WijzijnDak.nl: A lot of information and tools now easily accessible for all of DAK's clients

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With the new Drupal 9 platform that Synetic developed for DAK (WijzijnDak.nl), lots of tools and applications have become accessible. Thanks to a clever link with DAK's CRM system customers automatically are given the right authority. The product range is also way more clear for users because of a new visual design.

Case description

DAK offers advisory firms and authorized agents professional support and access to almost the entire financial market for mortgages, insurance and mobility solutions. Among other things, they offer access to 120 insurance companies, a private label with DAK Insurance, financing solutions with 30 mortgage lenders and many useful digital tools.

We developed a brand new Drupal 9 platform for WijzijnDak. Thereby we migrated a huge amount of content from the old Drupal 7 environment. Thanks to a new visual design, the large, complex product offering is now clearly presented for DAK's customers.

After logging on to WijzijnDak.nl, affiliated advisory offices and authorized agents will find all the information and online tools they need to help their customers. We developed a clever link with DAK's CRM system: 'CKS'. From now on users only need to log in once for an entire landscape of applications and they are automatically given the right roles and rights.

The new Drupal 9 platform also provides much more freedom and flexibility for the content editors thanks to the use of dynamic blocks and is in many ways easier to use for DAK. 

Case goals and results

✔ An enormous range of products is now clear for DAK's customers
DAK being an intermediary, not only offers its own insurance products, but also offers the products of other parties. Products can be purchased separately, but can also be part of different packages. When entering or changing products, DAK can now easily choose from all these options via the Drupal 9 CMS. These choices influence where and how products are displayed on the website. A large amount of rich information is shown in a clear way for the user thanks to a new visual design. 

✔ Loads of content migrated 
We migrated all content from the old D7 platform to the new platform. We took the content architecture, files and images into account and in terms of SEO we included the correct redirects as well.  

✔ Freedom and flexibility for content editors with paragraphs 
With the new CMS, the content editors have gained much more freedom and flexibility. With a large set of dynamic blocks they can now build pages the way they want. Using the layout paragraph they can, for example, easily create different columns with different content paragraphs. 

✔ Live in no time thanks to standardization 
With our Drupal Kickstart the technical basis of the website was immediately in place. It allowed us to make progress quickly and we were up and running in no time. Our Drupal Kickstart is a ready-made CMS in which we have already built in all the basic functionalities of a ‘standard’ website. This way of working saved DAK a lot of time and money. Also, we could quickly start working on unique elements for WijzijnDak such as new designs, customized interfaces and links to external systems. 

✔ Search entries easily found and claims submitted quickly with the Webform module 
Authorized agents can easily lookup search entries and then use a handy form to submit claims directly. For the latter, we have used Drupal's Webform module. 

✔ Search  
We have frequently used the search integration with SOLR. SOLR indexes all content and Drupal uses this to create overviews and search pages. These overviews and search pages can then also be easily filtered by tags, categories and keywords. 

Challenges

✔ CKS (‘Centraal Klant Systeem’ a Central Client System) instead of Drupal as source data 
Previously, advisors could change data via Drupal, where it had to be synchronized to multiple systems. This synchronization worked both ways. Now, to ensure that there is 'one' truth of data, all customer data has been moved to a separate system in Symfony, called: CKS (Centraal Klant Systeem). This is the system where DAK manages all companies and advisors and where the companies and advisors can now view and edit their own data.  

✔ One login for lots of applications thanks to a clever link with DAK's central client system: 'CKS'.   
Previously WijzijnDak used a standard Drupal login. Access had to be given to CKS as well, since this application was separate from the old platform WijzijnDak. Therefore we created an application that serves as an Identiy Provider (IdP). Whitin IdP applications of DAK are defined with roles and rights, which can be logged in. This is done on the oAuth 2.0 protocol using OpenID. Drupal and CKS use this to authenticate. The advantage is that when you log into the IdP once, you are immediately logged in to all the applications you have access to. This makes it much easier for consultants and companies to access all their external systems. It is also easy for external parties to connect to the IdP, because it is based on the open standard oAuth 2.0. 
Because DAK can manage its own roles and rights, it is possible to indicate per user or company whether or not they are allowed to access an application. WijzijnDak itself is now also such an application that is logged in via the IdP. Because roles and rights can be set per application, content editors can also use the IdP but get extra data, allowing them to edit content within Drupal. Unlike advisors and companies, who can only read content within WijzijnDak. 
Advisors also used to log in via a Digital Passport, which has recently been replaced by the newer eHerkenning, the Dutch governmental standard for identifications of companies. Therefore, DAK's IdP also has an option to log in with eHerkenning.

✔ PowerBI integration
There is also a PowerBI integration within WijzijnDak that runs through the IdP in order to show the right data for each client in a PowerBi report that DAK manages itself. This way, they are in control of all data and reports, and DAK's customers never see more data than is necessary. Data is also protected per company.

Community contributions

We have added patches to OpenId so it would work well with the standards. This patch is ready to be ported back to the module itself. We also planned to make OpenID Connect Microsoft Azure Active Directory compatible with openid_connect 2.0. For these issues on Drupal.org we are in the lead.

Furthermore we have used patches for facets (filtering in search results), entity clone (to duplicate content), webforms (to work together with paragraphs). 

- Webform https://www.drupal.org/node/3230135 
- Menu Block https://www.drupal.org/node/758184 
- Entity Clone https://www.drupal.org/node/3198176 

Layout paragraphs:
- https://www.drupal.org/node/3195152   
- https://www.drupal.org/node/3182031  

- Drupal core https://www.drupal.org/project/drupal/issues/1988968  

Facets :  
- https://www.drupal.org/project/facets/issues/3211155  
- https://www.drupal.org/project/facets/issues/3195187  

- Config Ignore   https://www.drupal.org/project/config_ignore/issues/2973431 
- OpenID Connect Windows AAD  https://www.drupal.org/project/openid_connect_windows_aad/issues/3261110 

Date when website went live

1 year 11 months ago