Banking on a Customer Application
The Overview
Services: Oracle APEX Development
Solutions: Oracle EBS/Oracle APEX Integration, EBS Extension, Custom Application
Technology: Handshake for Oracle EBS
Industry: Financial Services
This international banking group is a powerhouse in the financial sector, being one of the largest in Europe and a global leader. It offers various banking and insurance services tailored to enterprises, housing, and territorial collectives. With a strong emphasis on innovation and customer satisfaction, the group continually seeks to improve its operations and service delivery. As part of its commitment to excellence, the group has invested heavily in technology to streamline processes, enhance security, and provide top-notch service.
The Challenge
The need for modernization and efficiency in their customer data management processes led them to seek a solution that would not only improve operational efficiency but also ensure data accuracy and security. The transition to a more digital and automated approach was essential to maintaining their competitive edge in a rapidly evolving financial landscape.
The group faced several challenges that needed addressing to enhance operational efficiency and data accuracy:
- Increase Efficiency: Boost the productivity of accounts receivable clerks by allowing bulk import from Excel spreadsheets.
- Improve Customer Creation Process: Streamline the process for creating new customer accounts and reduce duplicate entries before entering the ERP.
- Ensure Security: Maintain robust security between Oracle E-Business Suite (EBS) and Oracle APEX.
The Solution
Insum designed, developed, and deployed a custom Oracle APEX application fully integrated with EBS tailored to the Customer’s needs. The solution featured:
- Search and Creation Screens: User-friendly interfaces for searching and creating customer profiles.
- Approval Process Visualization: Clear and concise visual representation of the customer creation approval process.
- Secure Sign-On Mechanism: Implemented via Insum’s Handshake for EBS, ensuring seamless integration and security between EBS and APEX.
The Technology Used
The Insum Handshake for EBS is a robust integration solution that bridges Oracle E-Business Suite and Oracle APEX, maintaining the EBS context within APEX. This tool accelerates APEX development within the EBS environment, adhering strictly to EBS development standards and drawing from Insum’s extensive project experience.
The Results
The implementation of the APEX application led to significant improvements:
- More Efficient Workload Sharing: Enhanced distribution of tasks among accounts receivable clerks.
- Reduced Duplicate Data: Streamlined processes for create new acccounts
- Customized Approval Workflow: An approval workflow tailored to the organization’s needs, operating outside EBS.
- Full EBS and APEX Integration: Ensured seamless operation and data consistency across systems.
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