Workflow.

It is possible to create workflows directly in LexiFi Apropos application. Workflows can be created by Client Super Users or LexiFi Product Specialists.

LexiFi’s built-in workflow tool allows for precise and detailed workflow definition. Users can define workflows to meet organizational and compliance requirements, monitor and validate sates of database objects, define user categories with rights and constraints and, automate the exchange of information.

Examples of workflow customization include:

• Set up of trade and product validation rules
• Read-only and semi-read-only objects
• Multi-site workflows: orchestration of data visibility and sequence of tasks, events and processes
• Set up post trade workflows such as sending automatic notifications and messages upon occurrence of product lifecycle events (e.g. cash flows, barrier events, early redemptions, etc.)
• Access logs and audit trails

For Advanced workflows, you may refer to LexiFi’s professional services team which cover all phases of a software acquisition project: from evaluation to ongoing system operations. We work closely with our customers to develop and maintain advanced custom workflows answering organizational needs and constraints.