Insurance Vertical Presentation

55
DataScan. DataScan. Online Online and DataFlo - and DataFlo - Insurance Vertical Insurance Vertical

Transcript of Insurance Vertical Presentation

DataScan.DataScan.OnlineOnline and DataFlo - and DataFlo - Insurance VerticalInsurance Vertical

2 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

ContentsContents

Need for EDCMS / BPMS

Business Challenges for a Insurance Organization

Business Benefits

Our Solution – Enterprise Document Content Management System (DataScan.Online)

Our Solution – Business Process Management Solution (DataFlo)

Case Study – Birla Sunlife

About 3i Infotech

Contents

Technology Differentiators

3 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Need for EDCM / BPM SolutionsNeed for EDCM / BPM Solutions

* Industry Research

Need for EDCMS / BPMSManual Data

capture processes

increases cost & time

Documents are replicated in manifolds for distribution

Significant part of the corporate info

exists on paper which are seldom

misfiled

Enterprises lose track of important

documents

Users spend more time in searching a

document rather using it

The document is always with

somebody when you require it

Takes time and increase recurring overhead cost to move physical

documents

High cost of maintaining document

confidentiality & security

High cost of maintaining version control, audit logs to

meet compliance

Frequent Document

Approvals & Document

Collaboration

4 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Insurance Business OverviewInsurance Business Overview

Insurance BusinessOverview

Insurance

Life• Life Individual

• Life Group Non-Life•Fire / Accident

•Marine / Cargo/

•Aviation

•Eng. & Construction

•Auto / Home

Health• Medical – Individual

• Medical - Group

5 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Business Challenges for a Insurance OrganizationBusiness Challenges for a Insurance Organization

Paper-based Process

• Manual processes are always slower• Paper handling cause human error• Paper document increases storage cost• Duplication of documents for

distribution

Document IntensiveEnvironment

• Huge Volume• Data Capture • Document Collaboration• Verifications & Approvals

Integration Issues

• Wide range of systems • Wide range of Products• Numerous Hierarchies and

Policies

Customer Response

• High Turn Around Time • Control and Tracking

Business Challenges for an Insurance Organization

6 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Key Processes in Insurance BusinessKey Processes in Insurance Business

Insurance Processes

Application Forms

ID & Address Proofs

Photograph

Under Writer Reports

Policy Documents

Contracts

Legal Agreements

Customer Documents

Risk Reports

Transaction Reports

Claim Reports

Proof Documents

Verification Reports

Accounting Documents

Correspondence

Emails

Letters

Support Documents

Claim Forms

Photographs

Police Reports

TPA Report

Medical Reports

Our Solutions

7 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

8 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

9 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

10 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

11 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

12 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

13 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

14 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

15 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

16 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

17 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

18 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with PremiaIntegration with Premia

Integrated with Premia

19 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Workflow Features Framework level integration and steps could be

customized for your implementation

User Based Work List – Listing of tasks

User synchronization – Single Sign On

Email notifications for arrival of an item

Privileges of escalations and sending back to previous step

Integration with PremiaIntegration with Premia

Integrated with Premia

20 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Integration with Document Management Scanning

Scanning & Importing of images and electronic files like PDF, MS Word etc.

Allocating Document Types to Group by Users Inbox

Adding passwords to protect documents

Tagging keyword to images for future reference

Inbox Document or individual pages are linked to transactions

and process.

Documents could be forwarded or deleted from Inbox

Linked Documents Linked Documents could be searched and listed by

Process Type and Document Type

Integration with PremiaIntegration with Premia

Integrated with Premia

21 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

General Functions Annotations, circles, highlighting etc. on images

Revision Control and Access Control on documents

Zoom up, Zoom Down, Improve image quality (Despeckling), Rotation etc are available.

Integrated with Premia

Integration with PremiaIntegration with Premia

22 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Business Benefits of BPM and DMSBusiness Benefits of BPM and DMS

Improved employee productivity, efficiency and performance as result of making documents available to users based on their roles in the organisation- from teller operations to loan processing to trade finance

Streamlining Document Processing

Track and Monitor Queues status - user KPI and measure metrics. Establish secured process workflow. Enable faster & efficient resolutions and approvals

Control and Escalation

Controlled Audit of activities with documents to meet Regulatory Compliance

Document Compliance

Online Document Retrieval - Ensures near paperless environment and significant saving in real estate

Less Paper environment

Make the process agile, flexible and scalable by transforming the current processes into a dynamic information-enabled business environment, ensuring information available 24*7*365 from anywhere within the country, across geography

Process Agility

Centralized or Distributed Document Repository with proper fall back infrastructure thus mitigating Risk, meeting Compliance and developing knowledgebase for any future use and analysis

Risk Mitigation

Business Benefits

23 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Application Origination ProcessCustomer Walks in to the branch

Fills up the Application form & submit support documents

Executives Scans Application Form and support documents*

The Scanned documents are inducted to the Workflow

The rest of the fields are auto-captured through OCR

QC process could be implemented to achieve higher level of accuracy

The Manager Approves the Documents

Capturing key fields such as Form No & DateIndependent Solutions

The data gets uploaded to Insurance Application suit

24 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Insurance Systems powered by Content DeliveryInsurance Systems powered by Content Delivery

Document Management System

Business Process Management

Process based Content Delivery

Capture / Capture / Extract Extract

Validation Validation and and

ApprovalsApprovals

Split Screen Split Screen Data Entry with Data Entry with Document Document DisplayDisplay

Post Post Process Process DMS DMS ServiceService

Export OutExport Out(CSV / (CSV /

Flat File)Flat File)

Independent Solutions

25 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Implementation - DataFloImplementation - DataFlo

DATA CENTER

Workflow Engine

Initial Indexing & Uploading

DISTRIBUTED BRANCH/CUSTOMER CARE/CLAIM CELL

Scan Station

Customer Support Exec

Manager Allocates the Jobs to staffs

Teams

OTB CENTRALISED PROCESS CENTER

BR

AN

CH

Processes

DECISION/ANALYSIS/REPORT

FINAL APPROVAL

OP

ER

AT

ION

S

CONTROL & MONITOR

Business Line Head

Core Banking System

ENCRYPTED COMMUNICATION - ACROSS THE COMPLETE NETWORK

Document Management Server

Workflow Server

Department users process the tasks

Double Keying,Quality Control

Integration / Export Out (Optional)

Routing Rules

Signature Cropping

Documents are captured at distributed points and uploaded to the Central FolderDesignated Supervisor distributes the work items among all process participantsA scheduler picks the work items from folder and put them into the workflow at one shotParticipants picks the work items from their mailbox and process themAt the end of the process, documents are archived in DMS to respective foldersThe data captured can be exported out for Core Apps

Independent Solutions

26 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Claim – Application OriginationClaim – Application Origination

Doc Submission

Doc Processing

Doc Searching

Claims Process

The Customer applies for the claims with required documents. Documents gets collected either physically or electronically transferred to the processing centers.

At the processing centers, details of each application are entered into Premia and the associated documents are scanned and uploaded to DataScan.Online

Search and view from Document Repository based on Claim Number

The Actual Claim Process

Doc Editing

Activities like Insertion, replacement, export, deletion with approval etc. could be carried out. Image enhancement can be done using despeckle/gamma tools. Annotations, border, highlights, etc. of different shape, size and color could be attached to document.

