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Intro

Welcome to the documentation for the Fintin platform — an advanced business process management system. The platform offers comprehensive solutions supporting automation, digitization, and optimization of processes and case handling.

About the Platform​

Fintin is a modular platform enabling:

  • Task and process management
  • Automation of documentation and business correspondence
  • Integration with external systems, databases, and others
  • Digitization of customer service processes, middle office, and back office
  • Monitoring and reporting of performed activities

Documentation Structure​

🏢 Administrative Panel​

The control center for managing the Fintin system, including:

  • Creating and managing email templates
  • Defining print templates
  • System configuration and permissions

📋 Task Manager​

The main module for managing tasks, processes, and applications:

  • Dashboard — control center with notifications about processes, absences, consultations, and visits
  • Task Basket — comprehensive task management view with filtering options, personalization, and dedicated sections "My Tasks" and "All Applications" for efficient management of assigned tasks and browsing applications within the group
  • Tasks to perform — creating, assigning, and monitoring tasks
  • Comments — communication and information documentation system within cases
  • Attachments — file and documentation management in cases with visibility control
  • Absence calendar — managing team substitutions
  • Document generation — automatic creation of process documentation
  • Email correspondence generation — communication with clients from within the system
  • Document verification — control and management of attachments
  • Consultations — internal communication system
  • Client and Contract Overview — browsing clients, contracts, and cases with the ability to initiate processes on behalf of the client
  • Case Reports — displaying data from external and internal systems
  • Analytical Reports — dashboard and analysis of SLA statistics, team performance, and business processes
  • SLA — monitoring task and process completion times

📦 Product Catalog​

Module for managing product offerings:

  • Configuration of financial products
  • Management of VAP parameters
  • Definition of product conditions

🔧 Organizational Modules​

Advanced components supporting business processes:

  • Task Manager Structure — configuration of user groups and organizational structure
  • Sales Network — management of distribution channels
Navigation

Use the sidebar menu to navigate between documentation sections. Each module contains detailed operating instructions, screenshots, and usage examples.

Support and Contact​

The documentation is constantly developed and updated. For questions or suggestions regarding specific functionalities, contact the support team: