Property Conveyancing workflow

Mike King @ Settleeasy

mikkel@almsford.org

Sponsored by: Back2bikes

Agenda

What is property conveyancing?

How to model the workflow?

Existing solution

Property conveyancing

  • Transfer of ownership
  • Title search
  • Caveats
  • Planning
  • Who is buying?
  • Who is selling?
  • Ownership & Identity
  • Statement of adjustments
  • Settlement authority
  • Australian state differences

Existing solution

Offshore dev team

NuxtJS (Vue)

nodejs/mysql

The code !$*%@=)!
 

Existing workflow

Modeling the workflow

Modeling the workflow

Mysql

Relational model

* Strongly typed

* Designed for reporting

* Constraints are double edged

* Need to constantly migrate

* Performance can be a problem

MongoDB

Object database

* Add schema (SimpleSchema)

* Highly flexible

* Complex objects instead of many tables

* Avoid relational thinking

* Can export to mysql for reporting (nocodb)

Database

Workflow editor

Next steps page

Workflow engine

Collections

Properties
Workflows (job template)
Jobs
Stages
Tasks

* Tasks have a reference to the predecessors slug (not the _id)

Workflow engine (2)

Meteor methods

task.ready
task.complete
task.skip
task.reject
task.approve

Visualising the dependencies

* Colour codes for roles,

e.g GREEN for customer

* Dagre D3 for layout

End-to-end testing (demo)