A helicopter view of a business
solution elements
When developing business applications, you typically define data models, implement business logic, and create business processes and user interfaces for all devices and channels.
The Eximee low-code platform offers a structured view of all artifacts that make up a given business solution and enables management of the production cycle – from creating an application using a selected template, gathering the necessary documentation, business configuration, automated testing, to controlling runtime environments.
Eximee business application layers
Layer 1: Data model
Structured data
The data model simplifies the organization of information used in the business application, enabling seamless utilization of data across different components of the developed solution. It implies:
- no need to transfer data between application elements such as forms, business logic, or individual process steps
- no need for internal data flow management
- no need for labor-intensive and erroneous internal data mapping
- easier and faster implementation of particular functionalities
- a gentle learning curve for application development
Data flow definition
The data model serves as a single source of truth for how and when particular data sets should be retrieved. It facilitates the efficient use and modification of data, and enables it to be properly transferred to target systems. With this approach:
- you don't need to create separate documentation with information about the source and purpose of individual data sets – it is defined in the model
- when building subsequent pieces of the application, you don't have to think about where particular data is retrieved from
- introduction of changes concerning both data supply and use is streamlined
- troubleshooting application becomes easier
High performance
The Eximee data model layer persists the data effectively and offers much greater capabilities than storing the data in, for example, a BPM engine.
Moreover, it is possible to configure which data from external systems can be cached in the application and which should be retrieved each time they are used to guarantee they are up-to-date.
Structured data
Structured data
The data model simplifies the organization of information used in the business application, enabling seamless utilization of data across different components of the developed solution. It implies:
- no need to transfer data between application elements such as forms, business logic, or individual process steps
- no need for internal data flow management
- no need for labor-intensive and erroneous internal data mapping
- easier and faster implementation of particular functionalities
- a gentle learning curve for application development
Data flow definition
Data flow definition
The data model serves as a single source of truth for how and when particular data sets should be retrieved. It facilitates the efficient use and modification of data, and enables it to be properly transferred to target systems. With this approach:
- you don't need to create separate documentation with information about the source and purpose of individual data sets – it is defined in the model
- when building subsequent pieces of the application, you don't have to think about where particular data is retrieved from
- introduction of changes concerning both data supply and use is streamlined
- troubleshooting application becomes easier
High performance
High performance
The Eximee data model layer persists the data effectively and offers much greater capabilities than storing the data in, for example, a BPM engine.
Moreover, it is possible to configure which data from external systems can be cached in the application and which should be retrieved each time they are used to guarantee they are up-to-date.
Layer 2: Business logic and integration
External services
To provide rapid integration with services (e.g., bank’s internal API or external and public web services), Eximee enables you to define how a given service should be called. Such configuration can consume REST or SOAP services and gives you total control of the service client. For instance, you can define:
- address of the service on each execution environment
- authorization method and the source of credentials (e.g., client’s current session)
- error handling
- cache usage
Such configuration of services enables using them in particular elements of your business application, e.g., processes or forms. In addition, thanks to the separate configuration of access to these services, you can swiftly switch them to the correct addresses when moving applications to the QA or production environment.
Script Code
In order to ensure the flexibility of created solutions, the Eximee low-code platform allows you to implement business logic in Script Code using JavaScript programming language. It provides an IDE for writing, testing, and running scripts locally. Script Code can be used both in user interface elements (i.e., user forms) and automated steps in processes (i.e., service steps). A low-code developer can modify application data, set up advanced validations, define interactions on forms, calculate conditions in processes, and even use external services. They may also use and expand the snippets library containing frequently used scripts that are documented, tested, and ready for use in subsequent applications.
