Loan applications that never go quiet.
An example of a loan application run in Bridge: the form, every review, the approval and the deadlines, with a record behind each decision.
| Case | For | Current step | Status |
|---|---|---|---|
| LOAN-2041 | M. Ben Salah | Assess credit risk | Running |
| LOAN-2040 | N. Feki | Committee approval | Due soon |
| LOAN-2038 | S. Gharbi | Check documents | Running |
| LOAN-2035 | R. Mansour | Send the offer | Incident |
| LOAN-2031 | L. Haddad | Offer sent | Completed |
Sample data
The example: a loan application.
An example drawn in BPMN and run on Camunda 8. Your own process will differ; what Bridge brings to each step stays the same.
- Application submittedFormio form
- Check documentsBack office
- Assess credit riskCredit analystA case is here
- Above the approval limit?Yes: Committee approval · No: Send the offer
- Committee approvalCredit committee
- Send the offerAdvisor
- Offer sent
How each step looks in Bridge.
Application submitted
Start · Formio form
The applicant's Formio form starts the process, and the mapper turns its fields into process variables with no code.
Check documents
User task · Back office
The task lands in the back office's inbox, in the lane that matches its deadline, with the form and the case history beside it.
Assess credit risk
User task · Credit analyst
The analyst fills in the assessment; what they type is kept as a draft until they submit it.
Above the approval limit?
Decision
The limit can live in a decision table built in Bridge, so it changes in one place and keeps its versions.
Committee approval
User task · Credit committee
The approval is given to the committee's group, so only people whose role carries that group see it, and the audit trail records who approved, when and with which data.
Send the offer
User task · Advisor
The SLA tracker warns before the offer deadline.
Offer sent
End
The case closes with its history kept in the archive.
What a bank asks of the workflow.
- Response times you can show
- Each step has a deadline lane, the SLA tracker warns at the threshold you set, and dashboards show durations over any period.
- Every decision on the record
- Who assessed, who approved, when, and the data they saw: every action is in the audit trail, and any case can be replayed step by step.
- Separate hands for separate steps
- Assessment and approval are different tasks for different groups: a task given to a group only appears for people whose role carries it.
Questions banks ask first
Does Bridge come with this workflow?
No. It is an example of what a bank can build. Workflows are drawn in Bridge's BPMN designer or synced from your Camunda 8 cluster, and our consulting team can help design yours.
Can the approval limit change without redeploying the workflow?
If the limit lives in a decision table, you change and deploy the table, and the workflow uses the new version.
Where is our data kept?
Tell us your hosting and data-residency requirements with your trial or demo request, and we will confirm the setup that fits.
Other sectors
By role
Run your loan applications in Bridge.
Start a free trial with your own Bridge organisation, or book a 30-minute demo around a workflow like yours.