Entdecke
Prozessworkshops, Datenprüfungen und eine Passungslücke im Vergleich zum Standardprodukt.
Phase 1 · Bewusstsein
Industry transformation blueprints
Financial services and healthcare: secure portals, self-service and automated claims or loans
How to build secure, compliant customer portals, self-service and automated claims or loan management on Dynamics 365.
Die kurze Antwort
In regulated sectors the portal is a door, not a second set of books. Keep the decision and the record in the core system and let the portal request and display.
Stages
From application to decision
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1
Identify the customer Sign in through the organisation's identity provider with the right assurance level.
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2
Capture the request The customer submits a claim or loan application and documents through the portal.
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3
Assess and decide Rules and a reviewer assess the case in the core system, with the reasoning recorded.
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4
Pay or disburse Approved items post to the ledger and pay through the bank file.
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5
Inform and retain The customer sees status. Records are retained under policy.
Decision points
Three questions that change the answer
Is the data personal or health data?
YesApply data-protection controls, consent and minimal retention.
NoStandard controls apply.
Can a rule decide it?
YesAutomate low-risk cases and sample them.
NoRoute to a reviewer.
Does the portal need to write to the core?
YesWrite through a controlled API and keep approvals in the core.
NoDisplay only.
Milestones
What done looks like, and when
- Month 1 to 2 Data protection and identity design.
- Month 3 to 5 Portal and case management live for one product.
- Month 6 Automated decisions for low-risk cases, with sampling.
- Yearly Controls tested and retention reviewed.
Principles we hold to
- The portal is a door, not a second set of books.
- Decisions and reasons are recorded.
- Personal data is minimised and retained under policy.
- Approvals stay in the core system.
Häufig gestellte Fragen
Can Dynamics 365 run claims or loan processing?
Yes. Cases, documents, rules, approvals and payments can be run in Dynamics 365 with a portal in front, under the sector's data-protection rules.
How do you keep a customer portal secure?
Identity is managed centrally, the browser never holds the secret that calls the core system, and the portal can only request or display.
Take this to your own programme.
Tell us where you are. We will tell you plainly what this means for your estate and what we would do first.
Vereinbaren Sie eine Beratung
Next: Microsoft Success by Design in action: governance that protects go-live →
Wie ein Gefecht verläuft
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Es beginnt mit einer 45-minütigen Beratung, gefolgt von einem Discovery- und Fit-Gap-Workshop zu Ihren eigenen Prozessen. Sie erhalten eine schriftliche Fit-Gap und einen gestaffelten Plan, bevor ein Programm vereinbart wird. Es folgen vier Phasen, jede mit etwas, das Sie verwenden und überprüfen können.
Konstruktion
Lösungsplan, Integrationskarte und die Erweiterungen, die wir tatsächlich brauchen werden.
Einsatz
Konfiguration, Migrationsproben, rollenbasierte Schulungen, UAT und phasenweise Umschaltung.
Unterstützung
Hypercare, Managed Services, Kundenportal, geplante Optimierungsbewertungen.
Was die Kosten antreibt: Nutzer, juristische Personen und Währungen, Integrationen, Datenmigration und die Lücken im Vergleich zum Standard. Sehen Sie , wie die Preisgestaltung funktioniert, führen Sie den Drei-Minuten-Readiness Score durch oder vereinbaren Sie eine Beratung.