The document discusses the benefits of an Enterprise Document Content Management System (EDCMS) and Business Process Management (BPM) solution for insurance organizations. It notes that such solutions can streamline document-heavy and manual processes, improve efficiency, ensure compliance, and provide benefits like reduced costs, improved tracking and controls, faster approvals, and increased access to information. It then provides an overview of the key features of DataScan.Online and DataFlo - the vendor's EDCMS and BPM solutions - and how they can address insurance business challenges and needs.

1. DataScan. Online and DataFlo - Insurance Vertical

2. Contents Need for EDCMS / BPMS Business Challenges for a Insurance Organization Business Benefits Our Solution – Enterprise Document Content Management System (DataScan. Online) Our Solution – Business Process Management Solution (DataFlo) Case Study – Birla Sunlife About 3i Infotech Contents Technology Differentiators

3. Need for EDCM / BPM Solutions * Industry Research Need for EDCMS / BPMS Manual Data capture processes increases cost & time Documents are replicated in manifolds for distribution Significant part of the corporate info exists on paper which are seldom misfiled Enterprises lose track of important documents Users spend more time in searching a document rather using it The document is always with somebody when you require it Takes time and increase recurring overhead cost to move physical documents High cost of maintaining document confidentiality & security High cost of maintaining version control, audit logs to meet compliance Frequent Document Approvals & Document Collaboration

4. Insurance Business Overview Insurance Business Overview Insurance Life Life Individual Life Group Non-Life Fire / Accident Marine / Cargo/ Aviation Eng. & Construction Auto / Home Health Medical – Individual Medical - Group

5. Business Challenges for a Insurance Organization Paper-based Process Manual processes are always slower Paper handling cause human error Paper document increases storage cost Duplication of documents for distribution Document Intensive Environment Huge Volume Data Capture Document Collaboration Verifications & Approvals Integration Issues Wide range of systems Wide range of Products Numerous Hierarchies and Policies Customer Response High Turn Around Time Control and Tracking Business Challenges for an Insurance Organization

6. Key Processes in Insurance Business Insurance Processes Our Solutions Application Forms ID & Address Proofs Photograph Under Writer Reports Policy Documents Contracts Legal Agreements Customer Documents Risk Reports Transaction Reports Claim Reports Proof Documents Verification Reports Accounting Documents Correspondence Emails Letters Support Documents Claim Forms Photographs Police Reports TPA Report Medical Reports

7. Integration with Premia Integrated with Premia

8. Integration with Premia Integrated with Premia

9. Integration with Premia Integrated with Premia

10. Integration with Premia Integrated with Premia

11. Integration with Premia Integrated with Premia

12. Integration with Premia Integrated with Premia

13. Integration with Premia Integrated with Premia

14. Integration with Premia Integrated with Premia

15. Integration with Premia Integrated with Premia

16. Integration with Premia Integrated with Premia

17. Integration with Premia Integrated with Premia

18. Integration with Premia Integrated with Premia

19. Workflow Features Framework level integration and steps could be customized for your implementation User Based Work List – Listing of tasks User synchronization – Single Sign On Email notifications for arrival of an item Privileges of escalations and sending back to previous step Integration with Premia Integrated with Premia

20. Integration with Document Management Scanning Scanning & Importing of images and electronic files like PDF, MS Word etc. Allocating Document Types to Group by Users Inbox Adding passwords to protect documents Tagging keyword to images for future reference Inbox Document or individual pages are linked to transactions and process. Documents could be forwarded or deleted from Inbox Linked Documents Linked Documents could be searched and listed by Process Type and Document Type Integration with Premia Integrated with Premia

21. General Functions Annotations, circles, highlighting etc. on images Revision Control and Access Control on documents Zoom up, Zoom Down, Improve image quality (Despeckling), Rotation etc are available. Integrated with Premia Integration with Premia

