Shared agentsInsurance
Coordinate underwriting, policy servicing and claims with audit-ready process control, and keep human judgement in the loop where it matters.
- Industries
//Banking
The banking workfloworchestration platform.
DataObserve Flow coordinates people, core banking systems and governed AI agents across onboarding, lending and compliance, with a full audit trail behind every action.
Client lifecycle
Onboarding and KYC that stay current
Account opening, due diligence and periodic KYC run as one governed case, with people deciding the exceptions.
Lending
Lending decisions, simple to complex
Credit checks, loan automation and card orders run straight through; unusual applications go to an underwriter.
Compliance
Governance and compliance by design
Credit risk, client reviews and data privacy run in processes that your team can review against applicable regulatory requirements.
//Overview
How does DataObserve Flow support banking operations?
DataObserve Flow coordinates people, core banking systems and governed AI agents across a bank's processes, including onboarding and KYC, lending and payments, governance, risk and compliance, and front-to-back-office operations.
Every process runs as one governed flow with a full audit trail, segregation of duties and agents that see only the case data they need, on BPMN, CMMN and DMN standards that keep processes readable for regulators.
//Transform your banking operations
One platform for thewhole bank's processes.
Business orchestration
Every process as one governed flow
From straight-through processing to exception-heavy work, with AI agents in the same audit trail as people. Oversight is designed in, not added later.
//DataObserve Flow in banking
Built for regulated, high-stakes work
Digitize for efficiency
Process, case and decision management on one platform, with security and compliance throughout.
Code less, innovate more
Low-code tools to model advanced workflows and ship banking applications faster.
Core banking integration
REST and service connectors to core systems, with events that start and steer cases.
Agents in the audit trail
AI agents act within the case's permissions, and every action is logged beside people's.
Segregation of duties
Approvals and four-eyes checks are part of the process model, not a manual step.
Open standards
BPMN, CMMN and DMN keep processes portable, inspectable and free of lock-in.
//Explore more withDataObserve
More from Flow · Industries
Healthcare
Improve the patient journey, manage partners more efficiently and streamline clinical operations, with access to patient information controlled at every step.
- Industries
Manufacturing
Streamline supply chain, quality, sales and customer service, and coordinate the connected devices on your lines, from one flexible platform.
- Industries
Artificial Intelligence
AI runs inside business processes governed by an orchestration layer, which decides when an AI task runs, what data it sees, and where a person reviews the result.
- AI & Intelligent Platforms
//FAQs
Banking: questions teams ask
What is banking workflow orchestration?
Connecting people, core systems and AI agents across a whole process, with approvals, segregation of duties and one audit trail from start to finish.
How is it different from workflow automation?
Automation speeds up single tasks. Orchestration runs the whole process, including the exceptions and the people who decide them.
How are AI agents kept governed?
Each agent sees only the case data it needs, acts only where the case permits, and high-stakes steps wait for a person.
Why do open standards matter?
BPMN, CMMN and DMN models stay readable and portable, so your processes are never locked to one vendor.
Can DataObserve Flow handle KYC?
Yes. Know-your-customer checks run as part of onboarding and are refreshed over the client lifecycle, with every check and decision recorded.
Does it integrate with core banking systems?
Yes. Processes call core banking systems through integrations and connectors, so data and actions stay in step.
How is segregation of duties enforced?
The process model assigns steps to roles, and the engine prevents the same person from performing conflicting steps.
