Adaptive Content Centric Case Management for Financial Services using Alfresco Workdesk – Process deals, loans, claims and...
l
Agenda
• Zaizi company introduction
• Alfresco Workdesk introduction
• Alfresco Office Workdesk introduction
• KYC Process...
• Zaizi is a consultancy and systems integrator specialising in assembling
smart content solutions using Alfresco, Ephesof...
dh
Alfresco Workdesk (1)
Friday, 5 July 13
dh
Alfresco Workdesk (1)
• Alfresco Workdesk is a browser-based application that was designed to
streamline business proce...
dh
Alfresco Workdesk (1)
• Alfresco Workdesk is a browser-based application that was designed to
streamline business proce...
dh
Alfresco Workdesk (1)
• Alfresco Workdesk is a browser-based application that was designed to
streamline business proce...
dh
Alfresco Workdesk (2)
Friday, 5 July 13
dh
Alfresco Workdesk (2)
• The right content, to the right person, at the right time.
Friday, 5 July 13
dh
Alfresco Workdesk (2)
• The right content, to the right person, at the right time.
• Business role-based approach allow...
dh
Alfresco Workdesk (2)
• The right content, to the right person, at the right time.
• Business role-based approach allow...
dh
Alfresco Workdesk (2)
• The right content, to the right person, at the right time.
• Business role-based approach allow...
dh
Alfresco Workdesk (3)
Friday, 5 July 13
dh
Alfresco Workdesk (3)
• Workdesk isn’t restricted to work only with the Alfresco repository. Workdesk
provides support ...
dh
Alfresco Workdesk (3)
• Workdesk isn’t restricted to work only with the Alfresco repository. Workdesk
provides support ...
dh
Alfresco Workdesk (3)
• Workdesk isn’t restricted to work only with the Alfresco repository. Workdesk
provides support ...
dh
Alfresco Office Workdesk
Friday, 5 July 13
dh
Alfresco Office Workdesk
• Alfresco Office Workdesk — Bypass the browser with seamless desktop
integration.
Friday, 5 July...
dh
Alfresco Office Workdesk
• Alfresco Office Workdesk — Bypass the browser with seamless desktop
integration.
• To save even...
dh
Alfresco Office Workdesk
• Alfresco Office Workdesk — Bypass the browser with seamless desktop
integration.
• To save even...
dh
Alfresco Office Workdesk
• Alfresco Office Workdesk — Bypass the browser with seamless desktop
integration.
• To save even...
dh
Alfresco Office Workdesk
• Alfresco Office Workdesk — Bypass the browser with seamless desktop
integration.
• To save even...
dh
KYC Process (1): introduction
Friday, 5 July 13
dh
KYC Process (1): introduction
• Know Your Customer (KYC) refers to the activities of
customer due diligence that financi...
dh
KYC Process (1): introduction
• Know Your Customer (KYC) refers to the activities of
customer due diligence that financi...
dh
KYC Process (2): high view implementation
Friday, 5 July 13
dh
KYC Process (2): high view implementation
• Document provided by the company: application form.
Friday, 5 July 13
dh
KYC Process (2): high view implementation
• Document provided by the company: application form.
• Documents provided by...
dh
KYC Process (2): high view implementation
• Document provided by the company: application form.
• Documents provided by...
dh
KYC Process (3): Alfresco solution
Friday, 5 July 13
dh
KYC Process (3): Alfresco solution
• Documents are OCRed by Ephesoft: it
recognises the type of the documents and
appli...
dh
KYC Process (3): Alfresco solution
• Documents are OCRed by Ephesoft: it
recognises the type of the documents and
appli...
dh
KYC Process (3): Alfresco solution
• Documents are OCRed by Ephesoft: it
recognises the type of the documents and
appli...
dh
KYC Process (3): Alfresco solution
• Documents are OCRed by Ephesoft: it
recognises the type of the documents and
appli...
dh
KYC Process (4): high view of the workflow
Friday, 5 July 13
dh
KYC Process (5): DEMO
Friday, 5 July 13
dh
Questions?
Friday, 5 July 13
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Adaptive Content Centric Case Management for Financial Services using Alfresco Workdesk

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Paper based processes like customer acquisition is an expensive process. In the current economic and regulatory climate the financial services industry is facing up to a number of pressures.

This presentation looks at:
- How customer acquisition can be streamlined by using Alfresco Workdesk
- Case Management (Ex: Claims Processing)
- How you can Involve people, documents and claim-process steps in simple workflows to speed up work.
- Bring information to one centralised virtual location, and store metadata to make searching of your content easier and faster with a few clicks!

