No-code data validation for forms

Financial Services
IT/Ops

A financial services organization modernizes complex claim and policy workflows by converting legacy form logic into configurable, no-code business rules using Intellistack Streamline. Teams preserve validation logic, manage conditional display rules without IT involvement, and accelerate form deployment with greater accuracy and control.

Problem

Maintaining legacy forms with embedded validation logic requires manual updates, IT involvement for every rule change, and repetitive rebuilds. These processes are time-consuming, inconsistent across teams, and difficult to scale across claim, withdrawal, and loan workflows.

Solution

Intellistack Streamline enables business teams to recreate form logic using it's no-code workflow builder. Teams configure conditional display rules, validation requirements, and field dependencies directly in the form builder. Forms are tested in development environments and deployed with prefill capabilities, eSignature integration, and encryption controls for sensitive data handling.

Benefits

  • Faster modernization of legacy forms
  • Reduced IT dependency
  • Greater agility for business teams
  • Consistent logic enforcement
  • Improved compliance management
  • Accelerated form deployment
USE CASES

Process transformation for
any workflow

Eliminate broken, outdated, lengthy, and manual processes by streamlining your workflows. Reclaim valuable time, improve efficiency, strengthen security, and reduce costs.

For all industries, departments, and use cases

Intellistack Streamline is easy to use and adaptable, so anyone can build workflows and custom solutions–without waiting on developers or relying on IT. Explore just a few examples of how Streamline can transform your processes, whether they involve forms, documents, contracts, or eSignatures.