INFOWorkflow
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Features
InfoSolutions has a Workflow Definition System built into the architecture which
interacts with the messaging system as well as the inter branch module to provide for
a generalized route to be defined for a message, within the bank.
The main aspects of defining the flow are mentioned here under.
 
  • The route the message takes is termed as the Workflow.
  • The system allows the bank to specify a workflow for every transaction type over
    non - overlapping ranges. The ranges can be specified in various currencies.
  • A given transaction type can have alternative routes associated with it for the same
    range-currency combination. These alternative workflows are termed as Sets in the system.
TELLER SUPERVISOR MESSAGING
The most common application of this system would be for Teller-Supervisor
messaging, where each branch of the bank can define the number of supervisors of
each group that need to approve a transaction. Hence based on the transaction being
executed, the workflow definition system decides exactly which supervisors to send
the transaction to, for an approval.
There are three basic types of transactions that may need approval.
 
  • Intra-Branch Transaction
  • Inter-Branch Transaction
  • Intra-Branch transaction which needs approval from remote branch supervisor
WORKFLOW INTERFACE
A front-end is provided to enable the user to easily define a workflow. For defining a
workflow first the user needs to specify, certain details that identify the workflow
he/she is about to define i.e. The user needs to enter
     
  • Transaction Range & currency
  • Transaction Type
  • Inter-Branch OR Intra-Branch
The user is then shown any previous sets that may have been defined for this
combination of range and transaction-type. The user is also given option to define a
new set (route for the message).
     
WORKFLOW DEFINITION TOOLBAR
The user is provided with a toolbar that lists the controls that are required to define a set.
The user can select some or all of these controls to design a workflow for the set.
A schematic of the toolbar is shown below.
 
   
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