notable solutions, inc personal workflow ticketing system
TRANSCRIPT
Notable Solutions, Inc
Personal WorkflowTicketing System
Notable Solutions, Inc
Requirement
How does a client securely get content directly to a user?
-Email?-Fax?-Regular mail/paper?-Web uploads?
Notable Solutions, Inc
SolutionAutoStore enables the use of secure personalized inbound emails, faxes, scans, or web uploads directly to an employee’s work queue, or other workflow system.
emails
faxes
scansweb
Notable Solutions, Inc
Scenario: Missing DocumentsFor a Loan Closing
Customer Branch Banker
EmailFaxPaperWeb uploads
Notable Solutions, Inc
Branch Banker
Notable Solutions, Inc
Create Ticketx
Create TicketClose
Ticket Label Leslie’s Missing I9
Ticket Number 5637234
Branch Banker
Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
Close
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
Branch Banker
Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
Close
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
Please fax to: (703) 555-1212
For: Tom RidgeTicket Number: 5637234Expires: April 5th, 2013
Branch Banker
Notable Solutions, Inc
Inbound Faxing
Branch Banker
Fax Serversnsi
Please fax to: (703) 555-1212
For: Tom RidgeTicket Number: 5637234Expires: April 5th, 2013
Customer
Notable Solutions, Inc
Service CenterBank Service Center
Tom Ridge
Please log into IBM Datacap to validate your document
FAX Ticket received with the label: Leslie’s missing I9
Inbound Faxing
Branch Banker
Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1
Branch Banker
Example of a “queue” for an employee to use. In this example, we’re showing IBM Datacap
Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
Close
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
Send EmailClose
To Email Address
Message
Please send me that I9
Notable Solutions, Inc
[email protected], April 04, 2013 10:50 [email protected]
Leslie’s Missing I9
Re: Leslie’s Missing I9
Tom,
Thanks for the email. Please find it attached.
Customer
Notable Solutions, Inc
Inbound Email
Email Servers
Branch BankerCustomer
nsi
Notable Solutions, Inc
Service CenterBank Service Center
Tom Ridge
Please log into IBM Datacap to validate your document
EMAIL from Leslie Hunt - Ticket received with the label: Leslie’s missing I9
Inbound Email
Branch Banker
Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1613 20130404.011 Ticket Email Index pending 1
Notable Solutions, Inc
Scanning
Servers
Branch Banker
nsi
Notable Solutions, Inc
Scan Ticket
Ticketing(Indexing Before Scanning)
Notable Solutions, Inc
Enter Ticket
Ticket
Ticket Label: Leslie’s Missing I9
5637234
Press the green SCAN/START button when ready
Notable Solutions, Inc
Secure Fax Secure Scan
eCourier
Enter Ticket
Ticket Label: Leslie’s Missing I9
5637234
Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1613 20130404.011 Ticket Email Index pending 1614 20130404.012 Ticket MFD Index pending 1
Notable Solutions, Inc
Web Upload
Branch BankerCustomer
Web Serversnsi
Notable Solutions, Inc
User logs into website using ticket ID
User then gets presented a form (designed by the bank), to upload documentsCustomer
Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1613 20130404.011 Ticket Email Index pending 1614 20130404.012 Ticket MFD Index pending 1615 20130404.013 Ticket Web Index pending 1
Notable Solutions, Inc
Enhanced Ticket Creation Interface
This shows additional capability, but more complexity
Notable Solutions, Inc
Step 1
Notable Solutions, Inc
Step 2
Notable Solutions, Inc
Step 3
Notable Solutions, Inc
Audit/Tracking
Notable Solutions, Inc
Security Options
Notable Solutions, Inc
Create Ticketx
Create TicketClose
Ticket Label Leslie’s Missing I9
Ticket UseOne Time
Ticket Expiration4/5/2013
Security Settings
Ticket Number 5637234
Notable Solutions, Inc
Integration Examples
Employee Portal
Others
• Directly into Line of Business Application
• Secure mail courier for branch mail
• Business to Business
• Consumer to Business
Notable Solutions, Inc
Questions