PERICENT - A DOCUMENT AND PROCESS AUTOMATION COMPANY
Implemented bpmEdge based solution “Automation for Incentive Management Process” for a Fintech company for managing the incentive payout given by applying incentive plans to input collected from the LOS system to their business partners around PAN India.
Niyogin Fintech Limited – BSE/NSE Registered Firm
Fintech finance company based at Mumbai, India
FINTECH (NBFC)
It was always very challenging and error-prone to manage, apply the plan and calculate the payout of incentives to the partners in a timely manner as per various incentive plans and status of loan application referred by the partner.
PERICENT BPM Team has implemented a complete end-to-end solution on top of the bpmEdge BPMS platform by integrating with Loan Origination System for the status of loans referred by the partners at the end of every month. The incentive amount gets calculated by applying various applicable incentive plans with help of a decision matrix, and business rules. After calculating the incentive amount it goes for multiple approvals and also let the approver split the payment to be paid to the partner if required. Then, the approved amount gets directly pushed into the bank for payment.
Definitely, this solution has made it easy to manage the payout of incentives, which are well-calculated as per various incentive plans, which also reduced the human efforts and satisfied partners due to timely incentives payment.
bpmEdge BPMS – A comprehensive business process and rules automation and management platform
It was always a very challenging, time-consuming, and error-prone process for the generation of a purchase order manually as it requires a lot of checkpoints, budget approval, shortlisting of vendors based on various parameters depending on items to be purchased, and also multi-level approval.
Niyogin Fintech Limited, India
NBFC
Pericent team has successfully implemented a solution for automation of purchase order generation process from collecting the quotation from the vendors, rating the vendor based multiple parameters, then taking it through multiple approvals and finally generating and emailing the approved purchase order to the selected vendor email address.
This solution has automated the purchase order generation process reduced the human efforts, and time to process a purchase order.
bpmEdge BPMS – Enterprise-class Business Process Automation and Management Platform
The customer also wanted to modify the invoices received from the vendors to release the payment in time.
It is always a very challenging, time-consuming and error-prone process to process vendor invoices manually.
Niyogin Fintech Limited, India (NSE/BSE Registered)
FINTECH (NBFC – Unsecured Loan)
Pericent has implemented a vendor invoice process application on the bpmEdge BPM Platform to timely process the invoices received from various vendors. Business Benefits
This solution has automated the purchase order generation process reduced the human efforts, and time to process a purchase order.
bpmEdge BPMS – Enterprise class Business Process Automation and Management Platform
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PERICENT - A DOCUMENT AND PROCESS AUTOMATION COMPANY
FEATURES | Enterprise Edition |
---|---|
Access Controls | |
Encryption | |
Version Control | |
OCR for Image Text Search | |
Bulk Upload and Download as Zip | |
Full Text Search | |
Stamping | |
eForms Management & Publish | |
Direct Email Capture & Email Filter | |
Document Sharing via Email(ticket/download) | |
Document Rating | |
Document Tags | |
Document Archiving | |
Backup Management | |
Document Indexing | |
Metadata & Template Management | |
Document Sharing via Email | |
Collaboration | |
Compliance Management | |
Detailed Audit Trail & Reporting | |
Multi Tenancy | |
Workflow Design & Execution | |
Multi-lingual Support | |
LDAP / Active Directory Access | |
Web Services API | |
Document Scanning & Capturing | |
Meta Template & Tagging | |
Document History | |
Google Docs/MS Office Integration | |
Watched Folder Document Indexi | |
Sharing Document with other Tenant & Publically | |
Document Annotations | |
Digital Signature | |
Event Subscription & Notifications | |
Event Calendar/Scheduling Task | |
Mobile App (Android/iOS/Windows) |
Key Features | Standard Edition |
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Configure different levels of permission to multiple users or roles. | |
Encrypted Transmission and Storage of Documents | |
Transparently manage and control multiple versions of any document | |
Optical Character Recognition for text search on any Image Document | |
Bulk Upload of Multiple Documents and Download Multiple Document as Zip | |
Document Searching by Full text, Meta Data, Tag and Many More. | |
Design, Edit, Control and Apply Multiple Stamps | |
Capture Data and Generate Predefined Documents in PDF using eForms | |
Direct Email Capture by Individual User & Email Filter | |
Document and Folder Sharing to External Parties via | |
Document Rating by Multiple Users | |
Apply Multiple Free or Predefined Tags on Documents | |
Configure Document Archiving Bundle of Old Documents | |
Backup Management | |
The document gets Automatically Indexed in the Repository | |
Configure Different Metadata Template to Assign Category to a Document and Custom Indexes | |
Various Options to Share Documents via Email (Attachment, Encrypted Document, Download Ticket) | |
Built-in Calendar, Task Definition and Assigning to Multiple Users | |
Various Compliances ISO 9001:2018, ISO27001, SEC etc | |
Detailed Audit Trail of User Activities | |
Setup of multiple isolated repositories with specific users | |
Very Simple to Design of Various Document Intensive Proceses like Various kinds of Approvals | |
It supports the search of documents in different languages | |
LDAP / Active Directory Access | |
External Integration API | |
Document Scanning & Capturing | |
Meta Template & Tagging | |
Document History | |
Google Docs/MS Office Integration | |
Watched Folder Document Indexi | |
Sharing Document with other Tenant & Publically | |
Applying Multiple Annotations on Document Preview and downloading PDF document with annotation | |
Configure Organization Level Digital Signature and Digitally Sign any document by users of the system | |
Monitor Documents with Event Subscription & Notifications. | |
Event Calendar/Scheduling Task | |
Mobile App (Android/iOS/Windows) |
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