Approvals and submissions
Review every submission, approve or reject with a reason, and see pending counts per form. Members and admins get real-time notifications, with a banner waiting for anyone who was offline.
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Beautiful member portals for every pension plan.
Build dashboards, forms, letters and approvals without writing code. Brand each plan in one guided run. Let AI draft the heavy lifting, with guardrails and sign-offs you control.
- No-code builders
- AI drafts, people approve
- White-label per plan
The platform
Everything a scheme needs, in one place
From a member’s first login to an administrator’s final approval, Protea covers both sides of the journey: the toolkit for the people who build, and the portal for the people who belong.
Dashboard Builder
Drag, drop and resize charts, tables and summaries. Bind them to live SQL or external APIs.
Form Builder
Multi-page forms with repeaters, signatures, validation and fields pre-filled from member data.
AI Studio
Describe what you need in plain English. Get SQL, dashboards, forms and templates drafted for review.
Plan onboarding
Point Protea at a provider’s website and get a theme, curated dashboards and matched forms.
Approvals
A review queue for form submissions and AI runs. Approve, reject and track in real time.
Letters and email
Word-document letters and HTML emails with smart placeholders that know where their data lives.
White-label theming
Colours, typography, layout, logo and login screen, tailored to each plan.
Data and integrations
SQL Server datasources, reusable global queries and external API libraries, ready to bind.
Roles and security
Auth0-backed sign-in, invite-only registration, and access scoped by role and by plan.
Dashboard Builder
Dashboards your members actually open
Constructors compose a member’s home screen on a drag-and-drop canvas. Members get a clean, read-only view that looks like it was made for their scheme, because it was.
- A dozen widget types: bar, line, pie and scatter charts, donut-and-table, tables, composite summaries, profiles, repeatable data, links and free text
- Bind any widget to a live SQL query or an external API, with
{{placeholders}}that scope every value to the member viewing it - Resize on a grid, preview as a member would see it, and override the theme per widget
- Start from a template, or generate a whole dashboard from a one-line prompt
- Impersonate a member’s view, read-only, to see exactly what they see
Form Builder
Forms that fill themselves in
Pension paperwork is repetitive. Protea forms know who is signed in, pre-fill what’s already known, and route the rest to the right person for approval.
- Text, dropdowns, dates, files, headings, repeaters for dependants, signatures and more
- Pre-populate fields and dropdown options from live data, scoped to the signed-in member
- Multi-page flows, with pinned fields that follow the member from page to page
- Submit actions that run SQL or call an API once a submission is approved
- Mark a form as needing approval. Submissions process in the background, so members never wait on a spinner
- Generate a form from a prompt, or upload a PDF and let AI rebuild it as a form
White-label theming
Every plan gets its own identity
Members never see “a vendor’s portal”. They see their scheme. Themes are configured per plan and applied across every dashboard and form, with a live preview as you tweak.
- Seven tabs of control: basics, colours, typography, layout, components, data display and footer
- Upload logos and background images, stored per theme
- Override the look of individual widgets when a dashboard needs to break the rules
- Global settings brand the login screen itself: background, logo and button colours
- Want to see it? Head back to the top and tap a plan brand on the sample portal
AI Studio
AI that drafts. People that decide.
Protea uses Anthropic’s Claude for the tedious first draft, then keeps a human in the loop for anything that matters. Generated SQL is a suggestion you review, never something that runs on its own.
Show contribution arrears by scheme for this quarter
SELECT s.SchemeName, SUM(c.AmountDue - c.AmountPaid) AS Arrears FROM dbo.Contributions c JOIN dbo.Schemes s ON s.SchemeId = c.SchemeId WHERE c.DueDate >= DATEADD(QUARTER, DATEDIFF(QUARTER, 0, GETDATE()), 0) GROUP BY s.SchemeName ORDER BY Arrears DESC;
Lapse rate2.1%
New joiners318
Claims processed1,204
Benefit payouts£4.2m
Four widgets drafted and bound to your saved queries. Open the Dashboard Builder to refine.
- Page 1 · Your detailsFull name (pre-filled)Date of birth
- Page 2 · BeneficiariesRepeater: name, relationship, share %
- Page 3 · ConfirmSignatureRequires approval
Drafted in seconds. It opens in the Form Builder, so you tune every field before it goes live.
Illustrative example. Real output depends on your datasource schema and prompt.
Grounded in your schema
SQL generation is built from a datasource’s table and column names and types, not row data. Nothing is executed for you.
PDF to form
Upload an existing paper form and review the rebuilt version step by step before it’s created.
Letters and emails
Generate email templates and their tokens, and let AI classify each letter placeholder as form, SQL or calculation.
Governed agents
Register agents with their own model, prompt and tools. Set guardrails: approval, PII redaction, rate limits and blocked actions.
Approval queue
Turn approval on and every agent run waits for a human. Each run is logged with its tokens, duration and status.
Usage you can see
AI usage is metered per call, with monthly token and spend totals, so there are no surprises on the invoice.
Plan onboarding
Onboard a new plan in one guided run
Give Protea a provider’s website. It works through three stages, streaming progress as it goes, and a person signs off before anything new is created.
- 1
Branding and theme
Colours, logos, background images and fonts are extracted from the provider’s site and turned into a matching theme.
- 2
Dashboard curation
A curated set of template dashboards is cloned for the plan and styled with its new theme.
- 3
Form matching and generation
Existing forms that already fit are linked. Where none do, new drafts are written and held for approval.
Generated forms always land in the approval queue first, whatever an agent’s own settings say.
Day to day
Run the scheme, not the spreadsheet
The unglamorous work that keeps a pension administration team moving, handled.
Letter templates
Upload a Word document and define its placeholders as form fields, SQL results or calculations. AI suggests which is which, with a confidence rating and reason for each.
Email templates
Named HTML templates with their own tokens, optionally scoped to a single plan. Describe the email you want and let AI write the first version.
Users and plans
Create and edit users, assign roles, and link people to the plans they belong to, including bulk assignment by CSV import.
See what members see
Search for a member and open their dashboard read-only in a new tab. The fastest way to answer “why does mine look different?”.
Global settings
Platform-wide branding for the login screen and feature toggles, in one place, cached for speed.
Data and integrations
Plug into the data you already have
Protea doesn’t ask you to move your records. It connects to them, and keeps every query scoped to the member who’s looking.
- Register SQL Server datasources, test the connection, and refresh the cached schema in a click
- Save reusable global queries and dropdown options, grouped by tag, and reuse them across widgets and forms
- Wrap external systems as API libraries with a browsable endpoint catalogue, then use them as widget data sources
- Placeholders such as
{{externalUserId}}keep each query member-specific, resolved on the server
Security and architecture
Built to be trusted with member data
Access is checked twice, once at the edge and again inside every service, and every service reports what it’s doing.
Identity and access
- Sign-in and token issuing through Auth0
- Invite-only self-registration with signed, tamper-proof links
- Roles for admins, HR, constructors, users and members
- Members see only the plans they’re assigned to
Defence in depth
- A gateway rejects unauthenticated requests at the edge
- Every service enforces its own role policy independently
- Sensitive lookups check ownership before returning data
- Only the datasource schema is shared with the AI to write SQL
Observable by design
- Structured logs from every service in one searchable place
- Health checks on every service
- Agent runs logged with tokens, duration and status
- AI usage metered by month
Under the hood
- .NET microservices
- React
- MongoDB
- SQL Server
- Redis
- RabbitMQ
- Docker and Kubernetes
- Auth0
- Anthropic Claude
Questions
Good questions, straight answers
Who is Protea for?
Pension administrators, trustees and scheme providers. Constructors (your own team) build the dashboards, forms and templates. Members and delegates use the finished portal. Administrators and HR review what comes in.
Do I need developers to use it?
No. Every builder is visual and the AI assistants can draft the first version for you. Connecting a new SQL Server datasource is a one-off setup step.
Can each plan look different?
Yes. Themes are configured per plan and apply across that plan’s dashboards and forms. The onboarding wizard can even build a theme from the provider’s own website.
Does the AI change anything on its own?
Only what you allow. Generated SQL is shown for review and never executed by the AI service. Agents can be set to require approval, and generated forms in plan onboarding always wait in the approval queue.
What does the AI see?
For SQL generation, it sees the table names, column names and types of the datasource you pick, not the rows inside. Other features send only what they need: your prompt, an uploaded document, or a public web page you point it at.
Where does it run?
Protea ships as container images with Helm charts for Kubernetes, connecting to your own MongoDB, SQL Server and Redis. Talk to us about the deployment model that suits you.
See Protea in your plan’s colours
Tell us about a scheme and we’ll show you its portal, branded and populated, in a live demo.
Request a demo