document solutions
DESCRIPTION
Document Solutions. SMARTi Document Processing Solutions. May 2010. FileMark Company Overview. Profile – software developer, direct professional services provider, founded in 1989, based in Millbury MA - PowerPoint PPT PresentationTRANSCRIPT
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Document SolutionsDocument Solutions
SMARTi Document Processing Solutions
SMARTi Document Processing Solutions
May 2010
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• Profile – software developer, direct professional services provider, founded in 1989, based in Millbury MA
• Technology Focus – transactional document processing, report transformation and archiving, document submission, records and metadata management
• Industry Solutions – Financial Services, Insurance, Distribution, Manufacturing, Healthcare, Higher Education, Local Government
• Channel Partners – ISV OEMs, Manufacturer’s Reps.
• Profile – software developer, direct professional services provider, founded in 1989, based in Millbury MA
• Technology Focus – transactional document processing, report transformation and archiving, document submission, records and metadata management
• Industry Solutions – Financial Services, Insurance, Distribution, Manufacturing, Healthcare, Higher Education, Local Government
• Channel Partners – ISV OEMs, Manufacturer’s Reps.
FileMark Company FileMark Company OverviewOverview
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTiSMARTi
Document Imaging – batch scan & index, barcode/OCR/OMR, workflow, application integration, Web-based search and retrieval
COLD/ERM – computer output report archiving, transformation, distribution, notification and mining
Document Submission – unattended document submission via fax, eMail attachments, MFP scanners or MS Office, ad hoc eMail archiving
Software sales or SaaS
Document Imaging – batch scan & index, barcode/OCR/OMR, workflow, application integration, Web-based search and retrieval
COLD/ERM – computer output report archiving, transformation, distribution, notification and mining
Document Submission – unattended document submission via fax, eMail attachments, MFP scanners or MS Office, ad hoc eMail archiving
Software sales or SaaS
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Business ApplicationsBusiness Applications
InsuranceNew application processing Customer renewal processing Claims processingCustomer inquiry and service management Forms management archive Regulatory compliance
GovernmentAgenda management, minutes, and records Police and arrest records Court records management Employee records Property recordsPension management Legislative management
HealthcareMedical records management Financial and billing management Report archiving and distributionForms archive - HCFA, UB92, EOB, etc. HIPAA compliance
LegalCase management Practice management Client record storage
InsuranceNew application processing Customer renewal processing Claims processingCustomer inquiry and service management Forms management archive Regulatory compliance
GovernmentAgenda management, minutes, and records Police and arrest records Court records management Employee records Property recordsPension management Legislative management
HealthcareMedical records management Financial and billing management Report archiving and distributionForms archive - HCFA, UB92, EOB, etc. HIPAA compliance
LegalCase management Practice management Client record storage
Financial ServicesClient files management Mortgage processing management Wealth managementCredit union membershipeStatement presentmentRegulatory compliance – SEC, NASD, SOX,
GLB, eDiscovery
EducationStudent and alumni records Course schedule records Admission file management Financial aid records Transcript archive Employee records
Manufacturing & DistributionAccounts payableAccounts receivableBills of lading and proof of deliveryShipping manifests Pick lists Reports Inventory documentation Report archiving and distributionRegulatory compliance - eDiscovery
Financial ServicesClient files management Mortgage processing management Wealth managementCredit union membershipeStatement presentmentRegulatory compliance – SEC, NASD, SOX,
GLB, eDiscovery
EducationStudent and alumni records Course schedule records Admission file management Financial aid records Transcript archive Employee records
Manufacturing & DistributionAccounts payableAccounts receivableBills of lading and proof of deliveryShipping manifests Pick lists Reports Inventory documentation Report archiving and distributionRegulatory compliance - eDiscovery
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi CaptureSMARTi Capture
ECM RepositoryECM RepositoryECM RepositoryECM Repository
BrowsersBrowsers
Report CaptureReport Capture
Image CaptureImage Capture
DocumentDocumentSubmissionSubmission
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi CaptureSMARTi Capture
ECM RepositoryECM RepositoryECM RepositoryECM Repository
BrowsersBrowsers
Report CaptureReport Capture
MainframeHost
Import
Burst
Extract Indexes
Map Fonts
Overlay Forms
Transform Data
Convert
Notify / Distribute
Export
Process
ASCII
EBCDIC
PCL
AFP
Metacode
Postscript
Output
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi CaptureSMARTi Capture
