uniBPM

uniBPM is a business process management (BPM) solution developed by Uni Systems, designed to streamline and automate business processes in the financial industry. This software solution is suitable for financial institutions of all sizes, including large banks, mid-sized banks, and credit unions. Professionals and industries such as banking and finance, insurance, asset management, wealth management, and retail banking can benefit from uniBPM's extensive features and functionalities.

Key Features

Automated Workflow Design: According to the vendor, uniBPM offers a user-friendly interface that allows users to design and automate intricate workflows. Users can define the sequence of activities, assign tasks, and establish rules and conditions for process execution using a drag-and-drop interface.

Process Monitoring and Tracking: uniBPM provides real-time monitoring and tracking of business processes. Users can conveniently track task progress, view the status of each process, and identify bottlenecks or delays. Visual dashboards and reports provide valuable insights into process performance and areas for improvement.

Integration with Existing Systems: According to the vendor, uniBPM seamlessly integrates with core banking systems, CRM systems, and document management systems. This ensures a smooth exchange of data and information between different systems, facilitating the flow of information throughout the organization. Various integration methods such as APIs, web services, and database connectors are supported.

Document Management: uniBPM includes document management capabilities, allowing users to store, organize, and retrieve documents related to business processes. Users can attach documents to process instances, set document permissions, and track versions and revisions. Advanced search and retrieval functionalities enable easy access to relevant documents.

Task Assignment and Escalation: According to the vendor, uniBPM enables the assignment of tasks to specific individuals or groups based on predefined rules and criteria. Automatic task assignment ensures tasks are allocated to the appropriate person at the right time. The system also supports task escalation, automatically reassigning or escalating tasks to higher-level authorities in case of delays or non-compliance.

Business Rules Engine: According to the vendor, uniBPM incorporates a robust business rules engine, enabling users to define and enforce business rules and policies. Users can easily configure complex business rules using a graphical interface, eliminating the need for coding. The system automatically evaluates and enforces these rules during process execution, ensuring compliance and consistency.

Audit Trail and Compliance: uniBPM maintains a detailed audit trail of all process activities, including user actions, task assignments, and data changes. This audit trail provides a comprehensive history of process execution and ensures compliance with regulatory requirements. The system also supports compliance management, allowing users to define and enforce compliance rules and policies.

Reporting and Analytics: According to the vendor, uniBPM offers comprehensive reporting and analytics capabilities for monitoring and analyzing process performance. Users can generate standard reports or create custom reports tailored to their specific requirements. The system supports data visualization and analytics, empowering users to gain insights into process trends, performance metrics, and areas for improvement.