A bespoke process with generic software
Rulecube appliedstatus
Client
description
Support custom advice with calculations and decisions.
modules
API, Business Rules, Forms, Database.
outline
Our client is a private banker. They use generic advice software for their mortgage advice. But for clients who require a customized service, this sometimes requires customized advice. This could be organized more efficiently.
What Rulecube did
Our client is a private banker. Mortgage advice is very much customized within private banking. They use Figlo advisory software for their mortgage advice. Standard market-wide mortgage acceptance rules are incorporated in Figlo. These standard rules do not suit such a specialized company one hundred percent. That is why the advisory process contained a number of manual steps.
The bank started a project to:
- Reduce manual data entry to a maximum of 1
- Reduce the lead time of the advisory process
- Make input as simple as possible without compromising the quality of the advice
- Realize customized mortgage advice in their own way without customized software development from Figlo
- Automate validations as much as possible
- Realize an STP process for their partner for administrative management.
Below you can see an impression of the process that was made possible for the bank with the solution.
The numbers
Total duration project
The total duration of the project from kick-off to go-live.
Implementation
The time to actually build everything and connect the applications using APIs.
Team
Number of people building in this project from the Rulecube side.
Save as much work as possible with Forms
With Rulecube, various elements are built into the process: the process starts with a simple input screen, which does take full account of all the specifics of the bank. The full set of decision rules is built into Rulecube. This cataloged data is fed into the Figlo advisory application. An additional Rulecube Forms input form can be opened from the advice. This form can be used to record exceptions and perform unique checks. Finally, Rulecube is used to generate documents for the administrative partner.
Both the forms and the documents are created with Rulecube Forms. The documents record the inventory and the outcome. The basis of the input and the output is therefore quite comparable. You can use this in Rulecube. That saves a lot of time and effort. As a result, the reports were ready in less than a day.
Better software, little effort.
The bank works with Figlo, and it works well. There were therefore only a few moments when the bank needed something special. By cleverly combining data, Rulecube Rules and Rulecube Forms, we simplified and accelerated the process in a short period of time. We did this by using a Single Sign On (SSO) between Rulecube and Figlo, the advisory application. Everyone could continue working as they were accustomed to. We only added beautiful and easy new functionality.
By making smart use of technology, we achieved a faster, better process with a minimal learning curve for the organization.
But don't take our word for it. See for yourself. Use the button below to schedule your personal demo.
