Documentation

bpm'online lending
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Bpm’online lending overview

Bpm’online lending can be used to handle a wide range of tasks. These tasks can be grouped into a number of functional blocks.

 

Maintaining general information about  accounts and contacts

With the help of the Accounts and Contacts sections bpm’online lending maintains a centralized customer database. The application can be integrated with social networks, enabling you to populate the contact database with information. The features include locating and merging duplicates, customer segmentation and advanced analytics tools.

The [Accounts] section

The [Contacts] section

Managing communications

The corporate social network of the bank is designed for the internal discussion and posting news. Bpm’online lending also provides convenient means for maintaining your work schedule and planning future appointments and tasks. The Activities and Feed sections are designed specifically for handling such tasks.

The [Activities] section

The [Feed] section

Managing contracts

To add information about the contracts, track its status and validity period, use the Contracts section. The system allows you to view the individual parameters of each contract, for example, loan value and interest rate for the loan agreement; or currency and fee amount for the current agreement for opening a bank account.

To add information about commercial documentation such as contracts, agreements and specifications, track its status and validity period, use the Contracts section. The system allows you to store information about the contract amount, account's banking details, products in the contract and other data.

Also, bpm’online lending features a standard approval process that allows you to automate commercial document approval procedure.

The [Contracts] section

Managing products

The Products section of bpm’online lending maintains information about bank product parameters. Products can be added in the system manually or by importing them from an Excel file. The folders can be used to consolidate records by different criteria.

The user-customizable product catalog is intended for structuring large number of records. Catalog, groups and advanced search options enable you to match the optimal set of services for the customers.

The [Products] section

Managing knowledge

Knowledge base is the source for information about case resolution Here, you can store answers to the most frequently asked questions, excerpts from documents, bank regulations and other useful information. The articles can be supplemented with files or links to web sources, consolidated in groups, and commented on.

The [Knowledge base] section

System designer

Section wizard

Detail wizard

Workplaces setup

Data import

Users and roles management

Analytics setup

Mobile application wizard

 

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