ECM RepositoryECM RepositoryECM RepositoryECM Repository
BrowsersBrowsers
Image CaptureImage Capture
Scan / Import
Index
Key from Image
OCR
Barcode
OMR
Field Auto-Fill
Convert
Export
Process
TIFF
JPEG
MS Office
Outlook
Zip
Tiff
Jpeg
Output
Scanner
eFiles
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi CaptureSMARTi Capture
ECM RepositoryECM RepositoryECM RepositoryECM Repository
BrowsersBrowsers
DocumentDocumentSubmissionSubmission
TIFF
JPEG
Output
TIFF
CCITT G3
CCITT G4
Attachments
Word
Excel
PowerPoint
Access
Outlook
Fax
MFP
Source
Receive eMail
Extract Indexes
Map Fields
OCR
Barcode
OMR
Index Auto-fill
Convert
Export
Notify / Respond
Process
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Batch Scan
SMARTiRepository
- Manual Fill- Assisted Fill- Zone OCR- Dynamic OCR- ADEPT- Rules-based OCR- Barcode- OMR
Paper Document CapturePaper Document CapturePaper Document CapturePaper Document Capture
SimpleIndexUSB
Real-timeIndex Auto-Fill
Mainframe
BusinessApplications
SQL
Images + Indexesvia eMail
Imaging Client
Images
DistributedScan
USB
SimpleSend
Network File Server
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SimpleIndexSimpleIndex
Zone OCR
Barcode Recognition
Dynamic OCR
ADEPT – Automatic Data Extraction for Processing Transactions Automatic location of index information Dictionary lookups Pattern matching
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Date
Amount
Account #
Name
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• SimpleSend – for management of distributed scanning operations• Required documents audit• Bates stamping – software imprinting, page numbering• Full-page OCR to MS Word format – for text editing, interactive correction option• Media Wizard – create searchable CDs or DVDs for physical distribution.
• Zone OCR – fixed templates, pattern searching and dictionary matching within oversized zones, post recognition data validation
• ADEPT (Automatic Data Extraction for Processing Transactions) – automatic full page or zone OCR with pattern searching and dictionary matching
• Dynamic OCR – manual location and roping of index data from image• Auto-indexing – barcode recognition, OMR, real time index auto-fill from external
SQL database, pick lists, default values, auto-incrementing values, auto-date, auto-complete
• Document separators – bar-codes, coversheets, tick marks on all 1st pages• SimpleCoversheet – create/print barcodes for automatic processing• Import and index batches of Office documents, eMails and PDFs
• TWAIN or ISIS USB scanner support• Simplex, duplex, magazine scan• SimpleQC – thumbnails, re-order, split/combine pages, de-speckle, de-skew, auto-
rotate, rescan, redaction
SimpleIndex FeaturesSimpleIndex Features
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Remote Document CaptureRemote Document CaptureRemote Document CaptureRemote Document Capture
SMARTiRepository
eMaill
Office Applications
Distributed Scanners
BatchImport
SimpleIndex
- Manual Fill- Assisted Fill- Zone OCR- Point & Shoot OCR- Rules-based OCR- Barcode- OMR- Auto-Fill
[email protected] or Forward directly to SMARTiSend or Forward directly to SMARTi
Drop Box(Shared Directory)
Save AsSave As
Drag / DropDrag / Drop
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation Direct SendDirect Send
Document Submission MethodsDocument Submission Methods
CoversheetFax
eMaill
Subject: index1; index2; index3Attachments
CC or Fwd eMaill
From:
Subject: index1; index2; index3
Date / Time:
Attachment: file nameSMARTi
Repository
MFP Scanner
Subject: index1; index2; index3
eMaill
[email protected]@filemark.com
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
DSA Application ExamplesDSA Application Examples
• Vendor Invoice Processing• Customer Order Processing• PoD Processing• Proposal/RFP Responses
• Field Employee Reporting• Selective Email Archiving• Save (send) from MS Office
• Loan Origination• Student Aid Qualification• Legal Discovery • Estate Planning• Tax Preparation• Signature Cards
• Vendor Invoice Processing• Customer Order Processing• PoD Processing• Proposal/RFP Responses
• Field Employee Reporting• Selective Email Archiving• Save (send) from MS Office
• Loan Origination• Student Aid Qualification• Legal Discovery • Estate Planning• Tax Preparation• Signature Cards
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Mainframe
HostHost
Computer Output ArchivingComputer Output ArchivingComputer Output ArchivingComputer Output Archiving
Reports, Invoices, Statements
Reports, Invoices, Statements
Report Bursting Index Extraction Full Text Indexing Format Conversion Multi-level Security Auto-Distribution eMail Notifications Data Mining Barcode Insertion Job Reprinting
Print to File Print to File SMARTiRepository
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• COLD – Computer Output to Low-cost Disk
• High-volume, automated computer output capture and archiving
• Eliminates printing and manual distribution of internal reports
• Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage – ROI in less that one year
• Instant access to exact replicas of printed reports, statements and invoices from anywhere via the web
• Reports from reports – exports selected report data to spreadsheets or databases for sorting, reformatting, charting or data mining.
