Construction of a system to regularize the social balance of a financial entity, migrating from a manual process based on Excel to a robust and efficient web platform
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This project develops a web platform for a financial institution to automate and manage its "social balance" reporting, replacing a previous manual Excel-based process. It provides secure user management, comprehensive data administration (for people, roles, locations, etc.), and generates official reports in Word format. The system is built for the institution's operational staff and compliance teams who need to efficiently create