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10 / 11US E-commerce

Certificates and regulator reporting

Every completed course produces its certificate and the credit record in four regulator systems, with nobody typing anything.

Status
In production
Destinations
4 tracking systems
Duplicates
Checked before every report
Missing data
A message telling the learner what to fix
Before
When a professional finished a course, they needed the certificate and the credit recorded in the system of the body that oversees their license. A mistake in that record could delay a renewal.
What we built
A queue that, on every completion, renders the PDF certificate and reports the credit to four tracking systems. Before sending, the system checks whether the record already exists. When learner data is missing, the learner gets a message saying exactly what to fix, and the report is retried afterward.
What changed
Reporting happens on its own, and failures surface with a path to fix them. A large source of support tickets went away.
Today
Running in production.

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