• COLD – Computer Output to Low-cost Disk
• High-volume, automated computer output capture and archiving
• Eliminates printing and manual distribution of internal reports
• Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage – ROI in less that one year
• Instant access to exact replicas of printed reports, statements and invoices from anywhere via the web
• Reports from reports – exports selected report data to spreadsheets or databases for sorting, reformatting, charting or data mining.
SMARTi COLD OverviewSMARTi COLD OverviewSMARTi COLD OverviewSMARTi COLD Overview
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• Standard SMARTi print formats – ASCII or EBCDIC (with optional form overlays)
• Advanced SMARTi print formats – PCL, PDF
• Adept Suite print formats – AFP, Metacode/DJDE, PS
• Auto-convert to searchable PDF – browse, query, search, view, print, e-mail
• Event scheduler – unattended data capture
• Affix barcodes prior to printing – for subsequent scanning with auto-indexing
• ASCII report compression – 10 to 1
• Report distribution – via workflow, eMail attachment or link to website
• Query and purge old reports or begin cutoff retention period
• Graphical report definer
• Original print stream archiving for on-demand job reprinting
• Optional static from designer• Optional SMART output transformation – dynamic data reformatting
• Optional intelligent print spooler option for legacy systems
• Standard SMARTi print formats – ASCII or EBCDIC (with optional form overlays)
• Advanced SMARTi print formats – PCL, PDF
• Adept Suite print formats – AFP, Metacode/DJDE, PS
• Auto-convert to searchable PDF – browse, query, search, view, print, e-mail
• Event scheduler – unattended data capture
• Affix barcodes prior to printing – for subsequent scanning with auto-indexing
• ASCII report compression – 10 to 1
• Report distribution – via workflow, eMail attachment or link to website
• Query and purge old reports or begin cutoff retention period
• Graphical report definer
• Original print stream archiving for on-demand job reprinting
• Optional static from designer• Optional SMART output transformation – dynamic data reformatting
• Optional intelligent print spooler option for legacy systems
SMARTi COLD FeaturesSMARTi COLD FeaturesSMARTi COLD FeaturesSMARTi COLD Features
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi COLD Add-on for ECMSMARTi COLD Add-on for ECMSMARTi COLD Add-on for ECMSMARTi COLD Add-on for ECM
Mainframe
HostHost
Import from Watched Folder Burst Reports (optional) Add Form Overlays (optional) Convert to Searchable PDF Extract Database Indexes Export to Destination Directory Notify via eMail with URL Link (optional) Web-based Administration
Print to File Print to File SMARTiCOLDServer
ECMSystemImport Import
ASCII
EBCDIC
PCL
AFP
Metacode
DJDE
PostScript
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Mainframe
PDF Report IndexerPDF Report Indexer
Print to Fileas PDF
File Server
SMARTiCOLDServer
Browser
Scheduled Retrieval of PDF Files Extract Metadata for DB Queries Index for Content Search Apply Multi-level Security Notify via eMail with URL Link
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Report TransformationReport Transformation
Mainframe
Print to FileDynamic Job
Processor SMARTiCOLDServer
Browser
Dynamically change data format Add conditional data, graphics, fonts, barcodes, objects, images Extract database indexes Convert to searchable PDF Notify via eMail with URL link
Transforms outbound customer documents into persuasive marketing tools !!
