Products. Digital Document for DNA A Single, Browser-based Electronic Content Management System That Reduces Costs and Streamlines Processes

Transcription

1 Products Digital Document for DNA A Single, Browser-based Electronic Content Management System That Reduces Costs and Streamlines Processes

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3 Products Manual, paper-based processing of documents can slow your operation, increase your costs and hinder service to your accountholders. Digital Document for DNA from Fiserv provides the enterprise-wide content management capabilities you need to reduce paper, improve productivity and enhance service. This comprehensive suite of modules enables you to implement the specific document management solutions that best match your financial institution s business needs. Digital Document includes ereceipts, Scan, eidscan, esign, Imaging, ereports, eretrieval, estatements and econnect. Digital Document is an enterprise-wide content management solution that provides browser-based access to transaction records such as receipts, statements, applications and forms, and supports critical tasks like document imaging, electronic signatures, document presentment and archiving. The solution makes electronic information available to your employees and your customers or members quickly, efficiently, at a lower cost than paper documents while requiring less physical storage space. By eliminating labor-intensive, error-prone paper-based processes, Digital Document streamlines your work, improves productivity and enhances service. storing, indexing and retrieving paper documents, along with the costs to purchase receipt paper and eventually shred copies. ereceipts enables you to archive receipts according to your own migration and retention schedules and provide receipt copies instantly from any computer with a browser and network connection. The module streamlines close-of-business drawer balancing and complies with applicable federal and state regulations. ereceipts offers several options for use in a drive-through environment and can support digital signature capture and verification of accountholder data when used with Verifast from Fiserv. Digital Document enables your financial institution to: Offer 24x7 online self-service access to key account, lending and tax documents Reduce workload for HR, finance and other departments through enterprise licensing and paperless processes Reduce the business risks of a disaster using a centralized, secure repository that s easily incorporated into your disaster recovery plan Improve compliance with state and federal regulations Reduce mailing, printing and production costs Digital Document: ereceipts for DNA Our ereceipts module eliminates the time, costs and delays of manually processing, Digital Document: Scan for DNA This browser-based desktop module can perform all of your scanning operations in a smaller institution or supplement a centralized scanning solution in a larger organization. Easily scan and capture documents and return them to the accountholder to speed processing and reduce the risk of losing documents. Anyone with an industry-standard TWAIN scanner, Internet Explorer browser and access to the module can scan documents for storage into the Digital Document archive, then index and save them to any other module implemented. The Scan module speeds indexing with pulldown menus and auto-population features. The module provides page rotation, magnification and viewing controls and enables you to view page numbers, total number of pages and dimensions for 1

4 Scan Documents Fast and Efficiently 2 each page. Your staff can re-scan and autodelete pages, delete scanned pages or documents before saving them, or revert to an originally scanned document. Digital Document: eidscan for DNA Personalized service is a key differentiator in a competitive market. Tellers and other employees can improve service by using eidscan to confirm an accountholder s identity without asking for a driver s license, while reducing fraud and eliminating copying and paper storage costs. Front-line staff can view a stored photo ID when a transaction is initiated and immediately determine if the person matches the picture. eidscan seamlessly integrates with the solution s archiving modules to provide instant access to identification documents across the enterprise, delivering clean, high-resolution color images. Your employees simply point and click to find and select image records. The module supports all state-issued driver s licenses and government-issued identification cards, and several scanner models support optical character recognition and automatic data indexing. eidscan meets regulatory requirements for ID storage, helps protect your institution from fraud and helps protect accountholders from identity theft. When used in-house, the small footprint of the scanning device requires minimal space. Used remotely with a connection to the Digital Document server and a portable computer, the module allows you to open new accounts off site. Digital Document: esign for DNA Eliminate paper transaction costs for signature cards, change of address forms, loan packages and other forms needing a signature. The esign module uses industry standard, small-footprint signature pads to provide a forensically verifiable digital signature, with the option to save single TIF images to preserve network storage space. When used with Topaz signature pads, it also enables you to capture biometric data on the signature, such as stroke and pattern. You gain instant access to any legally signed document in the Digital Document archives without the risk of lost or misplaced documents or the costs of duplicating, transporting and filing them. If more signatures are added, the module automatically creates a new version and maintains the date and time stamp for an audit trail. Digital Document: Imaging for DNA Loans, investments and insurance services generate numerous documents that can strain your resources. The Imaging module replaces those paper documents with electronic records that are stored securely in a central archive and available for processing from multiple locations by multiple users at the same time. It improves efficiency, reduces physical storage costs, frees up valuable space and can reduce callcenter volume, freeing up staff to handle less routine issues. In the lending area, the module captures all supporting documents in real time to ensure all employees involved have the

