17. Document Library
Prep
Scan
Index
•Unique ID
•Date
•Doc Type
•Association to
cases/clients Commit
(store)
Retrieve
Faxes
Electronic
Forms
Other kinds of
“content”
Barcodes
Character
recognition
Notification (mail
delivery)
Workflow
18. Datacap
Datacap is a Document Processing Platform
Content Navigator
MFP
Network
Scanner
Mobile
High Speed
Scanner
Email
Fax
Case
Mgr
Electronic
documents
Annotations
Multi-channel
distributed capture
on any device
Document and Data
Delivery
20. Business Challenges
• New account opening process
require long time to complete (± 27 to
30 minutes)
• Many duplicate customer data
• Office space limitation to add more
Customer Service to support
business expansion
• Additional cost related to paper and
operational activity
21. Opening Account Process in the past
Customer
Fill form and
signed the form
Product
Knowledge
CS Prepare
account
book and
ATM card
Customer
signed account
book and ATM
Card
est. 10 mins est. 5 mins est. 10 mins
6 Step with manual process about 30 minutes
CSO copy
customer’s
ID
Customer gave the
money to teller
est. 10 mins
CSO input
customer’s
data based
on form
22. Document Acquisition
• Customer identification document:
• ID Card (the old and new e-KTP)
• Driving License
• Passport
• KITAS (Limited Stay Permit Card)
• Scanner support:
• Any scanner brand and type (inc. flatbed and automatic
feeder/ADF) that support ISIS and TWAIN. To use ADF scanner
to scan thick document such as e-KTP or driving license, it’s
recommended to use specialize scanner such as Kodak i2000
series
• Web based scanning
23. Document Acquisition
1. Customer came to open an account. The
Customer Service Officer (CSO) explained about
the products offered by the bank
2. Cust Service (CS) open the core banking web
application, asked for the customer’s ID Card and
scanned it
24. Document VerificationIntroduction:
1. Electronically categorized, sort and “read/OCR” customer identification
document
2. Recognized data is automatically export to core banking application and
Filenet repository
3. Validation rules to “catch” duplicate customer data based on the customer key
information such as ID number, name, and birth date
Benefits:
1. Reduce manual data entry
2. Mitigate risk (increase accuracy/reduce data error)
3. Additional time for cross selling other banks product
25. Document Verification
25
1. While Datacap processing the image, the customer
gave the money to the CS and the CS prepared the
ATM Card
2. Datacap recognized the data from ID Card and
The CS verified the data
26. 1. CS filled in the rest of the data by interviewing
the customer
2. CS printed the form
3. Customer signed the printed form 4. Customer signed the account book and ATM card.
Account Opening process is done.
Process Completion
28. Benefits
• Reduce Processing Time
• Increase CSO Productivity
• Reduce Paper Related Cost
• Reduce Duplicate Customer Data
27-30 Mins
8-12 Mins
100%
25%
110%60%
50%100%
50%
30%
5%
80%
Doctor Reddy’s Laboratories
29. Bii Maybank
Deal size:
$135 K Production Imaging
Edition
Why we won:
• Combined offering of software and
hardware (scanner)
• Strong demo showed Datacap could
scan thick Indonesia ID card and
produce good recognition accuracy
• PIE capabilities that provide ability to
recognize using text matching for
various ID card format, web client for
scanning and could run in their low
bandwidth environment
• PIE user-based licensing (not number
of pages or server) that included
document management capabilities
Use Case:
Customer Onboarding, Account
Opening
$ £ €
32. IBM Endpoint Manager continuously monitors the health and security of all
enterprise computers in real-time via a single, policy-driven agent
Endpoints
• Common management agent
• Unified management console
• Common infrastructure
• Single server
IBM Endpoint Manager
Patch
Management
Lifecycle
Management
Software Use
Analysis
Power
Management
Mobile
Devices
Security and
Compliance
Core
Protection
Desktop / laptop / server endpoint Mobile Purpose specific
Systems Management Security Management
Server
Automation
33. Single Server & Console
• Highly secure, highly scalable
• Aggregates data, analyzes & reports
• Pushes out pre-defined/custom policies
Cloud-based Content Delivery
• Highly extensible
• Automatic, on-demand functionality
Single Intelligent Agent
• Performs multiple functions
• Continuous self-assessment & policy enforcement
• Minimal system impact (< 2% CPU)
Lightweight, Robust Infrastructure
• Use existing systems as Relays
• Built-in redundancy
• Support/secure roaming endpoints
How it Works