Report Transformation
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi Report TransformationSMARTi Report Transformation
• Eliminates the need for bulk printing of reportsEliminates the need for bulk printing of reports
• Dramatically improves the appearance and readability of simple text reports Dramatically improves the appearance and readability of simple text reports
• Create electronic forms to replace pre-printed paper formsCreate electronic forms to replace pre-printed paper forms
• Use built-in forms designer or create forms with MS Word (RTF)Use built-in forms designer or create forms with MS Word (RTF)
• Burst or Split reports into multiple documentsBurst or Split reports into multiple documents
• Reformat legacy application data to Web-accessible PDFsReformat legacy application data to Web-accessible PDFs
• Divert proprietary print jobs to any Windows printer - PCL, PS, GDI, Digital CopiersDivert proprietary print jobs to any Windows printer - PCL, PS, GDI, Digital Copiers
• High volume automated eMailing of reports High volume automated eMailing of reports with URL doc links to a secure Websitewith URL doc links to a secure Website
• 128 bit encryption enables option to send PDF documents securely by eMail 128 bit encryption enables option to send PDF documents securely by eMail
• Automatic faxing of reportsAutomatic faxing of reports
• Redaction of sensitive report dataRedaction of sensitive report data
• Pre-processor for SMARTi COLD indexing and archivingPre-processor for SMARTi COLD indexing and archiving
• Fully unattended run-time operationFully unattended run-time operation
Automatically transform, enhance and distribute computer output Automatically transform, enhance and distribute computer output
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Legacy PrintLegacy Print
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Transformed Report
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Legacy PrintLegacy Print
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Transformed Report
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi Report TransformationSMARTi Report Transformation
• Transform bills and statements into persuasiveTransform bills and statements into persuasive marketing tools marketing tools – make ugly printing look pretty– make ugly printing look pretty
• Eliminate the need for pre-printed formsEliminate the need for pre-printed forms
• Native print format can be ASCII, EBCDIC, PCL,Native print format can be ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJDE or Postscript PDF, AFP, Metacode, DJDE or Postscript
• Add new objects, images, text boxes orAdd new objects, images, text boxes or watermarks watermarks
• Dynamically link images into formsDynamically link images into forms
• Select from any True-Type font and size Select from any True-Type font and size
• Change line spacing and page sizesChange line spacing and page sizes
• Add user defined green bar or rainbow striping Add user defined green bar or rainbow striping
• Dynamically merge text and formsDynamically merge text and forms
• Dynamic switching of multiple form overlaysDynamic switching of multiple form overlays
• Conditional data reformatting Conditional data reformatting
• Page/line numberingPage/line numbering
• Vary opacity of elements and backgrounds Vary opacity of elements and backgrounds
• GUI based design environment GUI based design environment – drag and– drag and drop to move print data elements drop to move print data elements
• Unattended run-time operationUnattended run-time operation
• Automatic polling of watched directories Automatic polling of watched directories
• Automatically burst reportsAutomatically burst reports
• Convert to searchable PDF formatConvert to searchable PDF format
• Print legacy print data to standard PCL orPrint legacy print data to standard PCL or Postscript Windows printers Postscript Windows printers
• Automatically distribute reports by eMailAutomatically distribute reports by eMail with URL doc links to a secure website with URL doc links to a secure website
• Insert barcodes based on values within Insert barcodes based on values within forms forms
• Create MICR checks by printing on blankCreate MICR checks by printing on blank check stock check stock
• Optional 128-bit Acrobat-compatibleOptional 128-bit Acrobat-compatible encryption encryption
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Remote Print ManagerRemote Print Manager
SMARTiCOLDServer
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• Built-in document/work routing – simple to set up, simple to use
• Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing
• Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.).
• Secure work item routing – pre-defined users, roles, groups, states
• Optional notifications via eMail – reminders, timed escalation
• Built-in document/work routing – simple to set up, simple to use
• Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing
• Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.).
• Secure work item routing – pre-defined users, roles, groups, states
• Optional notifications via eMail – reminders, timed escalation
SMARTi WorkflowSMARTi Workflow
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Case Notes
Accounting Shipping / Receiving Supervisor √ Accounts Payable Complete
Pend Cancel NA
Workflow View Administration Windows Help
Case Notes
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• Easy desktop application integration – makes the SMARTi Repository an extension to any data-centric line-of-business application
• Automates document search – no re-keying of data
• Shows documents side-by-side with line-of-business applications
• User-defined document retrieval hot keys
• Simple, quick and safe – screen scraping, no code modifications required to line-of-business applications
• Support for client/server, browser or terminal emulator applications
• Screen OCR technology links to SMARTi URL APIs.
