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User Interfaces

User Interfaces

Finacle finanz tools are available and can be demonstrated with several styles of user interfaces.
 You can choose from several styles of user interfaces:
  • Analytic interfaces for your staff featuring several forms of visualising outcomes: line charts, bar graphs, pie charts, time-line sampling sliders, summary tables and scrollable tables of detailed transactions.
  • Step-through wizard interfaces for infrequent or first-time users that simplify data input into a guided or phased process.
  • Animated interfaces for direct customer usage featuring drag and drop inputs, attractive animations, visual effects, and movie clips.
  • Simple one page "at a glance" illustrators for direct customer usage, typically online.
 
 
"At a glance" single page style 
 
Step-through wizard style
  

Finanz tools user interfaces can be externally configured dynamically:

  • Financial product data can determine which fields in the user interfaces should be displayed or hidden. Fields pertaining to fixed interest periods are only shown on fixed rate mortgages for example.
  • Finanz tools support the use of fields which may only be edited by certain users.


    For example, interest rates and fees may be passed into mortgage calculator finanz tools from CRM systems for display, but not for editing by ordinary branch users.

    However, the same tools can make those interest rates or fees editable by certain staff with more extensive rights to make discretionary adjustments for preferred customers.

Editable:
Online Selectors
Read-Only:
Online Selectors
Locked:
Online Selectors
  • Finanz tools user interfaces can adapt to suit different stages of the sales process. For example, once a quotation has been issued, it is important that none of its inputs can be altered if that scenario is redisplayed at a later date. Finanz tools can accommodate such requirements by redisplaying issued quotations in a "locked" mode in which no fields are editable.
 
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