Script Code possibilities include:
- adding flexible and dynamic elements to the application without the need for development in external tools
- performing unlimited operations on the data used in the application
- integration with external services and interpretation of data returned by these services
- immediate testability of implemented changes in various scenarios and channels
Microservices
The Eximee Business Applications module provides a registry of services available for local use in an application, a framework for services implementation and guidelines for adding services prepared in any technology. Creating microservices using the Eximee framework helps achieve consistent mechanisms for:
- error handling
- accessing technical and business configuration
- application logs
- automated tests
- management of dependencies with external libraries
- CI/CD pipeline
- the Eximee platform APIs (e.g., data model)
External services
External services
To provide rapid integration with services (e.g., bank’s internal API or external and public web services), Eximee enables you to define how a given service should be called. Such configuration can consume REST or SOAP services and gives you total control of the service client. For instance, you can define:
- address of the service on each execution environment
- authorization method and the source of credentials (e.g., client’s current session)
- error handling
- cache usage
Such configuration of services enables using them in particular elements of your business application, e.g., processes or forms. In addition, thanks to the separate configuration of access to these services, you can swiftly switch them to the correct addresses when moving applications to the QA or production environment.
Script Code
Script Code
In order to ensure the flexibility of created solutions, the Eximee low-code platform allows you to implement business logic in Script Code using JavaScript programming language. It provides an IDE for writing, testing, and running scripts locally. Script Code can be used both in user interface elements (i.e., user forms) and automated steps in processes (i.e., service steps). A low-code developer can modify application data, set up advanced validations, define interactions on forms, calculate conditions in processes, and even use external services. They may also use and expand the snippets library containing frequently used scripts that are documented, tested, and ready for use in subsequent applications.
Script Code possibilities include:
- adding flexible and dynamic elements to the application without the need for development in external tools
- performing unlimited operations on the data used in the application
- integration with external services and interpretation of data returned by these services
- immediate testability of implemented changes in various scenarios and channels
Microservices
Microservices
The Eximee Business Applications module provides a registry of services available for local use in an application, a framework for services implementation and guidelines for adding services prepared in any technology. Creating microservices using the Eximee framework helps achieve consistent mechanisms for:
- error handling
- accessing technical and business configuration
- application logs
- automated tests
- management of dependencies with external libraries
- CI/CD pipeline
- the Eximee platform APIs (e.g., data model)
Layer 3: Processes
You can implement BPM processes in the Eximee business applications and benefit from:
- improved efficiency
- better process visibility
- greater control and compliance
- cost savings
A process in the Eximee business application can use all artifacts included in the application. For instance, you can use Eximee Forms for user tasks, or Script Code for automated tasks. It is worth noting that not every Eximee Application requires implementing a business process.
Layer 4: User interface elements
- Customer Service Zone
- Eximee Dashboard
- User screens
- Forms and form components
- Document templating and generation
Customer Service Zone
The Eximee Customer Service Zone provides application entry points. You can set the criteria for when a given application is available to customers (e.g., only customers with a mortgage should be able to access mortgage refinancing).
For each application available for customers at a given time, Customer Service Zone displays short information about the application and channels through which customers can engage (e.g., a form, chat, telephone).
Eximee Dashboard
If the solution you are preparing is to be provided within the Eximee Dashboard, you can define the group of employees authorized to use it and indicate the screens that should be displayed when they enter the application.
The Eximee Dashboard provides UI for front office and back office employees. It can display the screens and forms of the Eximee business applications. It also provides dedicated functions like task lists or case overview. The dashboard is integrated with your SSO infrastructure and uses a roles hierarchy to tailor user experience.
User screens
Specify the screens layout and content as well as possible business actions using:
- forms and components available in Eximee Forms
- applications supporting employees in handling tasks (e.g., notes, calendar)
- external applications provided as microfrontends
User screens can be embedded in:
- Eximee Customer Service Zone – to enhance the functionality of applications provided to customers
- Eximee Dashboard – to augment the capabilities of applications provided to bank employees
- Business processes – to support a particular user step or to display detailed information in the case overview
Forms and form components
The Eximee low-code platform comes with prefabricated, reusable frontend components compliant with design best practices and usability guidelines. During deployment, the components are aligned with your bank's branding and style guide. Low-code developers can use them to prototype, test, and implement solutions that ensure satisfying user experience and increased conversion. The Eximee platform does not limit your innovativeness and flexibility whatsoever. In case you need unique solutions, you can develop and add custom components.
