Decision Support

Accelerate decisions, protect revenue, cut costs and gain control

A powerful toolkit for leveraging clients’ existing technology investments by integrating and automating complex business processes spanning multiple teams, IT applications and data sources. CubeLogic Workflow and Decision Support shortens timeframes, protects business revenues, improves collaboration, strengthens controls and cuts costs.

Decision support

  • Extensive business process modelling tool; automate critical E2E processes such as client onboarding, origination, credit reviews and approvals, excess management, collateral management, and more
  • Configurable workflow GUI: web-based interface for creation of text, graphics and format rich documents such as underwriting and credit committee packs
  • Web-based workflow wizard; create and maintain complex business processes quickly and easily
  • Multi-state or single state workflows; set up simple alerts or complex multistep processes
  • Trigger workflows automatically or manually; external events, emails, reference data changes, Cube queries, other workflows
  • Full integration with email for workflow notifications, approval functions and reporting
  • Mobile workflows; manage approvals and other workflow tasks on the go on mobile devices
  • Full suite of custom tasks to provide email notifications, triggers, events and external updates
  • Sophisticated workflow inbox and diary events
  • User roles for task assignment and access control
  • Extensible function library to enable workflows to call APIs, stored procedures or interact with other external systems or web services

Origination and Client onboarding

  • Collaborative workflow; collate deal, obligor and credit facility information
  • Creation of underwriting committee packs rich in text, tables, charts and graphics
  • Dun and Bradstreet, BvD, CapIQ, etc. integration for seamless addition of KYC and financial data
  • Embed credit policies and model internal processes
  • Fully integrated with Credit Cube or internal risk systems for the update of data in core systems

Credit Application

  • Standalone workflow or integrate with origination for seamless front to back workflow from initial opportunity through to credit, legal, compliance and other approvals
  • Fully integrated with CubeLogic’s Financial Analysis and Scoring modules
  • Creation of credit committee packs rich in text, tables, charts and graphics
  • Embed delegated authorities to route approvals
  • Include Conditions Precedent and Ongoing Conditions

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