| Flexible Workflow and Process Management |
Integratec’s Workflow Manager (IWM) is the engine that has driven our business solution delivery since 2002. IWM provides secure access to more than 1500 data fields which Integratec has the ability to capture and manage. All data fields are grouped logically and presented in 65 associated screens, including Property, Building, Unit, Unit Type, Fund, Financial, Tax, Occupancy, Partnership Agreement, Related Parties and Third Parties.
Functionality includes:
- Use the IWM to automate any routine
business process by first defining the process, and then calling
on the ‘pre-defined’ process and customizing as needed on a deal
by deal basis. Current client usage includes:
Risk Rating
Origination/Acquisition
Construction Monitoring
Audit/Tax Review
Financial / Key Performance Indicator
Review
Investor reporting
Tenant Income Certification
- Filter and sort capability by any key field on each data screen.
- View and print pop-up reports which show progress on any task along with related data.
- Provides secure “front-end” data input mechanism for existing systems.
- Field level validation based on user-defined business rules.
- Audit trails show which user changed a field value, when it was changed, and new/old value.
- User-defined collection rules (such as frequency of collection) by data and document type, for each entity.
- Notification emails can be driven by collection rules – user defines both the message content and the email distribution list.
- View every data
item and its status (due, received, under review, approved,
processed, etc.) and generate ad hoc reports of all items or just
those selected through the filtering process.
IWM is fully customizable with your logo and colors.
Role-based security in IWM allows clients to define users and assign them to roles such as read/write, read-only and administrator. Extend access to 3rd parties while limiting their access to view only the properties and documents assigned to them. All passwords are encrypted in the underlying MS SQL database.
IWM data security,
backup, disaster recovery and hot site capability is assured
through our data center relationship with SunGard. SunGard is a
SAS 70 Type II and ISO9003 certified data center, and our
environment has been stress tested by some of the largest
financial institutions in the world.
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