Independent Solutions

27 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Other independent DMS/BPM Applications

PERSONNEL RECORDS

RESUMES

LEAVE APPROVALSHR

AGREEMENTS & CONTRACTS

LEGAL DOCUMENTS

REGULATORY DOCUMENTS

LEGAL

ACCOUNTS

INVOICE & DELIVERY CHALLANS

PURCHASE ORDERS

CONTRACTS

SALES

TENDERS & RESPONSES

REPORTS

COLLETERALS

Independent Solutions

28 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Independent DMS/BPM Applications

PROJECT DOCUMENTS

REPORTS

CHANGE REQUEST PROCESS DOCUMENTS

TENDERS & TENDERING PROCESS

POC/PILOT REPORTS

DISCOUNTING CONTRACTSPROCUREMENT

IT

CORPORATE

MINUTES OF BOARD MEETINGS

POLICIES

CONTRACTS

PRO LIBRARIES

JOURNALS

NEWS CLIPPINGS

Independent Solutions

29 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Welcome to DataScan.Online

- DataScan.Online

30 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Unique Features - DataScan.Unique Features - DataScan.OnlineOnline

Distributed Architecture

Load Balancing

Seamless Disaster

Recovery

Localization of Data

Enterprise Level

Framework

Fastest Search Engine

Scanning &Capture Management

Intelligent Data Capture

Capability

Heterogeneous Storage Support

24 x 7 Scanning

Image Quality Compression

Technology

Distributed Cluster Server Architecture

-enhanced availability and resource optimization

Seamless Load Transfer between Resources

Maximum Tolerable Outage (MTO)

End of the previous business day (EoD)

Server Role Forwarding

Inbuilt SFT (50%)

Architecture Fit to Future

Planning

Self Optimized Database to perform

fastest search on complex arbitrary

queries

Bandwidth &

Performance Optimization

Centralized Policy Administration

Agility in Deployment & Customization

Application Integration

Modular Infrastructure Planning

Building-block Model

Scalable with the Growth

Automatically capture data (OCR, ICR) from

scanned Forms

Heterogeneous multi-volume devices

Online, near online and offline storage mode

NAS,SAN, Tape Library, Optical Media

Scanning in Shifts

Asynchronous “Night Batch” Transfer

Effective Image Quality Enhancement (pixel level) on the fly

JBIG – 35% more than standard CCIT Group 4

Compression

Technology Features

- DataScan.Online

31 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Unique Features - DataScan.Unique Features - DataScan.OnlineOnline

Five Levels of Access Security

Transmission is encrypted

Content Repository

Reliability Scalability Flexibility

PKE3-Des

IP protectionSession key

Document Content Embedded within content database

24*7 Database uptime Incremental back up

Inbuilt Disaster Recovery

Fit into changing business dynamics

USER NAME, PASSWORD

IMAGEBASE PASSWORDPROTECTED FIELDS - Metadata-based Security

DOCUMENT SECURITY LEVEL (DSL)

TRUSTEE BASED FUNCTIONAL RIGHTS:

Admin, Checker, Delete, Export, Index, Modify, Print

DocumentAuto View

OCR – Full Text

WebflowSOA

EnabledCustomized

GUI

Inbuilt Optical Character Reader

Engine SupportImage Clean

Native File Support

Threshold definition helps in Image

cleaning… On the fly Image Despeckling and Gamma Control

Integrated Collaborative Workflow to route

documents within an enterprise

Platform Independent Powerful Integration

Inexpensive -Web ServiceOCX & COM support

Verticalized GUI &

Branded User Interface

Technology Features

- DataScan.Online

32 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Opening Dashboard

- DataScan.Online

33 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

DataScan.Online – ScanningDataScan.Online – Scanning

Hardware independent Scanners

Duplex Page Scanning

Scan in color, grey and black & white

Batch Scanning with page separator

Barcode Recognizer, Blank page

- DataScan.Online

34 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

DataScan.Online – IndexingDataScan.Online – Indexing

Spit Screen facility for index.

