< C O R R E S P O N D E N C E >

INSIDEThe Papyrus Blueprint - One Platform for:� Interactive business correspondence by end users� Batch, online and ad-hoc Web forms and documents� Integrated automated document factory� Seamless delivery to all channels including mobile

Case Study� RheinLand Insurance Group

KEY ADVANTAGES� Supports Desktop, Browser,

Mobile and Social Networks� Cost savings� Time to market� One company – One voice

Papyrus Business Correspondence Solution

Business Document Consolidation on a Single Platform

� SOA-based loose coupled integration with back end systems

A broad variety of Papyrus Adapters (file, XML, SOAP, MQSeries, HTTPs) connect the document system with vital business application data from almost any major legacy or mainstream system or application. These platform- and com-piler-independent interfaces drastically reduce the amount of time and effort required for interfacing with applications that span multiple systems and require the passing of documents and data between these systems.

� One set of defi nitions and resources for all corporate output

The benefits of having the same document definitions and using standardized corporate fonts and images on one prov-en formatting engine (DocEXEC) for high-volume, online and single document formatting in interactive mode for a client/server, desktop or Web portal, are enormous. There are no dependencies on hardware, operating system, programming languages, transformation languages, data input formats, printers or electronic output channels. All generated docu-ment definitions and resources are available to be used the same way on a mainframe, on a server or on a mobile device.

� Interactivity is built into the document architecture

For batch, online and on-demand, Papyrus offers the same interactive editing mode (Papyrus Client/Desktop and brows-er) giving the user full word processing capabilities inside the data-driven document. Depending on the document settings and user role, Papyrus provides full control of which para-graph can be selected and edited, what font, color and style can be used, etc. There is no additional programming effort for interactive document editing. The same definitions and resources are used as in batch/online and on-demand.

Key Features of the Papyrus Platform: � Central resource collection and management � Versioning of all objects including data � Variant control for branding and languages � Central user management by role and policy � Change management and automated deployment by date

and time � Centrally managed graphical user interface (EYE/Widgets) � Workfl ow and process management (sign-off ) � Job, spool, queue, print management / any output channel � Seamlessly integrated e-delivery / e-mail and portal

One Company - One VoiceConsolidating all business correspondence output on one common platform

Business documents can never be standalone applications as they are always tightly linked to business data and business process. Since many organizations want to operate with fewer systems, it makes great sense to standardize on a

common platform for business document design, formatting and process management rather than to deploy, integrate and maintain separate systems.

TCP/IP

IPDS, PCL,Postscript,SMS, FAX,

E-Mail (HTML, PDF),e-delivery

zOS

IPDS

CMIS

Papyrus DocEXECFormatter

OutputManagement

Print ServicesSpool

PapyrusWebRepository

DeveloperPapyrus Designer Suite

Business UsersPapyrus ClientPapyrus DesktopPapyrus WebPortalMobile / iPad

BusinessAdministratorPapyrus DesktopPapyrus Client

any Line Data,DJDE, XML, SAP RDI, ASCII, EBCDIC, ...

Papyrus Adapter:MQ, SOA, HTTP, File

The Papyrus Platform with its central WebRepository manages the document lifecycle end to end. Corporations create and administrate all their business documents and correspondence from raw data to print and e-delivery.

Business administrative users can assemble and make chang-es to the document content and template, uploading images and managing standard text paragraphs - all depending on their roles and policies (LDAP).

The Papyrus Correspondence Solution enables business users to maintain text, images and document templates to be used across online/batch, interactive/ad-hoc and Web com-

munications. All formatting features such as text styles, vari-able inserting, prompting, radio buttons checkboxes, images, color, lines, dynamic page break handling, widow and orphan, columns, tables, multi-language, OMR and barcodes, hyper-links, stickers, text orientation, dynamic white space manage-ment, automatic resizing of images, TOC generation, page re-sorting, headers and footers, Wizards, template and text compare - and more - are standard Papyrus functionality.

