A custom solution using existing components

Less waiting between a task and its approval.

T-NEX connects forms, tasks and approvals in one continuous process. Responsibilities and progress remain visible to the teams involved. Rules, interfaces and suitable AI functions handle recurring steps.

T-NEX Workflow Studio: demo invoice workflow with AI extraction, review and approval.
Designed demonstration
T-NEX Workflow Studio

From intake to approval.

Connect data, AI and your team’s decisions in a clear workflow.

In daily work

Which processes are suitable for automation?

For business teams and IT owners who need recurring coordination to follow clear responsibilities.

Useful candidates have recurring information, several responsibilities and a clear completion point. Examples include recording and approving a remediation measure, an internal change request or reviewing incoming documents. We define a complete case, including questions and exceptions.

The starting point is reliable handover: the next person must receive their task with the necessary information. This produces forms, state transitions and a shared case view. The business workflow is developed with the roles involved.

Functions

How the application supports your team.

01

Forms tailored to your process

Existing form and data components are extended with the business information required.

02

Status and ownership

Each transition receives a defined condition and responsible role.

03

Approvals at defined steps

Editing and business approval are configured as separate steps.

04

Connect notifications

A configured event path notifies the responsible person of work awaiting attention.

05

Connect existing systems

Inputs, outputs and error handling are defined for the interfaces required.

Overview

What is handled by rules, interfaces and AI?

Fixed conditions can be expressed as rules: a required field is complete, an amount falls within a range or approval has been granted. Interfaces move agreed information between systems. These steps do not inherently require a language model.

AI can assist where text needs classification, information needs preparation or a draft response is useful. We separate proposal, business decision and execution. The functions an assistant may call and the points requiring confirmation are defined for each step.

Overview

How do approvals and responsibilities remain visible?

Each state transition receives a condition and responsible role. Editing and approval are separated where a second business decision is required. Rejected or incomplete cases need a defined return path.

Notifications draw attention to pending tasks. A practical process also considers absence cover, overdue work and handover for questions. The required rules are configured with your department and tested against concrete cases.

Overview

How does a process connect to existing systems?

Implementation starts with inputs and outputs: which source creates a case, which identifier connects systems and which result is returned? Existing platform components for data objects, forms, permissions and notifications are used to support that flow.

Interface testing also covers repeated delivery, incomplete records and unavailable target systems. We define where a case is retried, held or referred for clarification. A technically failed step must not be treated as completed business work.

Overview

How is the completed process solution accepted?

Acceptance follows a complete working case across all relevant roles. In addition to successful processing, it checks rejection, clarification, missing permission, invalid input and an interrupted interface.

The outputs are the configured application, documented workflow, role and interface assignments, and a recorded acceptance position. Operating responsibilities and change handling are handed over. Further requirements can then be deliberately added to the process.

The workflow

How we introduce the solution.

  1. 01

    Map the current workflow with the people involved.

  2. 02

    Define responsibilities and approvals.

  3. 03

    Implement the workflow using existing components.

  4. 04

    Test normal cases and exceptions together.

  5. 05

    Move the approved scope into operation.

What needs to be agreed before use

This is a workflow solution configured for a specific project. Ready-made lending, KYC or core banking templates are not automatically included; any such scope must be explicitly defined and tested.

FAQ

Questions about the solution

Does process automation always need AI?

No. Clear rules, data transfers and approvals can be implemented deterministically. AI supports suitable subtasks where its output can be reviewed.

Can existing systems remain in use?

Yes. Integration depends on their available interfaces and the required data flow. Authoritative data and responsibilities are defined before implementation.

Are complete lending or KYC processes included?

This offering provides an individually configured process solution using existing components. A lending, KYC or core-banking workflow is specified and validated as a concrete scope.

What happens with exceptions?

Questions, rejection, missing information and technical failures receive defined routes. These cases form part of acceptance so that work is not left unattended.

What makes a useful first process?

A recurring case with clear inputs and outputs, a limited set of roles and a verifiable result. It should include typical exceptions and be possible to run from start to finish.

Related options

You may also be interested in these.

Requirement extraction · T-NEX Compliance: Review the clause structure

Document extraction

Review regulations as clause trees and derive requirements with source references. Document processing within T-NEX Compliance.

Learn more
T-NEX Banking Platform: Choose an administration area

T-NEX Banking Platform

One banking platform for controlling, reporting, compliance, risk, PPM and fraud detection. Shared data model, AI at the core, configurable for your institution.

Learn more

Which task would you like to solve next?

Bring a concrete task. Together, we will define what the application needs to do.

Walk through a workflow with us