Financial industry

Construction of a collaborative platform for backend management and operations in the financial industry

Deneb focuses on unified processes, service orchestration, system integration, data visualization, and hybrid cloud governance capabilities, supporting financial industry clients in building unified application foundations for complex backend management scenarios, improving development and construction efficiency by 300%–500%

Unified process centerService orchestrationSystem integrationData visualizationHybrid cloud governance
A collaborative platform for backend management and operations in the financial industry

Industry pain points

Financial industry clients serve users with over ten million users and complex backend operation systems, undertaking long-term office affairs management, resource scheduling, employee services, business analysis, and cross-departmental process collaboration. As digital transformation deepens, financial industry clients urgently need to build a unified backend management and application development platform to address issues such as insufficient development efficiency, fragmented management chains, difficulty in data integration, and unification of processes.

Demand changes quickly, while traditional development is slow

Backend management demand in the financial industry is growing rapidly, but traditional projects have long construction cycles, many collaborative steps, and heavy repetitive investments, making it difficult to respond promptly to business changes.

Processes are scattered, and rules are hard to resolve

Office affairs, resource management, expense management, and employee services are scattered across different tools and departments, with inconsistent process frameworks and difficulty in tracking status.

Data is hard to link and display is not focused

Business and management data are distributed across multiple systems, relying on manual collection and secondary organization, making it difficult to form a unified management view and analysis results.

Long cross-system collaboration links

There is a lack of smooth integration mechanisms among multiple lines such as human resources, administration, office resources, operations, and finance, resulting in slow information updates and high collaboration costs.

Financial stability and governance requirements are high

Backend management scenarios have complex rules and multiple participating roles, requiring rapid launch as well as stable and reliable permissions in security, auditing, and continuous operation and maintenance capabilities.

Key points for plan construction

While balancing stability, it accelerates scenario launch speed and reduces construction costs

Unify the backend application base

Undertaking office affairs, operational support, resource management, expense settlement, employee services, and business analysis across various backend scenarios.

Business Standardization and Process Streamlining

Transform decentralized management processes into a configurable, traceable, and analyzable unified process system.

Connecting data, processes, services, and applications

Through service orchestration, connectors, and API integration, it bridges the business chain between existing systems and new applications.

Visualization of business data

Establish unified data output and analysis views, reducing manual collection, manual capture, and secondary processing.

Financial-grade governance and hybrid cloud deployment

Based on RBAC, service gateways, monitoring statistics, multi-tenant and hybrid cloud management, the platform ensures long-term stable operation.

Platform role: distilling backend management requirements into replicable AI-native application capabilities

By using unified processes, semantic objects, system connections, and data views to undertake backend operations scenarios in complex organizations, financial institutions can build faster, operate more stably, and replicate at lower cost.

Contact layer: Unified backend workbench

For management, operations, administration, finance, and employee service teams, it offers cockpits, process entry, event centers, mobile terminals, and unified to-do platforms.

CockpitProcess entryUnified to-doMobile end
Application Layer: Collaborative application for backend management and operations

Covering initial implementation scenarios such as spatial resource management, operational analysis cockpit, employee rights operations, communication fee management, catering settlement, and material management.

Resource managementBusiness analysisEmployee serviceFee settlement
Semantic layer: Financial backend business objects

Unified organization of employees, organizations, matters, resources, expenses, processes, permissions, indicators, and service targets, shifting application development from page development to business semantic reuse.

ObjectRelationshipRulePermission
Orchestration layer: Processes, services, and system connections

Through BPMN 2.0, service orchestration, connectors, API integration, and business logic orchestration, cross-departmental matters are transformed into traceable, operable closed-loop processes.

BPMNConnectorAPIService orchestration
Data Layer: Collection, analysis, and display

Aggregating business and management data to support report design, BI analysis, unified dashboards, indicator drilling, and multi-scenario data reuse.

Data AggregationBIReportIndicator
Governance Layer: Financial-grade operational support

Through RBAC, service gateways, monitoring statistics, multi-tenant and hybrid cloud environment management, it meets financial institutions' requirements for security, stability, maintainability, and continuous scalability.

RBACAuditMonitoringHybrid cloud

Key capabilities for solution implementation

From business understanding to closed-loop action

Enterprise Ontology Construction

Through semantic visualization construction, model-driven and standardized components, generic capabilities are distilled into reusable platform assets, shortening the path from demand to launch.

Unified process center

Based on BPMN 2.0 process engine, process design, process operations, and analysis capabilities, approval and backend affairs are integrated into unified process governance.

Service orchestration and system connectivity

Through connectors, API integration, and business logic orchestration capabilities, existing systems and new applications are linked, promoting efficient linkage between data and processes.

Data Collection and BI Analysis

Through report design, BI, data aggregation, and visual display capabilities, a unified analytical view for business management is formed.

Solution implementation path

A unified approach makes it easier to evaluate investments, accumulate assets, and replicate the initial experience to more operational management scenarios.

01

Let's review the backstage scene

Focusing on high-frequency scenarios such as office affairs, space resources, business analysis, employee services, expense management, catering settlement, and material management, the targets, rules, and collaborative links are clearly defined.

02

Settle and unify the process

Configure decentralized approval, circulation, feedback, and review actions into a unified process core capability to support continuous operation of process tasks.

03

Connect to existing systems

Connects HR, administrative, operational, financial, and existing business systems through connectors, APIs, service gateways, and data mapping mechanisms.

04

Build applications and dashboards

Using semantic visualization, the platform generates forms, processes, cockpits, mobile entry points, and management dashboards, enabling rapid deployment of the first batch of scenarios.

