email id) of the tax advisors to contact them. Through this the users can send the predefined / custom messages to the tax advisor as required.

Configurations

As the application is integrated with the Liferay, it allows the end users to view the tax advisor’s website and its content within the developed application browser.

Requirements

Universal inbox

  • Organization admins will be sending different types of messages to their customers and all the messages should be displayed at a single place

Communication via Rest web services

  • All major communications from / to the application should be done via JSON based RESTful web services. In many situations, a lot of limitations were encountered & alternate solutions have been framed accordingly to get the final result.

Integration of different services

  • Appsync, Liferay, Amazon SNS – These three systems need to be interlinked to ensure the right functionality of the application to provide an uninterrupted & appropriate communication to the end users on the developed mobile application.

Roles and Permissions

  • Liferay’s documents & folders to be synced to the mobile application based on the role based access definition in Liferay. Accessing the PDFs, images from the folders, within the application was yet another challenge which had to overcome.

Optical Character Recognition

  • Capturing images via Local mobile camera, processing the images using Optical Character Recognition (OCR), conversion to transform them into text-searchable PDFs & saving to the desired Liferay folders was one of the principal challenge to be handled.

 

 

    Results

    Universal Inbox

    Universal inbox is a single inbox on mobile application to store & display multiple types of messages sent from Liferay to the end-users. This feature is transparent and visible to all the users on the front page when they open their mobile application. This is only place to display all types’ messages on the developed mobile Application.

    • Whatsapp messages
    • FB Messenger
    • FB posts
    • PDF documents(Opens PDF within the App)
    • HTML Messages
    • Calendar Events
    • Website Links
    • Financial Reports(Displays the reports within the App)
    • Filtering messages based on Type
    • Lazy loading the messages from Appsync

    Amazon SNS – Push Notifications

    Whenever a message is sent to an end user, apart from updating the Universal Inbox, an SNS push notification is also delivered to the mobile phone where the mobile application is installed.
    If users are registered from the mobile application, the password is received via push notification once it is approved by the administrator.

    Liferay Document management integration

    Predefined set of folders on Liferay & the contents of these folders are synced to the mobile application allowing the user to download the content of these folders as required based on the permissions defined in Liferay.

    OCR Conversion of Images

    Camera is integrated with the mobile application to take a picture & upload it to any desired Liferay folders for which the users have access to. Additionally the image is processed through OCR, and then this image is transferred to a PDF which is searchable by its text content. This means taking a picture of an invoice (example) & uploading will save a PDF to the selected folder which can be searched by the content of the invoice.
    Bulk image upload from local mobile gallery & processing of these multiple images using OCR is also handled in the mobile application.

    Tax Dates import from Liferay

    According to Germany’s tax law, certain dates in the year are pre-defined, where the tax payers should file taxes on or before these pre-defined dates. Tax filing related dates are updated by the tax advisors in Liferay & the same has to be communicated to the end users via mobile application.

    • Various tax dates are created in Liferay to display in mobile application
    • Designed a screen to allow users to see if there are any tax dates in the current month.
    • Also the end user can navigate to change months & view the tax dates of current financial year as required.

    User Profile & Other Settings

    A user profile is displayed in the mobile application (Integrated to Liferay User) using which the user can modify the profile related details from the application & the same would be updated to Liferay.
    User details and password can be modified by updating the user profile.
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