Documentation

bpm'online lending
PDF

Introduction

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

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360° customer view

Contact management

Account management

Consultation panel

 

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Loans

Loan application management

Verifier’s workspace

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Financial products

Product management

Financial account management

Card account management

 

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Efficiency tools

Time management

Contract management

Document management

Knowledge management

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Customization

System designer

Integrations

Marketplace

 

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Business process automation

Business process management

Case management

 

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 dashboards 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

Application verifier’s home

The Home page section is designed to facilitate the work of application managers. Use the home page to manage cases in a single window with the help of out-of-the-box best practice processes, get instant access to customer's profile, and improve customer experience.

Quickly process tickets in the omnichannel mode, manage incoming and outgoing calls and work with other queue items. Read the feed, keep an eye on the analytical dashboards showing individual and team KPI.

The [Home page] section

Managing loan applications and profiles

Create and process loan applications in the Applications section. Quickly find and offer products that match customer’s needs the best.

Add deal participant profiles based on the information from applications with a single click, to begin processing the borrower’s documents. Track information on the deal participants in the Application forms section and use it to make informed decision on whether to grant or deny loans.

The [Applications] section

The [Application forms] 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 financial accounts and cards

Due to CRM system integration with the in-house bank accounting system, you can accumulate information about cards, current and deposit accounts in bpm’online lending. The Accounts and Cards sections display relevant information about the existing bank products, products in stock, status and other account or card parameters.

The [Financial accounts] section

The [Cards] 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

Bpm’online lending has all necessary tools for creating and configuring the application. All configuration tools are available in the system designer.

Create and edit sections, set up section and page properties using the section wizard. Use the detail wizard to add new details or edit existing ones in the sections. Set up appearance by uploading your corporate logos, change the color of the section panel, set up workplaces for different types of users. Use data import to quickly populate the database with initial information. Generate company organization structure, add users, set up functional roles and access permissions. Set up analytical reports and dashboards in the [Dashboards] views and the [Dashboards] section. Use the mobile application wizard to set up the mobile app of your custom configuration. Advanced settings area of the system designer provides access to development tools.

System designer

Section wizard

Detail wizard

Workplaces setup

Data import

Users and roles management

Mobile application wizard

Marketplace

Accelerate time-to-strategy execution with out-of-the box processes, templates and apps easily downloaded and installed from the bpm’online marketplace. Extend the functionality of the bpm’online platform with numerous applications, ranging from extensions to full-fledged products. Automate processes with ready to use business-processes and templates. Order services from certified bpm’online partners.

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Synchronization and integration

Employ a built-in utility for data import from Excel to quickly import or export your account and contact data, list of users, product catalogue, documents and invoices, etc.

Enjoy seamless integration with Microsoft Exchange to simplify the processes of synchronizing email, contacts, and tasks. You can adjust synchronization frequency (daily, hourly or more frequent) and always have all the relevant data at hand.

Make and receive calls directly from the bpm’online system. Integration with virtual or standard IP PBX systems, support of SIP-numbers of any provider, possibility to connect an unlimited number of external lines enables making all necessary calls directly from the system.

Synchronize emails, calendar and contacts with your Google account. Two-way integration allows you not to switch between applications to send email or manage your calendar.

Keep the entire history of electronic communications with the client in bpm’online lending, regardless of the mail provider. Send and receive email without leaving the application.

Data import

Integration with email services by the IMAP/SMTP protocol

Integration with the MS Exchange service

Integration with Google services

Integration with social networks

Synchronization of user accounts and roles with LDAP

Phone integration

Business process management

Use the built-in business process modeling systems to automate your processes of any complexity.

Built-in Process designer lets you create complex business process in BPMN notation.

Built-in Case designer is a powerful tool for creating and configuring unstructured processes – “cases”. You can easily adapt best-practice cases to your specifics in marketing, lending, service, and any other area, or design your own unique cases that fit your company needs.

The Process log section will provide tools for business process monitoring and analysis. You can view each process instance as a diagram, check which process steps have completed and stop any business process.

Business process setup guide

 

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