The SP Workflow solution for DFCC is one of our most nuanced performance optimizing solutions, delivered via our flagship Integrated Workflow and Document Management Platform.
SP Workflow is used to pivot between the T24, the Core Temenos Banking System, the cards Management System provided by EPIC Lanka, the customer rating Solution from Kalypto, and the Bank’s own data warehouse Solution.
The SP Workflow solution automates the key onboarding processes of the Bank, including cards, personal loans, mortgage loans, and Accounts and Services requests.
Dashboards and the SLA Module
The DFCC Credit team and NSC team have both defined Dashboards that give their Heads and Line Managers a single-glance view of the Health of their Processes.
The Dashboards help understand, and therefore, manage workload, returns, and highlight re-work within the process.
Dashboards on workflow solutions can be selected and projected on to a large screen with gamification efforts to drive competition amongst users and thereby improve performance. The Dashboard Module also includes drill down facilities that enable the bank to identify and capture specific workflows, by downloading these details into MS Excel or PDF Documents.
The Service Requests Workflow
Mortgage Loans Workflow
Round Robin Functionality
The Round Robin Function helps the bank allocate and/or re-allocate work to Processing Teams in an efficient rotary system.
It ensures that any returns or resubmissions are sent back to the same individual at Data Entry, Doc (Document) Check, and to any other Processing Team to minimize rework and time spent. The function helps Banks manage user workload and queues using Graphical User Interface (GUI) to both assign and re-assign tasks.
This initiative has helped DFCC Bank reduce queue times within their Credit Processes, by ensuring tasks are designated and workloads are managed more efficiently.