Découvrir
Ateliers de procédés, audit des données, et un écart d’adéquation avec le produit standard.
Phase 1 · Sensibilisation
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 réponse courte
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.
Questions fréquemment posées
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.
Prenez rendez-vous pour une consultation
Next: Microsoft Success by Design in action: governance that protects go-live →
Comment se déroule un engagement
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Cela commence par une consultation de 45 minutes, puis une découverte et un atelier d’ajustement sur vos propres processus. Vous recevez un programme écrit d’ajustement et un plan par étapes avant qu’un programme ne soit approuvé. Quatre phases suivent, chacune avec un outil que vous pouvez utiliser et revoir.
Conception
Plan de solution, carte d’intégration, et les extensions dont nous aurons réellement besoin.
Déploiement
Configuration, répétitions de migration, formation basée sur les rôles, UAT et transition progressive.
Soutien
Hypercare, services managés, portail client, évaluations d’optimisation programmée.
Ce qui détermine le coût : utilisateurs, entités juridiques et devises, intégrations, migration des données et les lacunes rencontrées par rapport aux standards. Découvrez comment fonctionne la tarification, effectuez le score de préparation en trois minutes, ou prenez rendez-vous pour une consultation.