22. Business Benefits of BPM and DMS Business Benefits Improved employee productivity, efficiency and performance as result of making documents available to users based on their roles in the organisation- from teller operations to loan processing to trade finance Streamlining Document Processing Track and Monitor Queues status - user KPI and measure metrics. Establish secured process workflow. Enable faster & efficient resolutions and approvals Control and Escalation Controlled Audit of activities with documents to meet Regulatory Compliance Document Compliance Online Document Retrieval - Ensures near paperless environment and significant saving in real estate Less Paper environment Make the process agile, flexible and scalable by transforming the current processes into a dynamic information-enabled business environment, ensuring information available 24*7*365 from anywhere within the country, across geography Process Agility Centralized or Distributed Document Repository with proper fall back infrastructure thus mitigating Risk, meeting Compliance and developing knowledgebase for any future use and analysis Risk Mitigation

23. Application Origination Process Independent Solutions Customer Walks in to the branch Fills up the Application form & submit support documents Executives Scans Application Form and support documents* The Scanned documents are inducted to the Workflow The rest of the fields are auto-captured through OCR QC process could be implemented to achieve higher level of accuracy The Manager Approves the Documents Capturing key fields such as Form No & Date The data gets uploaded to Insurance Application suit

24. Insurance Systems powered by Content Delivery Document Management System Business Process Management Process based Content Delivery Capture / Extract Validation and Approvals Split Screen Data Entry with Document Display Post Process DMS Service Export Out (CSV / Flat File) Independent Solutions

25. Implementation - DataFlo DATA CENTER Workflow Engine Initial Indexing & Uploading DISTRIBUTED BRANCH/CUSTOMER CARE/CLAIM CELL Scan Station Customer Support Exec Manager Allocates the Jobs to staffs OTB CENTRALISED PROCESS CENTER BRANCH Processes DECISION/ ANALYSIS/ REPORT FINAL APPROVAL OPERATIONS CONTROL & MONITOR Business Line Head Core Banking System ENCRYPTED COMMUNICATION - ACROSS THE COMPLETE NETWORK Document Management Server Workflow Server Department users process the tasks Double Keying, Quality Control Integration / Export Out (Optional) Routing Rules Signature Cropping Documents are captured at distributed points and uploaded to the Central Folder Designated Supervisor distributes the work items among all process participants A scheduler picks the work items from folder and put them into the workflow at one shot Participants picks the work items from their mailbox and process them At the end of the process, documents are archived in DMS to respective folders The data captured can be exported out for Core Apps Independent Solutions Teams

26. Claim – Application Origination Doc Submission Doc Processing Doc Searching Claims Process The Customer applies for the claims with required documents. Documents gets collected either physically or electronically transferred to the processing centers. At the processing centers, details of each application are entered into Premia and the associated documents are scanned and uploaded to DataScan.Online Search and view from Document Repository based on Claim Number The Actual Claim Process Doc Editing Activities like Insertion, replacement, export, deletion with approval etc. could be carried out. Image enhancement can be done using despeckle/gamma tools. Annotations, border, highlights, etc. of different shape, size and color could be attached to document. Independent Solutions

27. Other independent DMS/BPM Applications Independent Solutions PERSONNEL RECORDS RESUMES LEAVE APPROVALS HR AGREEMENTS & CONTRACTS LEGAL DOCUMENTS REGULATORY DOCUMENTS LEGAL ACCOUNTS INVOICE & DELIVERY CHALLANS PURCHASE ORDERS CONTRACTS SALES TENDERS & RESPONSES REPORTS COLLETERALS

28. Independent DMS/BPM Applications IT Independent Solutions PROJECT DOCUMENTS REPORTS CHANGE REQUEST PROCESS DOCUMENTS TENDERS & TENDERING PROCESS POC/PILOT REPORTS DISCOUNTING CONTRACTS PROCUREMENT CORPORATE MINUTES OF BOARD MEETINGS POLICIES CONTRACTS PRO LIBRARIES JOURNALS NEWS CLIPPINGS

