Efficient, annual, revision-proof review of customer information
Background of customer
For our client, a major international bank based in Switzerland, all customer forms get reviewed and confirmed annually.
Project target
The goal of the project was to reproduce the process of form validation, update and approval in a revision-proof manner without media breaks
Provide customer service representatives with a central location where all audited forms are available
Due to very tight deadlines, the solution had to be implemented within 1.5 months
Our service
Advice on mapping the necessary complexity and simplifying processes for employees
Support of the customer in the requirements analysis (roles, rights, processes) and integration into the existing IT infrastructure (authorization systems, map services)
The implementation is based on the Information Factory Framework Cont@xt
Implementation support
Added value for the customer
Efficient, media-break-free, comprehensive form review management
All forms are checked at defined time intervals, and any updates are made audit-proof
Audit Log: All actions (Admin and Owner) are tracked and comprehensible
Company-wide scaling
Optimum Cost of Ownership: Adaptation and reuse of the solution for other applications with comparable compliance challenges
Contact channel
We always take the time for a personal conversation, simply tell us when and how:
