Egal Investment Backend
Full-Stack2020

EGALINVESTMENTBACKEND

Express + MongoDB — JWT, S3 uploads, Twilio SMS, Nodemailer, EJS layouts.

3
Outbound channels (API · SMS · email)
1
MongoDB-backed API core
2020
Capstone delivery year
SCROLL
Client
University
Domain
Full-Stack / Demo
Platform
Express
Duration
2020
Core Stack
Node · MongoDB · AWS S3
The Brief

THE
PROBLEM

Final-year capstone investment demo that still required believable production patterns — JWT sessions, portfolio CRUD backed by MongoDB, receipt PDFs and statements landing in S3, plus Twilio SMS and Nodemailer email — not a mocked in-memory CRUD toy.

Express API with layered middleware (Helmet, CORS, rate limits where assigned), Mongoose models, EJS layouts for lightweight admin, and twelve-factor style env configuration for Twilio, SMTP, and AWS keys.

Core Engineering Challenge

Semester-fixed timeline meant shipping multer-s3 pipelines, Twilio error handling, and EJS admin screens without leaking working secrets into committed `.env` samples or skipping validation middleware.

3
Channels
Extended stack
backend
Express
database
MongoDB
Express
Express
How we built it

THE ARCHITECTURE

01
Express foundation

Routing, error middleware, and validation on investment operations.

ExpressNode.js
02
Mongo models

Users, portfolios, transactions — ObjectId relationships with basic reporting queries.

MongoDBMongoose
03
JWT auth

Login, refresh strategy (as scoped), and protected routes for demo accounts.

JWTAuth
04
S3 uploads

multer-s3 or pre-signed patterns for statements and KYC placeholders.

AWS S3Multer
05
Twilio + mail

SMS notifications and Nodemailer templates with sandbox keys for grading.

TwilioNodemailer
06
EJS admin

Server-rendered pages for advisors to inspect demo data quickly.

EJSExpress
System Data Flow
Ingestion
CrawlerContent Hash10K+ pages
Processing
ChunkerDeduplicatorEmbedding API
Storage
pgvectorPostgreSQLRedis Cache
Auth
Identity ProviderJWT BridgeSessions
Query
HNSW SearchRe-rankerLLM Stream
Delivery
Web AppMobile AppUsers
What we delivered

THE RESULTS

3

JWT-protected JSON API for the student demo client, SMS via Twilio for alerts, email via Nodemailer for statements, and S3 for uploaded artifacts — enough surface area to grade security and UX, not just algorithms.

3
Channels

JWT-protected JSON API for the student demo client, SMS via Twilio for alerts, email via Nodemailer for statements, and S3 for uploaded artifacts — enough surface area to grade security and UX, not just algorithms.

Engineering decisions

TECH
DEEP DIVE

EXP
Express over Nest

Capstone timeline favored explicit middleware stacks the committee could read.

S3 uploads taught presigned URL trade-offs early versus streaming through the app server.

MONGO
Mongo for flexibility

Rapid iteration on portfolio schema during weekly advisor reviews.

Twilio sandbox numbers kept SMS demos safe while still proving async error paths.

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hello@techmusketeers.com
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Availability
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