Mortgage Lending Bank - Mexico

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* CASE STUDY - Mortgage Bank, Mexico Customer The customer is a leading bank in Mexico providing mortgage financing for individual housing and commercial lending to the construction companies. The customer is using IBM Lotus Notes, .NET and other legacy applications for managing loan processes, disbursements, collections, payments and regulatory compliances. Most loan processes require maintaining of physical documents, paperwork and movement of physical files between offices. Our Solution Our team has been implementing Loan Origination Process on the SAP NetWeaver BPM platform – the workflow solution replaces the current manual process of excel based tracking and movement of physical files between offices. The SAP NetWeaver Portal / BPM based solution provides a single unified frontend to the business user for capturing new loan applications and processing them. The Business Rules Framework (SAP BRM) has 70 business rules for automatic validation of key values in the loan application. We integrate with the existing .NET and IBM Lotus applications to get data into the SAP BPM workflows. Benefits •The new platform allows the customer to process 50,000 applications annually with their current staff (this is 10 times higher than the capacity of their legacy solution due to manual document management and workflow capabilities). •Direct integration to SAP allows immediate data transfer of financial values between the loan application and SAP FICO. •The solution is implemented across 22 branches in Mexico. We plan to convert more manual processes to SAP BPM.

Transcript of Mortgage Lending Bank - Mexico

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CASE STUDY - Mortgage Bank, Mexico Customer

The customer is a leading bank in Mexico providing mortgage financing for individual housing and commercial lending to the construction companies.The customer is using IBM Lotus Notes, .NET and other legacy applications for managing loan processes, disbursements, collections, payments and regulatory compliances.Most loan processes require maintaining of physical documents, paperwork and movement of physical files between offices.

Our Solution • Our team has been implementing Loan Origination

Process on the SAP NetWeaver BPM platform – the workflow solution replaces the current manual process of excel based tracking and movement of physical files between offices.

• The SAP NetWeaver Portal / BPM based solution provides a single unified frontend to the business user for capturing new loan applications and processing them.

• The Business Rules Framework (SAP BRM) has 70 business rules for automatic validation of key values in the loan application.

• We integrate with the existing .NET and IBM Lotus applications to get data into the SAP BPM workflows.

Benefits•The new platform allows the customer to process 50,000 applications annually with their current staff (this is 10 times higher than the capacity of their legacy solution due to manual document management and workflow capabilities).•Direct integration to SAP allows immediate data transfer of financial values between the loan application and SAP FICO. •The solution is implemented across 22 branches in Mexico. We plan to convert more manual processes to SAP BPM.