Papyrus' strong WYSIWYG design capabilities allow business and IT users to create highly personalized business documents for print and electronic delivery. Substantial cost savings, efficiency and corporate design across all document types are guaranteed. Papyrus integrated output management monitors, tracks and audits all output end to end.

� Powerful peer–to-peer capabilities for enhanced productivity

With Papyrus, correspondence applica-tions have the potential to be fully scal-able to thousands of users - really any-body who is on a computer or mobile device can share information, data or document resources with another peer in the intranet and Internet. The imple-mented security model in Papyrus pre-vents misuse of such a powerful open system. Deployment based on change management to all users and devices is fully automated by the Papyrus System and occur as needed.

Full Scalability - Fault Tolerance - Operating System Independence

Business Users Business Users Business Users Business Users Business Users Business Users Business Users Business Users Business Users Business Users Business Users Business Users Business Users

Projectmanager

ProductionEnvironment

Development & TestEnvironment

Variants Templates Wizards Building Blocks

IT

Content

Development & TestEnvironmentRelease

Public Project

PrivateProject

PrivateProject

PrivateProject

PrivateProject

PrivateProject

TCP/IP

IPDS, PCL,Postscript,SMS, FAX,

E-Mail (HTML, PDF),e-deliveryIPDS

DeveloperPapyrus Designer Suite

FormattingPapyrus DocEXEC

ApplicationRequest

Papyrus WebRepositoryand Library

Papyrus Print Server

Papyrus PrintPooland WebArchive

Business UsersPapyrus ClientPapyrus DesktopPapyrus WebPortalMobile / iPad

BusinessAdministratorPapyrus DesktopPapyrus Client

Papyrus EYE/WidgetsMore than just a pretty user interface

Papyrus EYE/Widgets GUI means high performance on Web, desktop and mobile. The Widgets are delivered as standard software and made available by the Papyrus WebRepository via certain user roles and policies. There is no programming requirement and EYE Widgets are platform-independent and instantly available on all devices including mobile. They can simply be ‘mashed up’ on the screen by the business adminis-trator and edited in size, color, position and grouping and at the same time populated with business data by a query to the WebRepository. In daily operation, developer teams and business users col-laborate using Papyrus Designer (in IT) and Papyrus Desktop/browser (in the business) to create data interfaces, building blocks with complex logic and content with business rules in their private projects. Templates and objects move through the development states to test before being made available in production. Every tem-plate can access the correct version of each object it requires because Papyrus WebRepository automatically manages the distribution of objects and resources to ensure they are imme-diately available wherever needed.

Document template management

Create new template, new version, select template

The business administrative user can make changes to the document content and template, upload images, manage and edit standard text paragraphs with Spell-check and Hyphenation. Versions and variants are managed for consis-tent appearance, reinforcing corporate and product branding.

Optimally, templates consist of re-usable elements such as logos, fonts, headers, footers, text and tables. Each element can be separately maintained and changed. The WebRepository makes it visible to the user in which document an element is used, which versions and variants exist and how a change of the element changes the document.

Tables in different styles - static or dynamic

Full digital asset managementUpload Images in JPEG, PNG, TIFF, BMP, GIF

The business administrative user can control each and every aspect of the document template - for example, which attach-ments and inserts are available to the end-user, whether the end-user can edit a text paragraph, or which variables can be used in the document.

� Closing the business communication loop

The Papyrus Platform standard software products and its application solutions enable corporations to close the business communication loop. By unifying inbound and outbound communications and processes linked to enterprise systems, Papyrus enables your organization to interact with customers as one company with one voice.

Letter writing seamlessly integrated in a case file

With Papyrus the user can interact directly with the document and enter data and text into the document in a very con-trolled way, i.e., allowing only certain paragraphs to be edited. Formatting happens in real time.

For example, a user would access a Web-based application integrated into the portal and select from a list of possible templates and building blocks for the letter or another docu-ment they want to create.

Interactive letter writing based on choices and rules

Data for each letter could be populated by the business application or the user could be allowed to enter as much or as little data as needed. Papyrus Client offers layout and text formatting functions familiar to anyone who has used com-mon Windows-based office applications. The user can be given complete control over selecting the available editing resources (such as fonts and styles) that are centrally managed in the Repository resource collection. The letter the user would view is the electronic original and there-fore identical to the letter printed and sent for archiving.

