Modelagem e desenvolvimento de protótipo de Workflow de gerenciamento de processos de análise de limite de crédito em instituições financeiras

Abstract

The objective of this work is to study how activities developed in the Credit Department of a Financial Institution, analyzing in a qualitative way the activity developed by this one, evaluating the operation of the tasks, verifying the beginning until a study of a Credit Limit Analysis process. Observing how failures in the development of banking activity and how these impact the productivity of the department. Examining a complexity of the work developed by the employees, they can use various applications to carry out their work and propose a modeling and development workflow for managing credit limit analysis processes. By doing a reengineering of the tasks developed, optimizing it as an order that is appropriate to a department's need. Applying to the two biases of the Web Platform of the Financial Institution, the service platform (Agencies vision) and the administrative platform (Directories view), where the Limits of Credit Limit Analysis (LAC) With the directing of the necessary documents to the LAC, generation of protocol of request and monitoring of the management of protocol in each phase in the Superior Elevation. Allowing the Board to receive a request and direct to the team that competes the accomplishment of the proposed work, where the responsible team manager will distribute the processes to the analyst this visual of the documents and will issue the opinion of the LAC. Finished the opinion available to the Manager of the Credit Committee to vote in LAC, finalizing a vote to LAC will be established to the client.