FINANCIAL INSTITUTIONS

AuraPortal BPMS is the most advanced tool in the market for Financial Institution Management. Working with AuraPortal permits an almost immediate increase in income and the credit and operative security at the same time as drastically reducing costs.

Future Focus

Gartner Inc., has named AuraPortal as an example of the Next-Generation of BPMS. The technology is orientated to SOA and, especially in its concept as a platform that integrates all the activities that are carried out in an enterprise. It is the state-of-the-art of the future business management.

 

Management Areas

With AuraPortal it is possible, in a totally integrated way, to manage the areas of major interest in a business today: BPMS / SOA, Free Workflow, Business Rules, Intranet, Extranet, Document Handling, ECM Portals, Integral eCare, CRM, SRM, SCM, Business Online, Knowhow Management, Dashboard and Business Intelligence (BI), as well as a linked structure with connecting management of Employees, Projects, Accounts, Planification, Costs, Income, Items and Areas.

 

SOA

The concept of AuraPortal is totally orientated to the Internet and Services Orientated Architecture (SOA). It incorporates WSDL (Web Services Description Language), and the construction of these Web Services is using SOAP technology.

 

Integration

Also, AuraPortal has designed a system for integrating all other external application, even if they are not web. This way, the company can continue to use and integrate his other applications (ERP, …) with AuraPortal.

 

Effectiveness

AuraPortal is based on a configuration that is orientated to management without any need to program even one line of code.

 

Source Economy

Using AuraPortal can reduce costs up to 70% both when it is implemented and during the course of.

 

Operative

It is extremely easy to use. The employees soon find that the work environment is friendly and efficient.

AuraPortal has managed the unreachable: the total integration of the functionalities and operative of CRM in the BPM Processes of the company. 

Using AuraPortal it is possible to:

• Carry out well adjusted and sure Risk Analysis.
   
• Segment the customers for multiple profiles for diverse resources (marketing, balances, etc.).

1.1 Commercial Organization 

With AuraPortal the commercial department can be organized, intercommunicate with other departments, keeping a good control on customer satisfaction, etc.

1.1.1  Users and Visitors    
1.1.2  Accounts Management

1.1.3  Indirect Channel Management  

1.1.4  Project Management  

1.1.5  Document Management  

1.1.6  Reports, Analysis and Statistics

1.2 Marketing 

AuraPortal offers a new form of organizing and managing the marketing, that bring agility and efficiency.

1.2.1  Generation of Demand

1.2.2  Generation and Management of Sales Opportunities

1.2.3  Interactive Observatories 

1.2.4  Web 2.0 Access  

1.3 Customer Services

Customer attention is vital to his loyalty. With AuraPortal all the personnel and partners can feel that they form a part of this Customer Satisfaction. The information is coordinated to the whole team.

1.3.1  Customer Satisfaction  

1.3.2  Customer Communication

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The use of AuraPortal in the management of bank risks brings the novelty of its incomparable simplicity of use, as well as versatility and potency similar to specific software, although with no programming. Instead it is based exclusively on analysis and criteria of the executives and analysts of the financial institutions. They themselves can design, modify, update and maintain the system with no difficulty. And at a considerably lower cost than known alternatives.

2.1  Credit Risk

2.2  Operational Risk   

2.3  Market Risk

This can be seen in the Monograph Use of AuraPortal BPMS for Risk Management – Basil II. This Monograph has three Volumes:

Volume 1 – Rules Environment presents extracts of the basic Rules for Basil II.

Volume 2 – Analysis Environment shows the structure and definition of the Processes and Business Rules that implement Basil II in Banks of any size or complexity.
 

If you are interested in receiving these Volumes, click on the image

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With AuraPortal any type of Project that is subcontracted can be controlled, taking advantage of all the methods of communication, collaboration and control available for this. The use of third parties will be much more sure, practical and efficient using the Processes and Business Rules.  

This control is based on the following characteristics:

1- Communication. The subcontractors can access online all the information that concerns them and participate in the company Workflow. This way there is the maximum communication in real time.

 

2- Collaboration. All kinds of mechanisms for collaboration, establishing procedures using Processes that will travel through various phases can be designed.

 

3- Control. The processes can be controlled from beginning to end and at all times the situation of each case can be known.

3.1  Recruitment  
3.2  Hiring   

3.3  Administration   

3.4  Results  

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AuraPortal administers efficiently the purchases using rational processes that control each phase. 

