Contexts of use for Eximee Forms

Each usage context extends functionality Eximee Forms, by embedding it in the appropriate banking system or application for a given user group.

Eximee Forms for Portals

Serving unauthenticated customers in public channels (e.g. banking portal, product campaign). Works as a standalone page or a Web Component embedded in a portal.

Specific features:

• Integration with the portal via input/output parameters and component events.

• Support for redirects (e.g. to login).

• Multilingual support.

• Analysis of abandoned applications and conversions.

• Integration with analytics systems (Google Analytics, Tag Manager).

Eximee Forms for Electronic Banking

Module for customers logged into the electronic banking system (desktop/web).

Specific features:

• Session and OAuth token handling.

• Form authorization (e.g. SMS code, push).

• Integration with the electronic banking back-end.

• UX compliance with the bank system's Design Guide.

• Support for various authorization channels and session control.

Eximee Forms for Mobile Banking

Forms embedded in the bank's native mobile application.

Specific features:

• Running in a WebView.

• Integration with the native app via URL scheme or JS API.

• Access to native device features (camera, map, contacts, calendar).

• Offline mode and data caching.

• Native error handling (e.g. no Internet).

Eximee Forms for FrontOffice

Module for advisors serving customers in branches or contact centers.

Specific features:

• Integration with branch application or CRM.

• Role and permission control (domain roles).

• UX optimized for presentation to the customer.

• Support for multiple resolutions and devices.

Eximee Forms for BackOffice

Forms for handling the bank's internal processes (e.g. verification, approval).

Specific features:

• Integration with Eximee Dashboard and Case Management.

• Authorization and access control by domain roles.

• Linking forms to the case context (BPMS).

• Interface optimized for operational work.

Eximee Forms for Partners

Module for external partners (e.g. intermediaries or agents).

Specific features:

• Running forms as a Web Component in partners' applications.

• Integration with external authorization systems (OAuth, SSO).

• Dedicated branding and Design Guide.

• Validation of data and permissions on the bank side.