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An End to End Solution
          for
  Financial Services



       Pat Myers pat@ziaconsulting.com
   Ryan McVeigh ryan@ziaconsulting.com
Who is Zia Consulting?

      Zia Consulting is a leading provider of enterprise
      business solutions for content management from
                      paper to mobile.


The Content People at Zia Consulting
 •    Driving Enterprise Mobility Technology
 •    Experts in Enterprise Integration and Cloud Ready Solutions
 •    Connected with industry leading partners
 •    Delivering measurable business results, on time, within budget



     Zia provides innovative solutions which open up new
       possibilities in a content anywhere environment.
Who is Zia Consulting?

  End to End Business Solutions

      • Procurement
      • Sales Automation
      • Contract and Records Management
      • eDiscovery
      • Knowledge Management
      • Business Process Management
      • Project and Expense Management


Integrity is core to how Zia does business
Agenda



• Solutions for Financial Services
  • Paper to Mobile
• Document Scanning
  • Kodak Scanners and Capture Pro
• Document Classification and Data Extraction
  • Ephesoft Intelligent Document Capture
• Content Store
  • Alfresco Records Management
• Q&A
Business Needs for Financial Services


                                  Doc Processing
                         Transactional Content Management




                                                           Content Store
                                                        Records Management



Doc Scanning     Doc Classification
and Image QA   and Content Extraction



                                                  Mobile
                                             Content Anywhere
Business Needs for Financial Services


                                  Doc Processing
                         Transactional Content Management




                     Today’s Focus


                                                           Content Store
                                                        Records Management



Doc Scanning     Doc Classification
and Image QA   and Content Extraction



                                                  Mobile
                                             Content Anywhere
Demo




                                                  Content Store
                                               Records Management



Doc Scanning     Doc Classification
and Image QA   and Content Extraction
Kodak Capture Pro


Traditional Document Capture
  • Batches
  • Simple Separation
  • Database lookup
  • Simple extraction (zonal)


Integration with Ephesoft IDC
  • Job template
  • Export field info to Ephesoft

Image QA

Scan auditing
Capture Pro Demo
Ephesoft Intelligent Document Capture



• Input
     • Paper, Fax, Email and Electronic formats

• Document Classification
     • Automatic classification, separation and document assembly

• Data Extraction
     • Free form extraction – key value, regular expressions
     • As well as fixed form, QR/Barcodes, OCR and DB lookup

• Web-based
     • Thin client
Ephesoft Process
Ephesoft Key Features


 100% web-based interface - Administration and Operator
 Content-centric architecture
 Classification and Extraction - Without separator sheets or barcodes
 Free form extraction – KeyValue, Regular expression
 RecoStar Pro v5 OCR/ICR/OMR integration
 Fuzzy Database matching technology
 Plug-ability: The architecture is extensible and different plug-ins can be
integrated to extend the processing.
 Script-ability
 CMIS Integration – Alfresco direct content model mapping
 LDAP/Active Directory Integration
 Browser-based scanning included
Ephesoft Demo
Mortgage Document Classification and Extraction



                                               Loan Number
                           HUD-1               File number
                                               Sales Price



                           Loan App            Amount




                            GFE                App number

Mortgage Documents                                           Alfresco RM

                           Transmittal         Rate
                            summary


   Scan              Classify            Extract             Store
Alfresco Benefits



• Content Platform
• Open Source
• Dramatically lower cost
• Ease-of-Use
• Developer Productivity
• Best-Practice Collaboration
• Administrator Productivity
• Advanced Search / Knowledge Management
• Distributed Architecture
Alfresco Records Management
               Benefits


• DOD 5015.2 certified records
  management
• Unified Solution
• Built on top of Alfresco’s Document
  Management Repository
• File records from the Alfresco interface
• Single solution to manage both corporate
  records and other content
Alfresco Records Management
Business Needs for Financial Services


                                  Doc Processing
                         Transactional Content Management




                                                           Content Store
                                                        Records Management



