Contexts of using 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

Support for non-logged-in customers in public channels (e.g. banking portal, product campaign). It works as a standalone page or a Web Component embedded in the portal.

Specific features:

• Integration with the portal via input/output parameters and component events.
• Support for redirects (e.g. to login).
• Support for multiple languages.
• Analysis of application abandonment and conversions.
• Integration with analytics systems (Google Analytics, Tag Manager).

Eximee Forms for Electronic Banking

Module for logged-in customers in 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 banking system Design Guide.
• Support for various authorization channels and session control.

Eximee Forms for Mobile Banking

Forms embedded in the bank's native mobile app.

Specific features:

• Running in WebView.
• Integration with the native app through URL scheme or JS API.
• Access to native device functions (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 the branch application or CRM.
• Control of roles and permissions (domain roles).
• UX optimized for customer presentation.
• Support for multiple resolutions and devices.

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 according to domain roles.
• Linking forms with the case context (BPMS).
• Interface optimized for operational work.

Eximee Forms for Partners

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

Specific features:

• Launching 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's side.