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Adaptive Content Centric Case Management for Financial Services using Alfresco Workdesk

  1. 1. Adaptive Content Centric Case Management for Financial Services using Alfresco Workdesk – Process deals, loans, claims and cases faster and more efficiently Adaptive Content Centric Case Management for Financial Services using Alfresco Workdesk Zaizi Ltd Friday, 5 July 13
  2. 2. l Agenda • Zaizi company introduction • Alfresco Workdesk introduction • Alfresco Office Workdesk introduction • KYC Process overview • Demo Friday, 5 July 13
  3. 3. • Zaizi is a consultancy and systems integrator specialising in assembling smart content solutions using Alfresco, Ephesoft, Solr. • Our team have experience building and delivering a wide range of enterprise solutions including document and web content management systems, portals and corporate extranets. • We are an Alfresco & Ephesoft certified Platinum Partner, Red Hat Enterprise Linux Ready Partner. • Alfresco Partner of the Year 2012! Friday, 5 July 13
  4. 4. dh Alfresco Workdesk (1) Friday, 5 July 13
  5. 5. dh Alfresco Workdesk (1) • Alfresco Workdesk is a browser-based application that was designed to streamline business processes associated with loans, claims, applications, invoices, and cases. Friday, 5 July 13
  6. 6. dh Alfresco Workdesk (1) • Alfresco Workdesk is a browser-based application that was designed to streamline business processes associated with loans, claims, applications, invoices, and cases. • General-purpose document management and collaboration apps, such as Alfresco Share, are perfect for day-to-day content management and sharing needs of most knowledge workers. Friday, 5 July 13
  7. 7. dh Alfresco Workdesk (1) • Alfresco Workdesk is a browser-based application that was designed to streamline business processes associated with loans, claims, applications, invoices, and cases. • General-purpose document management and collaboration apps, such as Alfresco Share, are perfect for day-to-day content management and sharing needs of most knowledge workers. • But organizations or departments with high-volume, content-centric business processes – such as banks, insurance companies, government agencies or human resources and accounts payable departments - often require a more structured approach. Friday, 5 July 13
  8. 8. dh Alfresco Workdesk (2) Friday, 5 July 13
  9. 9. dh Alfresco Workdesk (2) • The right content, to the right person, at the right time. Friday, 5 July 13
  10. 10. dh Alfresco Workdesk (2) • The right content, to the right person, at the right time. • Business role-based approach allows users to focus on just what they need to do. Friday, 5 July 13
  11. 11. dh Alfresco Workdesk (2) • The right content, to the right person, at the right time. • Business role-based approach allows users to focus on just what they need to do. • Alfresco Workdesk allows users to focus on just the content that is relevant to them, at just the right time, based on their role in the business process. Friday, 5 July 13
  12. 12. dh Alfresco Workdesk (2) • The right content, to the right person, at the right time. • Business role-based approach allows users to focus on just what they need to do. • Alfresco Workdesk allows users to focus on just the content that is relevant to them, at just the right time, based on their role in the business process. • If your role is simply to review and approve that the employee confidentiality agreement has been signed, then you would just see a list of newly signed confidentiality agreements that you could quickly view and approve with a click. Friday, 5 July 13
  13. 13. dh Alfresco Workdesk (3) Friday, 5 July 13
  14. 14. dh Alfresco Workdesk (3) • Workdesk isn’t restricted to work only with the Alfresco repository. Workdesk provides support for both FileNet and CMIS repositories. FileNet support is available via a connector that uses the native FileNet API; the CMIS-compliant repository connector is based on the CMIS API. Friday, 5 July 13
  15. 15. dh Alfresco Workdesk (3) • Workdesk isn’t restricted to work only with the Alfresco repository. Workdesk provides support for both FileNet and CMIS repositories. FileNet support is available via a connector that uses the native FileNet API; the CMIS-compliant repository connector is based on the CMIS API. • Dynamic Folders Dynamic Foldering is a major strength of Workdesk and a key differentiator between it and other client applications like Alfresco Share. In Workdesk, Dynamic Folders can be constructed by configuring the query criteria of a search template to keys off of document metadata. Friday, 5 July 13
  16. 16. dh Alfresco Workdesk (3) • Workdesk isn’t restricted to work only with the Alfresco repository. Workdesk provides support for both FileNet and CMIS repositories. FileNet support is available via a connector that uses the native FileNet API; the CMIS-compliant repository connector is based on the CMIS API. • Dynamic Folders Dynamic Foldering is a major strength of Workdesk and a key differentiator between it and other client applications like Alfresco Share. In Workdesk, Dynamic Folders can be constructed by configuring the query criteria of a search template to keys off of document metadata. • Alfresco Workdesk is recommended for Enterprise customers requiring high levels of functionality, versatility, security, and performance. Friday, 5 July 13