Paragraph and variable data selection

Document content and template compare for approval

When rejecting a letter, supervisors could add an electronic sticker to the document, similar to a PostIt®. Stickers can be color-coded by role and are role-, date- and time-stamped. While Stickers are stored with the document, they are not printed with the document unless required. Stickers can also be used as training aids.

Interactive Letter Writing

Customer Responses

Fullyautomated

response

Supervisorsign-o�

Manualresponse

with automatedtask routing

Automatedresponsewith user

intervention

Classify

RulesContent

Extraction

• Print• Fax• E-mail• Archive

• Mail• Fax• E-mail

• Web• SOAP

Natural Language Rules being used in the Forms Designer

Forms Designer, adding controls e.g. radio group and text

Wizard Designer

Writing a document using the Wizard

� A powerful way to assemble a complex document in real time, step by step

Papyrus Correspondence Wizard is a simple but powerful solution assisting the user when writing a complex document such as a contract or verdict. The Wizard gathers relevant data from the user in real time using freely definable forms. It can access and retrieve data from external systems. This informa-tion is then used to decide the next step.

The information gathered during the Wizard process can also be used in the document itself as the data becomes available as variables. The Papyrus Correspondence Wizard provides immediate feedback to the user due to the document being assembled in real time. The user views the document and edits paragraphs when authorized, and they can step back in the Wizard process to make changes. Feedback to the user will be given immediately as the document will undo the actions.

� Papyrus Forms Designer

The Papyrus Forms Designer lets the business administrative user create forms in WYSIWYG mode. Such forms can contain

a combination of input fields (text, date, numeric, amount), radio buttons and checkboxes, text and images. The forms are available for all supported client platforms and devices includ-ing iPad/iPhone, Android tablets and phones, the browser and many more.

� Papyrus Wizard Designer

The Papyrus Wizard Designer lets the business administra-tive user create structured interview/survey processes by simply adding the Wizard forms from the library and defining the business rules for navigation and actions using Natural Language. Besides Forms the Wizard process can contain Service tasks, i.e. to retrieve loan information or credit rating.

� Collaboration

With the Papyrus Correspondence Wizard, multiple users can work on the creation of a complex document. The process can be stopped and continued at a later date and time.

Papyrus Correspondence Wizard

The Papyrus Platform is fully SOA-compatible and offers a variety of Adapters as standard soft-ware to allow flexible coupling between business data and document system. These Adapters are platform- and compiler-independent and do not need Java or .Net programming. Typemanagers are also database-independent.

� Papyrus Adapters

� MQSeries � Mainframe – JES 2/3, CICS � XML & File � SAP Output management (XOM) � HTTPs � SOAP � E-mail (SMTP, POP3, MAPI, SMS) � Fax � LDAP for authorization (Active Directory, RACF) � MS SharePoint � CMIS (interfacing with 3rd-party archives) � VOIP (soon) � Social (LinkedIn, Twitter, Facebook, Google)

� Papyrus Typemanagers

� DB/2, Oracle, MS SQL

� GUI Integration

Papyrus offers several options for integration of the user front end: � The Papyrus WebPortal EYE Widget GUI (standard plug-in in the browser) � Website integration via iFrame in the browser � SharePoint Web Parts native integration � Mobile app (iPhone, iPad and Android)

Integration with existing business data and document process

Business Applications Papyrus WebRepository

Endusers

BankingApplication

InsuranceApplication

moremoreapplications

...

Intranet

Services Directory

PreviewQueue

PrintPoolQueue

Archive Queue

moreservices...

Pap

yrus

SO

AP

Ad

apte

r

PDF

Tweet with integrated response letter

Papyrus integration with MS SharePoint

Papyrus EYE/Widgets GUI on mobile for document creation, viewing and sign-off

Tweet with integrated response letter

Papyrus EYE/Widgets GUI on mobile for document creation, viewing and sign-off

Multichannel delivery � Letter delivery options

When the user has completed the letter task it could be for-matted by Papyrus Client in the browser or Desktop and local-ly printed/e-mailed/faxed or queued in the central Papyrus Document Pool for any further post-processing, such as the addition or Barcodes and/or OMR codes or batching letters to the same end customer.

