FusionBanking Lending Servicing Workflows

[Pages:19]Misys Topic of the Month

FusionBanking Lending Servicing Workflows

Misys Connect Strategic advantage

Shawn REYNOLDS Product Management

Lorenzo CERUTTI Systems Advisory Group

Welcome to the Misys Topic Of the Month!

Format 45 min presentation by Misys experts 15 min Questions and Answers

Objectives Present product features and/or market requirements new / little known / under spotlight Share views and help us understanding client requirements Open for topics suggestions (can use Survey)

Frequency Monthly, but cross-product program. Schedule in SAG section of Documentation Portal Invitations sent 2 weeks in advance to mailing list

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The idea: From this....

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.... to this

One

Two Three

? Intuitive ? Browser Based (Thin Client) ? Replaces Loan IQ UI (Fat client) ? Configurability ? Does not require full CME install

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A componentised lending solution for the entire loan lifecycle From sales and CRM to servicing

FusionBanking Lending

All-in-one lending

FusionBanking Credit Management Enterprise

Credit workflow and loan origination

FusionBanking Loan IQ

Commercial loan servicing and accounting

Channels > Drawdowns > Payments > Balance

enquiries

Sales & CRM > Pipeline

reporting > Workflow

wizards

Underwriting & app processing > Credit policy > Financial analysis > C&I, CRE, ABL,

Syndications, SBA

Document gen and preparation > Audit checklists > Legal content > Credit write-up

Loan boarding > Funding > Booking > Renewals > Mods > Extensions

Proactive portfolio/risk management > Covenant tracking > Annual reviews > Track exceptions

Collateral management > Lien perfection > Tickler tracking > Borrowing base

valuations

Business Intelligence > Queries > Reports > In-memory

analytics

Trading > Position

monitoring > Confirmation

and settlement

Servicing > Payments > Rollovers > Agency

processing > Loan

accounting

Workflow, business process and compliance management

FusionRisk Limits Credit analytics, limits, exposures management

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FusionBanking Lending Servicing Workflow

? Servicing Workflow creates an intuitive end user experience for processing and requesting loan maintenance throughout the life of Bi-Lateral Loans

? Users do not have to learn the complexities of Loan IQ or other back end system in order to initiate transactions

? A key milestone towards All-in-One Lending

Payments

? Ability to apply payments from CME to Loan IQ

? Includes one time event fees, ongoing fees, scheduled and unscheduled payments

Loan Repricing

Disbursements

? Ability to reprice a loan from CME to Loan IQ

? Includes quick loan repricing and comprehensive repricing

? Ability to create additional disbursements from CME to Loan IQ

? Includes loan drawdown, loan increase, deposit increase, new deposit, and reversals

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We are using FusionFabric to build the Servicing Workflow in CME

FusionFabric

? Innovative architecture designed to solve the biggest information system problem in the banking industry.

? Enables the development of additional components on top of core components to build solutions based on the needs.

Modularity

? Capability to organize functionality and features in independent modules.

? Modules expose those features and when they are assembled and organized together, they provide the set of functionality expected from the application.

? Can be reused in various applications, replaced by modules exposing the same functionality and have independent lifecycles.

? New modules can be added to a predefined set of modules to extend it and expose more functionality.

.

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