5 documents needed and reduce the risk of lost or misplaced documentation. Tellers can use it to access documents such as driver s licenses, signature cards, statements, receipts and loan documents with a single query. Digital Document: ereports for DNA Take control of archiving report data from your account processing system, item processing system and third-party processors with ereports. This module performs complex tasks like polling, job scheduling and archive retrieval in a secure environment. Employees can archive personal bookmarks and notes, subscribe to reports, request notification when reports are available, access historical account information for as long as data is archived and split reports according to predefined rules. The browser-based module requires no locally installed software and integrates seamlessly with your account processing system. Digital Document: eretrieval for DNA This browser-based module provides enterprise-wide access to archived reports, documents and images. A powerful, user-friendly search engine makes it easy to find a specific document, all documents for an accountholder, or all documents for a location. You can export data from the module to other applications, such as Microsoft Word, Microsoft Excel or data mining solutions, or output data to DVD for auditors. eretrieval enables staff to access documents in virtually any digital format, such as image, text or PDF, and then add them to the archive from the desktop. Users can select new reports from a single view or search archived documents by account number, social security number, name or any combination. The module s standard query tools are easy to use for employees of any skill level and allow searches customized by role and responsibility. Digital Document: estatements for DNA This estatements module provides accountholders with secure online access to account statements, check images, notices, tax statements, loan documents and credit card statements. Your customers or members enjoy self-service convenience, while your organization saves on postage, printing and processing costs. Stored documents are accessible from any computer with a browser and Internet connection. You can notify customers or members when account information is available for viewing and use built-in tools to manage bounce backs, re-send notifications and maintain records. estatements also enhances your marketing efforts by enabling you to deliver targeted ads, special offers, newsletters and stuffers in electronic statements and via . Digital Document: econnect for DNA Easily link to archived documents from virtually any application using econnect. Using a single keystroke to activate a pre-configured hotkey combination, 3

6 the module communicates with Digital Document to retrieve archived documents. This small-footprint desktop solution integrates with Windows -based third-party applications and works with HTML- and Java-based applications using the clipboard copy capture method. Document Capture Support Digital Document uses the Kofax Capture suite for scanning, automatic indexing and image cleanup, ensuring documents are legible and accessible. Kofax Capture uses the most advanced technology, including optical character recognition (OCR), intelligent character recognition (ICR), optical mark recognition (OMR), checkbox recognition, automated zoom magnification and barcode technology to capture information and index it to the system s archive. Two-Factor and Multi-Layer Authentication Digital Document supports two-factor and multi-layer authentication methods, helping you meet FFIEC guidelines for improving accountholder authentication during electronic transactions. With no additional hardware, software or external end-user devices needed, it s a simple way to reduce fraud, protect accountholders and ensure compliance. Connect With Us For more information about Digital Document for DNA, contact us at , getsolutions@fiserv.com, or visit 4

7 About Fiserv Fiserv is driving innovation in Payments, Processing Services, Risk & Compliance, Customer & Channel Management and Insights & Optimization, and leading the transformation of financial services technology to help our clients change the way financial services are delivered. Visit for a look at what s next, right now.

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