Best Practices for E-Signature Adoption By Independent AgentseSignLive by VASCO
Slides from the March 10, 2016 eSignLive e-Signatures Summit for Insurance Executives. Presentation on Best Practices for E-Signature Adoption By Independent Agents
Best Practices for E-Signature Adoption By Independent AgentseSignLive by VASCO
Slides from the March 10, 2016 eSignLive e-Signatures Summit for Insurance Executives. Presentation on Best Practices for E-Signature Adoption By Independent Agents
Solve the Mortgage Processing "Paper Problem"Zia Consulting
Does Your Company Have a “Paper Problem”?
If you work in the financial industry, you probably deal with an overwhelming amount of paper each day. The endless forms, documents, contracts, and more, add cost and complexity to your business.
You’re searching for ways to be more efficient, provide faster and more accurate service, have greater data security, and not kill as many trees, right? Well, Zia Consulting and Alfresco can help you accomplish all of these things and much more.
This presentation includes top strategies for financial institutions with specific examples from existing clients including:
-Intelligent document capture solutions and strategies
-Advanced workflow for content management
-Efficiently managing documents and records in the cloud
-Accessing and managing content on mobile devices
Grid Financial Services is a mortgage process outsource firm located in Raleigh, NC. We currently provide services to clients ranging from top ten banks to community banks and mortgage lenders.
Insurers are in a constant race to stay ahead of the competition, find ways to reduce costs, and still increase throughput while keeping customers happy. While it may seem like a daunting task to do more with less, it is possible if you leverage the right technologies.
Two leading technologies are the Insurance Document Automation Solution from Zia Consulting and VirtualViewer® HTML5 from Snowbound. When combined, they provide what you need to cross the finish line ahead of the rest.
Join us for this presentation to discover how to:
-Expedite your claims processing with streamlined collaboration – Users can open multiple documents in one tabbed window, compare documents side by side with a split screen, split and merge documents, and leverage XML-based annotations and true secure redactions.
-Ensure remote access to claims – Empower external and internal users—including agents, call center representatives, adjusters, and underwriters—to review and process claims from any location and on any device with a web browser (mobile, tablet, etc.) without needing to download additional applications.
-Immediately view only the content you need – Unique Page On Demand technology eliminates the need for users to wait for entire documents to download or stream so the content you need to review opens in seconds.
-Enhance automated compliance and archiving efforts – Meeting compliance demands can be complicated by policy changes or claims that are introduced over the life of the policy—changes that can be hard to track. Reduce the risk of non-compliance and provide on-demand, universal access to critical content and audit trails of document workflows.
Preserve value and stabilize assets using Permit Place\'s Asset Advantage service. Send your portfolio\'s to us and we will research, report and in many cases, remediate the issues involving your portfolio.
We work on commercial and residential projects nationwide. Use the service the FDIC uses to discover the true value of what you have on your books.
Solve the Mortgage Processing "Paper Problem"Zia Consulting
Does Your Company Have a “Paper Problem”?
If you work in the financial industry, you probably deal with an overwhelming amount of paper each day. The endless forms, documents, contracts, and more, add cost and complexity to your business.
You’re searching for ways to be more efficient, provide faster and more accurate service, have greater data security, and not kill as many trees, right? Well, Zia Consulting and Alfresco can help you accomplish all of these things and much more.
This presentation includes top strategies for financial institutions with specific examples from existing clients including:
-Intelligent document capture solutions and strategies
-Advanced workflow for content management
-Efficiently managing documents and records in the cloud
-Accessing and managing content on mobile devices
Grid Financial Services is a mortgage process outsource firm located in Raleigh, NC. We currently provide services to clients ranging from top ten banks to community banks and mortgage lenders.
Insurers are in a constant race to stay ahead of the competition, find ways to reduce costs, and still increase throughput while keeping customers happy. While it may seem like a daunting task to do more with less, it is possible if you leverage the right technologies.
Two leading technologies are the Insurance Document Automation Solution from Zia Consulting and VirtualViewer® HTML5 from Snowbound. When combined, they provide what you need to cross the finish line ahead of the rest.
Join us for this presentation to discover how to:
-Expedite your claims processing with streamlined collaboration – Users can open multiple documents in one tabbed window, compare documents side by side with a split screen, split and merge documents, and leverage XML-based annotations and true secure redactions.
-Ensure remote access to claims – Empower external and internal users—including agents, call center representatives, adjusters, and underwriters—to review and process claims from any location and on any device with a web browser (mobile, tablet, etc.) without needing to download additional applications.
-Immediately view only the content you need – Unique Page On Demand technology eliminates the need for users to wait for entire documents to download or stream so the content you need to review opens in seconds.
-Enhance automated compliance and archiving efforts – Meeting compliance demands can be complicated by policy changes or claims that are introduced over the life of the policy—changes that can be hard to track. Reduce the risk of non-compliance and provide on-demand, universal access to critical content and audit trails of document workflows.
Preserve value and stabilize assets using Permit Place\'s Asset Advantage service. Send your portfolio\'s to us and we will research, report and in many cases, remediate the issues involving your portfolio.
We work on commercial and residential projects nationwide. Use the service the FDIC uses to discover the true value of what you have on your books.
