Backbase (news, site), provider of the portal products for the financial services industry, announced the release of Backbase Forms 5.0, which completes the company’s Bank 2.0 Portal Suite. Backbase Forms allows non-technical users to update forms and define business rules with limited involvement from technology teams.

The Backbase Forms Solution

Backbase Forms 5.0 allows non-technical e-business business analysts to create, edit and manage Web 2.0 style forms and their logic in collaboration with technical resources, which reduces the amount of time necessary to create new online customer service forms. Providing business users more control can result in more rapid delivery and improved responsiveness to end user needs.

Like in content management systems (CMS), Backbase Forms separates the presentation of the form from the contents or definition of the online form. This is a well-established design principle that allows forms, like CMS content, to be used across multiple display channels (e.g. mobile, desktop, web) -- each adapted for where it is being presented -- without recreating the form. This reduces delivery cost and effort of form creation. It also ensures that end users have a consistent experience.

Forms Functionality

In addition to enabling users to create interactive forms with Web 2.0 style features like contextual help and guided navigation using a graphical tool, the latest release of Backbase Forms has a number of features such as:

  • Embedded Rules Engine -- Allows non-technical users to create calculators, simulators and advisory tools for forms. These can be important for helping forms users (customers) make decisions. This can be important for complex financial decisions, a common occurrence in the financial services industry that Backbase supports.
  • Two Forms Editor -- The product includes two forms editors. One is an advanced browser based form designer targeted at advanced non-technical users to edit form definitions, process flows and business rules and a simpler WYSIWIG (what you see is what you get) editor. Both editors support workflow approval processes or direct publishing to staging/production servers.
  •  Notification Services -- Allows users to design forms that send a customized SMS or email after a form is completed.
  • Integration Wizards -- Allows users to connect to backend resources such as a text file or database via ODBC or SOAP (web services).
  • Workflow -- Forms can have simple or case base workflows applied to manage steps. These workflows are defined via a graphical tool and can link to external enterprise systems.

Backbase Forms is available as add-on component for the Backbase Portal suite or can be purchased as a standalone product. Additional details on product features is available on their website