Managing individually selected and dynamic attachments

Often there is a need to attach terms and conditions, com-plaints procedure, an entry form or a commercial brochure to a letter or contract. The correspondence solution supports pre-defined, manual and dynamic attachments.

With the manual option, the user can choose from a list of pre-defined attachments, whereas with the dynamic attachment the choice is being made using business rules.

� The Central Business Document Pool

Papyrus integrated output management for all types of business documents generated centrally in batch/online, as well as individually by the business users, can be collected in the Document Pool for optimized print/mail and digital output delivery to desktop, browser and mobile - based on customer’s preference. The Document Pool is available on z/OS, SUN, AIX, HP, Linux and Windows.

The unique concept of document pooling replaces conventional file spooling. Bundling of documents includes index and control information and provides distribution, reprinting, OMR and barcoding, banner pages, envelope merging and split-

ting. The bundling, distribution and postal optimization features provide important opportunities for cost reduction, by reduc-ing the amount of printouts and numbers of envelopes mailed and by optimizing the postage per mail piece for discount possi-bilities. As Papyrus has control and visibility of all resources in the system, postal sort can be applied on the formatted letter, not only on addresses. Users may have the ability to search the Document Pool for previously sent docu-ments for viewing, re-printing and re-send-ing to the end customer. Reprints can have a watermark included to indicate the docu-ment is not the original.

TCP/IP

Pool ManagementPapyrus DocEXEC

Papyrus DocEXECFormatter

Interactive CorrespondencePapyrus ClientPapyrus DesktopPapyrus WebPortalMobile User

Pool Management: Panels and programs manage the extraction of pages in any user de�ned way, including postal optimization logic.

Print

FaxSMS

E-mail

Internet

PDF

TIFF

Archive

� A document solution for the multichannel world

Papyrus interfaces with any input data file without data manipulation or tagging - and by single-time design and formatting, it seamlessly delivers any business document to print, to the Web and to mobile. Every document is formatted with a document index, and identical quality is guaranteed on all channels.

Papyrus' proven output management system is designed for transparent and seamless multi-channel output to all destinations in the network and on the Web. Central control and adminis-tration of all jobs is performed by the Papyrus WebRepository. Powerful end-to-end monitoring and management of all jobs and across all plat-forms, devices and output channels is enabled by the Papyrus Automated Document Factory (AFD) framework solution. The Papyrus ADF provides intelligent, end-to-end automation, tracking and monitoring of print and e-delivery. The ADF includes unique features for complete centralized lifecycle management - across all platforms - of all document resources from data, formatting, printing and post-process-ing to multichannel delivery and archiving.

� Papyrus job, device and process management

From the desktop, browser or mobile, authorized users perform supervision and administration of print and e-delivery jobs by monitoring all processes running on a wide range of printers and other output channels. Agent technology is used to perform highly flexible process automation based on the document status.

� Document monitoring, tracking, auditing and generating reports

The Papyrus Platform performs automating and monitoring of the entire, end-to-end document production process as a manufacturing process, from raw business data to formatting into digital documents and delivery to multiple output chan-nels, including post-processing, bundling and enveloping control. Documents can be tracked seamlessly from creation over centralized or decentralized printing to final enveloping in the letter shop. Document templates and resources are versioned, including a full audit trail with who accessed what document, applying which changes.

Paper

Fax

E-mail

PDF

XML

SMS

Mobile

� The Business

Established in 1880 RheinLand Insurance is one of the very few insurance groups today with a majority of shares privately owned. With roughly 880 employees and 350 sales represen-tatives on a full-time basis RheinLand, its subsidiaries and a brokerage and banking division together offer a wide range of private and business insurance offerings. Cooperation part-ners offer insurance products for healthcare and legal costs. RheinLand Insurance services approximately 2.5 million cus-tomers with premiums of 723 million Euros. Subsidiary Credit Life in Venlo/NL provides customers in different EU countries with life and residual debt business.

