FintechOS Studio

Develop, extend, and deploy customized enterprise solutions.

Release Notes What's new in release 21.1.0.
User Guide Detailed instructions for using FintechOS Studio.
Client SDK Reference Guide JavaScript functions and methods available in FintechOS applications which can be used in the browser.
Server SDK Reference Guide JavaScript functions you can use in server automation scripts.

What's New

Steps triggering Actions on a Form Driven Flow

A complex Form Driven Flow is made up of several steps which for example, add an action step to trigger the generation of a contract once the client has reached that step.

UI Designer

There are several new features in the release in the UI Designer capability of FintechOS Studio. It has a new interface with new features to streamline our work and design stunning new form driven flows or data views.

E-sign with tags or coordinates or both

For a Digital Documents Processor or a document generated externally by a bank of insurance company, it is possible to sign it by placing a tag or with coordinates or both on a PDF file by creating a request.

Feature Highlights

Evolutive Data Core

Design data models which are the basis of any customer journeys and apps you develop using the FintechOS technology. Explore entities, attributes and relationships and extend the data model to best suit your business needs.

Digital Journeys

Design steps and decision points which take the users throughout a process, providing simple, seamless and user-friendly customer journeys

Fintech Automation

Create hyper-personalized digital journeys and strategies to create tailored products, offers and communication to engage customers on their preferred touchpoint and provide relevant information to their needss, preferences and behavior

How to Set Up Form Actions Inside FintechOS Flows

The Form Actions capability allows you to specify exactly where inside the flow you want to call one of these automation processors, without writing any code!

FintechOS Digital Journey Flows - Mock-Up, Form Driven and Custom

In this video, we'll take a look at a FintechOS digital journey - Which is essentially the visual representation of the path that the user takes in order to achieve their desired goal

Analytics

From tabular reports to custom and complex and interactive analytic dashboards, have omni-channel data insights to deliver relevant information on demand accessed based on selected time-frame, inclusion / exclusion criteria and defined security roles

Digital Frontends

Streamline your business users experience with customized Digital Experience Portals via enriched dashboards and native analytics. Provide your customers with anonymous frontends with the click of a button on your web app and allow them to easily complete digital journeys without authentication

Extensive Security

Protect information from being mishandled by users by grating access to information based on business need to know. Define your organizational structure by creating business units, security roles and assigning users the appropriate security roles