Obwaldner Kantonalbank (OKB) is taking the next step in digitalization by pioneering the integration of Docugate Cloud into Finnova Loan Advisory (FLA). Docugate Cloud is seamlessly integrated into FLA, enabling smooth document creation in loan advisory.
Docugate as a document hub
In addition to the introduction of FLA, OKB was looking for a sustainable and future-proof solution for document creation and template management in the cloud. As an alternative to a well-known product, which is also used in connection with document creation from Finnova, Docugate Cloud impressed with its modern software architecture and open interface design, among other things.
The open interfaces (REST API) of Docugate Cloud enable the execution of various actions, such as document creation, via API call. Various technical workshops were held between Leuchter (or Docugate), OKB and the company Inventage, which developed the FLA product, to connect FLA to Docugate Cloud. The analysis quickly showed that document creation from FLA entails specific requirements and that a customized Docugate <> FLA interface is therefore needed.
Integration through open interfaces
After the initial feasibility check by FLA/Inventage based on the online documentation of the Docugate interfaces, the second step was a proof of concept (PoC) for the new interface for document creation from FLA. To this end, the two interfaces (FLA and Docugate) were developed within two months and a first successful breakthrough was made. The rapid implementation of the PoC is due not only to the technically flexible requirements, but also to the collaborative partnership between all three parties in the project.
Further development of the Docugate Cloud web app
In addition to the already successfully developed interface between Docugate and FLA, the Docugate web app is currently being further developed in the project and adapted to the credit advice-specific processes. To make this possible, we have worked out a wide range of requirements together with the end users in OKB's specialist departments. For example, in future it will be possible to use optional text modules when creating documents in order to select template-specific “conditions”. Furthermore, in future several documents will be created simultaneously as a so-called “document set”. When documents are created from FLA, the document set is compiled automatically. In individual cases, this can be subsequently supplemented/reduced manually with additional documents. Ultimately, all our customers in a wide range of industries will benefit from these enhancements in Docugate Cloud.
Contact
Would you like to find out more about the FLA interface or connect Docugate to your core system as a central tool for template and document creation? Then feel free to contact us: By e-mail to your contact person or via the contact form.