Streamline Your Credit
Dossier Workflow
A dual-interface prototype built on the Basikon financial platform. We bring together a client-facing document submission portal and a credit manager back-office review interface into one cohesive, end-to-end workflow — from simulation acceptance through to Basikon Core triggers.
View Workflow DiagramWhat We Provide
Platform Capabilities
The Basikon Integrated Credit Portal covers every stage of the credit dossier lifecycle, giving both clients and credit managers the tools they need in a single, connected system.
Client Document Portal
Your clients access a dedicated, secure interface to upload required documents for dossier D-2025-0084. Real-time progress tracking, status badges, and instant notifications for complementary document requests keep the process transparent and efficient.
- Secure document upload with file validation
- Live dossier completion progress indicator
- Respond to manager document requests in-portal
Credit Manager Back-Office
Credit managers gain a structured review workspace where OCR-prepopulated fields reduce manual data entry. Validate documents, flag discrepancies, issue complementary document requests, and trigger downstream workflow decisions — all from one interface.
- OCR-extracted field review table per document
- Inline validation controls and manager notes
- Issue and track complementary document requests
End-to-End Workflow
An interactive flowchart maps every step of the credit dossier process — from the moment a client accepts a simulation through to the final Basikon Core trigger. Clickable nodes reveal live status propagation between the client portal and back-office in real time.
- 7-step visual process diagram with live status
- Clickable steps linking to relevant interfaces
- Cross-interface status propagation simulation
By the Numbers
Prototype Scope at a Glance
Client Portal and Credit Manager Back-Office, each purpose-built for their respective users.
Identity document, proof of income, tax return, bank statement, and employment contract.
From simulation acceptance and document collection through manager review to Basikon Core trigger.
Automated field extraction demonstrated end-to-end without dependency on external OCR services.
Ready to Explore?
See the Complete Credit Process in Action
Interact with the full workflow diagram to understand how each step connects the client portal and the back-office interface. Navigate directly into either view to experience the dossier lifecycle from both sides of the process.
Open Workflow Diagram