How to arrange inspections between a bank, an insurance company, a leasing company, and an expert in VIEWAPP
Financial companies rarely operate in isolation. A bank interacts with an insurance company, a leasing company interacts with an insurance company or a state structure, an insurer interacts with expert organizations, leasing companies, and other market participants.
Such partners often have overlapping tasks and processes related to inspections. And if this interaction is built directly within a single system, many operations can be performed faster and without unnecessary manual steps.
At the same time, each party needs its own access to the system, and the customer needs control over which inspections the partner can conduct and under which scenarios.
In VIEWAPP, a mechanism of partner groups is provided for this purpose.
It allows connecting a separate partner account to the main company, granting it access only to the necessary inspection schemes, and organizing collaborative work without transferring the main account or creating a single user account for multiple organizations.
How partner access works
First, a separate account is created for the partner. Then, through a new access group, the partner is connected to the main company — the one that is interested in conducting inspections and pays for them.
After that, specific inspection schemes that the partner can use are linked to the access group.
Thus, the partner receives exactly the set of capabilities required to perform their work.
At the same time, nothing fundamentally changes for the inspection process itself: both parties work in VIEWAPP in the normal mode.
The partner conducts an inspection according to the assigned scheme, the materials are uploaded to the system, and the main company receives them within its own process and can further work with the results.
Bank — Insurance Company
One option is the interaction between a bank and an insurance company.
For example, a bank is interested in insuring pledged property and wants to arrange inspections through an insurance partner. Instead of giving general access to the insurance company's employees, the bank can create a separate account for it and connect it to the bank's partner group.
The bank only needs to determine which inspection schemes are available to the partner.
As a result, the insurance company gets a tool for conducting the necessary inspections, while the bank retains control over which scenarios and frameworks the partner operates within.
Leasing Company — Insurance Company
The same model can be used in leasing.
A leasing company can delegate the conduct of certain inspections of vehicles or other property to an insurance organization. For this purpose, the insurance company is provided with separate partner access with the necessary schemes.
At the same time, there is no need to merge employees of different organizations into a single account.
Each party continues to work from its own side, and the inspection itself takes place within a unified system.
Leasing Company — State Structure
A leasing company can conduct inspections for a state structure. For example, if an inspection of specialized equipment is required for its registration, the state structure can connect the leasing company as a partner and grant it access to the necessary scheme. This allows inspections to be carried out by an already participating party in the process and accelerates the task of registering the equipment.
Expert Organization — Insurance Company
Another scenario is the work of an insurance company with external experts.
An insurer may engage an expert organization to conduct inspections but does not want to give it full access to its account.
In this case, a separate account is created for the expert organization, it is connected to the partner group, and then it gains access to the required inspection schemes.
This results in a clear model: the insurance company defines the rules and the set of available scenarios, and the expert organization performs inspections within the framework of these rules.
Appraisal Organization — Bank
Another scenario is the interaction between banks and appraisal organizations. A bank can connect an appraiser as a partner, provide it with access to the necessary inspection schemes, and receive the results within its own process. The mechanics here are the same as in the case of an insurance company working with an expert organization: a separate partner account, connection via a partner group, and access only to those schemes that are needed for performing specific tasks.
Why this is convenient for the administrator
Partner groups make it possible to segregate access not only among employees of a single company but also among different organizations participating in the same process.
For the administrator, this means:
- there is no need to share the company's main account with the partner;
- a separate account can be used for each partner;
- it is possible to define which inspection schemes are available to the partner;
- different partners can work within the same system according to their own scenarios;
- interaction does not require organizing the process separately outside of VIEWAPP.
At the same time, the partner does not have to learn a separate tool: after being connected, they conduct inspections in VIEWAPP just like a regular user.
Partner groups are more than just joint inspections
Partner groups allow using the overlap of processes between companies as a working tool.
VIEWAPP will bring together within a single process not only employees of one company but also multiple organizations with different roles: the inspection customer, the insurance partner, the leasing company, the bank, the expert organization, or the state structure.
At the same time, each party receives its own access, and the company organizing the process manages which capabilities are provided to the partner.
Therefore, partner groups are especially useful where inspection is part of an overall chain involving multiple companies.
Bank — Insurance. Leasing — Insurance. Leasing — State Structure. Insurance — Expert Organization.
In each case, the principle remains the same: a separate partner account, connection to the main company, and access to the required inspection schemes.
In this way, existing relationships between companies can be transformed into a faster and more manageable inspection process.