Document templating and generation
Use the Eximee low-code platform to create and manage document templates (e.g., contracts, annexes, regulatory disclosures, etc.) and format documents to achieve a design-compliant look.
You can use the data available in the data model to insert indicated values in the appropriate places in the document, prescribe data formats, and define conditions for displaying the content based on the indicated data. Furthermore, Eximee includes a mechanism for testing document generation and simulating different values provided by the data model.
However, if your bank has preferred solutions for document generation, Eximee can use them by ensuring the remapping of the data model in the application as required.
Customer Service Zone
Customer Service Zone
The Eximee Customer Service Zone provides application entry points. You can set the criteria for when a given application is available to customers (e.g., only customers with a mortgage should be able to access mortgage refinancing).
For each application available for customers at a given time, Customer Service Zone displays short information about the application and channels through which customers can engage (e.g., a form, chat, telephone).
Eximee Dashboard
Eximee Dashboard
If the solution you are preparing is to be provided within the Eximee Dashboard, you can define the group of employees authorized to use it and indicate the screens that should be displayed when they enter the application.
The Eximee Dashboard provides UI for front office and back office employees. It can display the screens and forms of the Eximee business applications. It also provides dedicated functions like task lists or case overview. The dashboard is integrated with your SSO infrastructure and uses a roles hierarchy to tailor user experience.
User screens
User screens
Specify the screens layout and content as well as possible business actions using:
- forms and components available in Eximee Forms
- applications supporting employees in handling tasks (e.g., notes, calendar)
- external applications provided as microfrontends
User screens can be embedded in:
- Eximee Customer Service Zone – to enhance the functionality of applications provided to customers
- Eximee Dashboard – to augment the capabilities of applications provided to bank employees
- Business processes – to support a particular user step or to display detailed information in the case overview
Forms and form components
Forms and form components
The Eximee low-code platform comes with prefabricated, reusable frontend components compliant with design best practices and usability guidelines. During deployment, the components are aligned with your bank's branding and style guide. Low-code developers can use them to prototype, test, and implement solutions that ensure satisfying user experience and increased conversion. The Eximee platform does not limit your innovativeness and flexibility whatsoever. In case you need unique solutions, you can develop and add custom components.
Document templating and generation
Document templating and generation
Use the Eximee low-code platform to create and manage document templates (e.g., contracts, annexes, regulatory disclosures, etc.) and format documents to achieve a design-compliant look.
You can use the data available in the data model to insert indicated values in the appropriate places in the document, prescribe data formats, and define conditions for displaying the content based on the indicated data. Furthermore, Eximee includes a mechanism for testing document generation and simulating different values provided by the data model.
However, if your bank has preferred solutions for document generation, Eximee can use them by ensuring the remapping of the data model in the application as required.
Advantages of the Eximee Business Applications
Implementation toolkit
- Eximee business application templates
- Eximee business application documentation
- Business configuration
- Asset library
- Test automation
- Change management
- Environments
Eximee business application templates
The Eximee low-code development platform provides templates you can employ as blueprints to create new business applications. Since you are not starting from scratch, you significantly reduce time-to-market and develop solutions consistent in terms of performance and design. Moreover, the use of templates facilitates knowledge management and the introduction of new people into projects. In case non-standard needs arise, you can create custom templates. Examples of business application templates:
- on-boarding process template
- sales process template
- self-service process template
Eximee business application documentation
Maintaining documentation in external tools is inefficient, and updating it with changes made during application development is problematic.
When developing solutions using the Eximee platform, you can create visual documentation right next to the low-code application elements. You can compile all this information and quickly generate up-to-date documentation that will be made available in the Documentation tab.
