Solutions · Finance and banking
A bank works with loan agreements, applications, customer records and accounting documents that must be complete and available on request. CONTMAN carries them from the application through the decision and the signature to the archive, and every change stays in the document's history.
Documents
Finance lives on an intense exchange of documents. Each of them needs its place, its version and a record of the decisions taken on it.
Processes
The workflow starts by itself when the application reaches the archive and routes it by a value from the document, such as the amount. The task goes to a named person or a team queue.
The process is tied to one version of the file, and every decision records the person, the time, the comment and the version in a process history that cannot be altered. An incomplete application goes back for correction.
Employees sign the agreement with an advanced or qualified signature, one after another, and an automatic step applies the company seal. The verification report confirms who signed which version, and when.
Agreements go into categories with their description fields, and search shows only the documents a person may read. A retention rule counts its period from a date you choose, and the archive carries out its actions by itself.
CONTMAN Archive · Document archive
The file is the document's real content and nothing overwrites it: every upload creates a new version, and a signature adds another.
Products
Document archive
Agreements and customer records in categories with description fields, with file versions that nothing overwrites.
Document workflow
Application, decisions and deadlines in working days, with a process history that cannot be altered.
Signatures and seals
Employees' advanced and qualified signatures and the company seal, with a verification report.
Employee files
Personnel files of many group companies in one application, in parts A-E.
Data enrichment
Points out wrong, incomplete or contradictory classifications of documents and fills in missing information such as validity dates.
Batch scanning and processing
Recognised text of scanned applications, and a tax ID found however it was written.
Clients
Demo
In the demo we will follow a loan application from its arrival through the decision and the signed annex to the archive.
