Docflow - Excellence in document composition
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Transcript of Docflow - Excellence in document composition
Docflow 2009
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).
Enterprise Content Management (ECM)D
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Des
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Inte
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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
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
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
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130 Document Types
1500 Template parts
DocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocumentDocument
Case study – Financial Services
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
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,…)
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
www
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.)
Docflow: Excellence in document composition