• Easy desktop application integration – makes the SMARTi Repository an extension to any data-centric line-of-business application
• Automates document search – no re-keying of data
• Shows documents side-by-side with line-of-business applications
• User-defined document retrieval hot keys
• Simple, quick and safe – screen scraping, no code modifications required to line-of-business applications
• Support for client/server, browser or terminal emulator applications
• Screen OCR technology links to SMARTi URL APIs.
Application IntegrationApplication IntegrationApplication IntegrationApplication Integration
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Data Integration – Term. Emulator App.Data Integration – Term. Emulator App.Data Integration – Term. Emulator App.Data Integration – Term. Emulator App.
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Data Integration – Client/Server App. Data Integration – Client/Server App. Data Integration – Client/Server App. Data Integration – Client/Server App.
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Data Integration - Browser App.Data Integration - Browser App.Data Integration - Browser App.Data Integration - Browser App.
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Integration ToolkitIntegration ToolkitIntegration ToolkitIntegration Toolkit
SMARTi URI
REST API
Representational State Transfer
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Support for user-defined file plans
Unlimited record classifications
Automatic declaration of fixed content classes
Rules-based record retention, migration and disposition schedules for each class, litigation holds
Recycle bin
Disposition audit logs and activity reports
Support for optional WORM storage
Flexible user/group document access control and functional permissions.
Support for user-defined file plans
Unlimited record classifications
Automatic declaration of fixed content classes
Rules-based record retention, migration and disposition schedules for each class, litigation holds
Recycle bin
Disposition audit logs and activity reports
Support for optional WORM storage
Flexible user/group document access control and functional permissions.
SMARTi Records ManagementSMARTi Records Management
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Record ClassificationRecord Classification
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Disposition StagesDisposition Stages
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Audit TrailsAudit Trails
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
eWORM NAS ArchiveeWORM NAS Archive
• Network attached eWORM storage appliance (NAS)
• Configurable policies for compliance, strict file retention and disposition enforcement
• Secure encryption prevents any modifications, secure erasure supports transparent file shredding
• Integrates with MS Active Directory for single sign-on
• Best price/performance
• Works with all applications, networks and databases
• Enables automatic Disaster Recovery, can automatically create copies on removable optical media
• Network attached eWORM storage appliance (NAS)
• Configurable policies for compliance, strict file retention and disposition enforcement
• Secure encryption prevents any modifications, secure erasure supports transparent file shredding
• Integrates with MS Active Directory for single sign-on
• Best price/performance
• Works with all applications, networks and databases
• Enables automatic Disaster Recovery, can automatically create copies on removable optical media
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Enterprise SecurityEnterprise Security
• User Authentication • Log-on, password,128bit SSL encryption (web client)• LDAP option, authenticates against MS Active Directory for single sign-on• Support for authentication cookies (auto-log-on)• Support for CAS (Central Authentication Service)• Log-on/password bypass (special URL API call from integrated application)• Automatic log-off after user-defined period of inactivity
• Document security• User and group metaphor• Allow or restrict document access by specific applications, drawers, folders,
documents, pages or record classes• Allow or restrict document access by database query value and operator (like,
not like, is, is not, begins with, ends with, between, =, ≠, >, <, >=, <=)• Functional security – grant or restrict access rights to specific functions by users
or groups (70+ functions)
• File storage – network file system or BLObs in database tables
• User Authentication • Log-on, password,128bit SSL encryption (web client)• LDAP option, authenticates against MS Active Directory for single sign-on• Support for authentication cookies (auto-log-on)• Support for CAS (Central Authentication Service)• Log-on/password bypass (special URL API call from integrated application)• Automatic log-off after user-defined period of inactivity
• Document security• User and group metaphor• Allow or restrict document access by specific applications, drawers, folders,
documents, pages or record classes• Allow or restrict document access by database query value and operator (like,
not like, is, is not, begins with, ends with, between, =, ≠, >, <, >=, <=)• Functional security – grant or restrict access rights to specific functions by users
or groups (70+ functions)
• File storage – network file system or BLObs in database tables
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• SaaS – Software as a Service, on-site hosting, local document storage
• AaaS – Administration as a Service
• On-site installation and configuration
• COLD form overlay design, web conversions
• LoB application integration
• Annual maintenance subscription – technical support, periodic product updates
• Data migrations – OS, DB, legacy systems
• Training – user, admin, on-site or on-line.
