ACORD Parser SaaS

A full-stack SaaS application that extracts data from ACORD 125 insurance forms using Azure AI Document Intelligence. Built with .NET 9 and Angular 20.

Features

• AI-Powered Extraction: Automatically extract data from ACORD 125 forms using Azure AI Document Intelligence
• User Authentication: Secure JWT-based authentication with optional 2FA support
• Document Management: Upload, process, and manage insurance documents
• Data Review & Editing: Review extracted fields with confidence scores and edit as needed
• CSV Export: Download extracted data in CSV format
• Subscription Management: Multiple tier support with Stripe integration
• Responsive UI: Modern Angular 20 frontend with standalone components and signals

Tech Stack

Backend

• .NET 9: Minimal API for high performance
• Entity Framework Core: Database ORM with SQL Server
• Azure Blob Storage: Secure document storage
• Azure AI Document Intelligence: Advanced form recognition
• Stripe: Payment processing and subscription management
• ASP.NET Core Identity: User authentication and authorization
• JWT: Token-based authentication with 2FA support

Frontend

• Angular 20: Modern framework with standalone components
• Signals: Reactive state management
• TypeScript: Type-safe development
• Stripe.js: Payment integration

Infrastructure

• SQL Server: Relational database
• Docker: Containerization for easy deployment
• Azure Services: Cloud infrastructure

Architecture

formflow/
├── backend/
│   ├── AcordParser.API/          # Web API layer
│   │   ├── Program.cs             # API endpoints and configuration
│   │   └── appsettings.json       # Application settings
│   ├── AcordParser.Core/          # Domain layer
│   │   ├── Entities/              # Domain models
│   │   ├── DTOs/                  # Data transfer objects
│   │   └── Interfaces/            # Service contracts
│   └── AcordParser.Infrastructure/ # Infrastructure layer
│       ├── Data/                  # Database context
│       └── Services/              # Service implementations
├── frontend/
│   └── src/
│       ├── app/
│       │   ├── core/              # Core services and guards
│       │   └── features/          # Feature modules
│       └── environments/          # Environment configs
└── docker-compose.yml             # Docker orchestration

Prerequisites

• .NET 9 SDK
• Node.js 20+
• SQL Server or Docker
• Azure Account (for Azure services)
• Stripe Account (for payments)

Getting Started

Quick Start with VS Code (Recommended)

If you're using Visual Studio Code, the workspace includes pre-configured tasks and launch configurations:

1. Clone and open the repository:

   git clone https://github.com/yourusername/formflow.git
   cd formflow
   code .

2. Install recommended extensions when prompted

3. Restore dependencies:

   • Press Ctrl+Shift+P (or Cmd+Shift+P on Mac)
   • Type "Tasks: Run Task"
   • Select "📦 Restore All"

4. Setup database:

   • Run Task: "📊 EF: Update Database"

5. Run the application:

   • Press F5 to start debugging both backend and frontend
   • Or press Ctrl+Shift+B and select "🚀 Run Full Stack"

See .vscode/README.md for complete VS Code setup guide and available tasks.

Manual Setup

1. Clone the Repository

git clone https://github.com/yourusername/formflow.git
cd formflow

2. Configure Azure Services

Azure Blob Storage

1. Create a Storage Account in Azure Portal
2. Create a container named "documents"
3. Copy the connection string

Azure AI Document Intelligence

1. Create a Document Intelligence resource
2. Copy the endpoint URL and API key
3. (Optional) Train a custom model for ACORD 125 forms

3. Configure Stripe

1. Create a Stripe account
2. Get your API keys from the dashboard
3. Create products for each subscription tier:
   • Starter: $29/month
   • Growth: $99/month
   • Pro: $299/month
4. Copy the price IDs

4. Setup Backend

cd backend

# Copy environment template
cp .env.example .env

# Edit .env with your configuration
nano .env

# Update appsettings.json
cd AcordParser.API
nano appsettings.json

Update the following in appsettings.json:

{
  "ConnectionStrings": {
    "DefaultConnection": "Your SQL Server connection string"
  },
  "Jwt": {
    "Key": "Your-256-bit-secret-key"
  },
  "AzureStorage": {
    "ConnectionString": "Your Azure Storage connection string",
    "ContainerName": "documents"
  },
  "AzureDocumentIntelligence": {
    "Endpoint": "Your Azure endpoint",
    "ApiKey": "Your API key",
    "ModelId": "prebuilt-document"
  },
  "Stripe": {
    "SecretKey": "Your Stripe secret key",
    "PublishableKey": "Your Stripe publishable key",
    "WebhookSecret": "Your webhook secret"
  }
}

