Key Benefits

1. Wizard-based full business process modelling
2. Fully configurable finite state machine
3. Date and event-based workflows for contract management, limit and exposure exceptions, policy breach procedures and pre-deal checking
4. Notifications and alerts of external credit events
5. Integration with email
6. Integration with external data source for counterparty on-boarding, internal credit assessment and watch functions

Workflow

Complex and evolving business processes require an advanced business process modelling and workflow platform. energycredit Workflow utilises the very latest Microsoft workflow capabilities, integrated with all the core features of energycredit applications to bring to market the most advanced business process modelling tool available.

Advanced workflow designer

The visual designer allows complex business processes to be modelled. The open architecture of the core system allows specific business logic to be called where appropriate, or specific credit data to be moved through a lifecycle automatically.

Triggers, notifications and events

Workflow events are fully configurable. Events can be generated based on batch jobs, external notifications, real-time changes, or by any other event state change triggers. Each event goes through a finite state machine process when specific notifications or events can be triggered at any point in the process.

Workflow applications

energycredit Workflow can be deployed for a variety of applications within the credit risk management enterprise. This includes:

• Date-based functions such as reviewing expiring contracts and collateral;
• Credit assessment and annual reviews of counterparties;
• Counterparty on-boarding processes;
• Collateral margining;
• Counterparty limit exception reporting and management;
• Pre-deal checking approval process.

 

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