Zia End to End Solutions for Financial Services
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Pat Myers [email protected] Ryan McVeigh [email protected] An End to End Solution for Financial Services
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Transcript of Zia End to End Solutions for Financial Services
Pat Myers [email protected]
Ryan McVeigh [email protected]
An End to End Solution
for
Financial Services
The Content People at Zia Consulting
Zia Consulting is a leading provider of enterprise
business solutions for content management from
paper to mobile.
• Driving Enterprise Mobility Technology
• Experts in Enterprise Integration and Cloud Ready Solutions
• Connected with industry leading partners
• Delivering measurable business results, on time, within budget
Zia provides innovative solutions which open up new
possibilities in a content anywhere environment.
Who is Zia Consulting?
• Procurement
• Sales Automation
• Contract and Records Management
• eDiscovery
• Knowledge Management
• Business Process Management
• Project and Expense Management
End to End Business Solutions
Who is Zia Consulting?
Integrity is core to how Zia does business
• Solutions for Financial Services
• Paper to Mobile
• Document Scanning
• Kodak Scanners and Capture Pro
• Document Classification and Data Extraction
• Ephesoft Intelligent Document Capture
• Content Store
• Alfresco Records Management
• Q&A
Agenda
Business Needs for Financial Services
Doc Processing
Transactional Content Management
Doc Classification
and Content Extraction
Doc Scanning
and Image QA
Content Store
Records Management
Mobile
Content Anywhere
Business Needs for Financial Services
Doc Processing
Transactional Content Management
Mobile
Content Anywhere
Doc Classification
and Content Extraction
Doc Scanning
and Image QA
Content Store
Records Management
Today’s Focus
Demo
Doc Classification
and Content Extraction
Doc Scanning
and Image QA
Content Store
Records Management
Integration with Ephesoft IDC • Job template
• Export field info to Ephesoft
Image QA
Scan auditing
Traditional Document Capture• Batches
• Simple Separation
• Database lookup
• Simple extraction (zonal)
Kodak Capture Pro
Capture Pro Demo
• Input• Paper, Fax, Email and Electronic formats
• Document Classification• Automatic classification, separation and document assembly
• Data Extraction• Free form extraction – key value, regular expressions
• As well as fixed form, QR/Barcodes, OCR and DB lookup
• Web-based • Thin client
Ephesoft Intelligent Document Capture
Ephesoft Process
100% web-based interface - Administration and Operator
Content-centric architecture
Classification and Extraction - Without separator sheets or barcodes
Free form extraction – KeyValue, Regular expression
RecoStar Pro v5 OCR/ICR/OMR integration
Fuzzy Database matching technology
Plug-ability: The architecture is extensible and different plug-ins can be
integrated to extend the processing.
Script-ability
CMIS Integration – Alfresco direct content model mapping
LDAP/Active Directory Integration
Browser-based scanning included
Ephesoft Key Features
Ephesoft Demo
Mortgage Documents
Scan Classify Extract Store
Alfresco RM
HUD-1
Loan App
GFE
Transmittal
summary
Loan Number
File number
Sales Price
Amount
App number
Rate
Mortgage Document Classification and Extraction
Alfresco Benefits
• Content Platform
• Open Source
• Dramatically lower cost
• Ease-of-Use
• Developer Productivity
• Best-Practice Collaboration
• Administrator Productivity
• Advanced Search / Knowledge Management
• Distributed Architecture
Alfresco Records Management
Benefits
• DOD 5015.2 certified records
management
• Unified Solution
• Built on top of Alfresco’s Document
Management Repository
• File records from the Alfresco interface
• Single solution to manage both corporate
records and other content
Alfresco Records Management
Business Needs for Financial Services
Doc Processing
Transactional Content Management
Doc Classification
and Content Extraction
Doc Scanning
and Image QA
Mobile
Content Anywhere
Content Store
Records Management
