Methods and systems for managing workflow

摘要

A workflow management system provides an integrated approach to exchanging information real-time and notifying responsible persons of pending deadlines concerning a particular deal. The web-based system includes a server having a centralized database of deal data and at least one client system facilitates a method of uploading initial proposed deal data, notifying an underwriter of the uploaded proposal, uploading a workflow timeline for the proposed deal and notifying responsible persons that actions for tasks are due according to the timeline. The workflow management system is further configured to restrict database access to authorized users for viewing of and providing updates to the deal.