Business Process vs Workflow

Understanding the Distinction

timveroOS implements a clear separation between Business Processes and Workflows (Decision Flows), enabling independent management of operational procedures and decision logic.

Business Process

Business processes in timveroOS define the sequence of logical steps that participants or assets follow during the origination process. Each process includes a set of activities for each participant/asset at every process step.

Business Process characteristics:

  • Defines the overall journey from application to disbursement

  • Orchestrates the sequence of major stages (application → scoring → underwriting → approval → condition choosing → signing contract → disbursement)

  • Controls document requirements at each stage

  • Determines when decision flows are executed

  • Scope: End-to-end lending process management

Workflow (Decision Flow)

Workflows are user-configurable decision flows that perform scoring of participants/assets. They are implemented and built using a dedicated plugin module called The Workflow Tool.

Workflow characteristics:

  • Implements specific decision algorithms within a business process stage

  • Performs data analysis using mappings and data sources

  • Executes scoring logic and risk assessment

  • Determines outcomes (Green/Yellow/Red zones)

  • Triggered by business process at specific stages

  • Scope: Algorithmic decision-making within a single stage

Practical Examples from System Documentation

Example 1: Two-Stage Scoring Process

This example demonstrates how business process and workflows interact:

Business Process Steps:

  1. Borrower applies for a loan

  2. System initiates first scoring stage (named "Soft Hit" decision flow) based on deputy-provided data or consent-free data sources

  3. System generates preliminary offers for existing credit products if scoring completes successfully

  4. Borrower provides consent for deeper scoring with external data sources if interested in preliminary offers

  5. System launches next scoring stage (named "Hard Hit")

  6. System generates final offers for credit products that had preliminary offers if scoring completes successfully

Role Separation:

  • Business Process: Manages the two-stage flow, determines when to execute each scoring stage, handles consent collection, orchestrates offer generation

  • Decision Flows: "Soft Hit" and "Hard Hit" are specific decision flows that analyze data and determine creditworthiness

Example 2: Single-Stage Scoring with Security Requirements

This example shows handling of multiple participants:

Business Process Steps:

  1. Borrower applies for a loan and provides consent for data collection from required sources

  2. System initiates single scoring stage

  3. System generates offers for borrower. Some offers remain unavailable/pending due to security requirements (collateral or guarantorship)

  4. Borrower provides required security (collateral or guarantor). New participant or collateral is added to application

  5. System performs scoring/evaluation of provided security

  6. System updates and activates previously unavailable offers based on security

Role Separation:

  • Business Process: Manages participant addition, determines security requirements, orchestrates multi-participant scoring, controls offer activation

  • Decision Flows: Execute scoring algorithms for borrower, guarantor, and collateral evaluation

Business Process Configuration

The framework allows configuration of:

  • Process logic and step sequencing

  • Conditional flows based on participant states

  • Document requirements at each stage

  • Triggers for workflow execution

  • Connect Workflows

Workflows are configured using Workflow Tool, which provides:

  • Visual decision flow design

  • Integration with data sources

  • Mapping configuration for data extraction

  • Outcome definition (approve/decline/review)

Implementation resources

Business process

Through the Admin Panel

(No settings in the Admin Panel)

Through the SDK (Step 1)

Workflow

Both Through Admin Panel and SDK can bo found in the separate section Decision Configuration (Workflows)


timveroOS: Flexible process orchestration with intelligent decision automation

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