A precious-metals refinery relied on phone calls, email, and manual back-office work for customers to lock metal prices, arrange shipments, and reconcile settlements — slow, error-prone, and hard to scale on a large, aging codebase.

smartData rebuilt the customer portal on a clean-architecture ASP.NET Core 8 platform, delivering the full refining lifecycle as self-service: account, location and role-based user management; live spot-price Lock-In and Pool Management; FedEx/UPS-integrated shipping with packing lists, labels and tracking; invoices, statements, financial activities, calculators, reminders, secure messaging and two-factor authentication — a secure, real-time, multi-location B2B system that removes manual coordination and scales operations.
 

Features

• Metal Price Lock-In & Pool Management: lock live spot prices; manage pool balances and cash-outs
• Integrated Shipping: packing lists, live FedEx/UPS rates, label generation and tracking
• Invoices, Statements & Financial Activities with in-app PDF generation
• Account, Location & Sub-user Management with role-based department permissions
• Live Spot Prices, Metal Calculators, Reminders & TOTP two-factor security
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Technical Challenges

• Modernizing a 500+ table legacy refinery system with tightly coupled pricing, settlement and shipping rules without changing behavior. : Adopted clean architecture with Repository/Unit-of-Work and an async service layer; ported business logic 1:1 into testable services with EF Core hidden behind interfaces.