Overview
A configurable workflow engine for business process automation inside a financial services platform — designed to model, visualize, and execute complex operational processes.
Context and constraints
Financial teams needed a way to standardize and automate processes for loan applications, lead handling, and operational tasks — with the ability to adapt workflows as policies changed.
How we approached it
Built a visual workflow designer with React Flow, supporting configurable states, transitions, and automated routing.
What we built
- A workflow configuration interface to create and manage workflow definitions.
- A visual workflow designer and visualization layer (built with React Flow) to make complex processes readable.
- Configurable states, transitions, and actions to support real operational routing and approvals.
- Priority-based task routing and automated execution flows.
- Multi-entity support (e.g., PRATICA and LEAD contexts) with consistent patterns.
Key capabilities
- Visual representation of workflow paths and state progression.
- Item-level configuration for workflow states, transitions, and rules.
- Professional diagram/export-ready rendering for sharing and governance.
- Integration points via REST-style APIs for workflow config, initial status, visualization data, and user preferences.
Implementation notes
- Frontend built with React and a disciplined state model (Redux Toolkit patterns) suitable for complex interactions.
- Designed for day-to-day usability: filtering, predictable navigation, and clear status visibility.
- Architecture favors configurability so changes can be made without rebuilding the product each time policies evolve.
Outcome notes
- More consistent handling of operational processes through standardized workflow definitions.
- Reduced manual coordination by moving routing and approvals into explicit, configurable steps.
- Better visibility for teams through diagrams and state-aware screens that reflect the real process lifecycle.
Key outcomes
100+
Workflow definitions
High
Process automation
Multiple
Entities supported
Technologies
ReactReact FlowRedux ToolkitREST APIsSpring BootPostgreSQL