an open platform dm solution for new account intake
DESCRIPTION
New Customer Forms Processing for Loans, Mortgages, Investment Banking, Financial Services and more. For anyone interested in moving away from paper content management processes and workflows.Join this webinar to learn the latest in:• Multi-Document Capture Processes• Advanced Package Profiling & Bundling• Compliant Approval, Workflow & Routing Capabilities• External Systems Access for Document Review• User & Management Dashboards• Advanced SearchRegister HereTRANSCRIPT
![Page 1: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/1.jpg)
Alfresco New Accounts Presentation November 8, 2011
![Page 2: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/2.jpg)
2
Agenda
• Solution Overview • Solution Drilldown • Demonstration • Solution Components • Solution Infrastructure • Next Steps
![Page 3: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/3.jpg)
Solution Overview
• What is being managed • Document Capture
– Scanning – E-Mail – Faxing
• Document Routing (queues) • Dashboards • Searching • Other Features
![Page 4: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/4.jpg)
What is being managed?
• Clients (Top level) – Clients have metadata – Client have one or more accounts
• Accounts (Where the documents live) – Accounts have metadata – Each account will have documents
• Documents – Documents have metadata – Documents are reviewed and approved – Documents are annotated
![Page 5: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/5.jpg)
Document Capture
• Scanning – Document Preparation (Staples, Binder Clips, etc.) – Batching (Like Documents)
• New Account Packets • Change of Address Forms • etc.
– Forms Recognition (What type of form is it) – Batch Classes (Identifying 1st queue)
• E-mail – Import into Alfresco – Parse out attachments for processing – Route to specific queues based on e-mail inbox
• Faxing – Import into Alfresco – Convert to Full Text PDF – Route to specific queues based on fax number
![Page 6: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/6.jpg)
6
Document Processing
![Page 7: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/7.jpg)
7
Profiler Panels
![Page 8: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/8.jpg)
8
Document Processing
• Client Information (External System Lookup) • Account Information (External System Lookup) • Document Properties • Comments • Routing • Other Features:
– Notifications – E-Mail documents out – Upload new document – Link Documents – Bursting (splitting larger document into smaller documents)
![Page 9: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/9.jpg)
Document Routing
• User Selectable Queues • Queues based on Groups • Security is changed based on the document Queue Assignment
– Rules (Metadata Based) • Sequential Workflow • Document can be seen from different queues
![Page 10: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/10.jpg)
10
Dashboards
• Review where documents are – Queue location – Age
• View accounts and their documents in process • View documents • Process documents
![Page 11: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/11.jpg)
11
Dashboard
![Page 12: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/12.jpg)
12
Document Processing
![Page 13: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/13.jpg)
13
Document Searching
• Search Criteria – Document properties or metadata – Full text searching
• Result Set – Select columns to display – Download or view file – Export result set to Excel – Export result set to consolidated PDF document
![Page 14: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/14.jpg)
14
Solution Components
• Alfresco 3.4 • Kofax 8.5 • Right Fax • MSI Profiler (Micro Strategies) • MSI Dashboard (Micro Strategies)
![Page 15: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/15.jpg)
15
Solution Infrastructure
• Alfresco Servers: – Windows – Linux
• Browsers – FireFox – IE – Safari – Chrome
• Scan & Fax Servers – Windows
• Database – My Sql – Postgress – MS-SQL
![Page 17: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/17.jpg)
17
Export to Excel (Enter Criteria)
![Page 18: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/18.jpg)
18
Export to Excel (Select Docs & Export)
1) Select documents, checkbox to the right of the document
2) Click Export to Excel 3) Click open in popup window
![Page 19: An Open Platform DM Solution for New Account Intake](https://reader035.vdocument.in/reader035/viewer/2022081404/55996cec1a28ab81368b45bd/html5/thumbnails/19.jpg)
19
Export to Excel (Open Excel File)