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Julius Baer Onboarding

An interactive onboarding simulation system designed for Julius Baer, a decision-based game interface. This project helps users understand client interaction scenarios and decision-making processes in a private banking context.

🔍 Features

  • Interactive client scenario simulations
  • AI-powered decision recommendations
  • Real-time scoring and feedback
  • Progress tracking
  • Document processing capabilities
  • Comprehensive validation system

🎯 Project Overview

The Julius Baer Onboarding Simulation is a full-stack application that:

  • Simulates real-world client interaction scenarios
  • Provides AI-powered decision recommendations
  • Tracks user performance and learning progress
  • Offers an intuitive and engaging user interface

🏗️ Architecture

Backend (Python/Flask)

  • RESTful API endpoints for game management
  • Integration with Julius Baer's API
  • AI advisor for decision recommendations
  • Game state management and scoring system
  • OCR capabilities for document processing

Frontend (Alpine.js & Bootsrap)

  • Modern, responsive user interface
  • Interactive game flow
  • Real-time decision feedback
  • Score tracking and progress visualization

Prerequisites

Install the following system dependencies:

  • Python 3.12
  • pip
  • virtualenv
  • Node.js (v16+)
  • npm
  • tesseract-ocr

🔧 Installation Steps

1. Install Python 3.11+ and Required Tools

For Ubuntu 22.04+

sudo apt update
sudo apt install python3.11 python3.11-venv python3.11-dev

2. Install Tesseract OCR

sudo apt install tesseract-ocr

3. Install Node.js and npm

curl -fsSL https://deb.nodesource.com/setup_18.x | sudo -E bash -
sudo apt install -y nodejs

🚀 Project Setup

  1. Clone the repository
git clone https://github.com/NoeBerdoz/julius_baer_onboarding
cd julius_baer_onboarding
  1. Set up the Python virtual environment
python3.12 -m venv .venv
source .venv/bin/activate
pip install --upgrade pip
pip install -r requirements.txt
  1. Install frontend dependencies
cd frontend
npm install
cd ..

📁 Project Structure

julius_baer_onboarding/
├── app.py                 # Main Flask application
├── config.py             # Configuration settings
├── requirements.txt      # Python dependencies
├── frontend/            # Frontend application
├── services/            # Backend services
├── dto/                 # Data Transfer Objects
├── validation/          # Validation logic
├── utils/              # Utility functions
├── game_files/         # Game-related files
└── tests/              # Test suite

🧪 Development Workflow

  1. Start the backend server
source .venv/bin/activate
python app.py
  1. Start the frontend development server
cd frontend
npm run dev

Screenshots of the app

The user has a view to see all documents
image

When the AI suggest that the dossier is fine image

When the AI suggest that the dossier has an issue image

The AI adapts to each dossier image

The user makes the final decision and has interface feedbacks, loadings, game over screen... image

Description
SwissHacks 2025 challenge
Readme 543 KiB
Languages
Python 69.8%
HTML 18.7%
JavaScript 11.4%