DokCRM for banking architecture and components

1. Paperless PaperlessApproachfor financialprocesses withdokCRMfor banking

2. 28 today ! ! ! ! Paperless in the Financial Sector? Suppliers Clients Institutions ! Banking EngagementProcess ContractAgreements, Productsales, Origination, Post-Sales, Litigations Engagement Gap ? Internal Processes

3. ! ! ! ! ! Closing the engagement gap! 28 oggi Tomorrow Suppliers Clients Institutions Banking Engagement Processes Trade agreements, Product sales, Origination, Post-Sale Rich Internet Application Banking Engagement Process Accordi commerciali, Vendita prodotti, Origination, Post-Vendita, Contenzioso Composite Content Application ? Human Centric Business Process Managemet Universal content repository Internal Processes

4. DokCRMdistributed document platform A virtual document management centralized platform for branch-bank applications, A unified complete view of document assets, more valuable than the sum of values of heterogeneous application documents Integration among applications throughout documents Centralization of security management, business rules and objects Attention to application maintenance efficiency and evolution management Customer Relationship Managmnt CreditRisk Managmnt Application Mortgages Application … Apps Customer Dossier Branch Contract/Product

5. DokCRMStraigthThroughProcess xCP Configuration User Experience

6. Distribute Process Capture Deploy, Execute ScannedImages Portal Model, Simulate Faxes &Reports BusinessProcessManagement Reports Paper & eForms Monitor, Manage Print Analyze,Optimize Common Content and Storage Platform Engine: EMC Documentum

7. Capture Compliance WebApp LegacyApp DokCRMFramework DokCRMOrchestrator Events & Services DokCRMCore  Core functionality, Business Rules Documentum Content Server  Process & Data Model English Version dokCRMFramework

8. Accelerator: KLever dokCRMcomponents CLIENT DocBank ScanclientDistributed Capture BankLegacyApps Documentum WebTop & TaskSpace  DokCRMDashboard  DokCRMDashboard SERVER DokCRMOrchestrator Document Science Document Composing Captiva Document Capture DokCRMCore Documentum BPM DokCRMRules DokCRMWorkflows DokCRMBatch DokCRMTemplate Documentum Repository DokCRMBusiness Object Model ADMIN  DokCRMComposer

9. DocBank framework | Business ObjectModel Business ObjectModel DokCRMimplements a business object model which covers all the banking application areas, thereby ensuring a uniform and integrated product appearance and avoiding a conglomerate of diverse applications which need to be glued together. Units of Higher Business Semantics A business object encapsulates structured and unstructured information and forms a unit of higher business value. Examples: Customer, Product, Operation, Contract, Document

10. DokCRMObjects Documentum Composer DokCRM| Business Object Model DokCRMComposer English Version

11. DokCRMframework | HumanCentric BPM While the main objective of BPM and workflow is to automate routine tasks and procedures, Human Centric BPM aims to support human beings in performing knowledge-intensive work

12. DokCRMframework | HumanCentric BPM Process Modeling vs Process Activation Rather than automating completely predefined procedures, execution (or activation) of task pattern models should be interactive. When a model fragment is complete any sequences, choices and decisions can be automated troughtbusiness rules execution. When a model fragment is incomplete, users must decide what should happen next. By combining human and automated decision making, Interactive Task Management is able to integrate the support for ad-hoc and routine work, covering the whole process spectrum.

13. dokCRMFramework | DokCRMActivity dokCRMEvent Activities Message Outbound Message Inbound dokCRMWeb Services Activities WebServicesInbound WebServices dokCRMCORE Activities PublishDocument CheckList Evaluate Change BusinessState

14. dokCRMFramework | Orchestrator DokCRMOrchestrator Events & Services English Version

15. Document-centric operating model In agenzia Analogica Posta Classificazione e indicizzazione Biometrica Su web Portale PEC Remota + OTP Su mobile Conservazione Sositutiva Automazione processo Remota + SMS BusinessKeyIntesi PKBox Arx CoSign Klever DocBank SignDOC Kofax KTM Captiva Dispatcher Klever DocBank LegalDOC Klever PKConservazione EMC Documentum Adobe LiveCycle Klever DocBank EMCDocumentum LegalMail EMC DocumentScience Adobe Output Klever DigitalVault

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