Eximee Dashboard

Eximee Dashboard is an application module of the Eximee platform, serving as the central interface for the work of internal users, intermediaries and bank partners. It performs the function of an application container (Eng. application shell), integrating various Eximee micro-applications in a single environment – such as Case Management, Forms, Document Viewer or dedicated operational extensions.

Thanks to a modular architecture and support for microfrontends, Eximee Dashboard enables flexible composition of the user's workspace, tailored to their role, competencies and the processes carried out in a given deployment.

Role and architecture of the module

General description

Eximee Dashboard is a browser application that serves as the main entry point to the Eximee environment for bank employees, intermediaries and partners. Its primary task is to integrate Eximee modules and present data and tasks in a coherent, configurable interface.

Module objectives

• Provide the user with a single access point to all Eximee applications and processes.

• Enable work in multiple contexts (tasks, cases, documents, forms).

• Integration with identity, permissions and competency systems (AD, LDAP).

• Flexible extension with micro-applications and low-code components.

• Increase user ergonomics and productivity by consolidating tools.

System architecture

Eximee Dashboard is based on a microfrontendarchitecture, in which individual modules (e.g. Case Management, Forms, Notes, Calendar) operate as independent components, dynamically loaded in the context of the main container.

Architecture layers

1. Presentation layer – user interface (SPA – Single Page Application).

2. Microfrontend layer – dynamically attached applications (e.g. task lists, case history, forms view).

3. Integration layer – communication with Eximee modules (BPMS, Model Runtime, Repository).

4. Security layer – integration with authentication and authorization systems (LDAP, SSO, OAuth).

Functionality

Micro-application management

• Adding and configuring micro-applications within the Dashboard (e.g. notes, meeting scheduling, documents).

• Running low-code micro-applications defined in the Eximee Repository.

• Support for microfrontends written in various technologies (React, Angular, Vue).

• Isolation of micro-application contexts (session, data, permissions).

• Communication between microfrontends via events and application context.

Integration with Eximee Case Management​

• Built-in task and case lists.

• Presentation of case details and activity history.

• Launching Eximee Forms in the context of a task or case.

• Configurable business actions and operational shortcuts.

Integration with Eximee Forms

• Ability to run low-code forms in modal windows or Dashboard tabs.

• Passing contextual parameters (e.g. case ID, customer data).

• Support for multiple form sessions in parallel (e.g. several open applications).

User and role management

• Integration with Active Directory or LDAP for authentication and authorization.

• Mapping of business roles (e.g. Advisor, Analyst, Manager).

• Support for domain permissions within micro-applications.

• Support for regionalization and assignment of competencies.

Work context support

• Dynamic switching of user context (e.g. "employee mode", "manager mode").

• Presentation of data from different modules in a single view (e.g. customer data, case history, attachments).

• Remembering the state of the user interface (layout, filters, open tabs).

Additional functionalities

• Possibility of integration with the bank's external systems (CRM, DMS, Contact Center).

• Personalization of the interface appearance (bank's Design Guide).

• Support for multiple languages.

• Full compliance with WCAG 2.1.

• User activity logging (activity log).

Integrations

Eximee Case Management

• Displaying task and case lists in the user's context.

• Support for business actions directly from the Dashboard.

• Sharing customer and case context between micro-applications.

Eximee Forms

• Launching forms within the Dashboard (integrated mode).

• Synchronizing form state with the task context.

• Ability to continue interrupted applications (draft).

Eximee Repository

• Fetching definitions of micro-applications, layouts and screen configurations.

• Migration of configurations between environments (DEV, UAT, PROD).

Eximee Model Runtime

• Reading contextual data for presentation in micro-applications.

• Updating data during the execution of user tasks.

Bank external systems

• Integration with CRM, analytical systems, DMS and internal communication tools.

Technical characteristics

• Architecture based on SPA (Single Page Application) and microfrontends.

• Modular construction enabling easy addition of new components.

• Communication API between micro-applications (inter-component messaging).

• Support for federated authorization (OAuth 2.0, SAML, OpenID Connect).

• Can be deployed as a standalone application or embedded (e.g. in the bank's intranet).

• Support for session cache and storing user settings in the browser.

• Horizontal scalability (stateless module).

Example use scenarios

BackOffice employee

• Logs into Eximee Dashboard via AD.

• On the main screen they see a list of their tasks from Case Management.

• They open an Eximee Forms form assigned to the task.

• After completing the task they automatically see the refreshed state of the list.

Team manager

• Uses the "Team Tasks" and "Statistics" micro-applications.

• Can assign tasks, filter cases, analyze employee workload.

External partner

• Opens the Dashboard in partner mode (OAuth authorization).

• Has access only to micro-applications assigned to their role.

• Performs their own tasks and transfers data to the banking system.

Common features and deployment parameters

• Deployment flexibility: can serve different user groups within a single instance.

• Reusability: microfrontends shared between applications.

• Security: integration with identity and access control systems.

• Customization: configurable layouts, micro-applications, colors and branding.

• Scalability: support for a large number of users and micro-applications in a single environment.

• Availability: full compliance with WCAG 2.1 and support for multiple languages.