1. Engrapho
document automation solution
www.engrapho.com

2. 2
Introduction
✔
production and distribution of financial instruments to
institutional and retail clients faces strict requirements in terms of
documentation
✔
manual production of documents requires significant resources
✔
automation is always the best way to optimize the use of
resources and to reduce the risks in document generation
✔
the existing solutions for document automation either require
advanced IT skills to use them or adopt a black­box approach
making it impossible for front office or legal staff to operate
changes themselves

3. 3
What is Engrapho?
✔
a suite of applications revolving around the idea of producing
high­quality, professional documents
✔
relies on Diesel* ­ a full­featured, easy­to­use scripting language
developed in­house
✔
offers two interchangeable ways to design the templates – a
graphical interface and a code editor
✔
the entire structure and logic of the document is transparent to the
user and changes can be performed and tested easily
✔
all changes are auditable and different approval flows can be
supported
(*) expanded from DSL or domain specific language

4. 4
Graphical composer
✔
documents are easily assembled using drag­and­drop operations on
predefined objects.
✔ available online from any device

5. 5
Code editor
✔ syntax highlighting and code completion
✔
syntax check and semantic verification
✔ easy navigation of content through a tree­like view

6. 6
How does Engrapho work?
✔
the layout of the document is defined in a template using either the
graphical document composer or the web­based code editor, both
of them allowing live preview during development
✔
as soon as the template is defined and approved for use, a "plugin"
can be produced from the web interface, that contains all the logic
necessary to generate the PDF documents
PLUGIN
XML
XML
XML
...
PDF
PDF
PDF
...

7. 7
More about automation
We are currently supporting three ways to produce PDF files
starting from a plugin:
✔
send a REST API request to our servers containing plugin
identification and your dynamic data (usually as an XML node)
and receive back an PDF or a comprehensive error message if data
is incomplete
✔
host Engrapho printing server on your infrastructure and call the
API functions locally. In this case, you will download and install
the plugin on your servers.
✔
upload your data as Excel files and download the documents,
either one by one or as an archive

8. 8
Document automation – step­by­step
✔
define a data model (XML) describing all financial instruments to
be supported
✔
analyze the structure of the document for each instrument type
and identify common sections, as well as sections that vary
✔
implement the document structure using our scripting language in
a single template
✔
produce test cases for all instrument types and features (XML
files) and test your template implementation
✔
approve template version, produce a plugin and authorize it for
production use
✔
generate internally the XML data from your data sources and call
document generation routines

9. 9
Contact us
We are a fintech company with offices in Switzerland and
Romania, run by people with experience in both financial and
IT industries.
Sebastian Matei
Managing Director
Blendhill GmbH
Gweerhofstrasse 7
8853 Lachen, Schwyz, Schweiz
Email sebastian.matei@blendhill.com
Mobile +41 76 219 99 77
Ciprian Matei
Managing Director
Blendhill SRL­D
str. Mitropolit Andrei aguna nr. 3Ş
Bucure ti, Sector 1, Româniaş
Email ciprian.matei@blendhill.com
Mobile +40 721 264 171