A background investigation company uses Konduit's Transaction Editor to provide their clients with a secure portal for submitting Job requests. Clients can select from several products which determines the unique data collection form used for their Job. Once the results have been processed, Clients can then log in to view their results, download attached files, or correct or clarify the search parameters for the background check.
The company's staff have back-office editing capabilities to manage the work flow. Auto responders, reminder notifications, and client relationship interactions are based on data change events and calendar task timelines. External contractors have limited access, receive notifications of workflow events, and can upload files in response to work requests. TEd replaced a legacy NetSuite application, adding functionality while reducing monthly recurring costs by half.