Regulatory Plan Templating System

• Created an admin back-end for creating plan templates, which allowed for adding question groups, ordered questions, informational help text, sample values, and a field format.
• With this tool, the content expert could create a plan template with no programmer intervention.

• Customers in need of the plans can fill them out for free.
• I also created a convenient form filler helper that pre-fills repetitive information in simple use cases.
• Again, the entire form is dynamic, so each plan template automatically has a form template filling page.

• Customers can view the first 3 pages of their plan as a sample before payment.
• The PDF (created using the Prawn gem) was the one part of the process that was manual, as the wording, template layout, and location of fields was unique to each plan template.