Projects for the implementation of applied solutions for banks on the ITA::Forms platform

Bank tariff policy management. A solution that meets all requirements for managing the bank’s tariff policies in a single window. Maintaining and customizing a product catalog across banking products and services. Flexible configuration of tariff options and the implementation of standard/custom tariffs across banking products and services, in accordance with the bank’s approved tariff policies. Organizing business process management in IBM BPM.

Deposit selection and opening. A universal service integrated into the banks’ operational portals and/or CRM systems for servicing retail and corporate clients across the bank’s branches. The solution enables front-office employees (client managers) to register client applications and inquiries regarding banking products in a single window, select and calculate yields for deposit products, and process applications for opening and servicing deposit products in the core banking system. The solution also ensures the maintenance of a product catalog for the Bank’s deposit products and the terms and conditions for providing the product line to various client segments for middle-office employees. Business process management is organized in Camunda BPM.

RAROK Calculator. Automation of information and analytical activities in the Bank’s business processes: pre-rating assessment, RAROC calculations for small business credit clients and non-credit clients. It is a working tool for client managers, improving the efficiency and quality of decision-making.

“SPARK Online Service” is designed to maintain an up-to-date client database in the core banking system, quickly retrieving and recording all necessary information on new clients without the need for manual entry. The integration is configured via a universal bus, allowing all other Bank accounting systems to conveniently work with SPARK.

Front office for service centers of a multi-branch bank. A single window for data entry and processing, with a high level of end-to-end data processing across disparate databases or automated systems. The solution allows service center employees to receive and process client data, contracts, transactions, and payment documents from different instances of the core banking system in a single window. Processing of outstanding amounts, client payment documents in Russian rubles and foreign currencies, correspondent accounts in the RCC, conversion transactions, payment requests, and proprietary transactions is also included. Settlements with correspondents and the MFR are handled. Client profile management (legal entities, sole proprietors, and individuals) is maintained. Account opening and maintenance is performed. RCO agreement maintenance is performed. Deposit agreement maintenance is performed. Internal accounting is maintained. Provision of integration services for other Bank systems.

ROUND Payment Cards. A web solution for implementing business processes for issuing and servicing client transactions using customs cards in the Bank’s front offices: - Customs Card - Application for Issue/Reissue of Customs Card - Application for TC Activation - Application for Changing the Customs Card Limit - Application for Blocking/Unblocking of Customs Card - Application for Closing a Customs Card - Application for Changing Client Data - Application for Connecting/Disconnecting Customs Card Services - Messaging with the Multiservice Payment System - Integration with Remote Banking Services (services for creating documents upon request from Remote Banking Services) - Reporting Forms May 20, 2018 ITA::Forms Development Project