XTRAC (Cross-Channel Cross-Business Tracking, Routing, and Control) is Fidelity's workflow product. You use XTRAC to set up business rules that automatically route items of work to the people in your organization that process the work.

Citizens AFS’s Post Approval Workflow is comprised of Commercial Loan origination functionality and workflow combined. Customer Identification capturing is Origination and it is maintained throughout the origination as needed for credit analysis, documentation, collateralization and Processing

UBS wealth management is an integrated application that deals with all the assets & liabilities details of the customer. It also deals with the Deal keeping activities of a customer. With the available services in the application the bank will suggest the customer about the right place for them to invest. 

OneSource will integrate currently soiled applications and databases into one unified desktop application, which will provide a single entry point to onboarding functionality, eliminate redundant data capture, automate paper-based processes, and provide electronic workflow to streamline processes.  In addition, OneSource will enhance risk identification and mitigation through implementation of a new risk-assessment testing.        

The Individual Tariffing Application (ITA) is a user interface for Sales employees for the management (CRUD) of individual Tariffing contracts. The ITA will run on the standard ABN AMRO Bank platform for office dialogs, and will be realized as a browser-based application on the WBP platform.

Sales tools application testing. BT sales tools applications are the set of applications, which consists of managing and pricing of the equipment’s supplied by British Telecom. Applications are Sales Catalogue, Customer Premise Equipment.