Docflow - Excellence in document composition
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Docflow - Excellence in document composition

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Docflow - Excellence in document composition

Docflow - Excellence in document composition

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  • dynamic document composition:
    The Military Payroll Calculator is a very good example of how a macro can make dynamic document composition quick and easy with no need to add payroll calculations to the data source.
    http://blogs.windwardreports.com/enjayh/2011/03/windward-custom-functions-military-payroll-calculator.html
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    Docflow - Excellence in document composition Docflow - Excellence in document composition Presentation Transcript

    • Docflow 2009
    • Docflow: Excellence in document composition
    • ECM WCM DMS Docflow Output M. Type of document management technology x x Archiving 3rd x x x Workflow Support x x x Templating x 3rd Document Imaging x Digital Rights Management x OCR x 3rd Image Capture x x Indexing x x Storage Functions x x X* Versioning (*of Templates) x x Filing, logging x x x x *Document Retrieval x x Security x Disaster Recovery x x x Distribution *Document Retrieval: Is the recovery of x x x x Web Publication documents or document templates from archives/databases. quot;Retrievalquot; typically x x x x Personalised Creation includes the search for documents, as x x Authentication/Approval well as the search for specific information (keywords). x Digital Asset Management x x Transfer by Email, Fax, etc.
    • Enterprise Content Management (ECM) Collaboration Document import Document distribution Integration of application Web Content Scan/classification Workflow Management/ Management (WCM) Output Management/Content Mgmt. Output Management Document destruction (Retention Management) Workflow DATA/Content driven Rules Document usage (inquiry/editing/link-up) Integration of application Designing/classification Document creation DMS Document management Information Lifecycle Management, Compliance (Revision Security) Archiving, Records Management e-Forms Document Lifecycle
    • Aggregate states of information XML printed Raw image Formatted text Raw data faxed Data interchange formats, Binary image format Formatted text for display of filmed SQL database, optimal self description languages (GIF, TIFF, JPEG, Postscript, documents; this format is sent to the for storage, queries, highly (data + structural info); Barcode) These formats are display channel (HTML web server, Word, Physical output available operations optimal to interface remote used by printer-scanner devices. PDF viewer, formatted email, etc.) format systems XML, XForms Document creation & Output management Data is Data for Document Formatting to templates Transformation to images held Send to output device centrally, consistentl y in a DB. Personalization with XML data; Business document needs No physical has to be sent to receiver formatted to templates; to be created; data that must shape. by using appropriate output Formatted document generation; be included in document Monitoring of output process channel; Printout of transmission processing like sorting is collected; an application and storage of the document; to the desired output device or calculation of subtotals; extracts the required translation to required format addition of logos; text elements values from the database and depending on values stores in XML Data entry into DB Data extraction OCR conversion Scanning, imaging Industrial scanners; scanning DMS, archiving, indexing Industrial scanners; scanning signed contracts; stamped with processes handle formatted signed contracts; stamped with digital signature text; In case of other Optical character recognition digital signature processing, data extraction (3rd party products, language Digital Pen is used is necessary. RSS, HTML dependent) Digital Pen is used for hand for hand writing in and specific PDF formats writing in case of need of OCR. case of need of OCR. support this. Document import
    • Case study – Financial Services Circumstances: - s-Bausparkasse offers in 3 main departments (savings, loans private, loans corporate) within 15 main business cases products to their customers - Each product results in the creation of several documents. A total of 130 document types needs to be generated which results, due to business rules, in thousands of variations. - The documents are composed out of 1800 document components - Data Sources are Host Applications, Databases, Web Services and Human Input 3 Departments 15 Business Cases 130 Document Types Document Application Document Document Complaint Document Savings Document 1500 … Document Document Template Document … Document parts Document Document … Document Document … Document Document Loans private Document … Document Document … Document Document Document … Document Document … Document Document Loans corporate Document … Document Document Document … Document
    • Requirements: - s-Bausparkasse requires a process-oriented solution - Individual web-based interfaces have to be created to trigger the processes - Complex document logic needs to be applied Data comes from different sources (Host, Database, Web Service, GUI,….) - - Simple and flexible data access and mapping needs to be provided Document Business department Creation Print 4 1  Information Flow  www 6 Document storage Host Customer 5 backend database System 2 3 Manual or automatic periodic start of process through appropriate department 1 2 Request of information from the backend system of the Bank (tenders, contracts, statistics, etc.) Request of information from the CRM system (such as addresses, customer communication data,…) 3 4 Document generation - data from the preceding steps are sources of information for dynamic document data 5 Optional archive or DMS systems can be used for document storage Multi-channel output to various channels (printer, e-mail, portal, fax,…) 6
    • Case study – Insurance Multi- Channels (Personalized) Archive/DMS Document CRM repository Creation Print 4 2 6  Integrated information transfer  www Skilled labor Workflow insurance Insurance 1 5 backend System 3 7 Manual or automatic periodic start of process through appropriate department 1 Request of information from the CRM system (such as addresses, customer communication data,…) 2 3 Request of information from the insurance backend system (tenders, contracts, statistics, etc.) 4 Document generation - data from the preceding steps are sources of information for dynamic document data 5 Optionally manual workflow steps (e.g. quality assurance, release ,...) can be implemented Optional archive or DMS systems can be used for document storage 6 Multi-channel output to various channels (printer, e-mail, portal, fax,…) 7
    • Docflow: Excellence in document composition