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Synaxis (MoneyMatters)

24-hour hackathon platform that combines personal finance management with AI-powered insurance policy analysis, coverage-gap detection, and scenario simulation.

ExpoReact NativeTypeScriptPostgreSQLAWS
MoneyMatters team photo from the hackathon
Innovation Hack team photo for Synaxis / MoneyMatters.

Overview

Synaxis, documented in the MoneyMatters repository, is a personal finance and insurance management platform built around two connected experiences: a full financial tracker and an AI-assisted policy analysis workspace. The Expo client is backed by five Express microservices, PostgreSQL via Prisma, Anthropic-powered AI workflows, and an AWS deployment model fronted by Nginx.

Highlights

  • Built as a 24-hour hackathon project with an Expo mobile client and a 5-service backend routed through Nginx.
  • Financial tracker supports CRUD flows for income, fixed and variable expenses, savings accounts, goals, and personal assets.
  • Insurance workflow handles PDF uploads, AI-based policy parsing, gap analysis, and coverage review against tracked assets.
  • Scenario simulator generates 12-month what-if projections comparing a status-quo path against a proposed event or decision.
  • Security layers include JWT auth, refresh rotation, bcrypt hashing, AES-256-GCM field encryption, Helmet, and rate limiting.

Architecture Overview

The app uses an Expo-based React Native frontend for iOS, Android, and web, while Nginx routes traffic across dedicated auth, finance, policy, AI, and dashboard services.

A dashboard aggregator service pulls data from the other services in parallel so the client can render a unified financial and insurance overview without extra round-trips.

  • Auth service handles registration, login, token refresh, and profile data.
  • Finance service manages income, expenses, savings, goals, assets, and summary scoring.
  • Policy service owns PDF uploads, policy records, and parse-state lifecycle.
  • AI service powers policy parsing, watchdog analysis, orchestration, and scenario simulations.

App Screens & Product Surface

  • Two-step authentication flow with account creation, password-strength validation, and demographic personalization.
  • Hub screen with quick stats, theme toggle, profile badge, and navigation into finance and AI workflows.
  • Financial tracker with searchable transactions, paginated records, savings accounts, goals, assets, and chart-driven summaries.
  • Policy workspace with PDF uploads, coverage cards, exclusions, risk scoring, and expandable gap analysis.
  • Scenario chat interface for what-if prompts such as job loss, major purchases, or policy changes.

Backend Services & AI Agents

  • REST APIs cover auth, finance, policies, AI operations, and dashboard aggregation.
  • AI agents include a policy parser, financial watchdog, orchestration layer, and a 12-month scenario simulator.
  • Service-to-service communication uses Axios plus internal service authentication keys.
  • Deployment notes in the README point to containerized backend services on AWS EC2 with PostgreSQL in AWS RDS.

Security, Analytics & Visualization

  • JWT access and refresh tokens with bcrypt password hashing and secure client storage.
  • AES-256-GCM field-level encryption for monetary values and Helmet-based security headers.
  • Rate limiting, Zod validation, PDF type/size checks, and CORS configuration across services.
  • Interactive line, bar, and pie charts plus progress bars and summary cards for finance reporting.