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Use contexts of Eximee Forms

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

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Eximee Forms for Portals

Support for unauthenticated customers in public channels (e.g. bank 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).

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Eximee Forms for Electronic Banking

Module for logged-in customers in an 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 banking system Design Guide.

  • Support for various authorization channels and session control.

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Eximee Forms for Mobile Banking

Forms embedded in the bank's native mobile application.

Specific features:

  • Running in WebView.

  • Integration with the native application via URL schema or JS API.

  • Access to native device functions (camera, maps, contacts, calendar).

  • Offline mode and data buffering.

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

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Eximee Forms for FrontOffice

Module for advisors serving customers in branches or contact centers.

Specific features:

  • Integration with the branch application or CRM.

  • Control of roles and permissions (domain roles).

  • UX optimized for presentation to the customer.

  • Support for multiple resolutions and devices.

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Eximee Forms for BackOffice

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

Specific features:

  • Integration with Eximee Dashboard and Case Management.

  • Authorization and access control based on domain roles.

  • Linking forms to the case context (BPMS).

  • Interface optimized for operational work.

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Eximee Forms for Partners

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

Specific features:

  • Launching forms as a Web Component in partner applications.

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

  • Dedicated branding and Design Guide.

  • Data and permission validation on the bank's side.

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