Pick and index documents

Easy document classification

- DataScan.Online

35 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

DataScan.Online – RetrievalDataScan.Online – Retrieval

- DataScan.Online

36 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

DataScan.Online – Listing Search Result DataScan.Online – Listing Search Result

- DataScan.Online

37 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

DataScan.Online – Document ViewingDataScan.Online – Document Viewing

- DataScan.Online

38 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Welcome to DataFlo

- DataFlo

39 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Overview - DataFlo (BPMS)Overview - DataFlo (BPMS)

TEMPORARY

CONTAINER

Business Process Workflow

CORE BUSINESS APPLICATION

Integration

Business Process Management Solution - Overview

- DataFlo

40 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Document Induction / Auto Initiation - DataFloDocument Induction / Auto Initiation - DataFlo

Scan-Docs Emails Faxes

Auto Initiation polling application

Temporary Repository

Documents are segregated in respective folders

Supervisor distribute among the process participants, and the items are populated in

user’s individual mailboxes

Scanned Documents get stored in the Temp RepositoryFaxes are inducted as a TIFFEmails are automatically archived into DMS repository and indexed on header info like From, To, Subject, Date etc.

Contents are verified based on their types, resolution, size etc.

during the induction

A pre-defined scheduler pulls the work items from a central or FTP folder and

populates in Supervisor’s Mailbox

Team Admin

- DataFlo

41 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Auto Flow & Job Allocation - DataFloAuto Flow & Job Allocation - DataFlo

RULE

Auto flow polling application

Automatic flow of work items to individual work

baskets

Distribution based on %

Business Rule

Automated Distribution of Work Items through Business Rules

Distribution based on Values

- DataFlo

42 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Job Efficiency - Booster Set - DataFloJob Efficiency - Booster Set - DataFlo

Enumerated ChecklistsEnumerated Checklists

Image Aided Data Entry ModuleImage Aided Data Entry Module

Displays the zone of a image page corresponding to a template field. Eliminates page browsing and look for

information. No Eye ball movement

FORMFacility to define a set of rule based check listresponses allowing the processing agent to document his decision faster. Capability of

electronic analytics of the responses

- DataFlo

43 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Job Efficiency - Booster Set - DataFloJob Efficiency - Booster Set - DataFlo

Double Data Entry and Quality CheckDouble Data Entry and Quality Check

DATA ENTRY PROCESS

DOUBLEDATA ENTRY

PROCESS

QUALITY CONTROL

END PROCESS

Parallel ProcessingParallel Processing

REQUESTSUBMISSION

VERIFICATION

DATA ENTRY

UPDATION IN SYSTEM

ARCHIVE

Inbuilt process ensuring

100% accurate data capture

MIS reports, QC reports to

check user performance

and metrics

A single process can be sub-divided into different sub-processes, each

process being executed by a specific set of agents

Slower processes and faster processes

can proceed at their own pace,

without affecting each other

- DataFlo

44 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Process Designing Tool - DataFloProcess Designing Tool - DataFlo

Different Components

ExceptionsProcess

Stage HelpDocument

Folders

User & Team

Definition

Business Rules

Template Fields

Time Matrix

Child - Parent Relationship

User / Team Roles

- DataFlo

45 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Dash Board - DataFloDash Board - DataFlo

Product Groups & Product

Stage/Queue Status

Time Busted Work Items

Details of Pending work items

Number of Transactions Completed within a range Of date and average Processing time taken

Dash Board – Control

- DataFlo

46 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Reports - DataFloReports - DataFlo

Volume, Time Metrics, Queue Reports, Performance Reports,

Pending Reports etc.

System provides Out of the box standard Reports in Crystal Reports or Web Reports

Customized reports could be Provided as per the business requirement.

- DataFlo

47 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Web Client - DataFloWeb Client - DataFlo

The web client enables users for all standard process works, such as scan & capture, data keying, forwarding, archival and searches. “Web Reports” another useful tools enables us for generating and accessing DataFlo reports through web client.

- DataFlo

48 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Challenges in Identifying the Right SolutionChallenges in Identifying the Right Solution

Does the Solution Provider have true understanding of

the nuances of my business?

