Risk Management Plug-in for SharePoint
Bespoke .NET SharePoint Add-In
Introduction
The Ardonagh Group is a major international insurance and risk management organisation operating across multiple markets and business sectors. Managing risk and maintaining regulatory compliance are central to its operations, requiring robust processes and reliable technology to support contract management and due diligence activities.
As part of an ongoing modernisation programme, The Ardonagh Group sought to enhance its compliance processes by replacing existing risk screening technology and embedding more advanced intelligence directly into its contract management workflow.
To support this transition, Dolphin IT Solutions delivered a bespoke .NET solution integrated with SharePoint Server, enabling automated LexisNexis risk checks within the organisation’s existing contract management environment.
Challenges
The Ardonagh Group’s existing compliance workflow relied upon World Check One for risk and due diligence screening.
While this platform had supported the organisation’s compliance activities, the business had identified LexisNexis as a preferred long-term solution due to its enhanced capabilities and alignment with future operational requirements.
However, introducing this change presented several technical and operational challenges.
Risk screening formed an established part of the contract approval lifecycle, meaning any replacement solution needed to integrate seamlessly without disrupting existing business processes or introducing additional administrative burden.
Complicating matters further, contract management remained hosted within a legacy SharePoint 2013 environment.
The challenge therefore extended beyond replacing one screening provider with another. The new solution needed to bridge modern risk intelligence services with an established SharePoint platform while preserving usability and workflow continuity.
Core requirements included:
- Replacing World Check One with LexisNexis risk intelligence
- Maintaining existing contract management workflows
- Automating screening during contract creation
- Supporting API-based integration using SharePoint-compatible .NET components
- Providing visibility of screening results directly within SharePoint
- Minimising disruption to compliance and operational teams
- The goal was to modernise compliance capability while avoiding the cost and disruption of replacing the wider SharePoint contract management system.
Our Solution
Dolphin IT Solutions designed and developed a bespoke .NET solution for SharePoint 2013 that embedded LexisNexis risk intelligence directly into Ardonagh’s contract lifecycle.
Rather than requiring users to access a separate compliance platform, the solution automated risk screening behind the scenes and surfaced the results within SharePoint itself.
This approach enabled The Ardonagh Group to modernise compliance processes while continuing to leverage its existing SharePoint investment.
Automated SharePoint Risk Screening
A key requirement of the project was ensuring risk screening occurred automatically without introducing manual intervention.
To achieve this, Dolphin IT Solutions implemented event-driven automation using SharePoint-compatible .NET development.
The system was configured to trigger risk checks automatically whenever a new contract entry was added to the relevant SharePoint list.
This created a seamless workflow where screening became an embedded part of the contract creation process rather than a separate compliance activity.
The automation delivered:
- Immediate screening upon contract creation
- Reduced manual administration
- Improved consistency across compliance processes
- Faster identification of potential risk indicators
- Reduced reliance on user-driven screening actions
By embedding screening directly into the SharePoint workflow, the organisation strengthened compliance controls while simplifying operational processes.
LexisNexis API Integration
At the core of the solution sat a secure LexisNexis API integration developed using .NET technologies compatible with SharePoint Server 2013.
When a new contract was created, the integration automatically submitted key information relating to companies and individuals associated with the agreement.
LexisNexis then performed risk analysis and returned detailed intelligence profiles relating to the entities involved.
The integration supported:
- Company and individual risk screening
- Automated API communication with LexisNexis
- Retrieval of detailed entity intelligence profiles
- Structured risk analysis and response handling
- Secure and reliable data exchange
This enabled compliance teams to benefit from enhanced due diligence and risk intelligence without changing their day-to-day working practices.
Embedded Compliance Visibility
Equally important was ensuring screening outcomes remained visible and easy to access.
Rather than directing users to external systems or disconnected reports, Dolphin IT Solutions configured the solution to write risk screening outcomes directly back into SharePoint contract records.
Risk indicators and screening results were stored within dedicated contract fields, allowing users to review relevant information without leaving the SharePoint environment.
This provided:
- Immediate access to screening results
- Improved visibility of risk indicators
- Better user adoption and workflow continuity
- Centralised compliance information
- Reduced dependency on external systems
The result was a more efficient and intuitive compliance experience built around existing business processes.
Results
The completed solution enabled The Ardonagh Group to transition away from World Check One while successfully embedding LexisNexis risk intelligence into its SharePoint-based contract management environment.
Through bespoke .NET development and API integration, Dolphin IT Solutions automated compliance screening without disrupting established workflows or requiring wider platform replacement.
Risk checks now occur automatically during contract creation, with results surfaced directly within SharePoint for faster and more informed decision-making.
By modernising compliance processes within a legacy SharePoint 2013 environment, Dolphin IT Solutions helped The Ardonagh Group align its technology with long-term strategic objectives while strengthening operational efficiency and regulatory oversight.
The project demonstrated how modern integrations and intelligent automation can extend the value of existing enterprise platforms while delivering meaningful improvements in governance and compliance management.
