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Transparency in the credit business -

Electronic credit files in corporate lending business

 

The file solution enables users to manage files and processes and associated documents efficiently and in a uniform filing structure. The aim is to replace the paper credit file with an electronic file based on an enterprise content management system.

The electronic credit file contains almost the complete documentation of the credit process in all product areas, from the analysis, to the credit decision, to the creation of the credit contract and the subsequent credit administration.

The main functionalities of the solution are:

  • Central electronic file system and storage location
  • Metadata - attributes for categorization including contracting parties
  • Metadata - transfer of master data 
  • Comprehensive search
  • Workflow management
  • Document management
  • Collaboration
  • Permissions
  • Management reporting
  • Enterprise solution (standard software)
  • Interfaces to other systems
  • Linking contracts
  • personalization
  • Archiving
  • Records management
  • Inventory migration / scan concept

The benefits of the credit file:

CEO
  • Business continuity ensured in the event of a disaster (BCM)
  • Efficient documentation and business optimization 
Market
  • Access from anywhere
  • consistent file management
  • easier representation
  • Keeping a "shadow file" can be omitted
  • Reconciliation accelerated (version control)
  • targeted search (full text)
  • Documents can be viewed in the customer appointment 
Credit Analysis
  • consistent file management
  • higher completeness
  • Reconciliation accelerated (version control) 
Credit Procressing
  • consistent file management
  • Agreement coordination with the market accelerated (version management)
  • fewer queries from the market necessary
  • less space required
  • less effort for long-term archiving 
Bild Compliance Manager
  • Back-up ensured in the event of a disaster (BCM)
  • higher transparency
  • targeted search
  • Compliance with the retention rules
  • Revision audits and compliance ensured easier

SUCCESS STORIES

 

OpenText Extended ECM for SAP Solutions im Einkauf

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complon Business Solution for Procurement and Legal

Accor-Logo-Footer-Def

 

SAP Extended ECM by OpenText für IT, Einkauf, Rechtsabteilung, Drittmittelabteilung

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Elektronische Kreditakte im Firmenkundenkreditgeschäft (vormals KBC Bank)

 

BKB 

COMPLON IST OPENTEXT PARTNER SPOTLIGHT WINNER

 

Partner Spotlight May 2014 - Complon

 

BME GÜTESIEGEL

complon Vertragsmanagement Lösung für den Einkauf wird mit dem Gütesiegel des BME ausgezeichnet.

 

CONTACT

 

Buero Muenchen

complon GmbH

Friedenheimer Str. 47

80686 Munich

T: +49 89-579497900

F: +49 89-579497968

info@complon.com