Quandis Forms Hub Description
The Quandis Forms Hub (QFH) application provides a secure platform for third parties to log in, fill out forms, and generate essential documents. A financial institution aimed to effectively monitor customer complaints directed to their legal counsel and external vendors to comply with regulatory standards and ensure thorough audits. Although the bank had developed an internal system to handle these complaints, the reporting from vendors was primarily conducted through phone calls, emails, and spreadsheets, which proved inefficient. By utilizing the Forms Hub, the bank was able to offer a web form for their vendors that not only streamlined the process but also enforced necessary data validation requirements. Once a vendor submits a form, they receive a unique tracking number, while the Forms Hub promptly transmits the validated information to the bank’s internal systems in almost real-time. Additionally, business users can easily create forms directly within the Forms Hub, incorporating various standard web form elements along with sophisticated rules that manage field dependencies and specify required information, enhancing overall efficiency and compliance. Ultimately, this solution has transformed the way the bank manages vendor interactions and complaint tracking.
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