I.R.I.S. © 2006, All rights reserved 1

GENERALI Belgium, a global

Documentum Content Management

Solution since 2004

I.R.I.S. © 2006, All rights reserved 2

The needs:• Manage the incoming document flow (paper, fax, emails,…)• Deliver documents and e-folders to the end-users: Claims, Contracts,

…• Integration with the host system (IBM Mainframe)

The users:• Phase 1: Claims services (Fire, Car, Personal,…) : 80 users• Phase 2: All services of Generali Belgium : 250 users• Phase 3: Internet Access for agents and customers

The infrastructure:• Documentum 5 on 2 clustered UNIX servers• 2 Windows server for ClientFolder© and Post&Mail©

• Additional servers for document transformation, Web portal interface,…• Document capture with Ascent Capture

Generali highlights

I.R.I.S. © 2006, All rights reserved 3

Implementation time:• Phase 1: 6 months.• Phase 2: 1 year.• Phase 3: 1 month.

Man Day:• Phase 1: 200 days.• Phase 2: 100 days.• Phase 3: 15 days.

Project scheduling

I.R.I.S. © 2006, All rights reserved 4

The amount of information is growing every year

Includes structured, semi-structured, and unstructured data

Over 80% of enterprise information is unstructured (Fulcrum Research)

Structured

UnstructuredEmail & Attachments

PDFs

Checks

X-rays

PaperDocumentsRich Media

Web PagesAudio & Video

RecordsInvoices

Manuals

Claims

Contracts

Instant MessagesForms

Images

XML

Rows and Columns

Why Enterprise Content Management ?

I.R.I.S. © 2006, All rights reserved 5

Solution Overview

I.R.I.S. © 2006, All rights reserved 6

Universal repositoryWebtop

Web Publisher

Digital Assets Manager

eRoom

Records Manager

Web Clients

Content, Collaboration, Process ServicesContent, Collaboration, Process Services

DocumentsDocuments WebWeb DigitalDigitalAssetsAssets

FixedFixedContentContent

CollaborativeCollaborativeContentContent

Documents

Spreadsheets

Drawings

Forms

WML

SGML

HTML

XML

Code

Rich Media

Video

Images

Sound

Presentations

Records

eMail

Reports

Scanned Docs

Tasks

Schedules

IM

Notes

Discussions

Enterprise Content Management

I.R.I.S. © 2006, All rights reserved 7

IRIS Documentum business oriented clients

Web Clients

Content, Collaboration, Process ServicesContent, Collaboration, Process Services

DocumentsDocuments WebWeb DigitalDigitalAssetsAssets

FixedFixedContentContent

CollaborativeCollaborativeContentContent

Documents

Spreadsheets

Drawings

Forms

WML

SGML

HTML

XML

Code

Rich Media

Video

Images

Sound

Presentations

Records

eMail

Reports

Scanned Docs

Tasks

Schedules

IM

Notes

Discussions

Enterprise Content Management

Post&Mail IRMSClientFolder

I.R.I.S. © 2006, All rights reserved 8

Check in / Check outCheck in / Check out

<XML><XML>Integrated XML SupportIntegrated XML Support

Version controlVersion control

SecuritySecurity

Annotation ManagementAnnotation Management

Search and retrievalSearch and retrieval

Integrated Audit TrailIntegrated Audit Trail

Object relationship managementObject relationship management

LifecyclesLifecycles

WorkflowsWorkflows

Virtual DocumentsVirtual Documents

RenditionsRenditions

Main features

I.R.I.S. © 2006, All rights reserved 9

Application Client Folder Post&mail

Mainframe

IN OUT

AscentCapture

File Share

FTP

Scanning, mails, fax

Spool Rank Xerox

Input Web,

Impression RX

File Share

Impression

Fax, Mail

Rank Xerox

TOP CALL

Mainframe

Appel MFRM

Appel MFRM

Architecture

I.R.I.S. © 2006, All rights reserved 10

Incoming documents

Documents are imported from different sources• External documents : Fax, email, paper, Web portal,…• Internal documents : Spool files, Office documents,…

Automatic import and automatic routing :• Part of the fax and email are directly distributed to the right

service or person within the company• Spool are automatically archived and foldered in the right place

I.R.I.S. © 2006, All rights reserved 11

outgoing documents

Documents can be delivered to users by different ways :• Each internal or external user can access the content with the

Post&Mail client• Part of the documents are accessible from the Generali Web

portal• Documents can be merged in centrally printed mails• Documents or folders can be extracted and sent by email

I.R.I.S. © 2006, All rights reserved 12

Documents Exchange via IRIS Post&Mail

I.R.I.S. © 2006, All rights reserved 13

Dynamic PDF folders

Recomposed PDF folder view (chronologic or hierarchical)Bookmarks generationThumbnails generationPDF encryption

I.R.I.S. © 2006, All rights reserved 14

Direct folder access via IRIS ClientFolder

I.R.I.S. © 2006, All rights reserved 15