File Operations Workflow
Internal Operations Platform — South East Client Services Inc.
Automates file-based operations workflows for the Halsted Financial operations team. It reduces manual effort, improves accuracy, and provides full visibility into file processing status.
- Secure login via AWS Cognito — no separate passwords to manage
- Commission Rate Helper — review, enrich, and submit placement files for processing
- File Merge — select and combine multiple files into a single master output
- Real-time status tracking — monitor files from upload to completion
- Full audit trail — every action is recorded with user identity and timestamp
- Powered by AWS — serverless processing via Lambda, storage via S3, data via DynamoDB
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Access is restricted to authorized South East Client Services Inc. staff only.