Lifecycle and Workflow

Provide a 360-degree view of customer operations for Banks, Securities and Insurance industries, plus online account opening and service application with RawStone KYC/AML module. It can improve the document reviewing efficiency of financial service personnel, reduce cost of labor and improve user experience all at the same time.

Functions

Unified management for all case application, documents, clients,
and case life cycle.

Generate management reports in a unified way, providing managers with different authorities to view the overall business progress, conversion rate results, and the issue status and exceptions to intervention.

Provide Adapter to connect with necessary external data such as
core system, audit system, JCIC,
financial company, etc.

Main Features

1.

Self-owned RawStone Status Machines, which can establish different internal processes according to various customer needs.

2.

Micro-service architecture can be quickly expanded with different functional modules, allowing the need of business and system requirements to be more speedily fulfilled.

3.

The data management framework specially designed for Client Lifecycle Management improves the scalability upon adding different successive processes.

4.

The customer credit investigation procedure is automated (RPA) to speed up the case review process and reduce the manual review time.

5.

Provide automated process monitoring, according to the formulated process SLA.
After time needed for each level or for the entire process is determined, issue warning reports will be produced.

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