� The Challenge

Central production of all letter correspondence for RheinLand Insurance was on the mainframe using IBM ASF and DCF. ASF applications were used either standalone or integrated into the company's damage dialog system. On average, 300 users produced 1,300 documents per day with peaks of 2,500 - and printing was available centrally or on department printers. There was a COLD interface connected with the document management system.

A preliminary study and selection for a follow-up product was initiated in 2006 for the migration of existing letters (1,000 letters with 7,500 text blocks) with some automation. The strategic decision was to retain AFP, particularly because documents in mass printing (bills, policies) were also using the AFP architecture.

� The Solution

In addition to the existing products used for batch mass pro-duction - Papyrus DocEXEC, Postprocessing/Printpool and PostCalc - RheinLand installed Papyrus WebRepository and Papyrus Clients and then completed a Proof of Concept for the new Business Correspondence system as well as a first pilot GUI in 2007 with the help of ISIS Papyrus consultants. Conversion modules were established for letter definitions and the elements saved in ASF, and the converted DCF-to-DFA code was closely reviewed to ensure the structure of the exist-ing documents was maintained in the migration.

Business Goals

� Elimination of the ASF/DCF software � Migration from mainframe to a Client-Server environment � Increased user-friendliness � Simplifi ed document formatting and production � Retaining AFP document integrity and architecture

Functional Requirements

� Migration of 1,000 documents and their 7,500 elements � Interfacing for data acquisition with diff erent RheinLand

backend systems � Usage of the XML adapter for letter production by pre-

existing systems � Integration of document production into the damage

dialog system (3270-emulation/Web surface)

Case Study

Migration to Modernize Business Correspondence for RheinLand Insurance Group

Papyrus Products at RheinLand

� Papyrus Designer � Papyrus DocEXEC � Papyrus Client/Webportal � Papyrus WebRepository � Papyrus Postprocessing/PrintPool with PostCalc � Papyrus Server/E-mail � Papyrus Designer/FixForm

Snapshot

� Organisation: RheinLand (Insurance) � Business Challenge: Updating and integrating centralized

business correspondence system � Goals: Improved quality standard for letter production;

Elimination of ASF/DCF; Migration of Word templates � Migration: z/VSE to Windows � Solution: Papyrus Correspondence Framework

� Migrating ASF/DCF to Papyrus

The letter migration, as well as enhancement of the portal GUI and integration into other applications, took place in three phases:

� Letters concerning life insurance and fi nancial accounting � Letters concerning combined insurances � Letters concerning damage dialog system

Through this gradual introduction, RheinLand Insurance gained relevant experience with the capacity and functional-ity of Papyrus WebRepository that enabled them to optimize on every level for key advantages:

� Achieving Corporate Identity - Proportional fonts conform now with the mass print

� WYSIWYG display including overlays (up to now not pos-sible in 3270-emulation)

� Spell-checker within letter development and the entry of free text

� Options for formatting within free text � "Four-eyes" principle on Web GUI without paper output

The data acquisition interface for ASF was connected and optimized with the RheinLand systems through the Papyrus interface. Furthermore, the trigger for letters, which are partly also produced in 'batch', was enabled through the Papyrus XML Adapter with the pre-existing systems.

The strong integration into the RheinLand damage dialog system (i.e., with response of the print sta-tus) made it essential to have differ-ent mechanisms to communicate via Windows between the main-frame surroundings and the ISIS Papyrus products.

� RheinLand Portal and Desktop GUIs

With the Papyrus products RheinLand was able to define GUIs for business users not using a Designer workplace.

Portal applications: � Letter Portal � Change Management � Print Management (View on the Print Pool)

Desktop applications: � System Operator - Management of Queues and Tools � Web Operator - Management of the Web Server

� Migrating Word templates to Papyrus

Besides switching from ASF/DCF products in 2011, the proj-ect included moving roughly 120 Word templates into the new document system called RheiKos (RheinLand System of Correspondence). These templates were established in the business departments apart from the mainframe solution. In the future, more letter templates will be developed and used through WebRepository.

