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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