Malaysian Finance board

Document management system Malaysian Finance board


One of the great international standard-setting organisation that promotes and enhances the soundness and stability of the Islamic financial services industry by issuing global prudential standards and guiding principles for the industry, broadly defined to include banking, capital markets and insurance sectors were approaching a single screen solution to maintain their document management for the pre-approvals of loan and post closing loans which includes each minor government related data and all those manual process applied in loan,with credit score integration and heirarchy of the incharge jury in loan process.

Technology Used
Services Offered

ERP Implementation

Odoo Configuration & Development

Odoo Consultancy

Training & Support

Third-Party Applications

Jupical Loan Management


Other Applications (Integrations)

Malaysian localization public Information (MLPI)

Challenges faced by the client:

  • Loan application and approval processes were heavily reliant on manual paperwork and approvals, leading to delays, errors, and compliance risks.
  • Customer data was scattered across multiple systems, making it difficult to access and assess eligibility for loans.
  • Limited visibility into the loan application and approval process hindered decision-making and process optimization.
  • The need to adhere to Islamic finance principles and government regulations added complexity to document management and approvals.



Online document management system


Finance ERP




Project management system

Solution suggested by Jupical:

  • User access rights aligned with IFSB’s hierarchy system
  • Document approvals and back-office system for loan pre-approvals and post-disbursal government interactions
  • Integration with government systems for data exchange and compliance
  • Online document upload, storage, and digital signature capabilities
  • Customized loan application process with integration of IFSB’s localization and customer data

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