How much scalable and flexible is the

solution to meet my growth and business

dynamics?

Does the solution meet with my out-of-the-box need

and return a higher ROI?

Does the solution support SOA to

optimize the enterprise

framework?

Does the solution comply to my

regulatory objectives in

terms of reliability,

security and other parameters?

How fast the solution can be customized to

meet my business need?

How the integrated solution will perform

in my existing business

environment?

Differentiators

49 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Technology DifferentiatorsTechnology Differentiators

Distributed Internet Server

Architecture

Framework Approach

SOAWeb

Services

Distributed Local

Content Stores

Component based

Architecture

Disaster Recovery Models

Differentiators

50 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Business DifferentiatorsBusiness Differentiators

Maximize

ROI

Low Investment on

Resources

Low cost of

IntegrationRoadmap to

Match Future

Best Practice Vertical

Application

Rapid

Deployment

Differentiators

51 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Case Study – Large Insurance MNC in IndiaCase Study – Large Insurance MNC in India

Solution Partner for last 5 years

Volume of 80 million pages

DMS application for Insurance Policy Documents

Online Access of Policy Documents

Solution Performance in existing infrastructure

Automated tracking and sorting of documents

Reliable and Stable Solution

Improved Process Efficiency & Customer Service

Knowledgebase Creation for underwriting and taking decisions

Case Study

52 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

About 3i InfotechAbout 3i Infotech

Promoted by US$79 billion NYSE-listed ICICI Bank Founded in 1999. Turnover of US$ 250 Million Global provider of comprehensive solutions, in the

area of Banking, Financial Services and Insurance Capital Markets Mutual funds Enterprise Resource Planning and Management Government Software Services and IT Outsourcing BPO Services

Multicultural team of 5000 technical and functional specialists

Physical presence in 11 countries 500 customers in over 50 countries across 5

continents

About 3i Infotech

53 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

About 3i InfotechAbout 3i Infotech

EDCMS and BPMS expertise 350+ customers

800 client site installations

Deep domain expertise

Complete technology ownership

Solutions for Banking, Insurance, Manufacturing, Contracting, Retail & Distribution and Government

High Quality Standards SEI CMM Level 5,SEI CMMi Level 5 and ISO

9001:2000About 3i Infotech

54 - Confidential

Business Challenges for a Insurance Organization

- DataScan.Online

- DataFlo

Business Benefits

About 3i Infotech

Need for EDCMS / BPMS

Contents

Our Solutions

Differentiators

Case Study

Insurance BusinessOverview

Product Support

Integrated with Premia

Independent Solutions

Our ClientsOur Clients

About 3i Infotech

AMERICAN EXPRESS

BNP PARIBAS

ABN AMRO BANK

STANDARD CHARTERED

CENTURION BANK OF PUNJAB

SBI

ING VYSYA BANK

SEYLAN MERCHANT BANK

NORTH SOUND CAPITAL

BANKS

BIRLA SUNLIFE INSURANCE

ZURICH INSURANCE

CEYLINCO INSURANCE

INSURANCE

ASEA BROWN BOVERI

SUZUKI MOTORS

SIEMENS

BRITISH OXYGEN

NOVARTIS

DAIMLER BENZ

MANUFACTURING

APOLLO HOSPITALS

KOTHARI MEDICAL CENTRE

WOODLANDS

INSPECTOR GENERAL OF REGISTRATION

REGISTRAR OF COMPANIES

INDIAN PARLIAMENT

CALCUTTA HIGH COURTS

DEFENSE – INDIAN NAVY

INDIAN PATENT OFFICE

NATIONAL LIBRARY

HEALTH

SRILANKAN AIRLINES

DIALOG GSM

USIS

SUNTEL

TIMES OF INDIA

HUTCHINSON TELECOM

ANGLO EASTERN SHIPPING

SERVICES

GOVERNMENT

Thank YouThank You