Define 3.0

Finura

Team Information

• Team Name: The Think Tank
• Track: FinTech

Team Members

Name	Role	GitHub	LinkedIn
Joshua Sunny ninan	Chatbot	Joshualostinearth	Profile
Allan Jigi Mathew	info gathering and presnetation	Allantalks	Profile
Advaith A Arun	Frontend/Backend	ADU773	Profile
Edwin K Mathew	Frontend/Backend	EdKMathew	Profile

Project Details

Overview

We intend to build a basic fintech website that provides users with financial insights and customer support through an AI-powered chatbot. The website will feature a simple dashboard displaying sample financial data in a user-friendly interface.

Problem Statement

Develop a basic prototype of a fintech website with an AI-powered chatbot that provides users with financial insights and customer support. The website should have a clean, user-friendly interface with a simple dashboard displaying sample financial data and a chatbot capable of handling basic FAQs related to fintech services

Solution

The fintech website prototype will feature a user-friendly dashboard displaying sample financial data, including account balance, recent transactions, and spending trends. An AI-powered chatbot will handle basic fintech FAQs and provide financial insights such as budgeting tips and savings suggestions. Additionally, the platform will promote sustainability by encouraging digital transactions, eco-friendly financial habits, and energy-efficient coding practices.

Demo

Replace VIDEO_ID with your YouTube video ID or provide an alternative demo link

Live Project

Project Name

Technical Implementation

Technologies Used

• Frontend: React
• Backend: node.js
• Database: MongoDB
• APIs: foduucom/stockmarket-future-prediction,Mistran

Key Features

1. User-Friendly Dashboard

• Displays sample financial data (e.g., account balance, recent transactions, spending trends).
• Clean UI with easy navigation.

2. AI-Powered Chatbot

• Handles basic FAQs related to fintech services (e.g., "How to check my balance?" or "What are the investment options?").
• Provides financial insights such as budgeting tips and savings suggestions.

3. Sustainability Integration

• Encouraging digital transactions to reduce paper waste.
• Promoting eco-friendly financial habits (e.g., sustainable investment options).
• Implementing efficient coding practices for energy conservation.

Setup Instructions

Prerequisites

• Node.js: Ensure you have Node.js installed. You can download it from nodejs.org.
• npm: Node Package Manager, which comes with Node.js, to manage project dependencies.
• React: For the frontend development.
• Express: For the backend server.
• Fetch API: For making HTTP requests to the Hugging Face API.
• dotenv: For managing environment variables (optional but recommended)

Installation

npm rechart
npm install express
npm install cors
npm install node-fetch
npm install dotenv
npm install react-router-dom

Running the Project

npm run dev

Additional Resources

Project Timeline

Morning: Set up the Express server with Hugging Face API integration and a basic FAQ database for finance questions. Afternoon: Developed a robust isFinanceRelated() function with extensive finance-related keyword categories. Evening: Implemented a currency conversion feature with regex pattern matching and support for multiple currency name variations. Night: Built the /chat endpoint with response formatting, including HTML bold tags, and added error handling. 🗓 Sunday

Morning: Discussed and planned transaction data integration. Afternoon: Added a transaction dataset and improved isFinanceRelated() with transaction-related keywords. Developed a transaction query handler. Evening: Restructured the code by moving transaction data to a separate file and ensured proper module imports/exports. Night: Tested the chatbot’s ability to handle queries about income/expense summaries, balance breakdowns, and transaction searches.

March 8, 2025 Project Setup: Initialized repository, set up project structure, and installed dependencies for Node.js, Express, and React. Backend Development: Created Express server, defined /chat endpoint, configured CORS, implemented FAQ handling, hardcoded exchange rates, and added currency conversion logic. Frontend Development: Created React app, built Dashboard component, developed chat interface, and implemented message handling. Testing & Debugging: Tested API using Postman, debugged server responses, and ensured correct API handling. Styling: Applied CSS for chat interface and dashboard, ensured responsiveness with media queries. Integration: Connected frontend with backend to process and display messages. Feature Enhancement: Added transaction data queries, improved error handling, and implemented logging. March 9, 2025 Final Touches: Refined CSS styles, ensured consistency, and fixed layout issues. Testing & Deployment: Conducted final tests, deployed backend and frontend, and verified production functionality.

Challenges Faced

The frontend might fail to fetch data due to CORS restrictions. Ensure CORS is properly configured in your Express server

Future Enhancements

-Improve fintuning of finance chatbot -More functional split pay which includes sms in gmail messages -Emergemcy fund allocater

References (if any)

• Reference 1
• Reference 2

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Submission Checklist

• Completed all sections of this README
• Added project demo video
• Provided live project link
• Ensured all team members are listed
• Included setup instructions
• Submitted final code to repository

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