Why dynamic, rule-driven steps eliminate operational inconsistency

Every financial institution has loan programs with specific exceptions, thresholds, and processing rules. In reality, these are often stored in PDFs, manuals, or institutional memory. Case handlers must remember them, look them up, or check with colleagues.

Step-Based Tasks automates this entirely. Based on the configuration of each loan type or program, the system automatically generates all required steps. Steps can be fully automated or require manual action. When all steps are completed, the case moves to four-eyes review. If a step isn't done, it can't progress.

This creates a consistent, low-risk operational workflow, even for rarely used programs or larger tickets with additional checks.

All business rules directly in the application

Case handlers no longer search manuals or ask colleagues how to process a rare program. They simply follow the steps generated by the system.

Effortless training for new staff

Clear, guided steps make onboarding new case handlers much faster, no tribal knowledge.

Easy to see progress and workload

Case handlers always know exactly which steps are pending. Managers can see the progress of all active cases.

Notifications keep case handlers on track

Case handlers receive alerts when steps requires their action.

Any case can be taken by any case handler

Selecting a case marks it as “theirs”, enabling clear ownership without rigid allocations.