docflow - excellence in document composition

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Docflow - Excellence in document composition

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  • 1. Docflow 2009

2. Docflow: Excellence in document composition 3. ECMWCMDMSDocflowOutput M. Type of document management technology x x Archiving3rdx x x Workflow Support xxx Templating x 3rd Document Imaging x Digital Rights Management x OCR x 3rd Image Capture x x Indexing x x Storage Functionsx x X* Versioning (*of Templates) x x Filing, logging x x x x *Document Retrieval x x Security x Disaster Recovery x x x Distribution*Document Retrieval: Is the recovery ofx x xx Web Publicationdocuments or document templates fromarchives/databases. quot;Retrievalquot; typicallyx x xx Personalised Creationincludes the search for documents, asxx Authentication/Approvalwell as the search for specificinformation (keywords).x Digital Asset Management x x Transfer by Email, Fax, etc. 4. Enterprise Content Management (ECM)Collaboration Document import Document distribution Integration of application Web ContentScan/classification Workflow Management/ Management (WCM) Output Management/Content Mgmt.Output Management Document destruction(Retention Management) Workflow DATA/Contentdriven RulesDocument usage(inquiry/editing/link-up) Integration of applicationDesigning/classification Document creation DMS Document management Information Lifecycle Management, Compliance (Revision Security) Archiving, Records Managemente-FormsDocument Lifecycle 5. Aggregate states of informationXML printed Raw image Formatted textRaw datafaxedData interchange formats,Binary image formatFormatted text for display of filmed SQL database, optimal self description languages(GIF, TIFF, JPEG, Postscript, documents; this format is sent to the for storage, queries, highly (data + structural info); Barcode) These formats aredisplay channel (HTML web server, Word, Physical output available operations optimal to interface remote used by printer-scanner devices. PDF viewer, formatted email, etc.) formatsystems XML, XFormsDocument creation & Output management Data is Data for DocumentFormatting to templates Transformation to images held Send to output devicecentrally, consistently in a DB.Personalization with XML data; Business document needs No physicalhas to be sent to receiverformatted to templates;to be created; data that mustshape. by using appropriate outputFormatted document generation;be included in documentMonitoring of output process channel; Printout of transmission processing like sorting is collected; an application and storage of the document; to the desired output device or calculation of subtotals; extracts the requiredtranslation to required format addition of logos; text elementsvalues from the database anddepending on valuesstores in XMLData entry into DB Data extractionOCR conversion Scanning, imagingIndustrial scanners; scanningDMS, archiving, indexing Industrial scanners; scanningsigned contracts; stamped with processes handle formattedsigned contracts; stamped with digital signature text; In case of otherOptical character recognitiondigital signature processing, data extraction(3rd party products, languageDigital Pen is usedis necessary. RSS, HTMLdependent) Digital Pen is used for hand for hand writing inand specific PDF formats writing in case of need of OCR. case of need of OCR.support this.Document import 6. Case study Financial ServicesCircumstances: -s-Bausparkasse offers in 3 main departments (savings, loans private, loans corporate) within 15 main business cases products totheir customers -Each product results in the creation of several documents. A total of 130 document types needs to be generated which results, due tobusiness rules, in thousands of variations. -The documents are composed out of 1800 document components -Data Sources are Host Applications, Databases, Web Services and Human Input3 Departments 15 Business Cases130 Document Types Document ApplicationDocumentDocumentComplaint DocumentSavings Document 1500 DocumentDocument TemplateDocument Document partsDocumentDocument DocumentDocument DocumentDocumentLoans private Document DocumentDocument DocumentDocumentDocument DocumentDocument DocumentDocument Loans corporateDocument DocumentDocumentDocument Document 7. Requirements:-s-Bausparkasse requires a process-oriented solution-Individual web-based interfaces have to be created to trigger the processes-Complex document logic needs to be applied Data comes from different sources (Host, Database, Web Service, GUI,.)--Simple and flexible data access and mapping needs to be provided Document Business departmentCreation Print4 1 Information Flow www6Document storageHostCustomer 5backend database System 23 Manual or automatic periodic start of process through appropriate department12 Request of information from the backend system of the Bank (tenders, contracts, statistics, etc.)Request of information from the CRM system (such as addresses, customer communication data,)34 Document generation - data from the preceding steps are sources of information for dynamic document data5 Optional archive or DMS systems can be used for document storageMulti-channel output to various channels (printer, e-mail, portal, fax,)6 8. Case study InsuranceMulti- Channels(Personalized)Archive/DMS DocumentCRMrepositoryCreation Print 4 2 6 Integrated information transfer www Skilled labor WorkflowinsuranceInsurance1 5backend System 3 7 Manual or automatic periodic start of process through appropriate department 1 Request of information from the CRM system (such as addresses, customer communication data,) 2 3 Request of information from the insurance backend system (tenders, contracts, statistics, etc.) 4 Document generation - data from the preceding steps are sources of information for dynamic document data 5 Optionally manual workflow steps (e.g. quality assurance, release ,...) can be implemented Optional archive or DMS systems can be used for document storage 6 Multi-channel output to various channels (printer, e-mail, portal, fax,) 7 9. Docflow: Excellence in document composition