29. Welcome to DataScan.Online - DataScan. Online

30. Unique Features - DataScan. Online Distributed Architecture Load Balancing Seamless Disaster Recovery Localization of Data Enterprise Level Framework Fastest Search Engine Intelligent Data Capture Capability Heterogeneous Storage Support 24 x 7 Scanning Image Quality Compression Technology Distributed Cluster Server Architecture -enhanced availability and resource optimization Seamless Load Transfer between Resources Maximum Tolerable Outage (MTO) End of the previous business day (EoD) Server Role Forwarding Inbuilt SFT (50%) Architecture Fit to Future Planning Self Optimized Database to perform fastest search on complex arbitrary queries Bandwidth & Performance Optimization Centralized Policy Administration Agility in Deployment & Customization Application Integration Modular Infrastructure Planning Building-block Model Scalable with the Growth Automatically capture data (OCR, ICR) from scanned Forms Heterogeneous multi-volume devices Online, near online and offline storage mode NAS,SAN, Tape Library, Optical Media Scanning in Shifts Asynchronous “Night Batch” Transfer Effective Image Quality Enhancement (pixel level) on the fly JBIG – 35% more than standard CCIT Group 4 Compression Technology Features - DataScan. Online Scanning & Capture Management

31. Unique Features - DataScan. Online Five Levels of Access Security Transmission is encrypted Content Repository Reliability Scalability Flexibility PKE 3-Des IP protection Session key Document Content Embedded within content database 24*7 Database uptime Incremental back up Inbuilt Disaster Recovery Fit into changing business dynamics Auto View OCR – Full Text Webflow SOA Enabled Customized GUI Inbuilt Optical Character Reader Engine Support Image Clean Native File Support Threshold definition helps in Image cleaning… On the fly Image Despeckling and Gamma Control Integrated Collaborative Workflow to route documents within an enterprise Platform Independent Powerful Integration Inexpensive -Web Service OCX & COM support Verticalized GUI & Branded User Interface Technology Features - DataScan. Online USER NAME, PASSWORD IMAGEBASE PASSWORD PROTECTED FIELDS - Metadata-based Security DOCUMENT SECURITY LEVEL (DSL) TRUSTEE BASED FUNCTIONAL RIGHTS: Admin, Checker, Delete, Export, Index, Modify, Print Document

32. Opening Dashboard - DataScan. Online

33. DataScan.Online – Scanning Hardware independent Scanners Duplex Page Scanning Scan in color, grey and black & white Batch Scanning with page separator Barcode Recognizer, Blank page - DataScan. Online

34. DataScan.Online – Indexing Spit Screen facility for index. Pick and index documents Easy document classification - DataScan. Online

35. DataScan.Online – Retrieval - DataScan. Online

36. DataScan.Online – Listing Search Result - DataScan. Online

37. DataScan.Online – Document Viewing - DataScan. Online

38. Welcome to DataFlo - DataFlo

39. Overview - DataFlo (BPMS) Business Process Management Solution - Overview - DataFlo TEMPORARY CONTAINER Business Process Workflow CORE BUSINESS APPLICATION Integration

40. Document Induction / Auto Initiation - DataFlo Scan-Docs Emails Faxes Auto Initiation polling application Temporary Repository Documents are segregated in respective folders Supervisor distribute among the process participants, and the items are populated in user’s individual mailboxes Scanned Documents get stored in the Temp Repository Faxes are inducted as a TIFF Emails are automatically archived into DMS repository and indexed on header info like From, To, Subject, Date etc. Contents are verified based on their types, resolution, size etc. during the induction A pre-defined scheduler pulls the work items from a central or FTP folder and populates in Supervisor’s Mailbox - DataFlo Team Admin

41. Auto Flow & Job Allocation - DataFlo Auto flow polling application Automatic flow of work items to individual work baskets Distribution based on % Business Rule Automated Distribution of Work Items through Business Rules Distribution based on Values - DataFlo RULE

42. Job Efficiency - Booster Set - DataFlo Enumerated Checklists Image Aided Data Entry Module Displays the zone of a image page corresponding to a template field. Eliminates page browsing and look for information. No Eye ball movement Facility to define a set of rule based check list responses allowing the processing agent to document his decision faster. Capability of electronic analytics of the responses - DataFlo FORM

43. Job Efficiency - Booster Set - DataFlo Double Data Entry and Quality Check Parallel Processing Inbuilt process ensuring 100% accurate data capture MIS reports, QC reports to check user performance and metrics A single process can be sub-divided into different sub-processes, each process being executed by a specific set of agents Slower processes and faster processes can proceed at their own pace, without affecting each other - DataFlo DATA ENTRY PROCESS DOUBLE DATA ENTRY PROCESS QUALITY CONTROL END PROCESS REQUEST SUBMISSION VERIFICATION DATA ENTRY UPDATION IN SYSTEM ARCHIVE

