Devepment of a content management solution in Alfresco for a financial company

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Dr. Martinek Péter
Department of Electronics Technology

Alongside capital and people, information is the real intellectual property of an organization. Since it is a key asset, it should be exploited as fully as possible. This encourages organizations to invest in enterprise content management systems.

In the first part of my thesis I explored the past and present of corporate workflow and document management platforms. I got familiar with market leading products and solutions used by them. I have researched their used standards and best-practices with special emphasis of open source technologies. After acquiring the theoretical knowledge, I designed an end-to-end workflow of an insurance company regarding third party liability insurance. I have examined the steps, actors, interactions, roles and content. My aim was to develop an integrated web portal which can serve both the workflow and the document management.

During the implementation of this project, I used the open source components of Alfresco and Liferay. After setting up the development environment I connected them and integrated their services. I created a domain specific document model with meta-data and a related workflow model. Then I developed a role-based portal where the management of this product is available. The interaction between the users and the portal is realized with custom-made portlets, which were written in Java. The documentation of these developments, the used technologies and implemented business logic is available in the second phase of my thesis.

Finally, I tested the ready portal through functional and performance tests. The results showed that it complies with the requirements. I made also ideas of improvement for further fine-tuning.


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