The Society of Actuaries Innovates With an Interactive Toolkit in Drupal 8

The Society of Actuaries (SOA) is the pre-eminent association for the actuarial profession. With over 30,000 actuaries as members, the SOA’s mission is to advance actuarial knowledge and the ability of actuaries to provide expert advice and solutions for financial, business and societal challenges.

The Challenge

In line with their mission, the SOA wanted to take the conceptual idea of an Actuarial Toolkit and bring that to life in Drupal 8 as a web application. The SOA's existing Glossary App needed to be redeveloped into a web app, in addition to incorporating data from multiple websites.

The SOA kickstarted the project internally with some baseline requirements and initial design mock-ups to support the reimagined Actuarial Toolkit. Sandstorm was able to quickly collaborate with the SOA and build upon the work completed, in order to begin transitioning into more detailed user experience and technical requirements. 

The Solution

The SOA partnered with Sandstorm in order to build an interactive web application that delivered a variety of online resources for actuarial candidates, actuaries, and actuarial analysts. We identified with the SOA that Drupal 8 would be the optimal platform that would offer a high level of flexibility and a scalable development framework to support the desired interactions along with a robust mobile experience.

With a Drupal-based solution and our proposed technical architecture, we were able to provide a scalable framework for the SOA to expand and grow to support the other SOA applications. The goal was to make it simple for the SOA to build out new solutions over time, without significant investment each time. The architecture also supports opportunities to transition to a headless Drupal solution (if desired in the future), which could be used to drive native mobile apps.

In addition, the Actuarial Toolkit supports the longer-term vision and consolidation of its online tools to support the Actuarial Profession.

The Actuarial Toolkit includes the following features:

  • Interactive Actuarial Glossary including over 500 peer-reviewed definitions, concepts and practice area terminology for those working with Actuarial Science
  • Bookmarking to save favorite pages in the toolkit
  • Flashcard function to display glossary terms saved for quick access and review
  • Main hub for practice areas, giving users access to pre-defined mathematical definitions and data templates used in the profession including curated live illustrations of actuarial and mathematical concepts using R
  • Integrated Single Sign-On experience with the SOA’s Association Management Software system and website so users can move seamlessly through the entire web experience

The Results

The SOA launched the new Actuarial Toolkit after working for many months curating the content and finalizing the industry definitions and terminology to ensure a highly usable, high-touch, personalized experience. Overall feedback has been incredibly positive from the SOA membership and community, not only offering an interactive suite of tools to advance learning in the profession but also giving the users even more personalized experiences that they can control.

Amanda Heberg is a light skinned female with blonde hair wearing a black shirt and sweater, silver multi layer necklace standing in front of a decorative glass door
Amanda Heberg
VP, Business Development

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