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Finastra
WEB NAVIGATORTopic of the Month – Fusion Loan IQ
Raja SANTHALINGAMBusiness AnalystLorenzo CERUTTISystems Advisory Specialist
January 2019
Finastra |
WELCOME TO THE FINASTRA TOPIC OF THE MONTH!
Format
▪ 45 min presentation by Finastra experts
▪ 15 min Questions and Answers
Objectives
▪ Present product features and market requirements new / little known / underspotlight
▪ Share views and help us understanding client requirements
Frequency
▪ Monthly within Finastra – For Loan IQ 3-4 sessions per year
▪ Schedule in SAG section of Documentation Portal
▪ Invitations sent 2 weeks in advance to mailing list
▪ Open for topics suggestions (can use Survey)
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Finastra |
WHAT IS WEB NAVIGATOR ?
First step towards Thin Client Loan IQ
Browser Access
Currently this is Read-Only
Current coverage corresponds to Navigator Desktop and WIP
When invoking Notebooks, a thick-client component is required (Loan IQ Listener)
Beta version released from 7.4.4
Not GA yet.
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Finastra |
BENEFITS OF CURRENT DELIVERABLE
Ease of access to Bank units who do not need to enter or edit transactions
For these users, no need to deploy a thick client nor to use Citrix
Access Control unchanged - individual profiles still required
Access via Tablet – subject to security policies
Savings on Citrix
Screens can be customized through the Navigator XML data on the server
Same as with Navigator Desktop today, but separate set of XML tables
Developed on Finastra UXP platform
Convergence with other applications such as Fusion Banking Insights
Single landing page, transition to various applications via workspaces
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Finastra |
USE CASES OF CURRENT DELIVERABLE
Relationship Managers
Check details of client exposure
No need to learn too much of Loan IQ
Can access from the field
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Finastra | 23 January 2019 6
RM is at Client place and the client asks what is my exposure and can I draw USD 2,000,000
today
RM opens the Loan IQ browser in his tab and confirm the availability to the borrower.
Finastra |
USE CASES OF CURRENT DELIVERABLE
Teams in the Deal Origination phase
Credit team can browse borrower exposure online in Loan IQ
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Finastra | 23 January 2019 8
Credit team got a new application request from Borrower1
Credit Analyst checks the exposure in the browser
Finastra |
USE CASES OF CURRENT DELIVERABLE
Finance Team
Direct access to Loan IQ forinvestigation of GL discrepancies
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Finastra |
FUTURE DEVELOPMENTS
Approval Workflow
Perform Transaction Workflow ( Pending → Approval → Release)
User can select a pending transaction and proceed with the pending workflow itemswithout going through the thick-client Notebooks.
User actions will still be checked against the approval matrix.
Further capabilities will gradually be added based on customer needs
Idea is to identify Bank units that have well-defined and contained data inputrequirements
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Finastra
ARCHITECTURE
Finastra |
WEB NAVIGATOR ARCHITECTURE – READ ONLY
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• Browser based interface for all Servicing actions.
• Loan IQ Navigator interface for all search/display actions.
Loan IQ Server – Tomcat Container
LIQ Data
Access Layer
API REST SERVER
Browser based Loan IQ
Thin-Client (UXP
container)
Http(s)
Fin
as
traU
XP
Se
rve
r
LIQ Navigator Desktop
Framework
Server Machine Client Machine
Finastra |
WEB NAVIGATOR ARCHITECTURE – EDIT OPERATION
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• Browser based interface for all Servicing actions.
• Loan IQ Navigator interface for all search/display actions.
• Loan IQ Listener provides corresponding Loan IQ notebooks for editing purposes (uses backchannel communication mechanism)
Loan IQ Server – Tomcat Container
LIQ Data
Access Layer
API REST SERVER
Loan IQ Client binaries
(Local machine or UNC
path)
Browser based Loan IQ
Thin-Client (UXP
container)
Http(s)
Loan IQ Listener
Back Channel
Message
Listener
Fin
as
traU
XP
Se
rve
r
LIQ Navigator Desktop
Framework
Server Machine Client Machine
• Loan IQ Listener as windows service on client machine is responsible for: a) Login & establishing security session b) uses back channel communication mechanism
• Loan IQ Listener should be accessible thru UNC path from Client machine
• Turn Around Time between Client machine and UNC path should be <20ms
Finastra
DEMO
Finastra |
NAVIGATOR TAB - OVERVIEW
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UXP Board components
Favorites Pane
Search Bar
Key Information of the Object
Associated Information of the Object
Table Links
Finastra |
CUSTOMER NAVIGATOR VIEW
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Search across all columnsExport to csv
Finastra |
DEAL NAVIGATOR VIEW
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Table View
Multiple Pages
Finastra |
FACILITY NAVIGATOR VIEW
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Finastra |
OUTSTANDING NAVIGATOR VIEW
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Finastra |
WORK IN PROCESS TAB - ITEMS
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Filters
Finastra |
WORK IN PROCESS TAB - QUERIES
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Finastra |
NAVIGATOR TAB – EDIT OPERATION
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Button to Navigate to thick client
Finastra |
WORK IN PROCESS TAB - ITEMS
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Finastra
WRAP-UP
Finastra |
WHERE TO FIND MORE INFO
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Documentation Portal
User/Online tab
Finastra |
NEXT STEPS
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In one minute
• Questions and Answers
Later today
• Send Presentation PDF and link to Survey
• Post Presentation PDF and recording on Documentation Portal (Tutorial tab)
Survey
• Rate this session
• Suggest topics for future TOM sessions
• State your organisation’s interest in the features presented
Anytime
Finastra |
QUESTIONS AND ANSWERS
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Finastra |
@FinastraFS
Finastra LinkedIn
Finastra YouTube
Thank [email protected]@finastra.com
23 January 2019