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BY-

Karan Khanna
2K11-MRCE-IT-82
Introduction
WHY CLOS:

Single user Interface

Workflow automation

Document tracking

Reporting

Acountability

Enhance customer experience

Cost effective service

Appropriate controls
Project Scope
Process will be designed to cater to the following requirements.
1. Automation of Business flow for CLOS.
2. Detailed Tracking of each transaction
3. User Friendly GUI (Graphical User Interface) for entering details
4. Integration with Finnone LMS.
5. Email intimation & escalations
6. Upload Scanned Documents
7. Reporting & Dashboard
References
Following documentations were referred during preparation of this document:
Newgen Proposal
Product/Solution Features
Following features are expected to overcome the aforementioned challenges:
1. Newgen CLOS Module
2. Process Driven Approvals
3. Automated Calculations and Validations
4. Paperless Circulation of Documents
5. Workflow based movement of paperless documents to all decision makers with
exception handling.
6. Recording all decisions with audit trail
7. Integration with External Agencies
8. Detailed Tracking of each transaction
9. Email alerts/ escalations
10. User Friendly GUI
User Classes and Characteristics

BOPS
Will Have rights to the QDE, DDE worksteps.
Verifier
Will have rights to the Verifier workstep.
Credit Ops
Will have rights to the Credit Ops Workstep
FCU
Will have rights to the FCU workstep.
Underwriter
Will have rights to the Underwriter workstep.
CAD
Will have rights to PDOC, Master Limit Creation and Vendor Onboarding stage
Project Scope
Process will be designed to cater to the following requirements.
1. Automation of Business flow for STTF.

2. Detailed Tracking of each transaction

3. User Friendly GUI (Graphical User Interface) for entering details

4. Integration with Finnone LMS.

5. Email intimation & escalations

6. Upload Scanned Documents

7. Reporting & Dashboard

High Level Process Flow

The Vendor/Customer Will Login into the Vendor Portal and Submit Invoice and other related
documents. The customer will approve the invoice at the vendor portal. The invoice will reach the
Religare Operations Verifier for verification and processing. Based on master file configuration and
deviations, the corresponding workflow will be followed for disbursement.
Product/Solution Features
Following features are expected to overcome the aforementioned challenges:

1. Vendor Portal

2. Process driven Approvals

3. Automated Calculations and Validations

4. Paperless circulation of Documents

5. Workflow based movement of paperless documents to all decision makers with exception
handling.

6. Recording all decisions with audit trail

7. Internal Limit Check Module

8. Automated Overdue Check

9. Detailed Tracking of each transaction

10. Email alerts/ escalations

11. User Friendly GUI

12. Reporting
User Classes and Characteristics

Vendor
Users of this group will initiate the transaction by logging into the Vendor Portal. This group will have access
rights on Vendor Portal to Invoice Submission, Query Submission, Advanced Search, My Invoices
and My Queries.
Customer
Users of this group can Initiate transaction by logging into the Vendor Portal and can also Approve cases
Initiated by Vendors. This group will have access rights on Vendor Portal to Invoice Submission, Invoice
Approval, Query Submission, Advanced Search, My Invoices and My Queries.
Credit Ops
Users of this group will have rights to the OmniFlow Module. The users of this group will view the cases that
have come from the vendor portal to Religare. The Verifier will verify the details of the case. This group will
have rights to the Operations Verifier.
FCU Manager
FCU Manager will have rights to the FCU Manager Step
FCU Head
FCU Head will have rights to the FCU head Step
Credit Approver
Users of this group will have rights to the OmniFlow Module. Users of this group will view the cases that are
Overdue and Pending for Approval. The users will have rights to the queue Credit Approver
Disbursement
Users of this group will have rights to the OmniFlow Module. Users of this group can view the cases that are
pending for disbursement. The users will have rights to the Queue Disbursement.

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