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Automated system for the processing of loan, credit, and payroll debit card applications

Automated system for the processing of loan, credit, and payroll debit card applications

The Customer – a large Russian bank requested Auriga to develop an automated system for the processing of loan, credit, and payroll debit card applications. This system is designed to provide the bank’s specialists and its branches with tools to transfer and process applications from retail business representatives and agents to the first-line sales support center.

The implementation of the automated system was aimed at:

  • automation of the process of sending requests to the support center;
  • assigning and distributing those requests among the bank clerks;
  • providing a step-by-step guide for processing of applications;
  • preventing the loss of the applications sent by sales agent to the support center;
  • measuring performance efficiency;
  • reporting activities for all requests;
  • providing immediate feedback to sales channels while processing applications.

The developed solution has the following distinctive features:

  • Based on MS SQL 2005 and above
  • Multi-user mode (3.000+ users) support
  • Common database providing the distributed information access and administration and information protection tools, supporting new users creation and roles assignment
  • Access control
  • Authorization rules; logging users’ actions
  • Flexible customization of the security policy
  • Storing information for previous reporting periods
  • Reports generation
  • Access to the automated system is provided based on the domain user identification. Information access level depends on the role assigned to the user

Within the frame of the project Auriga’s engineers implemented the following functional subsystems and components:

  1. System’s directories and handbooks
  2. Loan-processing block
  3. Credit and payroll debit card applications block
  4. Schedules

Auriga’s Sharepoint expertise allowed creating an integrated solution for the implementation of the banking business processes, simplifying the processing of loan applications. The solution is very flexible: For ease of use, it is designed in a way that allows us to enhance the blocks’ functionalities efficiently and at a minimum cost.

Tools and technologies: MS SharePoint, .NET, C / C++, C#

Name: Automated system for the processing of loan, credit, and payroll debit card applications
Tags: case study, project, software development, finance, banking, workflow, automation, .Net, Sharepoint, database, DB, SQL

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