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Fase 1 · Concienciación
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.
La respuesta corta
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.
Preguntas frecuentes
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.
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Next: Microsoft Success by Design in action: governance that protects go-live →
Cómo se desarrolla un compromiso
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Comienza con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de recursos sobre tus propios procesos. Recibes un ajuste de espacios escritos y un plan por fases antes de acordar un programa. Siguen cuatro fases, cada una con algo que puedes usar y revisar.
Diseño
Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.
Despliegue
Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.
Apoyo
Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.
Qué genera el coste: usuarios, entidades legales y monedas, integraciones, migración de datos y las lagunas que se encuentran respecto a los estándares. Descubre cómo funciona el precio, ejecuta la puntuación de preparación de tres minutos o reserva una consulta.