Configure data models and seamlessly capture Omnichannel data for use in your processes.
Data Dictionary
Forms
Build top-notch user interfaces using a fully customizable form designer and map it with your data models and programs.
Documents
Link documents specific to processing each application, templatize document data formats, auto-generate documents from the application, and more.
Full Text Search
Perform searches to any degree of depth in your data dictionary based on the data model attributes you set up for searching.
Report Model Designer
Prepare report-specific models based on your reporting requirements using our best-in-class model designer interface.
Workflow
Design your workflow using a drag-and-drop BPMN workflow designer and set it up to match your process flow using nodes, gateways, events, and flows.
Account Settings
Secure your account using advanced security features and customize your platform look & feel, as well as set up system notifications.
Global Filter
Simplify your operations by filtering to view only relevant programs, projects, applications, invoices, and more, based on your configuration.
Lock & Release
Lock records from being updated by others and protect it. Override lock by releasing lock as and when needed and enable editing.
Measure Mapping
Map measure specifications and outputs with programs. eTRM computes and passes on measure savings & rebates to eTRACK+.
Workflow Override
Manually change workflow status of any application in both forward and backward direction if required.
Lookup
Instantly extract and/or update data present in any data model inside any third-party application, based on an input or a set of inputs.
References
Define a collection of references and lookup values to be displayed for users to select one of them while entering data in the transaction pages.
System References
Define a collection of common system-defined list used across different program instances.
Help Content
Set up program-specific help content and make sure all users and customers find detailed information about what they need to know.
Document
Create & run jobs on document templates to standardize content that are mandatory for users to provide while uploading documents.
Notification
Prepare tailor-made designs of email templates for notifying users at different stages of the workflow or during different trigger events.
Hooks
Set up program-specific help content and make sure all users and customers find detailed information about what they need to know.
Plugins
Make on-demand API calls for fetching data directly to your user-interface from any third-party application and instantaneously work with them.
Announcement
Make users aware of any news such as program updates with custom designed alert templates and messages for a user-defined recipient list.
Bulk Email
Send emails to recipients satisfying any criteria you define, at any stage of your workflow, and send any custom designed email.
