Banking & fintech

Document workflow and process automation for banking and insurance clients

High-throughput document workflows and process automation for a development bank, a life insurer and a collections agency.

The problem

Approvals, renewals and collections ran on manual hand-offs between people and systems.

What we built

Development bank — a bank-wide document-workflow system: expense-category modules, employee calendar, counterparty and employee master data, electronic-document approval models, with a full QA cycle.
Life insurer — a retail life-insurance product: policy renewals with full agent support, custom forms, business logic and notifications.
Collections agency — collections automation, including synchronization between third-party SIP telephony and the platform.

Scope

Business analysis, configuration and development, QA, rollout.

Client name withheld under NDA.

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GOOD TO KNOW

Frequently asked questions

What is the Document workflow and process automation for banking and insurance clients project?

High-throughput document workflows and process automation for a development bank, a life insurer and a collections agency.

More selected work

What problem did this work address?

Approvals, renewals and collections ran on manual hand-offs between people and systems.

What did Digital Gateway build?

; Development bank — a bank-wide document-workflow system: expense-category modules, employee calendar, counterparty and employee master data, electronic-document approval models, with a full QA cycle.; Life insurer — a retail life-insurance product: policy renewals with full agent support, custom forms, business logic and notifications.; Collections agency — collections automation, including synchronization between third-party SIP telephony and the platform.

What was included in the delivery scope?

Business analysis, configuration and development, QA, rollout.

Which sector was this project in?

The case is categorized under banking and fintech.

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Which technologies are named in the case?

The published stack lists Enterprise low-code workflow platform, web services, SIP-telephony integration.

What team is listed for the project?

The published case lists PM, up to 4 business analysts, 2 BA / system administrators, 2 QA.

How delivery works

How was the system deployed or operated?

The public case does not provide deployment or operating details.

Is the client identified by name?

The case describes the client as Several financial-services clients on an enterprise low-code workflow platform. The public case withholds the client name under NDA.

Which Digital Gateway services relate to this work?

This case is tagged to Platform and integration engineering.

Platform and integration engineering

Can Digital Gateway help with a similar requirement?

Yes. Share the intended outcome, existing systems, constraints and operating requirements so we can discuss a suitable delivery scope.

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