• SaaS – Software as a Service, on-site hosting, local document storage
• AaaS – Administration as a Service
• On-site installation and configuration
• COLD form overlay design, web conversions
• LoB application integration
• Annual maintenance subscription – technical support, periodic product updates
• Data migrations – OS, DB, legacy systems
• Training – user, admin, on-site or on-line.
FileMark ServicesFileMark ServicesFileMark ServicesFileMark Services
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
• SMARTi Software as a Service (SaaS)
• IT control – implemented on your server, on your premises
• Easy Budgeting – trade cap-ex for op-ex
• Efficient – local image scanning, unattended COLD capture and automatic document submission archive
• Lowest monthly cost – minimal capital expenditure
• Lower risk – cancel at any time, buyout at any time
• More secure – deployment behind corporate firewall
• No legal issues – documents do not leave premises
• Easy local system integration and customization
• On-line support, admin. and software update services from FileMark
• SMARTi Software as a Service (SaaS)
• IT control – implemented on your server, on your premises
• Easy Budgeting – trade cap-ex for op-ex
• Efficient – local image scanning, unattended COLD capture and automatic document submission archive
• Lowest monthly cost – minimal capital expenditure
• Lower risk – cancel at any time, buyout at any time
• More secure – deployment behind corporate firewall
• No legal issues – documents do not leave premises
• Easy local system integration and customization
• On-line support, admin. and software update services from FileMark
Private SaaS ProgramPrivate SaaS Program
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
Why FileMark COLD?Why FileMark COLD?
• Core expertise in COLD – 21 years, many installs
• Available as COLD add-on for ISVs – and priced as an add-on
• Compatibility – ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJ/DE, PS
• Vector form overlays – not images
• Best PCL fidelity – fonts, attributes, colors, graphics, barcodes, languages
• Web-based GUI administration – no programming, no scripting, no client software
• Scalability – multi-threaded, RDBMS, J2EE, fast PDF conversion
• Flexible output formats, RESTful URI API
• Optional notification and distribution – eMail links
• Optional dynamic data transformation – makes ugly printing pretty
• Optional intelligent print spooler – no software on host, no host reconfiguration
• Optional native print stream archiving – reprint at any time
• Optional web-based search, retrieve, view, eMail, print, mine
• Optional related functionality – DSA, image OCR
• Flexible business models – OEM, Mfr Rep, SAAS
• Core expertise in COLD – 21 years, many installs
• Available as COLD add-on for ISVs – and priced as an add-on
• Compatibility – ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJ/DE, PS
• Vector form overlays – not images
• Best PCL fidelity – fonts, attributes, colors, graphics, barcodes, languages
• Web-based GUI administration – no programming, no scripting, no client software
• Scalability – multi-threaded, RDBMS, J2EE, fast PDF conversion
• Flexible output formats, RESTful URI API
• Optional notification and distribution – eMail links
• Optional dynamic data transformation – makes ugly printing pretty
• Optional intelligent print spooler – no software on host, no host reconfiguration
• Optional native print stream archiving – reprint at any time
• Optional web-based search, retrieve, view, eMail, print, mine
• Optional related functionality – DSA, image OCR
• Flexible business models – OEM, Mfr Rep, SAAS
Document Solutions Document Solutions
Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation
SMARTi WebSMARTi Web
• Log-in, password, 128-bit SSL encryption
• Browse, Simple Query, Smart Query, Advanced Query, Full Text Search
• Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run
• Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents
• Image OCR option – for full text search of images
• View multiple documents of any type as a single PDF or side-by-side
• Workflow, searchable case notes and annotations
• My Cart – Checkout; Export selected data to Excel; PDF batch print, save or email
• New user auto-registration, change user password
• System Administration tools
• Automatic session termination, support for authentication cookies
• Log-in, password, 128-bit SSL encryption
• Browse, Simple Query, Smart Query, Advanced Query, Full Text Search
• Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run
• Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents
• Image OCR option – for full text search of images
• View multiple documents of any type as a single PDF or side-by-side
• Workflow, searchable case notes and annotations
• My Cart – Checkout; Export selected data to Excel; PDF batch print, save or email
• New user auto-registration, change user password
• System Administration tools
• Automatic session termination, support for authentication cookies
Login Screen
Applications
Drawers
Folders
Documents and Pages
Open All – View Greenbar COLD Reports as PDF
Open – View COLD Reports with Form Overlays as PDF
Open - View Images as PDF
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