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End to End Solutions for Financial Services

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  • 1. An End to End Solution for Financial Services Pat Myers pat@ziaconsulting.com Ryan McVeigh ryan@ziaconsulting.com
  • 2. Who is Zia Consulting? Zia Consulting is a leading provider of enterprise business solutions for content management from paper to mobile.The Content People at Zia Consulting • Driving Enterprise Mobility Technology • Experts in Enterprise Integration and Cloud Ready Solutions • Connected with industry leading partners • Delivering measurable business results, on time, within budget Zia provides innovative solutions which open up new possibilities in a content anywhere environment.
  • 3. Who is Zia Consulting? End to End Business Solutions • Procurement • Sales Automation • Contract and Records Management • eDiscovery • Knowledge Management • Business Process Management • Project and Expense ManagementIntegrity is core to how Zia does business
  • 4. Agenda• Solutions for Financial Services • Paper to Mobile• Document Scanning • Kodak Scanners and Capture Pro• Document Classification and Data Extraction • Ephesoft Intelligent Document Capture• Content Store • Alfresco Records Management• Q&A
  • 5. Business Needs for Financial Services Doc Processing Transactional Content Management Content Store Records ManagementDoc Scanning Doc Classificationand Image QA and Content Extraction Mobile Content Anywhere
  • 6. Business Needs for Financial Services Doc Processing Transactional Content Management Today’s Focus Content Store Records ManagementDoc Scanning Doc Classificationand Image QA and Content Extraction Mobile Content Anywhere
  • 7. Demo Content Store Records ManagementDoc Scanning Doc Classificationand Image QA and Content Extraction
  • 8. Kodak Capture ProTraditional Document Capture • Batches • Simple Separation • Database lookup • Simple extraction (zonal)Integration with Ephesoft IDC • Job template • Export field info to EphesoftImage QAScan auditing
  • 9. Capture Pro Demo
  • 10. Ephesoft Intelligent Document Capture• Input • Paper, Fax, Email and Electronic formats• Document Classification • Automatic classification, separation and document assembly• Data Extraction • Free form extraction – key value, regular expressions • As well as fixed form, QR/Barcodes, OCR and DB lookup• Web-based • Thin client
  • 11. Ephesoft Process
  • 12. Ephesoft Key Features 100% web-based interface - Administration and Operator Content-centric architecture Classification and Extraction - Without separator sheets or barcodes Free form extraction – KeyValue, Regular expression RecoStar Pro v5 OCR/ICR/OMR integration Fuzzy Database matching technology Plug-ability: The architecture is extensible and different plug-ins can beintegrated to extend the processing. Script-ability CMIS Integration – Alfresco direct content model mapping LDAP/Active Directory Integration Browser-based scanning included
  • 13. Ephesoft Demo
  • 14. Mortgage Document Classification and Extraction Loan Number HUD-1 File number Sales Price Loan App Amount GFE App numberMortgage Documents Alfresco RM Transmittal Rate summary Scan Classify Extract Store
  • 15. Alfresco Benefits• Content Platform• Open Source• Dramatically lower cost• Ease-of-Use• Developer Productivity• Best-Practice Collaboration• Administrator Productivity• Advanced Search / Knowledge Management• Distributed Architecture
  • 16. Alfresco Records Management Benefits• DOD 5015.2 certified records management• Unified Solution• Built on top of Alfresco’s Document Management Repository• File records from the Alfresco interface• Single solution to manage both corporate records and other content
  • 17. Alfresco Records Management
  • 18. Business Needs for Financial Services Doc Processing Transactional Content Management Content Store Records ManagementDoc Scanning Doc Classificationand Image QA and Content Extraction Mobile Content Anywhere
  • 19. Q&A Pat Myers pat@ziaconsulting.comRyan McVeigh ryan@ziaconsulting.com