Case Study: Multinational Financial Services Company achieves faster, more accurate trade approvals with Xtivia's web-based Trade Approval System

Multinational Financial Services Company - Customer Case Study

The customer, a multinational financial services conglomerate operating in 56 countries, relied on a Lotus Domino–based internal Trade Approval System for long‑term funding but faced major limitations: missing validations that created rework, slow workflow steps, no re‑routing to alternate approvers, and reliance on spreadsheets. XTIVIA was engaged to modernize and migrate the application to a web‑based platform to meet a corporate technology upgrade and address those inefficiencies.

XTIVIA delivered a next‑generation web and mobile Trade Approval System (built using SOA, BPM/XTIVIA Workflow Framework, CEP and ESB) that adds critical validations, flexible approver routing, in‑application data capture (removing spreadsheets) and mobile approval capability. The XTIVIA solution improved user experience and integration with treasury systems, addressed the identified pain points, and reduced overall trade‑request lifecycle time while providing a flexible, extensible platform for evolving requirements.