LibertyNET: A flexible document management solution that reduces costs by automating tasks

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1 LibertyNET Editions Enterprise Edition n Designed for deployment to dozens, hundreds, or thousands of users throughout a commercial or government enterprise. n The Liberty Application Builder (LAB) allows the LibertyNET platform to be tailored to a specific set of requirements without the need for programmers. n Extensive capabilities for integration with line-of-business applications. Office Edition n Designed for an office or workgroup from 10 to 100 named users. n Simple to deploy, understand and use as it is based on the cabinet / drawer / file paradigm. n Can be licensed for Windows and browser users, for both local and remote access. Professional Edition Product Overview L ibertynet software, available in Enterprise, Office and Professional Editions, allows you to scan, index, copy, fax, , store, manage, distribute, initiate workflows and print - directly from your digital copier/mfp. Whether your needs are for an individual, an office, or the enterprise, one of our LibertyNET Editions will meet your needs. With LibertyNET software, the industry standard software for MFPs, there are dozens of options for the capture, management and sharing of documents directly from your MFP. LibertyNET, promoting efficiency and simplicity. LibertyNET: A document management solution that s a perfect fit for your needs n Designed for a single user, with local or remote access, in a small professional office. n Has the same feature set as LibertyNET Office Edition. Since all three editions are built on the same software platform, the LibertyNET Professional Edition can grow transparently to the LibertyNET Office Edition and then on to the Enterprise Edition. R LibertyNET is the industry standard in the MFP Rmarketplace capture, manage, share 2006 Liberty Information Management Solutions The Liberty Building 3158 Red Hill Avenue, Suite 100, Costa Mesa, CA 92626

2 CAPTURE and indexing Document MANAGEMENT, distribution and workflow Directly from your MFP, you have many capture and indexing options : Scanned Images: Full-text document indexing, storage and retrieval. COLD/ERM: Index, filter, archive and search computer output. OCR, Barcodes: Perform full-text indexing, searching and editing. E-Forms: Create and utilize electronic forms. Fax Manager: Send faxes from any application via a standard printer driver. Manager: Full-text, intelligent indexing and storage. Digital Asset Management: Manage multiple file-types, including audio and video files. Bursting and Indexing: Bursting can be controlled through the use of cover sheets, separator pages, barcodes or by the device. Cover pages can contain indexing information and workflow instructions, or entered directly from the MFP. Directly from your MFP, you have many ways to manage information: Version Control & Audit Plus: Check in, check out, revision tracking, version control and history records. Records Management: Capture, classify, plan and retention, disposition. Digital Signature Plus: Keep your documents secure with signature. PDF Plus: Enhanced searching, indexing and more of PDF content. Workflow: Perform efficient business process automation. Storage Options: Include, but not limited to, a local hard drive, jump drive, SD card, CD, DVD, WORM, NAS, SAN and remote back-up. Workflow: Perform efficient business process automation. Copy, print and other forms of SHARING Directly from your MFP, you can initialize hundreds of options for sharing information: Web Services: Secure web access to LibertyNET, based on XML and XSL. Packager: Retrieve, manipulate and distribute documents from all databases. Archiver & Disaster Recovery: Organize, secure and access disparate information in various locations. Media Publisher Viewer: Port documents with search and retrieval capabilities included. Print: Print locally and/or remotely. Storage: Automatically store all pages copied on your MFP by user and date. The Liberty Building 3158 Red Hill Avenue, Suite 100, Costa Mesa, CA 92626