05

Governance authority and operation

Meet financial institutions' requirements for stability, security, and maintainability through RBAC, audit traceability, monitoring statistics, multi-tenancy, and hybrid cloud deployments.

06

Replicate more scenes

Reuse the components, processes, data views, and platform capabilities accumulated in the first phase to more backend management and operational collaboration scenarios.

High-value business scenarios in the financial industry

Focusing on five main chains—backend processes, business analytics, employee services, administrative resources, and cross-system data—it organizes scattered requirements into a configurable, traceable, and replicable application closed loop.

Unified process center

Backend transaction processes are scattered across different departments and tools, resulting in long approval chains, difficult rules to unify, and processes hard to track, which affects management efficiency and operational transparency.

Construction methods

Based on the BPMN 2.0 process engine, a unified process center is built, integrating office affairs, expense management, resource requests, and employee services into the same platform for configuration and operations.

Application process

After business personnel submit matters, the system automatically circulates them according to role, organization, permissions, and rules; Process status, approval nodes, exceptions, and processing results are all stored in a unified manner.

Solution Effectiveness

  • Promote backend affairs from offline collaboration to online collaboration
  • Accumulate hundreds of processes and support large-scale process task handling
  • Enabling approval, execution, feedback, and review to form a traceable closed loop
Unified process center

Operational analysis cockpit

Business and management data are distributed across multiple systems, relying on manual collection, scraping, and secondary organization, resulting in low data usage efficiency and inconsistent management views.

Construction methods

Through data aggregation, report design, BI analysis, and visualization capabilities, it centrally organizes backend management, resource input, expense settlement, and operational indicator data.

Application process

Managers view key metrics in the cockpit, drill down by organization, line, resource, cost, and item dimensions, and turn identified issues into processes or tasks.

Solution Effectiveness

  • Reduce manual statistics and summary work
  • Enhance the concentration of business data display and analysis
  • Supports management in identifying resource usage and operational efficiency issues more quickly
Operational analysis cockpit

Employee service operations

High-frequency matters such as employee rights, communication fees, catering settlements, and administrative services involve many roles and detailed rules, making manual handling prone to inconsistencies and efficiency fluctuations.

Construction methods

Establish unified business entities around employees, rights, expenses, service items, approval rules, and settlement objects, quickly building employee service and rights operation applications.

Application process

Employees submit service requests through a unified portal; the platform automatically verifies rules, initiates processes, aggregates data, and provides feedback, allowing backend teams to continuously optimize operations based on each item.

Solution Effectiveness

  • Enhance the efficiency of employee service response
  • Unify the standards for rights, fees, and settlement processing
  • Reduce the cost of manual circulation and repeated communication
Employee service operations

Administrative resource management

Spatial resources, office resources, and material resources are managed in a decentralized manner, lacking a unified view for application, scheduling, usage, inventory, and cost allocation.

Construction methods

Establish resource management applications around space, materials, organization, personnel, applications, scheduling, inventory, and expense objects, integrating approval, ledger, and statistical analysis.

Application process

Once resource applications enter the platform, the system automatically links available resources, approval rules, and fee criteria, forming a closed loop from application and scheduling to statistical analysis.

Solution Effectiveness

  • Enhance transparency in resource usage
  • Reduce the pressure of administrative resource scheduling and inventory checks
  • Support space, materials, and cost management are continuously optimized
Administrative resource management

Cross-system data aggregation

When collaborating across departments and systems, data updates lag and business chain breakpoints are many, making it impossible to close management actions in a timely manner.

Construction methods

Through service orchestration, connectors, API integration, and hybrid cloud deployment capabilities, existing systems and new applications are connected to form a unified data aggregation and collaborative foundation.

Application process

The platform integrates data from HR, administration, operations, finance, and office systems according to business scenarios, driving workflows, dashboards, reports, and tasks to update synchronously.

Solution Effectiveness

  • Improving cross-system data linkage efficiency
  • Reduces manual handling and repeated data entry between systems
  • Provides stable connectivity for subsequent AI-native application replication
Cross-system data aggregation

Business value

From rapid launch in the first phase to a sustainable replicable backend operation platform

Improved delivery efficiency

Phase one completed the first batch of applications construction and launch within 3 months, with 6 apps listed in the first phase, improving typical scenario development and construction efficiency by 300%–500%.

Process operations are more standardized

A unified process center consolidates backend transaction workflows, allowing approvals, circulation, execution, feedback, and reviews to be continuously tracked and optimized.

Operations and management are more transparent

Business and management data is centrally aggregated and displayed, reducing manual statistics and secondary organization, forming a unified management view.

Platform reusability has been enhanced

The processes, components, connectors, and data views accumulated in the first phase can be replicated to more backend management and business collaboration scenarios.

Financial-grade stable governance

Permission, auditing, monitoring, multi-tenancy, and hybrid cloud management capabilities support the long-term stable operation of complex organizations.

Backend management processes are more standardized

Office affairs, resource management, expense management, and employee services have shifted from decentralized collaboration to unified process governance.

Cross-departmental collaboration is smoother

Data and processes from HR, administration, operations, finance, and other lines are connected to reduce breakpoints in the chain.

Data collection and display are more centralized

Unified dashboard and reporting capabilities reduce manual statistics, making business management data easier to view, analyze, and track.

Subsequent replication costs are lower

Once platform capabilities, process templates, and component assets are accumulated, more scenarios can be supported for rapid launch.

Building a collaborative foundation for backend management and operations in the financial industry

Starting from high-value scenarios such as unified process centers, operational analysis cockpits, or employee service operations, accumulate replicable AI-native application capabilities.