# Restore packages
dotnet restore

# Apply database migrations
cd AcordParser.API
dotnet ef database update

# Run the API
dotnet run

The API will be available at https://localhost:5001

5. Setup Frontend

cd frontend

# Install dependencies
npm install

# Update environment configuration
nano src/environments/environment.ts

Update with your Stripe publishable key:

export const environment = {
  production: false,
  apiUrl: 'https://localhost:5001/api',
  stripePublishableKey: 'pk_test_your_key'
};

# Run the development server
npm start

The frontend will be available at http://localhost:4200

6. Using Docker (Alternative)

# Build and run all services
docker-compose up -d

# View logs
docker-compose logs -f

# Stop services
docker-compose down

Database Migrations

Create a new migration

cd backend/AcordParser.API
dotnet ef migrations add MigrationName

Apply migrations

dotnet ef database update

Remove last migration

dotnet ef migrations remove

API Documentation

Once the backend is running, visit:

• Swagger UI: https://localhost:5001/swagger

Key Endpoints

Authentication

• POST /api/auth/register - Register new user
• POST /api/auth/login - Login
• POST /api/auth/2fa/enable - Enable 2FA
• POST /api/auth/2fa/verify - Verify 2FA code

Documents

• POST /api/documents/upload - Upload document
• GET /api/documents - Get user's documents
• GET /api/documents/{id} - Get document details
• PUT /api/documents/fields/{id} - Update extracted field
• GET /api/documents/{id}/export - Export to CSV

Subscription

• GET /api/subscription - Get current subscription
• GET /api/subscription/tiers - Get available tiers
• POST /api/subscription/checkout - Create checkout session
• POST /api/subscription/cancel - Cancel subscription

Subscription Tiers

Tier	Price	Documents/Month	Features
Free	$0	25	Basic extraction, CSV export
Starter	$29	100	Advanced extraction, Priority support, 2FA
Growth	$99	500	All Starter features + API access
Pro	$299	2000	All Growth features + Custom integrations

Security Features

• ✅ HTTPS only
• ✅ JWT authentication
• ✅ Two-factor authentication (TOTP)
• ✅ File type validation
• ✅ File size limits (10MB max)
• ✅ SQL injection protection (parameterized queries)
• ✅ CORS configuration
• ✅ Password requirements enforcement

Performance Considerations

• Document processing happens asynchronously
• Background job processing for AI extraction
• Database indexes on frequently queried fields
• Blob storage for efficient file handling
• Response caching where appropriate

Deployment

Azure App Service

1. Create App Service for .NET 9
2. Create App Service for static web apps (Angular)
3. Configure application settings
4. Set up CI/CD with GitHub Actions

Docker Deployment

# Build images
docker-compose build

# Push to registry
docker tag acord-parser-api:latest your-registry/acord-parser-api:latest
docker push your-registry/acord-parser-api:latest

# Deploy to your environment

Environment Variables

Backend

• ConnectionStrings__DefaultConnection - SQL Server connection
• Jwt__Key - JWT signing key
• AzureStorage__ConnectionString - Azure Storage
• AzureDocumentIntelligence__Endpoint - AI endpoint
• AzureDocumentIntelligence__ApiKey - AI API key
• Stripe__SecretKey - Stripe secret key
• Stripe__WebhookSecret - Stripe webhook secret

Frontend

• apiUrl - Backend API URL
• stripePublishableKey - Stripe publishable key

Troubleshooting

Database Connection Issues

• Verify SQL Server is running
• Check connection string format
• Ensure firewall allows connections

Azure AI Not Working

• Verify endpoint and API key
• Check Azure resource location
• Ensure model ID is correct

Stripe Webhooks

• Use Stripe CLI for local testing: stripe listen --forward-to localhost:5001/api/webhooks/stripe
• Configure webhook endpoint in Stripe dashboard for production

Development

Running Tests

# Backend
cd backend
dotnet test

# Frontend
cd frontend
npm test

Code Style

Backend follows:

• C# coding conventions
• Async/await best practices
• SOLID principles

Frontend follows:

• Angular style guide
• TypeScript strict mode
• Reactive programming with signals

Contributing

1. Fork the repository
2. Create a feature branch
3. Commit your changes
4. Push to the branch
5. Create a Pull Request

License

This project is licensed under the MIT License.

Support

For issues and questions:

• Create an issue in GitHub
• Email: [email protected]

Roadmap

• Batch document processing
• Custom field mapping
• API webhooks for document completion
• Multi-language support
• Mobile app
• Advanced analytics dashboard
• OCR quality improvements
• Support for more ACORD forms (126, 130, etc.)

Acknowledgments

• Azure AI Document Intelligence
• .NET Team
• Angular Team
• Stripe
• Open source community