Epistemic Interaction - tuning interfaces to provide information for AI supportAlan Dix
Paper presented at SYNERGY workshop at AVI 2024, Genoa, Italy. 3rd June 2024
https://alandix.com/academic/papers/synergy2024-epistemic/
As machine learning integrates deeper into human-computer interactions, the concept of epistemic interaction emerges, aiming to refine these interactions to enhance system adaptability. This approach encourages minor, intentional adjustments in user behaviour to enrich the data available for system learning. This paper introduces epistemic interaction within the context of human-system communication, illustrating how deliberate interaction design can improve system understanding and adaptation. Through concrete examples, we demonstrate the potential of epistemic interaction to significantly advance human-computer interaction by leveraging intuitive human communication strategies to inform system design and functionality, offering a novel pathway for enriching user-system engagements.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
- Practical Applications in FME Form: Delve into key user parameter types including choice, connections, and file URLs. Allow users to control how a workflow runs, making your workflows more reusable. Learn to import values and deliver the best user experience for your workflows while enhancing accuracy.
- Optimization Strategies in FME Flow: Explore the creation and strategic deployment of parameters in FME Flow, including the use of deployment and geometry parameters, to maximize workflow efficiency.
- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
The Art of the Pitch: WordPress Relationships and SalesLaura Byrne
Clients don’t know what they don’t know. What web solutions are right for them? How does WordPress come into the picture? How do you make sure you understand scope and timeline? What do you do if sometime changes?
All these questions and more will be explored as we talk about matching clients’ needs with what your agency offers without pulling teeth or pulling your hair out. Practical tips, and strategies for successful relationship building that leads to closing the deal.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
UiPath Test Automation using UiPath Test Suite series, part 4DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 4. In this session, we will cover Test Manager overview along with SAP heatmap.
The UiPath Test Manager overview with SAP heatmap webinar offers a concise yet comprehensive exploration of the role of a Test Manager within SAP environments, coupled with the utilization of heatmaps for effective testing strategies.
Participants will gain insights into the responsibilities, challenges, and best practices associated with test management in SAP projects. Additionally, the webinar delves into the significance of heatmaps as a visual aid for identifying testing priorities, areas of risk, and resource allocation within SAP landscapes. Through this session, attendees can expect to enhance their understanding of test management principles while learning practical approaches to optimize testing processes in SAP environments using heatmap visualization techniques
What will you get from this session?
1. Insights into SAP testing best practices
2. Heatmap utilization for testing
3. Optimization of testing processes
4. Demo
Topics covered:
Execution from the test manager
Orchestrator execution result
Defect reporting
SAP heatmap example with demo
Speaker:
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
2. What is NJCLASS?
• State statutory supplemental loan program
created in 1991 for NJ residents and non-
residents attending NJ colleges
• Funded through the sale of tax-exempt
municipal bonds
• Independent State Authority
• Competitive environment of private education
loans
• Approve 28,000 applications, $350M, per year
3. In The Beginning…
• Online application and credit decision, with
print to sign requirements
• Up to 5 signatures on the Credit App, 4 on the
Pnote + 2 underwriter signatures
• #1 customer error: missing/incorrect
signatures
• #1 staff error: lost/misfiled documents
4. Application Process
• Secure Online Loan Approval Disbursement
Application
• Data file of Loan
• All parties view TILA Elements sent to
application • Underwriting staff
reviews documents Trustee’s Document
disclosure Custody • TILA Predisb
and security edits Disclosure mailed to
• Borrower completes • Promissory Notes
TILA Self-Cert • School certifies all parties 15 days
student’s eligibility sent to Doc Custody prior
• Credit decision is • Doc Custody review
presented • TILA Loan Offer • Disb file sent to
Disclosure is and acceptance of Trustee
• All Parties Sign & mailed to all Notes
submit App &P- • File is compared to
parties, and Doc Custody on
Note available on web hand
• Borrower accepts • Disbursements sent
TILA Loan Offer Document to schools
Application
Custody
5. The Challenge
• A paper process with 11
max signatures
• 28,000 apps/year
• 9 FTEs + 4 temps
• Overtime, including
Saturdays
• Customer complaints
• Lost volume due to
processing timeframes
• Space constraints
6. By the numbers…
1,950 applications per week
2 Full-time credit reviewers
24-hour turnaround expected
≈ 28 applications must be
reviewed per hour
2.15 minutes to review each
application
8. Requirements
• Meet the federal eSign Act
• Meet federal and state UETA
• Ensure nonrepudiation –enforceability of Note
• Ability to transfer Notes to Trustee
• Ease of use
• Customizable across our product lines
9. Meet the Resistors…
• Paper Tigers-
– Paper degrades, these are 30-year Notes
– Storage costs
– Ink signatures are not proof of authenticity
• Alarmists-
– Authentication
– Attribution
– Playback
– Reference checks
– Familial fraud cannot be prevented with an ink
signature
10. Benefits
• Protection of PII
– No more file folders moving around the office
• Reduced Labor Costs
– Eliminated all overtime and the need for temp staff
• Improved Employee Satisfaction
– Staff could have vacation during summer peak
– Got to work with new technology
• Improved Customer Service
– From 15 business days → 24 hours (or less!)
• Space Reclamation
– No more filing cabinets
11. Pleasant Surprises…
• Adoption Rate
– From 0 → 99.9% in one day
– 335 apps first day, 2 print to sign
• Amount of internal benefit we realized
• How quickly the resistors fell in love
– Process Replayer
12. Challenges
• Technology – involve the right staff
– Server-based v. Mainframe DB2
– Clustered servers
– Security certificates
– Performance tuning & stress test (not yours!)
• Operational
– Need to manually transfer Notes to our Trustee
– Staff Training
13. A Word of Advice
• Allow enough time for development, testing,
and training
• Get the legal advisor(s) involved early
• Expect the unexpected
• Build the right team
– Business subject matter experts
– Technology group
– Legal and compliance
