Document Imaging as a key to paperless initiatives. Amanda J. Copenhaver, Product Manager April 12, 2017

Transcription

1 Document Imaging as a key to paperless initiatives Amanda J. Copenhaver, Product Manager April 12, 2017

2 Agenda Integration and Capture Document Imaging Panel Audit and Security Western Alliance Bank WSFS Citizens Bank of Shelbyville Questions 2

3 Product Integration 3

4 Destination Paperless Efficiency through integration Customer/Account documents available through core screens Signature Cards and Photo IDs available through teller applications Electronic signature enables delivery of signed documents electronically to archive from deposit and loan origination systems Non-FIS solutions available API for 3rd party applications for image retrieval and display Utility for electronic push of documents from 3rd party applications into FCM Recently added Encompass, FDIC and PeopleSoft integration Efficiency through capture Electronic ingestion of documents Drag-n-Drop Standard file import when indexing Document scheduler Print2Archive Send2Archive Capture Gateway Barcoded documents provide automation in indexing ICR and OCR Forms Recognition allows for further efficiencies where barcodes are unavailable 5

5 Print2Archive Virtual printer used to archive images Move documents or webpages directly into FCM Indexing privileges are defined by bank Create batches which can be ingested into FCM automatically Send2Archive NEW! Right click and index to archive Set PDFs to convert to TIFF images automatically through Document Scheduler Import profile Compatible with Microsoft Word, Microsoft Excel, Microsoft Outlook, PDF, GIF, JPEG, PNG, BMP and TIFF 6

6 Import Send s and document attachments to a pre-configured address Works with POP or IMAP servers and integrates to your existing system Automates indexing by including standard FCM indexing information within the Automatically indexes attachments Supports multiple inboxes for different lines of business Options to image s and attachments and import them into FCM Allows employees without document indexing entitlements to submit documents to be indexed Separate add-on module 7

7 Full Page OCR Coming Soon Full page OCR capabilities for indexed documents Search capabilities from text data Filter required to narrow search results Add on feature 8

8 Audit and Tracking 9

9 Audit Capabilities Investor Stacker Export selected document types Import file with account numbers to be extracted Bookmarked PDF file output for each account Electronic delivery of documents Document Delivery Burn data to CD/DVD Import file with account numbers to be extracted External secure viewer provided on disk FDIC Export New in 2017 Release FDIC requested format Delivery written out to bank s network Upload to FDIC servers through secure NetImage FCM Only Controlled access to specific accounts Bank can set up a web user profile for auditors Easily add accounts to NetImage profile Secure access to data channels for FDIC review 10

10 Security and Compliance Audit and compliance tools Security entitlements User and Document level auditing Exception Tracking Retention tools for automated purging Document Review Validate accuracy of data Track who reviewed a document User or User Group Entitlements Department based security Functional Entitlement View/Annotate/Print/Edit/Delete/Modify Document level restrictions Mask SSN Data Fields 11

11 Exception Tracking Track missing and expired documents Required documents customized by bank Additional document requirements can be modified at the account level Real time updates to fulfillments as documents are indexed Ability to waive/add document requirements per account with a stored audit history Set default expiration dates at the document level for tracking purposes Reports can be generated and automatically distributed for exception handling 12

12 Document Imaging Panel Discussion 13

13 Questions

14 Amanda J. Copenhaver

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