Case Study
Finance

Business Dynamic Form Builder for Process Automation

Enabled the automation of process flows for corporate action legal forms by allowing business analysts to generate forms spanning over 150+ flows.

Dynamic Forms

Project Overview

By introducing a robust Dynamic Form Builder, we revolutionized the way corporate action legal forms are created, managed, and automated. This solution not only addressed the core challenges of complexity and frequent changes but also empowered non-technical staff to take the lead in form creation and maintenance. The result is a significant leap in efficiency and accuracy across more than 150 distinct process flows. Ultimately, our approach underscores how adaptable, user-centric tools can transform cumbersome legal and administrative workflows into agile, automated systems that support business growth and compliance.

Streamlined Corporate Actions
Corporate actions often involve intricate procedures, tight deadlines, and compliance requirements. By automating the creation and management of legal forms, organizations can significantly streamline these processes—reducing manual effort and minimizing the risk of errors. When stakeholders have real-time visibility into each step, tasks become more organized, and approvals are completed faster. This efficiency is especially critical for high-stakes events like mergers, acquisitions, or dividend declarations. Overall, streamlined corporate actions not only save time and resources but also ensure that key decisions and documentation meet regulatory standards every step of the way.
Empowering Business Users to Create Automations
Traditionally, legal form workflows and process automations have been developed and maintained by IT departments, creating bottlenecks and long turnaround times. With a low-code or no-code form builder, non-technical business users can design and deploy automations themselves—responding quickly to evolving needs without waiting for developer availability. This democratization of process creation not only speeds up delivery but also ensures that the people closest to the business requirements are directly shaping the solutions. In turn, this reduces reliance on specialized coding skills, fosters a culture of innovation, and significantly increases operational agility.
Reducing Feature Development Overhead
Developing and maintaining complex, custom-coded solutions can be both time-consuming and expensive. A dynamic form builder equipped with reusable templates, integration hooks, and automated workflow triggers helps cut down on the need for repeated development effort. Changes can be deployed rapidly, without a lengthy coding cycle or extensive QA. As a result, teams can focus on higher-level tasks—like refining business logic or exploring new opportunities—rather than getting bogged down in routine updates. This leaner approach to feature development allows organizations to pivot more quickly in response to market shifts and regulatory changes.
Importance of a Clean UI for Complex Forms
When dealing with intricate legal documentation, clarity is paramount for both data accuracy and user experience. A clean, intuitive user interface reduces the likelihood of mistakes by guiding users through each step in a logical, concise manner. By incorporating conditional logic, progress indicators, and context-sensitive help, form builders can simplify even the most complex processes. This not only encourages higher completion rates but also boosts overall stakeholder confidence in the system. Ultimately, a well-designed UI helps maintain compliance, improve data integrity, and enhance the speed and efficiency with which users navigate high-stakes tasks.

Challenge

Managing legal forms for corporate actions can be a complex and time-consuming process, especially when multiple stakeholders are involved and requirements frequently change. Traditional development approaches often result in lengthy turnaround times and expensive revisions. In this scenario, business analysts needed the ability to rapidly create, update, and maintain over 150 distinct forms without relying on specialized technical resources. The challenge lay in designing a solution that could handle diverse workflows, meet stringent compliance standards, and integrate seamlessly with existing systems, all while empowering non-technical users to build and adapt forms in real-time.

Solution

We developed a Business Dynamic Form Builder—a flexible, user-friendly platform designed for process automation. By separating the form logic from the underlying technical infrastructure, we enabled business analysts to design and deploy multi-step forms and workflows without writing a single line of code. Built-in drag-and-drop components, conditional logic settings, and reusable templates streamlined creation across numerous legal form variations. Integration hooks ensured smooth data transfer to back-end systems and triggered automated workflow steps, saving time and reducing the risk of manual errors.

Results

This dynamic approach allowed the organization to bring over 150 corporate action legal forms online faster and more cost-effectively than ever before. Business analysts could now respond to regulatory changes or operational updates almost immediately—often in hours instead of weeks. Form accuracy improved, data entry errors declined, and compliance audits became more transparent. By automating much of the manual effort typically associated with drafting and revising legal forms, teams increased their overall throughput, reduced time-to-market for new processes, and provided a better user experience for all stakeholders.

Technologies Used

Angular
Java
NodeJs
Oracle
Atlassian Suite
Kubernetes

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