44. Process Designing Tool - DataFlo Different Components - DataFlo Exceptions Process Stage Help Document Folders User & Team Definition Business Rules Template Fields Time Matrix Child - Parent Relationship User / Team Roles

45. Dash Board - DataFlo Product Groups & Product Dash Board – Control - DataFlo Stage/Queue Status Time Busted Work Items Details of Pending work items Number of Transactions Completed within a range Of date and average Processing time taken

46. Reports - DataFlo Volume, Time Metrics, Queue Reports, Performance Reports, Pending Reports etc. System provides Out of the box standard Reports in Crystal Reports or Web Reports Customized reports could be Provided as per the business requirement. - DataFlo

47. Web Client - DataFlo The web client enables users for all standard process works, such as scan & capture, data keying, forwarding, archival and searches . “Web Reports” another useful tools enables us for generating and accessing DataFlo reports through web client. - DataFlo

48. Challenges in Identifying the Right Solution Does the Solution Provider have true understanding of the nuances of my business? How much scalable and flexible is the solution to meet my growth and business dynamics? Does the solution meet with my out-of-the-box need and return a higher ROI? Does the solution support SOA to optimize the enterprise framework? Does the solution comply to my regulatory objectives in terms of reliability, security and other parameters? How fast the solution can be customized to meet my business need? How the integrated solution will perform in my existing business environment? Differentiators

49. Technology Differentiators Distributed Internet Server Architecture Differentiators Framework Approach SOA Web Services Distributed Local Content Stores Component based Architecture Disaster Recovery Models

50. Business Differentiators Differentiators Maximize ROI Low Investment on Resources Low cost of Integration Roadmap to Match Future Best Practice Vertical Application Rapid Deployment

51. Case Study – Large Insurance MNC in India Solution Partner for last 5 years Volume of 80 million pages DMS application for Insurance Policy Documents Online Access of Policy Documents Solution Performance in existing infrastructure Automated tracking and sorting of documents Reliable and Stable Solution Improved Process Efficiency & Customer Service Knowledgebase Creation for underwriting and taking decisions Case Study

52. About 3i Infotech Promoted by US$79 billion NYSE-listed ICICI Bank Founded in 1999. Turnover of US$ 250 Million Global provider of comprehensive solutions, in the area of Banking, Financial Services and Insurance Capital Markets Mutual funds Enterprise Resource Planning and Management Government Software Services and IT Outsourcing BPO Services Multicultural team of 5000 technical and functional specialists Physical presence in 11 countries 500 customers in over 50 countries across 5 continents About 3i Infotech

53. About 3i Infotech EDCMS and BPMS expertise 350+ customers 800 client site installations Deep domain expertise Complete technology ownership Solutions for Banking, Insurance, Manufacturing, Contracting, Retail & Distribution and Government High Quality Standards SEI CMM Level 5,SEI CMMi Level 5 and ISO 9001:2000 About 3i Infotech

54. Our Clients About 3i Infotech AMERICAN EXPRESS BNP PARIBAS ABN AMRO BANK STANDARD CHARTERED CENTURION BANK OF PUNJAB SBI ING VYSYA BANK SEYLAN MERCHANT BANK NORTH SOUND CAPITAL BANKS BIRLA SUNLIFE INSURANCE ZURICH INSURANCE CEYLINCO INSURANCE INSURANCE ASEA BROWN BOVERI SUZUKI MOTORS SIEMENS BRITISH OXYGEN NOVARTIS DAIMLER BENZ MANUFACTURING APOLLO HOSPITALS KOTHARI MEDICAL CENTRE WOODLANDS INSPECTOR GENERAL OF REGISTRATION REGISTRAR OF COMPANIES INDIAN PARLIAMENT CALCUTTA HIGH COURTS DEFENSE – INDIAN NAVY INDIAN PATENT OFFICE NATIONAL LIBRARY HEALTH SRILANKAN AIRLINES DIALOG GSM USIS SUNTEL TIMES OF INDIA HUTCHINSON TELECOM ANGLO EASTERN SHIPPING SERVICES GOVERNMENT

55. Thank You