  17. 17. dh Alfresco Office Workdesk Friday, 5 July 13
  18. 18. dh Alfresco Office Workdesk • Alfresco Office Workdesk — Bypass the browser with seamless desktop integration. Friday, 5 July 13
  19. 19. dh Alfresco Office Workdesk • Alfresco Office Workdesk — Bypass the browser with seamless desktop integration. • To save even more time, Alfresco Office Workdesk brings transactional content processes into desktop applications, such as Microsoft Office. Friday, 5 July 13
  20. 20. dh Alfresco Office Workdesk • Alfresco Office Workdesk — Bypass the browser with seamless desktop integration. • To save even more time, Alfresco Office Workdesk brings transactional content processes into desktop applications, such as Microsoft Office. • Alfresco Office Workdesk is perfect for users who are working in desktop applications all day long, and need to interact with content-centric processes. Friday, 5 July 13
  21. 21. dh Alfresco Office Workdesk • Alfresco Office Workdesk — Bypass the browser with seamless desktop integration. • To save even more time, Alfresco Office Workdesk brings transactional content processes into desktop applications, such as Microsoft Office. • Alfresco Office Workdesk is perfect for users who are working in desktop applications all day long, and need to interact with content-centric processes. • Direct access to the content and metadata. Friday, 5 July 13
  22. 22. dh Alfresco Office Workdesk • Alfresco Office Workdesk — Bypass the browser with seamless desktop integration. • To save even more time, Alfresco Office Workdesk brings transactional content processes into desktop applications, such as Microsoft Office. • Alfresco Office Workdesk is perfect for users who are working in desktop applications all day long, and need to interact with content-centric processes. • Direct access to the content and metadata. • No additional client installation requires. Friday, 5 July 13
  23. 23. dh KYC Process (1): introduction Friday, 5 July 13
  24. 24. dh KYC Process (1): introduction • Know Your Customer (KYC) refers to the activities of customer due diligence that financial institutions and other regulated companies must perform to identify their clients and ascertain relevant information pertinent to doing financial business with them. Friday, 5 July 13
  25. 25. dh KYC Process (1): introduction • Know Your Customer (KYC) refers to the activities of customer due diligence that financial institutions and other regulated companies must perform to identify their clients and ascertain relevant information pertinent to doing financial business with them. • Banks, insurers and export credit agencies are increasingly demanding that customers provide detailed anti-corruption due diligence information, to verify their probity and integrity. Friday, 5 July 13
  26. 26. dh KYC Process (2): high view implementation Friday, 5 July 13
  27. 27. dh KYC Process (2): high view implementation • Document provided by the company: application form. Friday, 5 July 13
  28. 28. dh KYC Process (2): high view implementation • Document provided by the company: application form. • Documents provided by the client: evidence of name, evidence of address, evidence of funding method. Friday, 5 July 13
  29. 29. dh KYC Process (2): high view implementation • Document provided by the company: application form. • Documents provided by the client: evidence of name, evidence of address, evidence of funding method. • The company can ask for more documents to validate the information provided by the client. Friday, 5 July 13
  30. 30. dh KYC Process (3): Alfresco solution Friday, 5 July 13
  31. 31. dh KYC Process (3): Alfresco solution • Documents are OCRed by Ephesoft: it recognises the type of the documents and applies the right properties. Friday, 5 July 13
  32. 32. dh KYC Process (3): Alfresco solution • Documents are OCRed by Ephesoft: it recognises the type of the documents and applies the right properties. • Alfresco repository: there is a drop folder where Ephesoft saves the OCRed documents. Friday, 5 July 13
  33. 33. dh KYC Process (3): Alfresco solution • Documents are OCRed by Ephesoft: it recognises the type of the documents and applies the right properties. • Alfresco repository: there is a drop folder where Ephesoft saves the OCRed documents. • When all the required documents have been received, a workflow is triggered. Friday, 5 July 13
  34. 34. dh KYC Process (3): Alfresco solution • Documents are OCRed by Ephesoft: it recognises the type of the documents and applies the right properties. • Alfresco repository: there is a drop folder where Ephesoft saves the OCRed documents. • When all the required documents have been received, a workflow is triggered. • There is a group in Alfresco delegated to check and validate the information provided by the client. Friday, 5 July 13
  35. 35. dh KYC Process (4): high view of the workflow Friday, 5 July 13
  36. 36. dh KYC Process (5): DEMO Friday, 5 July 13
  37. 37. dh Questions? Friday, 5 July 13

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