A Fortune 500 leader in banking and payment technologies needed to streamline the process involved in onboarding new merchant accounts.
This process needed to be improved for both their internal operations team as well as the internal and external sales teams who were submitting the applications.
Having already built a platform for processing residuals for this customer, they asked us to work with them to add on to that platform a portal that would:
When we were finished, the ops team could login into the portal to add and edit merchant applications to move them along in the onboarding process. The system ensured that users could only see and receive notifications for applications that were relevant to them or their sales team. The ops team were the only users that could modify application records, all other users of the system were read-only. As the merchant applications were updated, we created an audit trail so that an application's movement through the process could be visualized.
Sales teams and agents could receive email notifications immediately or by daily digest. They could also receive SMS texts for events if desired. Each user of the system can update their notification preferences personally.
The system was made timezone aware so that portal information and notifications were reported in the user's home timezone.
We worked with the other vendor to define the API for the application workflow system and then built the API it into the portal.