Real Estate & Fund Operations
How a leading Australian property and fund management group replaced fragmented financial operations with a single governed platform: zero custom code.
Complex Approvals, No Single System of Record
A large property and fund management group with diversified holdings across multiple property sectors needed to modernise financial operations spanning fund management, payments, expenditure, entity setup, banking, and distributions.
Fragmented legacy forms
Financial operations spread across disconnected forms: each with its own layout, approval chain, and data model. No shared reference data, no consistent user experience.
Complex, manual routing
Multi-stage approval chains with conditional routing based on amounts, asset types, and departments. Some workflows required dozens of routing rules driven by data attributes.
Repeated data entry
The same core master data re-entered across most forms. Thousands of reference data records with no shared lookup mechanism.
No audit trail
Limited visibility into who approved what, when, and why. Regulatory and internal compliance requirements demanded a full, tamper-evident audit trail.
Configuration, Not Code
The entire solution was built using BPA's declarative platform: entities, forms, workflows, and routing rules defined as configuration. No developers. No deployment pipeline. No custom code.
Consolidate
Related processes share a single entity with conditional field visibility based on request type, reducing duplication and giving teams one place to manage each domain.
Centralise
Shared reference datasets extracted and loaded as platform lookups, eliminating duplicate data entry across all forms.
Automate
End-to-end approval workflows with conditional routing, amount-based stage skipping, parallel fan-out reviews, and dynamic assignees: all configured, not coded.
What's Running on BPA
| Domain | What It Handles | Workflow Pattern |
|---|---|---|
| Fund Management | Multi-stage approval and reconciliation workflows | Linear approval with signatures |
| Payments | Payment request workflows | File uploads, lookup integrations |
| Expenditure | Capital and operating expense approvals | Amount-based routing, conditional approvals |
| Entity & Trust | Entity setup and trust administration | Branch routing by request type |
| Banking | Account and banking workflows | Multi-stage linear approval chains |
| Distributions | Distribution approval workflows | Conditional routing by attribute |
| Transactions | Acquisition and divestment processes | Parallel multi-team review |
Three Workflow Patterns, Every Domain Covered
Every approval chain uses dynamic assignees: the correct approver is pulled from the form data, not hardcoded. This means the same workflow adapts to any fund, sector, or department.
Linear Approval
Sequential stages with dynamic assignees. Approvals flow through multiple roles in order, with each approver pulled dynamically from the form data rather than hardcoded.
Conditional Routing
Decision nodes skip or add stages based on business rules. For example, low-value requests can bypass senior approval, and downstream routing can adapt based on attributes captured on the form.
Parallel Fan-Out
Approvals fan out to parallel reviews across multiple internal teams before converging to a final sign-off chain.
"Every financial domain governed by structured approval workflows, conditional routing, and shared reference data. All delivered as platform configuration. No code was written. No developers were needed."
- BPA Implementation Team
What Was Delivered
Consolidated data model
Structured entities across every financial domain with shared reference datasets, eliminating duplicate data entry and giving every team a single source of truth.
Governed approval workflows
Multi-stage approval workflows across every financial domain, including amount-based routing, attribute-driven conditional rules, and parallel cross-team reviews. Every approval captured in a tamper-evident audit trail.
Full audit and compliance
Every submission, approval, rejection, and field change logged with timestamp, user, and context. Stage-based section visibility ensures reviewers see only what's relevant to their role.
Zero custom code
The entire solution, entities, forms, workflows, routing rules, reference data, and conditional logic, was delivered as declarative configuration on BPA. No developers. No deployment pipeline.
What Made This Possible
Declarative Entities
Field schemas, validation rules, and relationships defined as configuration. Type-discriminators let one entity serve multiple form variants without duplication.
Flow Designer
Visual approval workflows with conditional edges, amount-based stage skipping, parallel fan-out, and dynamic assignees pulled from form data.
Reference Data
Shared lookup entities loaded once and referenced across all forms. Thousands of records centralised with search and filtering.
Conditional Visibility
Hundreds of field and section visibility rules ensure each user sees only what's relevant to their role and the current stage, reducing errors and training time.
Multi-Tenant Isolation
All data scoped to the organisation. Full tenant isolation at every layer: database, API, and UI. Infrastructure delivered by Norbrik, an ISO 27001 certified company.
AI-Assisted Build
BPA's AI tools accelerated the build, generating entity schemas, form layouts, and workflow definitions from requirements. Human review at every step.
Similar Challenges?
If your organisation manages complex approval workflows across legacy forms, we'd like to show you what BPA can do, configured to your use case, in a live demo.
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