Business configuration
Business configuration allows you to make on-the-fly changes to specific business parameters without deploying a new version of the business application. For instance, you can define the exchange rate spread for a loan currency conversion process.
It is also possible to configure the visibility of specific fields in the task list or case overview as appropriate for a given role or to define product names. Furthermore, the business configuration is versioned so you can track all changes.
Asset library
The library contains static files used in the Eximee business application. These can be, for example, images of credit cards available to choose from when setting up an account, a table of fees and commissions, etc. Since low-code developers have direct access to such resources, they do not have to ask developers for help if they want to introduce a change to these resources.
Test automation
The Tests tab is where low-code developers define instructions for automated integration tests and verify the results of testing particular application elements (e.g., script code).This is also where business representatives can simulate a walk through of the entire process.
Change management
Your applications need to evolve to keep up with your business. The Eximee low-code platform simplifies the process of making changes and tracks versions of each artifact created within the platform, so you can always:
- see what changes were made to an application
- verify who and why made the changes
- plan and execute application upgrade
- safely rollback to the previous version
Environments
Eximee platform enables mapping the structure of IT environments. Low-code developers can view the application versions in a given environment, manage them and perform migrations according to assigned permissions.
Eximee business application templates
Eximee business application templates
The Eximee low-code development platform provides templates you can employ as blueprints to create new business applications. Since you are not starting from scratch, you significantly reduce time-to-market and develop solutions consistent in terms of performance and design. Moreover, the use of templates facilitates knowledge management and the introduction of new people into projects. In case non-standard needs arise, you can create custom templates. Examples of business application templates:
- on-boarding process template
- sales process template
- self-service process template
Eximee business application documentation
Eximee business application documentation
Maintaining documentation in external tools is inefficient, and updating it with changes made during application development is problematic.
When developing solutions using the Eximee platform, you can create visual documentation right next to the low-code application elements. You can compile all this information and quickly generate up-to-date documentation that will be made available in the Documentation tab.
Business configuration
Business configuration
Business configuration allows you to make on-the-fly changes to specific business parameters without deploying a new version of the business application. For instance, you can define the exchange rate spread for a loan currency conversion process.
It is also possible to configure the visibility of specific fields in the task list or case overview as appropriate for a given role or to define product names. Furthermore, the business configuration is versioned so you can track all changes.
Asset library
Asset library
The library contains static files used in the Eximee business application. These can be, for example, images of credit cards available to choose from when setting up an account, a table of fees and commissions, etc. Since low-code developers have direct access to such resources, they do not have to ask developers for help if they want to introduce a change to these resources.
Test automation
Test automation
The Tests tab is where low-code developers define instructions for automated integration tests and verify the results of testing particular application elements (e.g., script code).This is also where business representatives can simulate a walk through of the entire process.
Change management
Change management
Your applications need to evolve to keep up with your business. The Eximee low-code platform simplifies the process of making changes and tracks versions of each artifact created within the platform, so you can always:
- see what changes were made to an application
- verify who and why made the changes
- plan and execute application upgrade
- safely rollback to the previous version
Environments
Environments
Eximee platform enables mapping the structure of IT environments. Low-code developers can view the application versions in a given environment, manage them and perform migrations according to assigned permissions.
Application to support front-office and back-office staff
At Eximee, we know banks need to ensure a good Employee Experience to provide efficient customer service. Therefore, we have developed a framework to create business applications that bank employees need. In this success story, we describe how we streamlined Santander Bank's employees' work with an application developed using the Eximee platform.
3-step implementation of the Eximee
low-code platform
How to implement Eximee in a bank?
Discovery meeting
We discuss the current state of your processes, digitization and automation capabilities, and possible solutions.
Analysis
Together we choose the process to digitize and develop a plan.
MVP & Evaluation
We develop and implement the application, evaluate the results, and decide which processes to digitize next.Take the first step!
We are happy to share our experience in digitizing banking processes.Let's meet to discuss how we can help you grow your business with the solutions used by leading banks.
