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Workflow Management

This sub-system provides management tools for recording, sequencing, and tracking your organization’s workflow items. These include the following:

·    The recording of events that may occur during your organization’s daily operations, such as new loan disbursements.

·    The setup, sequencing, and scheduling of any actions required.

·    The notification to the appropriate people and groups whenever these events occur via real-time query, report, or other methods.

·    And the tracking of these required actions to ensure that they are completed.

·    In addition to supporting manual workflow items, LOANS! For .Net^TMalso provides a way to generate items automatically using a new concept called Action Queues.

Action Queues

Setting up Action Queues is as easy as selecting fields in a report writer.  First you define the rules for your action queue:

·    Select the fields and rules to be used to identify those loans that should be put into a queue (e.g. all loans that have a due date that is more than 30 days delinquent.

·    Select the person or people to be notified when a loan is first added to a queue.

·    Optionally select the action that the person responsible for the queue should take and within how many days that action should be taken.

Once you’ve defined the rules for however many queues you wish, you can run a process that will scan your database as often as you wish, review the rules in each of your action queues, and identify those loans or other system entities that meet them.

·    For each of these conditions, a workflow item is generated and linked to the appropriate individuals for workouts, monitoring, etc.

·    An almost unlimited number of conditions can be monitored in the same manner (e.g. expiring policies, overdue inspections, etc.).

All BGI applications also offer a checklist feature in which you can set up standard checklists, link them to a loan or other system entity, and then have workflow items automatically generated for each item on the list.

Contact Management

This sub-system allows you to maintain a real-time reference of all contacts associated with a particular loan, property, etc., such as its attorney or accountant:

·    For each contact, you can optionally maintain address, contact, telephone numbers, fax numbers, email address, and other information.

·    Once entered, a contact can then be linked as often as you wish. This lets you easily identify all of the loans, for example, that are associated with a particular contact or type of contact.

Note: the contact function has been designed so that it can easily be expanded to other concepts, based on your organization’s specific requirements.

Document and Image Management

This sub-system allows you to maintain a library of images and documents, and easily link them to loans, contacts, and other entities in the system.

You can then access and view these using whatever software product is linked to their file type in your system’s registry.

The images can be digitized photos, maps, or scanned documents.

And your libraries can be ones that you’ve created specifically for your BGI application or ones that you share with other applications.

Notes Tracking

This sub-system allows you to record unlimited comments about a loan, property, etc. on-line.  As part of entering a note, you assign a topic and can optionally enter the follow-up date on which further action is expected.

In addition, you can optionally link the note to a number of contacts so that they will automatically be notified of its existence.

These notes can then be easily accessed by you and other people associated.

Change Control

This sub-system supports the recording of change audit history when deletions and changes occur.

Each audit record includes who made the change, when he or she made it, the before and after values of any field changed, and the function used.

You decide how long each type of audit is retained in your system.  And you can access audit records through several inquiries, a report that includes a number of selection criteria, and the BGI ReportWriter.

Online Help

This sub-system provides online help for BGI applications that you can enhance with your organization's terminology and procedures.

ReportWriter

This sub-system allows even the first time user to do the following within a BGI application:

·    Select the data files and fields you wish to see.

·    Sequence the order of those fields across the report.

·    Sort the records displayed in ascending or descending sequence.

·    Optionally define from/to and exclude from/to data ranges for each field.

·    Select the fields on which you would like totals for each sort break.

·    Run previously defined reports whenever you wish.

·    Add a new report to an already existing, automated report schedule.

Each report you create is protected so that only you (or a system administrator with special security) can change your report.

Report Scheduling

This sub-system provides extensive support for the immediate or off-hours processing of reports. These capabilities give you the following options:

·    Running a report immediately.

·    Storing a one-time, ad-hoc request for a report that can be run later in the day.

·    Or storing a permanent request that can be run again and again as part of an automated production schedule which you define (e.g. daily, weekly, etc.).

System Security

This sub-system provides multi-level, pass-word controlled security that determines which functions a user can access and whether he or she can add, update, and delete, or just inquire.

User Defined Fields

This sub-system allows you to define your own fields within a BGI application and then update and view them as you wish.  All fields are accessible via the BGI ReportWriter and an on-line inquiry. 

LookupMaker

This sub-system allows you create as many different types of lookups for a loan or other system entity as you wish.  For example, you can create lookups for a loan using its property address, insurance policy number, etc.  The use of this function is optional.  If not activated, the original lookup functions within your BGI application will work as before.

DataImporter

This sub-system allows you to create different kinds of data imports for your BGI application and run them as often as you wish. For each import, you can select the fields to be loaded, ensure that require fields have a value, ensure that coded fields have a valid value, and even convert the data imported for a particular field to another value.

 *Please note that these same BGI sub-systems are also available for the development of new financial applications.

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