4.1 Organization of Purchases 

Working with AuraPortal produces an unstoppable increase in the quantity of business that a company has. And every phase is controlled.

4.1.1  Purchase Strategy

4.1.2  Activity Optimization  

4.2  Relationship with Suppliers

4.2.1  Recruitment and Homologation of Suppliers  

4.2.2  Communication with Suppliers   

4.2.3  Suppliers Portals   

4.2.4  Canales de Compras y Suministros 

4.3. Supplies

4.3.1  Organization of Purchases   

4.3.2  eSupplies   

4.3.3  Offer Request   

4.3.4  Indirect Purchases   

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AuraPortal BPMS makes available all the possibilities of human resources in the Enterprise using the information and a rationalized management.

The Human Resources activities are carried out using Processes (BPMS). These handle linked Tasks that automatically control the workflow depending on the emerging data. All kinds of documents are handled, as well as forms and registers that can be filled in.

AuraPortal covers everything that needs to be taken into consideration for an efficient HR: Personnel Management, Communication and Collaboration, Absentee Control, Vacation Control, Personnel Recruitment, Labor Health, Training, etc.

5.1  Personnel Management  

5.2  Communication and Collaboration   

5.3  Absentee Management and Extra Hours Control  

5.4  Recruitment  

5.5  Labor Health   

5.6  Personnel Training  

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AuraPortal BPMS provides companies of all kinds with the management tools to reach business excellence.

In this section some general areas are described that have not already been included. 

6.1 Rules

AuraPortal offers a new form of managing Rules (both mandatory as well as voluntary or internal) in an integrated manner with the rest of the activities.

Basil II, Patriot Act, AML, SOX, Quality Control, LOPD (Personal Data), Information Security, Labor Security, Hygiene, Environment, etc. Using AuraPortal the rules always function.

6.1  ISO Quality Control    

6.2  Environment Management   

6.3  Labor Security    

6.4  Information Security/ LPDP (Personal data)  

6.2  Communication and Collaboration 

AuraPortal offers the ideal environment for Communication and Collaboration amongst the personnel of the different departments in the company, etc. as well as business associates (agents, customers, suppliers, etc.).

This is carried out using the Internal Portal (for employees), External Portals (for customers, suppliers, etc.), the Public Web and Email, depending on the type of user.

6.2.1  Users and Visitors   

6.2.2  Portals  

6.2.3  Workflow  

6.3 Corporate Communication 

AuraPortal BPM aids the enterprises with all the means available for creating and managing internal and external corporate identities, as well as the public projection through all kinds of media.

6.3.1  Creating Corporate Identity  

6.3.2  Communication Management   

6.3.3  Internal and External Diffusion  

6.4 Knowhow Management  

AuraPortal BPM develops mechanisms for taking advantage and using the accumulated knowledge in an organization (employees and externals: customers, suppliers, agents…) and making it all available where necessary.

6.4.1  Informative Elements  

6.4.2  Organized Learning  

6.4.3  Workflows  

6.5 Business Rules 

In AuraPortal the Business Rules are handled as a family together with the other 8 families: Employees, Processes, Free Tasks, Documents, Accounts, Items, Projects and Areas.

6.5.1  Textual Rules   

6.5.2  Assignment Rules   

6.5.3  Calculation Rules  

6.5.4  Inference Rules  

6.6. Integral  eCare

With AuraPortal the Care impregnates all the areas of the company, giving more satisfaction to the employees, associates, collaborators, etc. The inclusion of both internal and external personnel in processes makes for more loyalty and less costs.

6.6.1  Communication    

6.6.2  Normalization of the Processes  

6.6.3  Attention   

6.6.4  Control 

6.7. Project Management  

With AuraPortal Projects can be managed both for internal use as for third parties: commercial campaigns, personnel selection, training courses, etc.

6.7.1  Configuration  

6.7.2  Planification   

6.7.3  Execution   

6.7.4  Follow Up and Results   

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AuraPortal permits the secure management of all the corporate documentation, however complex the Enterprise structure. 

Any information support is considered documentation: letters, rules, invoices, forms, tables, images, photographs, etc..
 

- The majority of the documents will be created automatically using the Base Document utility

- The majority of documents will not need to be found, as they will already be available.

7.1  Distinguished Functionalities  

7.2  Working with Libraries

7.3  Documents Cycle of Life

7.4  Contents Management  

7.5  Announcements Management