What implementing uFlow looks like
A short process: you hand us your policies, we implement them for you, we train you on them, and you're operating. Without high consulting costs or dependency.
Implementing uFlow doesn't force you to train your technical team or sustain endless consulting. We implement your policies in the engine from your documentation, train you on your own rules, and your risk team ends up operating and changing the policies on its own. The integration is just an API.
Before step 1
Contract, NDA and confidentiality
None of this starts without a framework. Before you share a single policy, we sign the service agreement and a non-disclosure agreement. Everything we see of your operation stays under strict confidentiality.
- Contract and NDA signedBefore any information about your operation is shared.
- Your policies are yoursThey run in your engine and are never reused with another client.
- Your data belongs to your institutionuFlow processes it to run the service, not to exploit it for other purposes.
- We do not train models on your dataThe engine runs and versions the models you define.
- Segregated accessPer-user permissions and credentials stored as secrets, outside the policies.
- On a certified platformISO/IEC 27001:2022, with periodic audits and penetration testing.
1. You hand us your policies
- You give us the documentation of your current credit policies: cut-off rules, scorecards, approval criteria.
- That's enough to start — you don't need to arrive with anything configured or developed.
2. uFlow implements them in the engine
- Our team builds your policies in the platform from your documentation. You don't develop or configure them.
- They end up as flows or decision trees, ready to operate and for you to change on your own afterwards.
3. You integrate with a simple API
- You connect the engine to your core, onboarding or app with a REST API. It's just an API integration.
- No need to train your technical team on complex development or add consulting: it's a standard connection.
4. We train you on your policies
- We train your team on your own policies, already loaded in the engine, so understanding and operating everything is easier.
- The training is about your business (your rules and judgment), not about the integration.
- The goal is your autonomy: without high consulting costs or dependency on uFlow.
5. Testing and go-live
- We validate everything in a testing environment with real cases, before any decision affects a customer.
- You go live with versioning and traceability from day one.
- From there, your risk team changes policies on its own, in hours, with controlled version reactivation.
Who answers when you ask
On the other end there are people who understand credit and risk, and who have run implementations. Not a help desk that escalates your question to a second line which escalates it again.
That changes the kind of conversation you can have. It is not limited to reporting that something failed: you can ask why a policy behaves differently from what you expected, or whether a case is better solved with a rule or with a model.
Queries are answered in under two hours.
- Answered by people with risk and implementation experience
- Under two hours to a reply
- You can ask about judgement, not just report incidents
After go-live
Your team is trained to run it alone, and the editor is built for that. If you would rather build a new policy with us alongside, we do it, at no additional cost.
But the goal is the opposite: that you can build it without us. That is the difference between a vendor you depend on and a tool that is yours. Support is there when you need it, and it is designed so that you need it rarely.
- Your team changes policies without asking us for anything
- If you prefer to do it together, we do it together
- No lock-in by dependency: autonomy is the goal, not an add-on
Everything you need to know
How long does it take to implement uFlow?+
A typical implementation takes weeks, not months. In our experience the engine is rarely the bottleneck: what usually takes longest is getting credentials from the data providers (each bureau has its own onboarding and approval process) and documenting the institution's own policies. The sooner those two fronts start, the shorter the project. The rest of the timeline depends on how many integrations are involved and on internal approval times; the kick off sets a realistic schedule with all of that on the table.
What does my IT team need to do?+
IT handles the REST API integration, architecture and security, but does not have to develop each credit policy: the risk team does that in the visual editor. uFlow does not replace IT, it reduces its involvement in day-to-day changes so it can focus on integration and governance.
Do you support us after go live?+
Yes, and it is one of the things our clients value most. Support does not end at go live: the team covers both the technical side (integration, APIs, engine behavior) and the functional side (how to model a policy, how to resolve a business case inside the flow), which is where a software vendor usually leaves the institution on its own. We stay close during the first operating cycles to adjust whatever is needed, with the goal of your team running autonomously.
Can we test before affecting real decisions?+
Yes. Before go live, everything is validated in a separate testing environment with real cases, and the behavior against data sources that fail or lag is tested. No decision affects a customer until the result in testing is what you expect.
Do you sign an NDA before seeing our policies?+
Yes. The service agreement and the non-disclosure agreement are signed before you share any information. Your policies are implemented in your own engine and are never reused with another client.
Timelines and scope of an implementation
With your policies and data sources we give you a concrete plan and timeline.