Dispatcher Phoenix Finance Overview

Finance Industry Challenges Document intensive industry Must handle, manage, and protect deposit statements, loan packages, credit applications, etc. Dealing with fast-changing regulations for security compliance Under pressure to reduce costs and increase efficiency Need to improve access to information

How Dispatcher Phoenix Finance Can Help Automates Work and Optimizes Productivity Securely Captures, Processes, and Distributes Financial Records and other Documents Provides Quick Access Important Records Enhances the Security of their Files

Dispatcher Phoenix Finance Overview Advanced document workflow solution for financial documents Member of Dispatcher Phoenix family of workflow automation products developed by Konica Minolta’s Solutions Engineering Center Scalable with optional add-in modules

Dispatcher Phoenix Finance Advanced Features Comes with all of the standard features of Dispatcher Phoenix Foundations along with advanced features Connector to Microsoft SharePoint Intelligent Redaction Advanced OCR for zonal extraction Barcode Processing (2D and Standard) Indexing at MFP panel Directory/Folder Browsing at MFP Convert to PDF and Microsoft Office formats Much more

Multiple Inputs in One Workflow! Collect Files File Collection – From network or local folders, MFP User Boxes, directly from MFP running bEST, Google Cloud Printers, DP Workstation, and your mobile device. Also can collect files coming from an LPR driver and receive files sent as email from an MFP. Multiple Inputs in One Workflow!

Process Files File Processing – Range of processes from annotating and watermarking to Bates stamping, barcode processing, job routing, OCR, and Convert to Microsoft Office, etc.

Distribute Files File Distribution – To network or local folders, MFP for printing, FTP Servers, email recipients, connectors to Document Management Systems, etc.

Add Features As Needs Change Optional add-in modules include: Forms Processing with Pattern Matching Bubble Grader Release2Me Workstation Batch Indexing Failover Licenses Barcode Processing Worldox Connector Rx Shield… KDK Code Generator Email Parser Barcode Processing Advanced OCR 2D Barcode Processing KDK-PDL Converter Convert to Office OnBase Connector Worldox Connector Forms Processing

Offered In Different Versions Dispatcher Phoenix Foundations Dispatcher Phoenix Healthcare Dispatcher Phoenix ECM Dispatcher Phoenix Professional Dispatcher Phoenix Education Dispatcher Phoenix ECM Basic Dispatcher Phoenix Legal Dispatcher Phoenix Finance Dispatcher Phoenix Government Dispatcher Phoenix Office

Workflow Builder Tool Create Workflows Easily Features Workflow Builder Tool Create Workflows Easily Graphical and intuitive Drag-and-drop functionality Customizable icons Drawing tools Multiple connectors Easy to follow validation messages

Running Workflows Schedule Your Workflow… Advanced options included Features Running Workflows Schedule Your Workflow… Advanced options included Specify day and time to run workflows …Or Start At The MFP Panel Graphical and Native MFP UI Support iOption not required for Native UI

Templates Everything You Need to Get Started Quickly Features Templates Everything You Need to Get Started Quickly Fully-configured sample workflow templates include: Description of use case (challenge, solution, benefits) Sample input files Perfect for first-time users Vertical online library – quickly get Finance sample workflows only

LiveFlo View Running Workflows in Real-Time Features LiveFlo View Running Workflows in Real-Time Unique LiveFlo™ technology displays files being processed through running workflows Makes it easy to identify bottlenecks Ensure that inputs, processes and outputs are optimized

Scan Financial Records Use Case Scan Financial Records Easily scan and route your files to specific folders using one-touch buttons Or view a familiar Windows-like Explorer view of your PC’s folder structure to choose a scan destination folder Create a new scan folder directly at the MFP

Use Case Secure Files Permanently remove all personal and financial information from client files using intelligent redaction Safeguard customer records with automatic file conversion to password-protected PDFs Direct integration with Windows Authentication and Active Directory Fully integrated support for Microsoft Windows local and domain policies for security audit and tracking

Route Documents Automatically Use Case Route Documents Automatically Route loan applications, mortgage papers, etc. automatically to various folders based on file content using OCR zonal extraction Example: Capture client name from file, rename file with extracted name, and route to appropriate folder based on client. Advanced OCR process can also be used to extract key information from files for use in a back-end system

Identify Financial Records Use Case Identify Financial Records Capture and process financial documents such as checks, monthly statements, applications, etc. Automatically index, split, rename, and route files using barcodes

Extract Key Information From Records Use Case Extract Key Information From Records Extract key information from client and administrative records using zonal OCR Eliminates the need for manual data entry in back-end systems

Gives customers a view of the application’s “look and feel” on the MFP MFP Simulator Ultimate sales tool Gives customers a view of the application’s “look and feel” on the MFP Stand-alone version does not require Dispatcher Phoenix or physical MFP Web-based version available to be used on iPads, Android tablets, or PCs with Web Browsers

MFP Simulator Standalone & Online Download the standalone Simulator from the SEC website: www.sec.kmbs.us For online simulator, go to: https://www.sec.kmbs.us/simulator/  

Integrated Version Integrated version also available MFP Simulator Integrated Version Integrated version also available Enables you to run any Dispatcher Phoenix workflow as it appears on MFP No physical MFP required Easy way to create and test workflows before presenting to the customer  

MARKETING COLLATERAL: Brochures, sell sheets, videos and more Available For You LICENSES: NFR (Not For Resale) licenses for Konica Minolta personnel involved in selling or supporting Dispatcher Phoenix + 30 Day Demo licenses for customer site installations www.sec.kmbs.us/nfr www.sec.kmbs.us/demo MARKETING COLLATERAL: Brochures, sell sheets, videos and more TRAINING: Web-Based and Instructor Led Training classes