FintechOS Documentation
Recent Highlights

Control the ownership, versioning, deployment, and import/export of all components that fulfill a specific business need (such as a digital journey) by organizing them into digital assets.

Security roles can now provide distinct access rights to different attributes of the same entity.

When a form driven flow is shared between multiple digital journeys, you can customize its behavior based on the digital journey that initiated it.

Assemble insurance products by applying a reusable insurance benefits building block approach. Mix-and-match different product components and then quickly test your designs.

Control the major banking processes and configurations that support your banking products, such as limits, collateral, groups, or contracts.
Release Notes
FintechOS 22.R2 - 6 May 2022
FintechOS 22.w UP2 - 20 Apr. 2022
FintechOS 22.w UP1 - 28 Feb. 2022
FintechOS 22.w - 10 Feb. 2022
FintechOS 22 UP4 - 13 Jan. 2022
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Getting Started Introduction to the FintechOS ecosystem.
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High Productivity Fintech Infrastructure
Installation
Install the FintechOS HPFI on premise.
Administration
Core security, maintenance, and administration.
Innovation Studio
Develop, extend, and deploy customized digital solutions.
Server SDK
Coding assets for your server automation scripts.
Client SDK
Coding assets for your client automation scripts.
APIs
Integrate and interact with external systems.
Automation Blocks
Smart building blocks for fast, low-code development.
Banking Products
Out-of-the box solutions to create banking products.
Insurance Products
Out-of-the box solutions to create insurance products.
Business Verticals
Lighthouse
The customer-centric platform for banks.
NorthStar
The customer-centric insurance platform.
Customer Journeys and Integrations
Connectors
Integration that allows you to access verified data from different platforms.
Accelerators
Highly contextualized digital journeys aligned to various financial products.
Tutorials
Build a relationship (Entity Relationship Modeling)
Export an entity and its records
Import an entity and its records
Create a complex journey with decision points
Create a report with the Fetch Designer
Define a campaign end-to-end
Videos
FintechOS Academy The Academy has all the resources and support to take your career to the next level. Empowering you with the skills to be at the forefront of digital transformation and shape the future of financial services.
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