Financial Services Examples

Discover our collection of hand-picked solution examples designed to accelerate your decision automation projects.

Samples

Financial Services

A/B Testing

Discover a simple way to assign a test group for performing A/B Testing on your decisions.

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Financial Services

Portfolio Rebalancer

Try real-time trading actions with this Decision Flow based on market prices and portfolio strategy.

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Financial Services

Risk Based Pricing

Discover a simple way to apply a suitable Risk Based Pricing matrix based on a type of client.

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Financial Services

Eligibility and Policy Rules

Discover a simple way to define and execute various sets of rules and get the final decision outcome.

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Financial Services Sample app

Client Scorecard

This Decision Flow calculates the client's scorecard based on their salary, number of months in their current employment and education level.

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Financial Services

Anti-Money Laundering Screening (AML)

Discover simple way to identify suspicious transactions with this Decision Flow based on their characteristics.

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Financial Services

Dynamic Score Calculation

Discover a robust pattern for calculating client's score and risk grade using a library of scoring variables and scorecard structure defined by a Decision Table.

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Financial Services

Loan Calculator

Generate complete, real-time loan quotes with this adaptable Decision Flow based on your custom interest rates.

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Financial Services

Affordability and Limits Calculation

Discover a simple way to calculate affordability and set loan limits and final loan parameters based on risk grade, client's income, payments and exposure.

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