Transcript
Page 1: Docflow - Excellence in document composition

Docflow 2009

Page 2: Docflow - Excellence in document composition

Docflow: Excellence in document composition

Page 3: Docflow - Excellence in document composition

Type of document management technology

Authentication/Approval

Digital Asset Management

Transfer by Email, Fax, etc.

Archiving

Workflow Support

Templating

Document Imaging

Digital Rights Management

OCR

Image Capture

Indexing

Storage

Versioning (*of Templates)

Filing, logging

*Document Retrieval

Security

Disaster Recovery

Distribution

Web Publication

Personalised Creation

DM

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*Document Retrieval: Is the recovery of documents or document templates from archives/databases. "Retrieval" typically includes the search for documents, as well as the search for specific information (keywords).

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Enterprise Content Management (ECM)D

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Document Lifecycle

Collaboration Web Content

Management (WCM)

Document distribution Workflow Management/ Output Management/Content Mgmt.

Document usage(inquiry/editing/link-up)

e-Forms

Output Management

Workflow DATA/Content driven Rules

Document managementInformation Lifecycle Management, Compliance

(Revision Security) Archiving, Records Management

DMS

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Aggregate states of information

Document import

DMS, archiving, indexingprocesses handle formatted

text; In case of otherprocessing, data extractionis necessary. RSS, HTMLand specific PDF formats

support this.

Optical character recognition(3rd party products, language

dependent)

Industrial scanners; scanningsigned contracts; stamped with

digital signature

Digital Pen is used for handwriting in case of need of OCR.

Business document needsto be created; data that must

be included in documentis collected; an application

extracts the requiredvalues from the database and

stores in XML

Personalization with XML data;formatted to templates;

Formatted document generation;processing like sorting

or calculation of subtotals;addition of logos; text elements

depending on values

Monitoring of output processand storage of the document;translation to required format

has to be sent to receiverby using appropriate output

channel; Printout of transmissionto the desired output device

Data for Document Formatting to templates Transformation to images Send to output device

Data entry into DB Data extraction OCR conversion Scanning, imaging

Data is held

centrally, consistently in a DB.

No physical shape.

Raw dataSQL database, optimal

for storage, queries, highlyavailable operations

printedfaxedfilmed

Physical output format

XMLData interchange formats,self description languages

(data + structural info);optimal to interface remote

systems XML, XForms

Formatted textFormatted text for display of

documents; this format is sent to thedisplay channel (HTML web server, Word,

PDF viewer, formatted email, etc.)

Raw imageBinary image format

(GIF, TIFF, JPEG, Postscript, Barcode) These formats are

used by printer-scanner devices.

Industrial scanners; scanningsigned contracts; stamped with

digital signature

Digital Pen is usedfor hand writing in

case of need of OCR.

Document creation & Output management

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Circumstances:- s-Bausparkasse offers in 3 main departments (savings, loans private, loans corporate) within 15 main business cases products to

their customers

- Each product results in the creation of several documents. A total of 130 document types needs to be generated which results, due to

business rules, in thousands of variations.

- The documents are composed out of 1800 document components

- Data Sources are Host Applications, Databases, Web Services and Human Input

Savings

Loans private

Loans corporate

Application

3 Departments 15 Business Cases

Complaint

130 Document Types

1500 Template parts

DocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocument

Case study – Financial Services

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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

Host backend System

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Customerdatabase

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Information Flow

Print

www

Business departmentDocumentCreation

Document storage

1 Manual or automatic periodic start of process through appropriate department

Request of information from the backend system of the Bank (tenders, contracts, statistics, etc.)

Document generation - data from the preceding steps are sources of information for dynamic document data

Optional archive or DMS systems can be used for document storage

Multi-channel output to various channels (printer, e-mail, portal, fax,…)

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Request of information from the CRM system (such as addresses, customer communication data,…)

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Case study – Insurance

Optionally manual workflow steps (e.g. quality assurance, release ,...) can be implemented

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Insurance backendSystem

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Integrated information transfer

Print

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CRM DocumentCreation

Workflow

Archive/DMSrepository

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Skilled labor insurance

Multi- Channels(Personalized)

1 Manual or automatic periodic start of process through appropriate department

Request of information from the CRM system (such as addresses, customer communication data,…)

Document generation - data from the preceding steps are sources of information for dynamic document data

Optional archive or DMS systems can be used for document storage

Multi-channel output to various channels (printer, e-mail, portal, fax,…)

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Request of information from the insurance backend system (tenders, contracts, statistics, etc.)

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Docflow: Excellence in document composition


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