3 Product Overview Modules Capture COLD/ERM: Index, filter, archive and search computer output. OCR, Barcodes: Perform full-text indexing, searching and editing. E-Forms: LibertyNET has a link with Cardiff TELEform. Fax Manager: Send faxes from any application via a standard printer driver. Manager: Full-text, intelligent indexing and storage. Manage Version Control & Audit Plus: Check in, check out, revision tracking, version control and history records. Records Management: Capture, classify, plan and retention, disposition. Digital Signature Plus: Keep your documents secure with signature. PDF Plus: Enhanced searching, indexing and more of PDF content. Workflow: Perform efficient business process automation. Share Web Services: Secure web access to LibertyNET, based on XML and XSL. Packager: Retrieve, manipulate and distribute documents from all databases. Archiver & Disaster Recovery: Organize, secure and access disparate information in various locations. Media Viewer Publisher: Port documents with search and retrieval capabilities included. LibertyNET: A flexible document management solution that reduces costs by automating tasks L ibertynet is an integrated, flexible and feature-rich platform designed to meet a wide variety of information management needs. In a single platform, LibertyNET provides capabilities for document imaging, electronic document management, records management, process automation, workflow, digital asset management, COLD/ERM, e-forms, management, collaboration and EDMS-enabling, line-of-business applications. The system is designed to allow organizations to quickly deploy solutions without a programmer, and to incrementally expand over time as business needs dictate. All the capabilities of LibertyNET are accessed through either a thickclient application or a web-based interface. Both include toolbars, menus and other interface components that can be tailored to meet specific application requirements. Solutions are created using the LibertyNET Application Builder, which is a rapid application development environment that allows an individual with the skill set of a network administrator to design, deploy, maintain, web enable and extend the capabilities of the LibertyNET software solution. These capabilities are available to those with no programming ability, lowering total cost of ownership. Features Comprehensive document image management COLD/Enterprise Report Management (ERM) Integral full-text search capabilities Complete set of flexible mark-up and annotation tools Efficient workflow and routing of documents Advanced support for PDF, PNG, ERM data Sign & view digital signatures Comprehensive and expandable media support (RAID, optical, CD, DVD and more) Benefits Improve efficiency and security Analyze real-time, customized data Reduce wasted time spent locating information Improve document handling and review cycles Maximize business processes easily and quickly Open technology reduces bottlenecks Have confidence in secure digital signatures Utilize existing supporting hardware Streamline your web initiatives capture, manage, share 2004 Liberty Information Management Solutions 3158 Red Hill Avenue, Suite 100 Costa Mesa, CA 92626

4 document management solutions for: financial services Financial Services are the largest group of companies in the world in terms of earnings and equity market cap. The market is extremely fragmented with widely diverse requirements. The ability to rapidly capture, manage and share both paper and electronic information while maintaining privacy, compliance and audit requirements is a common challenge to all. Although companies are making a concerted effort to transition to all-electronic processes, many processes are still mired in paper whether in physical or electronic form such as faxes or e- mail. The paper dependence will continue for the forseeable future. Electronic files present new challenges as they are easier to share and thus harder to control. Firms are faced with increased scrutiny and regulatory requirements and controls over how information is accessed, stored, secured, retained and processed. These regulations include The Patriot Act, Graham-Leach-Bliley, SEC 17a-3 and 17a-4 and of course Sarbanes-Oxley sections 302 and 404 for public companies. Additional requirements for maintaining the confidentiality of information along with the ability to readily audit the the authenticity of both the data and the process are also incorporated. A system like LibertyNET is required to comply effectively. Electronic Document Management Software Improves Financial Services Efficiency The bottom line is speed and control. The faster a transaction can be processed in a compliant fashion the more business can be conducted while simultaneously lowering risk and reducing costs. Liberty Information Management Solutions help by improving the way financial service companies control and process transactions at the speed of money. Specifically, LibertyNET has these advantages: Compliance: Supports regulatory compliance initiatives. Audit: Quickly and efficiently produce documentation for auditors and during discovery. Eliminate lost or misfiled paperwork. Process Control: Automate document-centric processes. Risk Management: Ensure customer data is private, secure and that access is recorded in an auditable fashion. Cash Flow: Shorten the billing cycle from days and weeks to less than a day. Profitability: Save time by automating manual billing, collections, customer service and human resources processing. Competitive Edge: Reduce process cycle times resulting in better customer service. Multiple Locations: Reduce time delays sending documents between multiple remote offices. Provide simultaneous access to paperwork for all locations. Electronically match, assemble and print loan files and supporting documents as well as reduce physical storage space. Integrate: Automate data entry, verification, document creation and indexing using information from existing line of business systems. Grow your business without corresponding increase in administrative overhead.

5 Who and how we help: Brokerage and Exchanges o Pit Cards o Statements and confirms Insurance o Claims processing o Title insurance Banking o Signature verification o Check imaging o Student financial aid departments Mortgage o Loan package document assembly o Trailing information capture If you would like to see more information on how Liberty IMS can improve your information management needs, please contact us. CASE STUDY Client: Commonfund Market: Fund Management Product: LibertyNET Challenge: This fund management company for non-profits needed a way to manage information involved in customer transactions as well as control customer correspondence. Solution: Commonfund chose LibertyNET to automatically index confirmations, statements, journals, etc. from a line of business system. Both inbound and outbound correspondence is managed by LibertyNET. Some other notable Liberty IMS clients: North Fork Bank Citibank (Banamex USA) First Commercial Bank New York Mercantile Exchange RBC Royal Bank Kingsway General Insurance Centex Insurance Boon Chapman

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