Oracle Documaker Enterprise EditionLeading The Next Generation of Enterprise Document Automation Solutions

Dave WebsterSales Director EMEA Oracle Insurance

Agenda:

• Understand how Documaker compliments ECM

• Complete your offering

• Get an appreciation of Oracle Documaker

• What does it do?

• Expand your Oracles solutions portfolio

• Increase your revenues

• During the next five years, there will be powerful and transformational

DOCCM platforms built on advanced authoring, workflow, business

rules, integration with enterprise marketing platforms, and SOA. These

will emerge as true enterprise solutions and fulfil requirements across

all DOCCM segments. Enterprises that maintain point solutions without

adopting enterprise solutions will struggle to meet emerging customer

experience expectations.

• ECM vendors and others are building out their DOCCM offerings

through acquisitions. Oracle’s recent acquisition of Skywire Software in

2008 for example.

• The Forrester Wave™:

• Document Output For Customer Communications Management,, June 25, 2009

What Forrester is Saying

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Which ECM vendors did this ...

• EMC Documentum

• Document Science – Xpression

• HP Content Management Services

• Exstream – Dialogue

• OpenText

• Streamserve – Persuasion

• IBM Content Manager

• Partner strategy

Enterprise Document Automation Mission Critical Application

Policy holders often only know their insurers through the documents they receive from them. Making these documents clear, relevant, attractive, and (most importantly) error-free is one of the best things insurers can do from a customer satisfaction and retention point of view.

Source: Novarica, ―Deconstructing ECM for Insurers Document Management, Document

Creation, and Content Management, Executive Brief,‖ June 2009

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Reduce

cost and

drive

efficiency

Optimise

business

operations

Improve

customer

satisfaction

<Insert Picture Here>

Oracle Documaker Transforms

Enterprise Document Automation

6

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―Oracle Documaker provides an enterprise platform for the design,

generation, and multichannel distribution of statements and invoices,

customer correspondence, and other business documents. Documaker's

output management capabilities such as batch printing support for high-

volume structured communications including transpromo and

multichannel presentment. Templates and a browser-based client

support the generation of on-demand and interactive documents.‖

— Source: Melissa Webster, IDC, ―Worldwide Dynamic Enterprise Publishing Software, 2009-2013

Forecast and Analysis Report,‖ August 2009

What IDC is Saying

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…All of your Publishing

…To all of your Channels

…Supporting all Business Processes

Oracle Documaker Automates Design, Production, Multi-Channel Distribution

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Billing

Oracle DocumakerCreate Once, Publish to One or Many

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Transaction Systems

Documaker

Regulator

Agent/

broker

Customer

Lien holder/

third party

Print shop

Templates/Formats

Claims

CPolicy

Satisfaction

Publish

Create

Index

Store

Retain Search

Distribute

Capture

Manage

Oracle Documaker Complete Document Lifecycle Management

• Create: create and capture

documents

• Manage: store, version,

index, manage documents

• Distribute: Web, email,

filter documents

• Publish: print, publish to

Web, view

• Retain with Oracle

Universal Content

Manager (Oracle UCM);

declare, classify, archive,

retain and searchOracle Universal Content Manager

(c) 2010, Oracle Corporation. All rights reserved. This document is provided for information purposes only.10

Version

Efficiency

Documaker

MRL

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Structured On Demand Interactive

Any EnvironmentConsolidation

Graphically Rich Financial Statements

Personalised Correspondence

Marketing messages

inserted based on

business rules

• Integrate in real time via

Web services

• Generate PDF or

interactive documents

• Support HTML, MIME

email, and other outputs

• Archive into Oracle

UCM … (or other ECM

system)

Dynamic Web Publishing

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Satisfaction

Documaker creates SMS notifications

• Keep Customers Informed

• Marketing promotions

• Account notifications

• Claims information

• Pull to web site

Leverage your Website

• SMS and email pull

customers and

Partners to your web

site to view and

download their

documents ……

And that …

• Creates Cross Selling

opportunities for you!

Highly Interoperable Solution

Supports more insurance platforms, integration methods, databases

and outputs than any other EDA solution:

• Platform independent

– Windows, Unix (Solaris, AIX, Linux), Mainframe

• Database independent

– ODBC / JDBC

• Data independent (any input file format)

– Flat file, XML, any data source

• Device independent

– E-mail, SMS, HTML, XML, PDF, RTF, fax, MIME

– 14 print stream outputs

– Electronic delivery and data export

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Consolidation

•

Sample Customers

<Insert Picture Here>

Introducing

Oracle Documaker Enterprise

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© 2010, Oracle Corporation. All rights reserved. This document is provided for information purposes only.

Introducing Oracle Documaker EnterpriseNext Generation Enterprise Document Automation

Oracle Documaker Enterprise

Documaker Interactive

Documaker Word Add-in

Documaker Document Factory

Documaker Studio

1

2

3

4

5

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Why Choose Oracle Documaker Enterprise?The Leading Enterprise Document Automation Solution

© 2010, Oracle Corporation. All rights reserved. This document is provided for information purposes only.

• Business user empowerment

• Breadth and depth of

document automation

support

• Documaker Document

Factory

• Out-of-the-box accelerators

• Oracle technology

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Documaker Server

Oracle Documaker EnterpriseHow it all fits together for next generation document automation

Customer

Service

Archive /

retrieval

Business

Application

Documents

Interactive

Correspondence

End User Web-based Applets

Universal Content

Management (UCM)

Oracle Fusion Middleware

SOA Suite: ESB, WS ADF Identity Suite

Systems MgmtOracle BPM

Webdav

ODBC / JDBC

System

Management

Dashboard

Analytics,

Reports:

Publishing

Job Tracker Ad

min

istra

tive T

oo

ls

Word-Based

Authoring

Documaker

Studio

Au

tho

rin

g /

De

sig

n T

oo

ls

Oracle 11G

Database

Transactional

Applications

(Dynamic Data)

App. Server

Presentation

Documaker Enterprise Edition

in action ....

For URL details please contact

dave.webster@oracle.com

Create Branded, Compliant Correspondence Oracle Documaker Interactive

© 2010, Oracle Corporation. All rights reserved. This document is provided for information purposes only.

• Collaborate around

document creation

• Leverage world

class workflow

• Accelerate

production with

correspondence

use cases

• Gain insight via

Dashboards,

Analytics, Reports

• Manage production

centrally

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Efficiency

Create Forms and Dynamic ContentOracle Documaker Studio

• Powerful multi-user forms

development promotes workgroup

and team-based development

methodologies

• Author content and design

templates once to reuse across

multiple documents

• Tight integration between content,

data and logic for improved

compliance

• Impact analysis tools and

integrated testing

• Integrated library management

© 2010, Oracle Corporation. All rights reserved. This document is provided for information purposes only.25

Efficiency

Improve Visibility for Decision SupportOracle Documaker Document Factory

Access to the information

you need to make fast and

accurate enterprise

document decisions

• Dashboards, analytics and

reporting capabilities

• Granular level data

• Full Search and Filter

capabilities

• Just in Time

Control/Scheduling

• Productivity analysis

• Error Reporting

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Efficiency

© 2011, Oracle Corporation. All rights reserved. This document is provided for information purposes only.

Oracle Documaker EnterpriseTransforming Enterprise Content Automation

• Improve stakeholder

experience and

satisfaction

• Accelerate, manage and

optimise business

operations

• Reduce cost, drive

efficiency and support

consolidation

27© 2010, Oracle Corporation. All rights reserved. This document is provided for information purposes only.

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