info@valkeris.com
Document Workflow
PROPOSITION
Valkeris can help financial institutions to respond to economic and regulatory events by bringing familiar interfaces and collaboration features from modern web applications and combines them with a granular approach to data management and extraction within documents. Our partners offer the next generation enterprise document authoring, management and workflow platform covering : –
- OTC DERIVATIVES, DOCUMENT NEGOTIATIONS
- POLICY DOCUMENTATION
- CONTRACT MANAGEMENT
CAPABILITIES / BENEFITS
- Business Rule Engine: Enables users to view, interpret, and edit business rules in their software applications without writing any code. These rules can take many different forms to support different types of evaluation. These include: statement rules, truth tables, decision trees, sequential rules, and expressions.
- Authoring: Create structured documents enhanced with smart fields and content library. Easy to create targeted points of end user interaction for processing workflows. Extensive library of form controls and the option to embed these forms in other applications or portals.
- Collaboration: Live document editing, commenting and approvals at paragraph level. Create structured documents enhanced with smart fields and content library. Easy to create targeted points of end user interaction for processing workflows. Extensive library of form controls and the option to embed these forms in other applications or portals.
- Visual Data Mapper: Without writing code you can map data that is moving around your workflows into data structures that are easily consumable by users and other systems. Simply drag a line from a data structure on the left to the data structure on the right and let the data flow.
- Dashboards and Reports
Control over negotiation process, critical event notifications, document timeline. End users can drill down, modify or assign tasks from within a dashboard. end Fully customisable with roll-back and share option. - Data Connectivity
Integration of variable data points in documents with legacy systems via API. - Negotiation
Accelerated workflow with historical audit trail for approvals, comments and track changes - Publishing
Deliver full or partial content to any media or device based on user permissions.
END USER PORTAL
Out of the box end user portal where your end users can get work done and interact with the workflows you have built. Complete with a flexible and pluggable user management mechanism you can surface tasks, reports, dashboards, service catalog items, forms and other interactive pages to your end users. User can configure custom views – and you can use our granular permissions mechanism to make the right users have access to the right data
INTEGRATION
Flexible Deployment Options: Available as a service (SaaS) or as a license to be installed on your own hosting solution on-site, in the cloud, or in a hybrid site/cloud model. The software is the same for each model, and there is minimal effort migrating to or from the cloud.
Developer SDK: Developers can extend the platform through a simple .NET SDK. These extensions can be at the flow step, rule verb and form control level, or more complex extensions can support unique integration and other features. Open, and pluggable platform focused on enabling the participation of your non-developer users in the software design process. Each component is easily embeddable in other systems on a user interface and data level.