The CentrixBPM system enables a financial institution to significantly reduce paper and make the workplace more efficient by taking traditional paper-based forms and putting them on-line. The system includes an on-line forms designer that allows an administrator to create custom web forms with routing and approval rules, with each request ultimately assigned to a “processor” to complete. Employees throughout the organization can access the forms with a standard browser to submit requests, thus significantly reducing paper and optimizing efficiency.
Web Form Designer
CentrixBPM incorporates a design and build function that allows a financial institution to create an unlimited number of on-line web forms. This simple tool does not require graphic design skills or programming knowledge, yet produces user friendly web forms that are clean and functional. Forms can include an unlimited number of fields. Each field is assigned properties that determine how the field is used (i.e. text input, check box or drop down list). Data input rules such as text, numeric, date, or currency can be assigned to fields to insure accurate data entry.
Request Routing and Approval
When building a request form, an approval rule indicates whether the request form requires approval by a manager. Additionally, a default processor can be assigned, who is the employee to which the request will be routed for processing. If desired, requests can be routed to an “assigner” who then distributes (assigns) the tasks to individual employees to complete. All routing is supported by email alerts, including the routing of a request to an approver, an assigner or a processor. If a request is rejected or returned to the requestor, an email is sent to alert this person of the situation, including a description as to why the request was rejected.
Work Queue for Assigned Tasks
Each request is assigned to an employee responsible for completing the task. The system automatically builds a work queue for each employee, which acts as a “to-do” list of outstanding requests. An employee can flag a request as completed, rejected, needing more information, or in process. If a request needs more information, the request is routed back to the requestor to be resubmitted with the correct information. All routing is supported by email alerts.
Reporting
CentrixBPM includes the following reports.
- Audit Report:Audit records are maintained for each submitted form and the audit reporting functionality provides a system administrator with a complete historical trail of each request.
- Historical request Report:The Historical Request Report is a listing of request activity with the ability to filter by requestor, processor, date range and request category.
- Past Due Report:Each form can optionally be assigned a “number of hours to complete,” which is the timeframe in which a processor should complete the request once it is assigned to them. If a request stays in an employee’s processing queue beyond this number of hours, it is considered “past due.”
To discuss CentrixBPM in more detail or receive additional information,
contact us via email at info@centrixsolutions.com or call 402.488.3990.
