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DokCRM for banking | architecture

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DokCRM for banking architecture and components

DokCRM for banking architecture and components

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    DokCRM for banking | architecture DokCRM for banking | architecture Presentation Transcript

    • Paperless
      PaperlessApproachfor
      financialprocesses
      withdokCRMfor banking
    • 28
      today
      !
      !
      !
      !
      Paperless in the Financial Sector?
      Suppliers
      Clients
      Institutions
      !
      Banking EngagementProcess
      ContractAgreements, Productsales,
      Origination, Post-Sales, Litigations
      Engagement
      Gap
      ?
      Internal Processes
    • !
      !
      !
      !
      !
      Closing the engagement gap!
      28
      oggi
      Tomorrow
      Suppliers
      Clients
      Institutions
      Banking Engagement Processes Trade agreements, Product sales, Origination, Post-Sale
      Rich Internet Application
      Banking Engagement Process
      Accordi commerciali, Vendita prodotti,
      Origination, Post-Vendita, Contenzioso
      Composite Content Application
      ?
      Human Centric Business Process Managemet
      Universal content repository
      Internal Processes
    • DokCRMdistributed document platform
      A virtual document management centralized platform for branch-bank applications,
      A unified complete view of document assets, more valuable than the sum of values of heterogeneous application documents
      Integration among applications throughout documents
      Centralization of security management, business rules and objects
      Attention to application maintenance efficiency and evolution management
      Customer
      Relationship
      Managmnt
      CreditRisk
      Managmnt
      Application
      Mortgages
      Application
      … Apps
      Customer
      Dossier
      Branch
      Contract/Product
    • DokCRMStraigthThroughProcess
      xCP
      Configuration
      User Experience
    • Distribute
      Process
      Capture
      Deploy, Execute
      ScannedImages
      Portal
      Model, Simulate
      Faxes &Reports
      BusinessProcessManagement
      Reports
      Paper & eForms
      Monitor, Manage
      Print
      Analyze,Optimize
      Common Content and Storage Platform
      Engine: EMC Documentum
    • Capture
      Compliance
      WebApp
      LegacyApp
      DokCRMFramework
      DokCRMOrchestrator
      Events & Services
      DokCRMCore
       Core functionality, Business Rules
      Documentum Content Server
       Process & Data Model
      English Version
      dokCRMFramework
    • Accelerator: KLever dokCRMcomponents
      CLIENT
      DocBank ScanclientDistributed Capture
      BankLegacyApps
      Documentum WebTop & TaskSpace
       DokCRMDashboard
       DokCRMDashboard
      SERVER
      DokCRMOrchestrator
      Document
      Science
      Document
      Composing
      Captiva
      Document
      Capture
      DokCRMCore
      Documentum BPM
      DokCRMRules
      DokCRMWorkflows
      DokCRMBatch
      DokCRMTemplate
      Documentum Repository
      DokCRMBusiness Object Model
      ADMIN
       DokCRMComposer
    • DocBank framework | Business ObjectModel
      Business ObjectModel
      DokCRMimplements a business object model which covers all the banking application areas, thereby ensuring a uniform and integrated product appearance and avoiding a conglomerate of diverse applications which need to be glued together.
      Units of Higher Business Semantics
      A business object encapsulates structured and unstructured information and forms a unit of higher business value. Examples: Customer, Product, Operation, Contract, Document
    • DokCRMObjects
      Documentum Composer
      DokCRM| Business Object Model
      DokCRMComposer
      English Version
    • DokCRMframework | HumanCentric BPM
      While the main objective of BPM and workflow is to automate routine tasks and procedures, Human Centric BPM aims to support human beings in performing knowledge-intensive work
    • DokCRMframework | HumanCentric BPM
      Process Modeling vs Process Activation
      Rather than automating completely predefined procedures, execution (or activation) of task pattern models should be interactive.
      When a model fragment is complete any sequences, choices and decisions can be automated troughtbusiness rules execution.
      When a model fragment is incomplete, users must decide what should happen next.
      By combining human and automated decision making, Interactive Task Management is able to integrate the support for ad-hoc and routine work, covering the whole process spectrum.
    • dokCRMFramework | DokCRMActivity
      dokCRMEvent
      Activities
      Message Outbound
      Message Inbound
      dokCRMWeb Services
      Activities
      WebServicesInbound
      WebServices
      dokCRMCORE
      Activities
      PublishDocument
      CheckList Evaluate
      Change BusinessState
    • dokCRMFramework | Orchestrator
      DokCRMOrchestrator
      Events & Services
      English Version
    • Document-centric operating model
      In agenzia
      Analogica
      Posta
      Classificazione e
      indicizzazione
      Biometrica
      Su web
      Portale
      PEC
      Remota + OTP
      Su mobile
      Conservazione
      Sositutiva
      Automazione
      processo
      Remota + SMS
      BusinessKeyIntesi PKBox
      Arx CoSign
      Klever DocBank SignDOC
      Kofax KTM
      Captiva Dispatcher
      Klever DocBank
      LegalDOC
      Klever PKConservazione
      EMC Documentum
      Adobe LiveCycle
      Klever DocBank
      EMCDocumentum
      LegalMail
      EMC DocumentScience
      Adobe Output
      Klever DigitalVault
    • thanks