Your Business Processes.

Streamlined.

ECM Automation Systems

• Any “Paper/Person-Centric” Process• Supporting Documents• Complex (Uncontrolled) Business

Processes

• Application & Claim Processing• Mortgage, Insurance, Government,

Education….• Benefits, Permits

• Employee Onboarding• Contracts Management / Invoice

Processing

ECM Automation Systems – Where?

• ROI < 9 months.• 50%+ increase in Productivity.

• Improved Customer Satisfaction.• Accelerated Revenue Cycles

• Enhanced Compliance• Actionable Analytics.

Prove It!

ECM Automation Systems – Why?

3 Core Components:• Smart Repository• Smart Workflow• Enterprise Integration

Additional Components may include:• Customer Self-Service Web/Portal• OCR-as-a-Service• Records Management• Zia OneView ™ - Actionable Analytics

ECM Automation Systems - What?

ECM Automation SystemsCase Study

The loan process

is paper intensive and

costly

Why

now?• Competition

• Increased Risks

• Leverage New Technologies

• Increased Costs (Compliance & Storage)

• Origination & Underwriting• Borrower Documents: W-2’s, 1040’s, Bank

Statements, 401k/IRA’s and more…• Paper, Email, Fax, Borrower Upload

• Closing• HUD-1 & Other Closing Docs• Business Process Integration• Loan Origination System (LOS) Integration

• Post Closing• Classify & Extract with ACE• GFE, TIL, HUD-1• Sort & Stack for Delivery

Zia Loan Automation System

• mFolder – docs + metadata

• Borrower Uploads, Email Integration

• Enterprise Document Management• Version Control• Enterprise Search• “Paperless Underwriting” – including

Annotation (Markup) of Documents• Document Assembly

• Automatic Records Management

How - Smart Repository

• Status – New, WIP, Complete

• Initiation of mFolder (Case)

• Routing – Review, Approve

• Classify & Extract

• Declare Record

How – Smart Workflow

• Zia LAS + Your LOS• Email & Office Integration• Viewer, Capture, Portal • LOS Integration

• Point-to-Point• Enterprise Service Bus

How - Enterprise Integration

Additional Components Borrower Site/Portal

• Secure Customer Login• Loan Origination• Upload Documents• Check Status

• Unique Landing Page• Simple Design & Branding• Asset Re-use Across Sites

In-Process Capture™ (IPC)

• Classification & extraction optimized for use WITHIN your document repository

• Capture by users within business process – by borrower, by document

Additional Components OCR-as-a-Service

Additional Components OCR-as-a-Service

Advanced Closing Extraction™ (ACE)

• Classification for Hundreds of Closing Document Types

• Extraction for Critical Closing Documents

• HUD-1, TIL, GFE

• State specific documents (CA, IL…)

• Tested/Validated with Leading Mortgage Company

• We said we save you time, we can prove it.

• Compliance & Management Metrics

• Reporting / BI Integration

• Managed by Zia OneView ™

Additional Components Actionable Analytics

Rapid ROI (< 9 months)50% > Process ImprovementAccelerated Revenue CyclesComplianceActionable Analytics

Loan originationUnderwritingClosingPost ClosingInvestor PrepCompliance

Zia Loan Automation System Delivers:

Demo!

Life Insurance Applications

ECM Automation Systems – Where Else?

New Life Insurance Applications• ~500 Unique Forms• ~ 6 million docs/year

Expensive + Slow + Error Prone• Agents – Upload to ECM system• Customers - Paper, Email, Fax• 3rd Parties – Paper to EDI (Lab

Results, Medical Forms)• Email/Fax – Print & Re-Scan

Previous Solution – More People.

Automation Case StudyRegional Life Insurance Company

Zia Insurance Automation System

Results:• Quick Wins with Discrete Projects

• Automate Classification• Forms – Version Control +

Redesign + Rationalization• Customer Portal• Automate Extraction • Actionable Analytics

• Reduced Costs• Reduced Delivery Time to

Underwriting = Time to Revenue• Reduced Error Rates

Questions?