Lending

lending process automation

Solution Lending contains tools to accelerate the setup of credit processes for individuals in the banking sector and financial institutions.

Setting up the search results registry
Customize tabs and search fields
Copying search parameters to the individual card
Anonymous consultation
OTP code generation according to a given template
Checking the entered code
Storing the date of successful verification
Configuring verification scripts for various objects
Setting up a list of script questions and answer options
Configuring the display of information required to answer a question from fields / details
Displaying document files on the application page
Formation of printed forms from parts documents
Confirmation of the Seal and Signature of the document
Setting up a package of documents individual
Synchronization of up-to-date documents from persons to the application and from the application to individual
Setting up SQL macros
Setting up SMS templates
Storing and displaying in the SMS Messages section
Setting up an input mask for all fields of the Date type
Setting up an input mask for object fields
Configuring a business rule for applying an input mask on the section edit page
Ability to add organizational and functional roles to the queue team
The ability to limit the time for processing a queue item
Ability to distribute queue items among active employees
Ability to start / cancel the processing process
A standardized approach to implementing integrations
Query caching
Integration logging

Some features require additional integrations. Solutions for lending to legal entities are also available.

Product: Financial Services (customer journey)

Version: 7.12 and more

DBMS: MS SQL, Oracle

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