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Case Study 01

Role-based workflows, end to end

A business platform with desktop and mobile applications, backend services, and role-based access for structured recovery-related workflows. Available to clients.

See how a case moves Client access
Role-based access
  1. 1 Client Raises cases and follows them to closure.
  2. 2 Admin Central oversight of users, cases and configuration.
  3. 3 Vendor Works assigned cases from acceptance to result.
  4. 4 Collection agent Created by a vendor, each agent has their own login.

Case study

The problem, the solution and the value

How RECOVR was shaped around the business requirement it addresses.

Project scope Desktop application, mobile application, backend services, and authentication.

4 roles Client, Admin, Vendor and Collection Agent, each with its own permissions and workflow.
  1. 01

    Business challenge

    Debt recovery-related operations can involve multiple users, responsibilities, and workflows. Supporting these activities through a structured digital environment requires coordinated application interfaces, controlled access, and backend business logic.

  2. 02

    Solution delivered

    IoVert developed RECOVR as a business platform with desktop and mobile applications, backend services, and authentication mechanisms.

    The solution incorporates role-based access and application workflows designed to support structured operations across different user roles.

    Workflow management covers KYC approval, case registration and approval, digital contract signing, vendor assignment with an acceptance time limit, live chat and document exchange, and case closure.

  3. 03

    Business value

    • Provides a dedicated digital platform for recovery-related workflows.
    • Supports access according to user roles.
    • Brings desktop and mobile application experiences into the same solution.
    • Establishes a backend foundation for application functionality and business logic.
    • Keeps clients, vendors and the admin aligned through live chat and shared documents.
    • Gives the administrator central oversight of every case.

Workflow management

How a case moves through RECOVR

Five connected stages take a case from onboarding to closure, with the right role in charge at each step.

  1. 1

    Onboarding

    Everyone is verified before any work begins.

    • Client Signs up and uploads KYC documents.
    • Admin Approves or rejects clients and vendors.
    • Vendor Signs up and uploads KYC documents.
  2. 2

    Case setup

    The case is registered and approved.

    • Client Registers the case with debtor details, amount and documents.
    • Admin Approves the case, and can also create clients and cases.
  3. 3

    Assignment

    A contract is signed and a vendor takes the case.

    • Client Signs the contract digitally after approval.
    • Admin Picks the vendor and sets the acceptance time.
    • Vendor Accepts or rejects. Cases not accepted in time are auto-rejected.
  4. 4

    Recovery work

    Everyone follows the case live.

    • Client Tracks status, chat and documents.
    • Admin Sees every status, chat and document.
    • Vendor Works the case with status, chat, documents, reminders and agents.
  5. 5

    Closure

    The result is submitted and approved.

    • Client Closes or withdraws the request if the case is not moving.
    • Admin Approves closure, recovery, return or withdrawal.
    • Vendor Submits full or partial recovery, or a return request.

Role-based access

Every role sees what it needs

Clients, admins, vendors and collection agents each have their own permissions and workflow. Pick a role to see what it can do.

Client

Raises cases and follows them to closure.

  • Register and complete KYC
  • Register cases with details and documents
  • Sign the contract digitally
  • Track status, sub-status and timeline
  • Chat and view all exchanged documents
  • Raise a close or withdraw request

Key capabilities

What the platform covers

Desktop and mobile applications, backend services and authentication, working as one platform.

  • 01

    Role-based access control

    Client, Admin, Vendor and Collection Agent roles, each with its own permissions, screens and workflow.

  • 02

    KYC and onboarding

    Clients and vendors upload KYC documents and are approved by the admin before any work begins.

  • 03

    Workflow management

    Case registration, approval, contract, assignment, recovery and closure run as connected stages.

  • 04

    Digital contracts

    Clients sign contracts digitally once their case is approved.

  • 05

    Assignment with a time limit

    Vendors are assigned by the admin and must accept within a configured time, or the case is auto-rejected.

  • 06

    Live chat and documents

    Client, admin and vendor communicate and exchange documents on each case, in one place.

  • 07

    Status and timeline tracking

    Status and sub-status updates give every party a clear view of where a case stands.

  • 08

    Configurable platform

    The admin sets required documents, acceptance time, statuses and sub-statuses, payment modes, withdrawal and return reasons, policies and FAQs.

Client access. Existing clients can find the applications on the Microsoft Store:

More work

Other projects

More of the software we have designed, built and delivered.

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A desktop application that processes Amazon and Flipkart marketplace reports to support order and settlement reconciliation, discrepancy review, and profitability analysis.

View project Get it on Microsoft Store

SVJGOLD

  • Mobile Application
  • Digital Gold & Silver
  • Jewellery E-commerce

Gold Gram and Gold Kart together in one mobile application: jewellers offer digital gold and silver purchases starting from ₹100, and showcase and sell jewellery to their customers.

View project Get it on Google Play

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