Intelligent Document Platform (eforms) and File Upload

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1 Intelligent Document Platform (eforms) and File Upload Sebastian Martinez Cabrera E-Business Agenda Intelligent Document Platform (eforms) and File Upload What is an eform? Forms versus eforms Automatic Data Capturing Integrating eforms and the GDB Internet Platform File Upload - Extending the use of the GDB Internet Platform GDB E-Business Platform 1

2 Intelligent Document Platform What is an eform Forms are used in processes, where unstructured data has to be transformed into structured data which is used as input for further processing. eforms are the electronic and interactive version of a form, supporting the user to complete the form and automating the data capturing process 2 Intelligent Document Platform Forms versus eforms Interactivity Data Input Data Capturing Data Quality Version management Process Costs Forms Forms are typically paper based, providing a static, non-interactive front end to the user Forms are static and have to be completed using a typewriter or in handwriting Data capturing, transfer to internal systems and data retrieval is manual Vulnerable to end-user data input or internal data capturing errors Outdated forms submitted by a customer have to be rejected and reedited by the customer High Process costs due to manual processing eforms eforms retain the look and feel of traditional paper forms, providing an interactive user front end Data input is supported by implemented business logic and interactive queries to core applications Data is automatically captured and transferred to internal systems and document management systems Improved data quality by interactive data input and automatic data capturing eforms can automatically check for new versions of an eform and download the eform update Process automation reduces process costs 3

3 Intelligent Document Platform Integrating eforms and the GDB Internet Platform Create Complete eform Process data 1. Create eform 4. Input data, print, sign and send 5. Capture form data: Decode barcode / receive data via online interface 2. Store eform into Documentum system 3. Publish to website 6. Process data in Documentum Workflow and store it in data repository GDB Internet Platform (existing) 7. Core Systems reading the data GDB Customer GDB 4 Intelligent Document Platform Automatic Data Capturing Data can be captured using: Online Interfaces via the Internet 2-dimensional-barcodes Data entered into the eform can be encoded as XML into the barcode, from where the data can be read and used for further processing The physical signature of the customer can easily be captured 5

4 Example 1: French Tax 6 Example 1: French Tax Data Submission using Web Service, no Barcode 7

5 Example 1: French Tax Certificate with its corresponding database data 8

6 Example 2: Spanish Certification Data submission using barcode, no online interface 0 Example 3: Global Corp 3-dimensional graphics and order creation with barcode 1

7 File Upload Extending the use of the GDB Internet Platform Download eform... Account opening forms Clearstream Tax forms Publishing of Web Content Upload-Interface Website- Documentum Account Opening Applications Submit eform Read data. Capture form data: Decode barcode / receive data via online interface Process data in Documentum Workflow and store it in data repository Clearstream Tax Application... eforms completed by customers GDB Internet Platform Core Systems 2 Data upload Website to Documentum Kofax Upload-Interface Website-Documentum Data File (e.g. XLS) + XML Metadata Documentum Webtop Capture Review Process Approve Submit Backend System 3

8 Processing of uploaded files in Documentum 1 Files uploaded to Documentum, which have to be processed Workflow task information 4 Processing of uploaded files in Documentum 2 Metadata of uploaded file from input form Uploaded file which can be checked during the workflow 5

9 GDB E-Business Platform Documentum Document Management (Versioning, data retrieval,...) Process Management (Workflows) Additional features Business Process Management (extending Workflows into other applications) Compliance Management (extensive auditing, Sarbanes Oxley) Digital Asset Management (Images, Videos, multimedia data) Adobe Data Capturing eforms Scanning and data transfer to Documentum via Kofax Additional features Qualified digital signature (since 25/11/2005 by german BSI) Policy Server (apply policies to PDF validity, access, print,...) Security Server Portal Infrastructure (www.deutsche-boerse.com, ) Identity Management 6 Build, load, operate... Portal Platform Jetspeed Lucene Portlets Search CSS Integration Security Caching LDAP Identity Management Session Business Benefits Improved reusability (Portal, CMS and Adobe forms) Faster Development Unified Infrastructure Improved Performance and Reliability Improved Security Integration of multiple Data Sources Less Deployment costs Less operating costs Less Training Lotus Notes ERS Documentum Adobe 7

10 Thank you. 8 Backup Slides 9

11 Template for Batch Certification 10

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