endorsedCompleted

Centralized Loan Platform with BRE and Automated Docs

Services Covered:

Custom Software Development • Mobile Application Development • DevOps • Cloud-Native Application Development

Industry

Financial Services

Duration

10 months

Budget

200K - 999K

Start Date

1 August 2022

Team Size

6-10 Employees

Engagement Model

Onshore

Project Capability Score (PCS)

78/100

Good

Project Capability Score (PCS) estimates how capable Inteca is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

Warsaw, Poland

Project Summary

Inteca built a centralized web and mobile platform for an online loan brand that consolidated the loan application workflow, implemented a business rules engine, automated document generation, and added reporting features. The vendor used OpenShift/Kubernetes-based deployment and a DevOps approach to accelerate delivery and improve time-to-market. The engagement reduced processing time, increased application throughput, improved accuracy and advisor efficiency, and lowered costs.

Key Challenges

Develop a comprehensive, user-friendly platform to streamline and facilitate the loan sales process.
Improve operational efficiency by reducing manual steps and applying automation and business rules.
Centralize the full loan application workflow and provide clear reporting and KPIs.
Speed up time to market for new features and reduce errors in document generation and decisioning.

Project Deliverables

Core workflow implemented on BPMS technology
Business Rules Engine (BRE) for rule management and creditworthiness calculation
Unified portal for business advisers (single-page application, responsive design)
Automated document generation and printable agreement forms
Deployment on Red Hat OpenShift / Kubernetes platform
Reporting features for time and quality performance metrics

Project Solution

Inteca assigned a 6-10 person team to design and implement a centralized loan application platform. They implemented the core workflow using BPMS technology and deployed a Business Rules Engine to manage decision logic and creditworthiness calculations. The team delivered a unified portal for business advisers (SPA, responsive), automated document generation, reporting and KPIs, and deployed the application on Red Hat OpenShift (Kubernetes). A DevOps approach and Agile practices were used to shorten delivery cycles and enable faster feature rollout.

Project Outcome

Reduced processing time for loan applications through automation and elimination of unnecessary human steps.
Increased application throughput, allowing more loans to be processed in the same timeframe.
Improved accuracy by reducing human errors via a business rules engine and automated document generation.
Enhanced advisor efficiency through a unified portal.
Reduced time to market thanks to DevOps and Agile practices.
Lowered operational expenses and improved data quality through validation.
Greater business agility via easily changeable business rules and improved process insight.

Platforms

Web
Cloud

Tech Stack

Angular
Java
OpenShift (Red Hat)
Kubernetes
Docker

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“Inteca's work reduced processing time and increased loan applications. Their utilization of Agile and DevOps practices yielded higher customer satisfaction and reduced expenses. The team's attentiveness, open communication, and responsiveness to the project's demands were highly commendable.”
Anonymous
CEO
Date: 07/26/2023