Expersoft created PM1 using current web technology which guarantees platform independency and allows the use of mobile devices. The embedded BPM engine helps to model business workflows and provides modern task management, collaboration, and communication facilities.


Expersoft uses the embedded BPM engine to model the business processes for the wealth management industry. This enables e.g. the representation of the full client life cycle and the sophisticated trading workflows in PM1.

The communication with the core banking solutions and the major custodian banks, as well as with the main vendors of market data is essential for the usability of a wealth management solution like PM1.

The database server is the core of the system. The application server provides the browser based PM1 for the users. Additional components enhance flexibility, functionality and scalability of the PM1 suite.

Business Process Management

Expersoft uses one of the most advanced BPMS available today. LSPS is fully embedded in the PM1 suite. The possibilities are quite literally limitless due to the power, flexibility and intelligence built into the tool set, allowing organisations in the financial industry to bring their business processes to life.

Model-Driven Design
With 100% model-driven design, simple processes can be created, tested and deployed in minutes. When skilled developers wish to dig deeper, the Eclipse IDE and rich Java support ensures that applications can be tuned to very specific requirements.

Goal-Oriented BPMN
With full support for standard BPMN, an existing model can be imported or designed in the tool, then automated with simple execution semantics, data integration and form design. Going a step further with Goal-Oriented BPMN, flexible business-driven processes can be built that are ideal for case-driven scenarios and where real-time analytical improvement of processes is a target.

The combination of classic BPMN and Goal-Oriented BPMN modeling allows the native creation of

  • Conventional BPMN models
  • Flexible Goal-Oriented BPMN models
  • Dynamic/Adaptive Case Management models

Interface Technology

Modern interface technology is used to provide both batch and realtime connectivity. The interface and web service solutions support data imports, exports and migrations.

The solution offers several interfaces for interoperability. At the database level, a bidirectional store-and-forward message bus named RTW allows interchange of information from the whole data model. At the Java enterprise level, the standard JEE technologies (EJB 3, JMS, Web Services) are fully available, and dedicated APIs expose the solution's specific services to external systems. At the model level, ready-made features are provided (e.g., PDF document creation and population, MS Excel data export, MS Exchange and MS SharePoint connections). No third-party product is used: only open standards and direct APIs. Interface Bus The RTW bus offers a rule-based data mapping (for both inbound and outbound information) that can be interactively configured with a multi-user role-aware GUI. Data formats for external exchange include SWIFT, XML, CSV, and Fixed Record Length. Supported standard protocols include JMS, FTP, SFTP, HTTPS, plus Oracle-specific transports.


The application adopts a more modern evolution of the classical three-tier architecture while complying with JEE standards and best practices.

Presentation Tier: The Web-based user interface relies on the Vaadin framework for Rich Internet Applications and combines model-driven form design with Java direct UI development to achieve the best user experience. This approach permits pixel-perfect look&feel combined with extremely fine-grained connection between UI and processes.

Business Tier: The baseline EJB implementation of this tier is enhanced by next-generation model-driven components created with the Living Systems Process Suite BPMS. Rules, functions, constraints, queries, and any kind of business logic can be realized with the best combination of Java and BPM components. This grants unparalled flexibility and dependability for the enterprise solution.

System & Data Tier: This tier is realized by the Oracle DBMS, accessed through JEE-compliant JPA API for ordinary CRUD operations on entities, and specific JDBC operations for high-performance cases (e.g., high volume reporting).