XDU On the Road. John Nitti Vice President Worldwide Sales and Marketing

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1 XDU On the Road John Nitti Vice President Worldwide Sales and Marketing DocuLynx Inc. DocuLynx is a privately held, independent, IT software & ASP services company est. in 2004 in Omaha, Nebraska. DocuLynx owns, develops, supports and distributes the Mercury Archive Software Products Worldwide. The Mercury platform provides a robust document solution that offers Capture, Management, Presentation, and Preservation. We operate 2 secure data processing centers located in Omaha, NE & Pismo Beach, CA for customers that wish to outsource their operations. DocuLynx currently outputs in excess of a billion pages per month to CD/DVD & the Web 2

2 Enterprise Document Life Cycle Document components and their use Data Management Campaign Management Message Management Response Analytics Retention/Compliance/Retrieval/ Presentment 3 Sampling of US Compliance 21 CFR Part 11 Basel II California Senate Bill 1386 Check 21 Gramm-Leach-Bliley Act CPI HIPAA ISO NASD 3010 Sarbanes-Oxley Act SEC 17a-4 USA Patriot Act DoD ISO Compliance regulations continue to grow are your systems able to protect you? 4 CAPTURE MANAGE PRESENT PRESERVE

3 Mercury Functions Document Archival Scalable High speed ingestions with effective data storage for multi data types Distribution Secured role based users receiving access to data types for viewing and data mining E-Presentment High speed indexed with full text search capabilities for electronic presentment 5 Mercury Dataflow Data Input Functions Line Data files include: EBCDIC or ASCII for reports Image Files include: PDF, TIFF, JPEG, etc. Voice Files: WAVE Intelligent Print Streams include: AFP, Post Script, etc (transformed intact as PDF through 3 rd party software) Direct ingestion from Composition Software such as HP Exstream, and GMC PrintNet to streamline data loading 6

4 Mercury Dataflow Pre-Processing Set-Up Functions Watch Directory setup for streamline ingestion operations Index extractions for field index tables Easy to use GUI tool for defining indexes values from the document Exterior file index providing meta data for searching not resident on the document Pre-ingestion automated process requirements (i.e. transform to PDF) Event Handler for custom functionality Post-ingestion automated process requirements, ( notification, electronic delivery, etc.) 7 Mercury Dataflow Ingestion Processing Functions Compile & Parse data Add encryption algorithm Compress files Merge index information or files with image file Capable of extracting data for external use Build new Mercury Data Base Append to an existing Mercury Data Base Define logical repositories Define retention rules for auto expiration 8

5 Mercury Dataflow Multi Channel Output Offerings Deliver Mercury Repository to Web through Mercury Web Powerful high speed search with e-presentment functionality Multiple functions for document delivery with data mining capabilities Single user interface for all data types Multiple levels of security down to end user Role based user definitions Encryption to the desktop option True fidelity of the document Report audit trails Customizable and brandable 9 Mercury Dataflow Multi Channel Output Offerings Deliver Mercury Data to the Web from your applications Full function web services calls support to access all data Single Sign On Encryption to the desktop option True fidelity of the document Access index data for presentment 10

6 Mercury Dataflow Multi Channel Output Offerings Deliver Mercury Repository to CD/DVD Use Mercury CDProducer for lights out automated disc publishing through Rimage & Microtech Units Mercury Search burned on each disc allowing cross over of different data types and decrypts data on disc Automated labeling, disc password protection Zero footprint Encryption of data and keys with login id s makes data secure 11 Archival: What Content 12

7 Archive - Value Added Features Mercury Software developed specifically for High Volume Transactional Output clients Ingestion engine on average can process over 1 million images an hour with a single engine Scalable ingestion by deploying more engines Document retrieval scales to consumer grade use through the Mercury High Volume Server All achievable due to the Mercury Database technology Streamline Operations Lights out operation Easily implement retention policies End User tools to mass notices of data availability 13 Archive - Value Added Features Indexing Field based Full-text Supplied index Combination Index data available for display Compression and Storage Storage efficiency specific to PDF single file Up to 90% compression on line data Encryption Use Blowfish encryption methodology Access to data requires encrypted key 14

8 Architecture: Mercury Data Flow 15 Mercury Value Propositions Reduce costs Single platform for all document storage Reduce training Windows platform Effective application to protect data/compliance SaaS or License model Improve performance Streamline process Implementation time-to-market Scalable High performance ingestion and retrieval Multi Channel delivery form a single ingestion Supports large volumes of simultaneous users Integration with document composition engines Robust indexing capabilities Event handling for complex customized data handling Web integration to in-house applications 16

9 Industry: Banking Credit Card Challenge Approach Results Extract 7 years of statement data to feed a data warehouse for the purpose of responding to an audit Lack of information on individual purchases to better market to consumers Reduce print/mail by increasing subscriptions for e-presentment Single solution for remittance coupon and check image Lack of ability to better extract and perform analytics on data from legacy reports Utilize the Mercury engine with Event Handler code to extract over 90 data elements from 7 years of monthly CC statement that had multiple statement formats Demonstrate a single platform used by both knowledge workers inside the enterprise as well as consumers outside the enterprise By making more historical statements available to the consumer online, there can be an impact on increasing the number of e-presentment subscribers, Loaded data from over 85 million statements in a matter of days Single platform for all documents with multi-channel delivery for both internal users and external users Change in policy for consumers regarding e-statements 17 Industry: Service Bureau Challenge Approach Results Small service bureau providing statements for local credit unions cannot compete with web delivery and more robust service offerings from larger competitors Lack of resources make entry point monumental Utilize DocuLynx ASP offering allowing a pay as you go offering for web presentment hybrid solution Powerful software offering expands service bureau offering to be competitive; ability to purchase license for in-house deployment when business grows reduces risk of selection New customers added More functional offering adding new services Solution for behind the firewall solution 18

10 XDU On the Road Thank You

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