Doc Scanning     Doc Classification
and Image QA   and Content Extraction



                                                  Mobile
                                             Content Anywhere
Q&A



    Pat Myers pat@ziaconsulting.com
Ryan McVeigh ryan@ziaconsulting.com

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Zia End to End Solutions for Financial Services

  • 1. An End to End Solution for Financial Services Pat Myers pat@ziaconsulting.com Ryan McVeigh ryan@ziaconsulting.com
  • 2. Who is Zia Consulting? Zia Consulting is a leading provider of enterprise business solutions for content management from paper to mobile. The Content People at Zia Consulting • Driving Enterprise Mobility Technology • Experts in Enterprise Integration and Cloud Ready Solutions • Connected with industry leading partners • Delivering measurable business results, on time, within budget Zia provides innovative solutions which open up new possibilities in a content anywhere environment.
  • 3. Who is Zia Consulting? End to End Business Solutions • Procurement • Sales Automation • Contract and Records Management • eDiscovery • Knowledge Management • Business Process Management • Project and Expense Management Integrity is core to how Zia does business
  • 4. Agenda • Solutions for Financial Services • Paper to Mobile • Document Scanning • Kodak Scanners and Capture Pro • Document Classification and Data Extraction • Ephesoft Intelligent Document Capture • Content Store • Alfresco Records Management • Q&A
  • 5. Business Needs for Financial Services Doc Processing Transactional Content Management Content Store Records Management Doc Scanning Doc Classification and Image QA and Content Extraction Mobile Content Anywhere
  • 6. Business Needs for Financial Services Doc Processing Transactional Content Management Today’s Focus Content Store Records Management Doc Scanning Doc Classification and Image QA and Content Extraction Mobile Content Anywhere
  • 7. Demo Content Store Records Management Doc Scanning Doc Classification and Image QA and Content Extraction
  • 8. Kodak Capture Pro Traditional Document Capture • Batches • Simple Separation • Database lookup • Simple extraction (zonal) Integration with Ephesoft IDC • Job template • Export field info to Ephesoft Image QA Scan auditing
  • 10. Ephesoft Intelligent Document Capture • Input • Paper, Fax, Email and Electronic formats • Document Classification • Automatic classification, separation and document assembly • Data Extraction • Free form extraction – key value, regular expressions • As well as fixed form, QR/Barcodes, OCR and DB lookup • Web-based • Thin client
  • 12. Ephesoft Key Features  100% web-based interface - Administration and Operator  Content-centric architecture  Classification and Extraction - Without separator sheets or barcodes  Free form extraction – KeyValue, Regular expression  RecoStar Pro v5 OCR/ICR/OMR integration  Fuzzy Database matching technology  Plug-ability: The architecture is extensible and different plug-ins can be integrated to extend the processing.  Script-ability  CMIS Integration – Alfresco direct content model mapping  LDAP/Active Directory Integration  Browser-based scanning included
  • 14. Mortgage Document Classification and Extraction Loan Number HUD-1 File number Sales Price Loan App Amount GFE App number Mortgage Documents Alfresco RM Transmittal Rate summary Scan Classify Extract Store
  • 15. Alfresco Benefits • Content Platform • Open Source • Dramatically lower cost • Ease-of-Use • Developer Productivity • Best-Practice Collaboration • Administrator Productivity • Advanced Search / Knowledge Management • Distributed Architecture
  • 16. Alfresco Records Management Benefits • DOD 5015.2 certified records management • Unified Solution • Built on top of Alfresco’s Document Management Repository • File records from the Alfresco interface • Single solution to manage both corporate records and other content
  • 18. Business Needs for Financial Services Doc Processing Transactional Content Management Content Store Records Management Doc Scanning Doc Classification and Image QA and Content Extraction Mobile Content Anywhere
  • 19. Q&A Pat Myers pat@ziaconsulting.com Ryan McVeigh ryan@ziaconsulting.com