# Eximee Dashboard **Eximee Dashboard** is an application module of the Eximee platform, serving as the central working interface for internal users, intermediaries, and the bank's partners.\ It serves 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 its modular architecture and support for micro-frontends, Eximee Dashboard enables flexible composition of the user's work environment, tailored to their role, skills, and the processes carried out in a given implementation. ## Module role and architecture ### **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** * Providing the user with a single point of access to all Eximee applications and processes. * Enabling work in multiple contexts (tasks, cases, documents, forms). * Integration with identity, permission, and competency systems (AD, LDAP). * Flexible extension with micro-applications and low-code components. * Improving ergonomics and user productivity through tool consolidation. ## System architecture `Eximee Dashboard` is based on a **micro-frontend**architecture, 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. **Micro-frontend layer** – dynamically attached applications (e.g. task lists, case history, form 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 planning, documents). * Launching low-code micro-applications defined in Eximee Repository. * Support for micro-frontends written in different technologies (React, Angular, Vue). * Isolation of micro-application contexts (session, data, permissions). * Communication between micro-frontends using 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 forms in the context of a task or case. * Configurable business actions and operational shortcuts. ### **Integration with Eximee Forms** * Ability to launch 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 competency assignment. ### **Work context handling** * Dynamic switching of the user's context (e.g. “employee mode”, “manager mode”). * Presentation of data from various modules in a single view (e.g. customer data, case history, attachments). * Remembering the user interface state (layout, filters, open tabs). ### **Additional functionality** * Ability to integrate with the bank's external systems (CRM, DMS, Contact Center). * Customization of the interface appearance (the 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. * Handling business actions directly from the Dashboard. * Sharing customer and case context between micro-applications. ### **Eximee Forms** * Launching forms within the Dashboard (integrated mode). * Synchronizing the form state with the task context. * Ability to continue interrupted applications (draft copy). ### **Eximee Repository** * Retrieving definitions of micro-applications, layouts, and screen configurations. * Migrating 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. ### **External bank systems** * Integration with CRM, analytical systems, DMS, and internal communication tools. ## Technical features * Architecture based on SPA (Single Page Application) and micro-frontends. * A modular structure that makes it easy to add new components. * Communication API between micro-applications (inter-component messaging). * Support for federated authorization (OAuth 2.0, SAML, OpenID Connect). * Ability to be deployed as a standalone or embedded application (e.g. in the bank's intranet). * Support for session cache and storing user settings in the browser. * Horizontal scalability (stateless module). ## Example use cases ### **BackOffice employee** * Logs in to Eximee Dashboard via AD. * On the home screen, sees a list of their tasks from Case Management. * Opens the Eximee Forms form assigned to the task. * After completing the task, sees the list state automatically refreshed. ### **Team manager** * Uses the “Team Tasks” and “Statistics” micro-applications. * Can assign tasks, filter cases, and analyze employee workload. ### **External partner** * Opens the Dashboard in partner mode (OAuth authorization). * Has access only to the micro-applications assigned to their role. * Handles their own tasks and sends data to the bank system. ## Common features and deployment parameters * **Deployment flexibility:** can handle different user groups within a single instance. * **Reusability:** micro-frontends shared between applications. * **Security:** integration with identity systems and access control. * **Personalization:** configurable layouts, micro-applications, colors, and branding. * **Scalability:** support for a large number of users and micro-applications in one environment. * **Accessibility:** full WCAG 2.1 compliance and support for multiple languages. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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