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Retail Banking Process

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An example of a "retail banking" workflow process example using PNMsoft's workflow software platform.

An example of a "retail banking" workflow process example using PNMsoft's workflow software platform.

Published in Business , Technology
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Transcript

  • 1. Customer initiates a new account request from the banks website
  • 2. Personal Details
  • 3. Financial Details
  • 4. Account Details
  • 5. Request is sent to the workflow system
  • 6. Open Tom’s Outlook (Credit Dept.)
  • 7. Task and account details are embedded in the email. User can approve/decline/view status from Outlook toolbar
  • 8. Workflow Status
  • 9. Tom’s task – setting a credit limit for the new account
  • 10. Open Peter’s Outlook (Auditing Department)
  • 11. Task details are embedded in the email
  • 12. Tom validated the applicants details through a web service
  • 13. Applicant is approved
  • 14. Task is sent to the account manager
  • 15. Open Mark’s Outlook (Account Manager)
  • 16. Task and account details are embedded in the email
  • 17. Workflow Status
  • 18. Approval – using the Outlook toolbar
  • 19. Account details are distributed
  • 20. Case Management
  • 21. Team Performance
  • 22. Team Status
  • 23. Process Overview
  • 24. Drill down to locate process bottleneck
  • 25. Late Tasks - Report
  • 26. Report can be exporting to PDF and Excel
  • 27. Report in PDF format
  • 28. Report in Excel format
  • 29. Opening the Report Builder
  • 30. Managers can create their own reports – without code
  • 31. Filtering the report – cut and dice
  • 32. Reports can be saved, exported, printed and distributed