The client needed to automate the process of preparing and recording Uniform Commercial Code (UCC) documents which was previously done manually. Saviant developed a web application hosted on Microsoft Azure that allows bulk uploading of UCC information and automatically generates the documents based on recording jurisdiction rules. It also includes database backups to the client's internal servers. This automated solution improved the speed and cycle time for UCC document recording.

1. Automated System for
Document Search &
Retrieval
Saviant Consulting Case Study
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2. About The Client:
Since 1994, Client has provided processing and technology solutions for the residential and commercial
loan servicing industries. They streamline the lien release/assignment process for residential and
commercial loans and all or any part of the process can be fully customized from start to finish. The list
of services they provide includes - Lien Release Services, Assignment Services, Document Retrieval, Title
Policy Retrieval, Document Control Services, UCC services, Recording Services, Financial Analysis
Preparation etc.
Client Situation & Challenges:
UCC is the document that is recorded at the county or town and/or the Secretary of State’s Office as
proof that the “Personal Property” listed on the document is being used as security for a loan. Being a
leading service provider in loan service industry – client was approached/contracted by some companies
to have automatic system for Preparing and Recording UCC Terminations for loans which have been paid
in full and UCC’s which needs to be continued. They didn’t have any automated way of creating the UCC
documents. Customers used to send them UCC document information in the format of Excel and then
using that information – they were doing the paper work manually. Preparing the UCC documents
manually is a very tedious and complex process –there are lots of rules for formats of information and
legal things which need to be considered depending on the Recording Jurisdiction /county where the
property is located in or where the document is to be recorded. Keeping all those rules in mind or
checking it for each document to prepare was a very difficult job and was ultimately slowing down the
process of preparing and recording UCC documents.
Solution Required:
In order to speed up of the recording process – they needed a web application which can handle the
process of UCC document creation up to recording with minimal manual work. This will replace their
existing manual process of handling UCC documents. In this process of providing web solution –
maintaining end customer trust on data security was important.
Solution Offered:
Saviant team first understood the client business and analyzed the manual process of recording the UCC
document.
Saviant then designed and developed a customized web based application with ability to bulk upload
the UCC information in client specific formats e.g. XML files and generate the UCC documents
automatically considering the recording jurisdictions where property is located. It also provided way to
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3. manage the recording district requirements easily so if any document related requirement changes – it
is very easy to change the process quickly.
With the help of client login functionality - client themselves can fill in the required UCC information on
this new system instead of sending the information in the form of files to RMG. It also allows them to
keep track of UCC document recording and check the status time to time.
To address the security and scalability concern – Microsoft Windows Azure platform was chosen
wherein application will be hosted in Microsoft datacenters providing better security and trust for end
customers.
Application was hosted in the Windows Azure Cloud along with database. Though databases are hosted
safely on the SQL Azure - one of the major concern or requirement was to have the copy of database on
RMG internal servers. They wanted to have backup of data on their internal servers for analysis and
backup purpose. In short – they needed a daily database maintenance plan to backup the SQL azure
databases on to their local servers.
Since the databases are on Azure – there was no direct way to backup the databases. There are some
third party tools available in the market which can back up the Azure database but again it involves
purchasing cost. In addition to it – Azure billing would have gone up automatically since data would be
transferred from Azure service.
So cost effective solution was needed – which can pull the data from Azure without requiring Azure
Service to do anything. Saviant team quickly came up with solution of developing SSIS packages to copy
the database daily from SQL azure. Automatic notifications were added to make sure that packages are
running daily.
Client Benefits:
Automatic creation of UCC documents based of recording jurisdiction requirements:
Secured application and data storage in Windows Azure Cloud.
Effective strategy for cloud database backup on on-premises server.
Robust and scalable UCC management portal.
Improved speed and cycle for UCC document recording process.
Reporting and UCC document audits
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4. Summary:
With the automatic way of creating UCC documents and taking care of data security and backups
through Azure Cloud - Saviant has enhanced the core business functionality for the client resulting into
higher business turnaround and more satisfied clients for “RMG”.
About Saviant:
Saviant Consulting provides Business Solutions on Cloud. We help you to develop solutions which are
scalable, responsive to sudden demands and prepared for every technology change in future. Saviant
specializes in software development on cloud, application migration to cloud and Cloud Consulting
expertise with Microsoft Azure.
Start Today:
For more information on partnering with Saviant, contact us at anubhav@saviantconsulting.com or visit
our website at: www.saviantconsulting.com
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