ETF Investment Showcase in Appian

The process was built in Appian Workflow Designer using traditional BPMN elements (Script Task, User Input Task, Events and Gateways) and Smart Services. Each Smart Service works like a mini-app that can add sophisticated functionality to a process without writing code. In the showcase, 'Send E-Mail' was used to send an automatic email to the responsibles; 'Text Doc From Template' was used to generate a file in a preconfigured format and 'Write Records' was used to store data in the internal database. User interfaces were created using drag-and-drop components, business rules and constants. Thanks to the built-in version control system, it is possible to revert to the previous version if necessary. Bank employees are organized into groups and each group has its own functions and access rights. For each group (employee, supervisor) there is a site with different pages. The site can be accessed via a URL.