Hite Labs

Gente Excel Reconciliation Tool

Single File Processing MVP: 3-4 weeks

Prove the core concept with a working end-to-end flow for processing a single Excel file. This phase delivers a functional web application deployed and accessible on Gente's server that transforms benefits data files into a standardized format with complete audit trail.

Goal: Deliver a working, deployed application that processes single Excel files with date standardization, text normalization, SSN formatting, and comprehensive audit logging.

Details

Deliverables

  • Web application with upload interface (drag-and-drop file selection)
  • Column mapping screen with source-to-target visualization
  • Output download screen with processing summary
  • Date standardization (any format to MM/DD/YYYY)
  • Text normalization (trim whitespace, standardize casing)

What's Included

  • Design: Upload, mapping, and output screens
  • Repository and project structure setup
  • Single file upload with Excel and CSV support
  • File validation (format and structure checking)
  • Column mapping interface with visual indicators

Timeline

Week 1
Design screens, project setup,...

Design screens, project setup, file upload

Dependencies: Sample data files

Week 2
Column mapping interface, tran...

Column mapping interface, transformations

Dependencies: Feedback on designs

Week 3
Audit logging, output generati...

Audit logging, output generation

Dependencies: Target format spec

Week 3-4
Testing, deployment, refinemen...

Testing, deployment, refinements

Dependencies: Server access

Total Investment:

$9,900.00

Multi-File Reconciliation: 3-4 weeks

Add the ability to reconcile data across multiple Excel files - the core business value proposition. This phase enables intelligent matching of records across different data sources with confidence scoring and human-in-the-loop review.

Goal: Enable processing of multiple files with intelligent record matching, fuzzy name matching, confidence scoring, and user review workflow for uncertain matches.

Details

Deliverables

  • Match review interface design
  • Side-by-side comparison view for uncertain matches
  • Confidence score visualization
  • Multi-file upload with wizard flow
  • Auto-detection of primary file

What's Included

  • Design: Match review screen with approve/reject controls
  • Multi-file upload interface (primary + secondary files)
  • Wizard flow: Upload, Mapping, Review, Output
  • File role indicators and manual override
  • Fuzzy matching for name variations and spelling differences

Timeline

Week 1
Match review design, multi-fil...

Match review design, multi-file upload

Dependencies: Phase 1 completion

Week 2
Record matching and fuzzy logi...

Record matching and fuzzy logic

Dependencies: Multiple sample files

Week 3
Confidence scoring, review que...

Confidence scoring, review queue

Dependencies: Feedback on matching

Week 3-4
Testing, deployment update...

Testing, deployment update

Dependencies: Diverse test datasets

Total Investment:

$7,950.00

Smart Features & Admin: 3-4 weeks

Add learning capabilities, configuration management, and output editing. This phase transforms the tool from a processing utility into an intelligent system that learns from usage and provides administrative control.

Goal: Implement pattern learning for automatic column mapping, output editing capability, and comprehensive admin configuration interface.

Details

Deliverables

  • Admin navigation and section layouts
  • Template management interface
  • Configuration screens for output paths
  • Auto-processing success screen with stats
  • Pattern learning for column mapping

What's Included

  • Design: Admin interface and success screens
  • Automatic detection of file structure patterns
  • Fuzzy matching for similar column names
  • Pattern storage and refinement from user confirmations
  • Excel-like grid view for output review

Timeline

Week 1
Admin design, pattern learning...

Admin design, pattern learning foundation

Dependencies: Phase 2 completion

Week 2
Auto-mapping, output editing g...

Auto-mapping, output editing grid

Dependencies: Historical mapping data

Week 3
Admin configuration, enhanced ...

Admin configuration, enhanced logging

Dependencies: Feedback on admin needs

Week 3-4
Testing, deployment update...

Testing, deployment update

Dependencies: Admin user testing

Total Investment:

$9,000.00

Production Hardening & Polish: 2-3 weeks

Final polish, monitoring, comprehensive documentation, and team training. This phase transforms the system from a working application into a production-hardened, well-documented enterprise solution with trained users.

Goal: Deliver a production-hardened system with monitoring, complete documentation, trained team, and ongoing support plan.

Details

Deliverables

  • End-to-end testing with production scenarios
  • Cross-browser compatibility verification
  • Performance testing under load
  • Security review and hardening
  • Bug fixes and refinements from production usage

What's Included

  • Complete workflow testing with real scenarios
  • Cross-browser testing (Chrome, Firefox, Safari, Edge)
  • Performance testing with large files
  • Security hardening review
  • Issue resolution from production feedback

Timeline

Week 1
Testing, security review, bug ...

Testing, security review, bug fixes

Dependencies: Production usage data

Week 2
Monitoring, documentation...

Monitoring, documentation

Dependencies: Feedback on issues

Week 2-3
Training, knowledge transfer, ...

Training, knowledge transfer, handoff

Dependencies: Training attendees

Total Investment:

$4,950.00