� The Future

Further expansion will also occur in the linkage of distribution via e-mail, fax or e-mail letter, as well as in meeting a request for a decen-tralized building block manage-ment in the business departments.

Distributed Nodes with Enterprise Service Bus

Business RepositoryMetadata, Process, Content, GUI, Rules

Po

rtal

BPMprocesses

e-mail fax letter SMS print Web

OutboundContent

e-mail fax letter SMS scan Web

InboundContent

CRMprocesses

Security, Monitoring, Auditing, Reporting

BUSINESS DATA ENTITIES SOA and other adapters

ECMprocesses

Partners

Sales

Service

Accounting

Management

Customers

Administration

Operations

CRM EC

M

ERP

SOA

MQ BI

LDAPSECURITY

ISIS LocationsInternational Headquarters, Austria

ISIS Papyrus Europe AG Alter Wienerweg 12 A-2344 Maria Enzersdorf

T: +43-2236-27551-0 F: +43-2236-21081 E-mail: info@isis-papyrus.com

US Headquarters

ISIS Papyrus America, Inc. 301 Bank St. Southlake, TX 76092

T: 817-416-2345

Asia-Pacifi c Headquarters

ISIS Papyrus Asia Pacifi c Ltd 9 Temasek Blvd. #15-03 Suntec City Tower 2 Singapore 038989

T: +65-6339-8719

England

ISIS Papyrus UK Ltd. Watership Barn Kingsclere Business Park Union Lane, Kingsclere Hants, RG20 4SW

T: +44-1635-299849

Germany

ISIS Papyrus Deutschland GmbH Heerdter Lohweg 81 40549 Düsseldorf

T: +43-2236-27551-0

The Netherlands

ISIS Papyrus Netherlands B.V. WTC World Trade Center Zuidplein 36 1077 XV Amsterdam

T: +31-20-799-7716

Italy

ISIS Papyrus Italy Srl via Monte Navale 11 10015 Ivrea (TO)

T: +39-0125-6455-00

France

ISIS Papyrus France SARL 21, Rue Vernet 75008 Paris

T: +33-1-47-20-08-99

Spain

ISIS Thot SL. Sainz de la Calleja, 14 28023 Madrid

T: +34-91-307-78-41

Nordics

ISIS Papyrus Nordics ApS Science Park Scion DTU Diplomvej 381 2800 Lyngby, Denmark

T: +45-8827-6170

www.isis-papyrus.com

A c o m p r e h e n s i v e , f l e x i b l e a n d s c a l a b l e s o l u t i o n f o r c o n s o l i d a t e d m a n a g e m e n t o f i n b o u n d a n d o u t b o u n d c u s t o m e r c o m -m u n i c a t i o n s a c r o s s c h a n n e l s , d e p a r t m e n t s a n d s y s t e m s .

O r g a n i z a t i o n s c a n d e f i n e , m e a s u r e , a n d m a n a g e p r o c e s s , c o n t e n t a n d d a t a i n c o m p l e x s e r v i c e e n v i r o n m e n t s w i t h a s h a r e d c u s t o m e r v i e w a n d c u s t o m i z e d G U I s .

E m b e d o u t b o u n d b u s i n e s s c o m m u n i c a t i o n : T h e u s e o f P a p y r u s o u t b o u n d p r o d u c t s c l o s e s t h e c o m m u n i c a t i o n s l o o p w i t h c u s t o m e r s , c l i e n t s , s t a k e h o l d e r s , a g e n t s a n d v e n d o r s w i t h h i g h - q u a l i t y c o n t e n t .

Pa p y r u s A d a p t i v e P r o c e s s P l a t f o r m

A one-system solution or just the capabilities you need

FAXPRINT E-MAIL MOBILE

REPOSITORY

CLIENTFORMATTER

ARCHIVEBUNDLING & MAIL SORT

PORTALDELIVERY

WORKPLACEDESIGNER

WEB