Eximee Dashboard
Eximee Dashboard is an application module of the Eximee platform, serving as the central interface for internal users, intermediaries and bank partners. It performs the function of application container (Eng. application shell), integrating various Eximee microapplications 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 expansion with microapplications 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 standalone components, loaded dynamically within the main container context.
Architecture layers
Presentation layer – user interface (SPA – Single Page Application).
Microfrontend layer – dynamically attached applications (e.g., task lists, case history, forms view).
Integration layer – communication with Eximee modules (BPMS, Model Runtime, Repository).
Security layer – integration with authentication and authorization systems (LDAP, SSO, OAuth).
Functionality
Microapplication management
Adding and configuring microapplications within the Dashboard (e.g., notes, meeting scheduling, documents).
Launching low-code microapplications defined in Eximee Repository.
Support for microfrontends written in various technologies (React, Angular, Vue).
Isolation of microapplication 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 action history.
Launching Eximee 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 business roles (e.g., Advisor, Analyst, Manager).
Support for domain permissions within microapplications.
Support for regionalization and assignment of competencies.
Support for work context
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.
Logging of user events (activity log).
Integrations
Eximee Case Management
Displaying lists of tasks and cases in the user's context.
Support for business actions directly from the Dashboard.
Sharing of customer and case context between microapplications.
Eximee Forms
Launching forms within the Dashboard (integrated mode).
Synchronization of form state with the task context.
Ability to resume interrupted applications (draft).
Eximee Repository
Downloading definitions of microapplications, layouts and screen configurations.
Migration of configuration between environments (DEV, UAT, PROD).
Eximee Model Runtime
Reading contextual data for presentation in microapplications.
Updating data during the execution of user tasks.
Bank external systems
Integration with CRM, analytics systems, DMS and internal communication tools.
Technical features
Architecture based on SPA (Single Page Application) and microfrontends.
Modular construction enabling easy addition of new components.
Communication API between microapplications (inter-component messaging).
Support for federated authorization (OAuth 2.0, SAML, OpenID Connect).
Can be deployed as a standalone or embedded application (e.g., in the bank intranet).
Support for session cache and storing user settings in the browser.
Horizontal scalability (stateless module).
Example use scenarios
BackOffice employee
Logs in to Eximee Dashboard via AD.
On the main 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 automatically refreshed state of the list.
Team manager
Uses the microapplications “Team Tasks” and “Statistics”.
Can assign tasks, filter cases, analyze employee workload.
External partner
Opens the Dashboard in partner mode (OAuth authorization).
Has access only to the microapplications assigned to their role.
Performs their own tasks and passes data to the banking system.
Common features and deployment parameters
Deployment flexibility: can handle different user groups within a single instance.
Reusability: microfrontends shared between applications.
Security: integration with identity systems and access control.
Personalization: configurable layouts, microapplications, colors and branding.
Scalability: support for a large number of users and microapplications in one environment.
Availability: full compliance with WCAG 2.1 and support for multiple languages.
Last updated
Was this helpful?