High-Speed, High Volume Document Storage, Retrieval, and Manipulation with Documentum and Snowbound March 8, 2007

Imaging Challenge: Insurance Company Usage Profile:  9 to 10 million imported claims documents yearly  Approximately 4,000 users across the United States  100,000 – 500,000 transactions per day  Simulate the functions used to handle paper documents Annotations, Bookmarks, and Page Manipulation Customer Requirements:  Speed!!!  No installation of client software  Secure and maintain the integrity of original TIFF images  Audit annotations, page manipulation, and metadata  Minimal user training

Current Paper Process Paper is received by field offices  The paper file is accessed by individual processors Manual mark-up process  Reorder documents and pages  Add paper sticky notes  Add physical bookmark tabs Paper documents are stored locally until archived

Solution: Documentum and Snowbound Solution components:  Documentum ® 5.3  Snowbound FlexSnap ® : SI  Snowbound RasterMaster™ SDK  Java web application (JSPs and Servlet) Key Customer Requirements:  Entirely browser-based: JSP pages, Applet, Servlet  Protects the original TIFF image while permitting mark-up and page changes  Audit trail tracks markup, document, and attribute events  Flexible User Interface

Business Benefits Increase document processing flexibility  Facilitates a geographically distributed team based approach  Integrate documents with additional company systems  Reduce time spent searching for documents  Reduce document processing errors Improve document access  Call center reps can confirm receipt of documents Increase business capacity without increasing headcount

High-Speed, High Volume Image Processing The document list is generated by a query A preview of the first page of a document displays in < 1 second Documents can be viewed concurrently by users Documents can only be edited by one user at a time  Pages can be re-ordered, inserted, or deleted  Documents can be split or combined

System Interface: Document List A set of criteria is used to generate a list of image documents. Within the BPM application a document list query is executed automatically.

System Interface: Document Preview Clicking the Preview icon launches the First Page Preview window in <1 second. RasterMaster ™ SDK is used to produce the preview image. The Previous Document and Next Document links are used to navigate the list of preview images.

System Interface: Document View Selecting the document name from the list launches the Applet component in FlexSnap ® : SI. A custom menu displays the viewer mode (view/edit), the attributes and versions of the image document. To control changes to the actual image document, two custom modes of the applet were designed: view and edit. The functionality available in each mode is controlled by hiding or exposing the Applet menu items.

System Interface: Document Editing To enter edit mode, the user selects this link. In edit mode, attributes are now available for updating. Additional FlexSnap ® functions are available in edit mode. When the user enters edit mode, the document, the user’s annotation layer, and bookmark file are checked out in Documentum. If another user tries to edit the document, an error message will display. The user can leave edit mode by cancelling or saving his/her changes.

Document Attribute Updates When a user makes changes to the document attributes and saves, the user is returned to view mode and the changes are applied.

Page Manipulation OR Move a page within a document, or between documents. Using Page Manipulation functions, a user can delete a page from an image document Modified documents are saved as versions of the original.

Document Annotation In view mode, all annotation layers on a document are visible. The presence of one or more annotations on a page is indicated by an icon on the page thumbnail. Many types of annotations are possible, this image depicts a highlight, sticky note, and arrow annotation.

Document Bookmarks Bookmarks are set by page and selected from the Bookmarks menu in FlexSnap. Selecting a bookmark from the menu will take the user to the bookmarked page.

Audit Trail Actions taken by the user, application, or system can be tracked using Documentum’s audit trail functionality, such as creating new annotation layers, bookmark files, or versions of image documents. A custom entry may be designed to record events or actions by the application or simply changes in attribute values.

Overview of the System. The UI is web-browser based. The only download is the Applet component of FlexSnap: SI at the time of viewing the document. FlexSnap: SI streams pages one at a time to the user’s machine for optimum performance. Snowbound caches files from Documentum as users view them to ensure speedy access. Documents cached Pages cached The number of documents cached by the server are configurable and only bounded by the size of the hardware.

Key Customer Requirements No client install is required Document and page caching for high performance Original document is secured  Documents are versioned when pages are deleted or inserted TIFF document is separated from annotations and bookmarks preserving document integrity  Annotation overlays allow flexibility in displaying and securing annotations Access to documents is available to distributed processing teams

Customer Benefits Significantly reduces time spent retrieving documents Reduces training due to Applet modes and intuitive web interface Custom application is DFC based and is independent of Documentum ® releases Increased productivity

Snowbound and EMC Partner since 2003 EMC Product Compatibility  DAMtop  Compliance and Submissions Manager  eRoom  eDiscovery  Designed for EMC Documentum certified - WebTop™ What sets us apart?  Speed – Stream images is faster than Adobe and Brava  Annotation capabilities – Full suite, No need for 3 rd party  Format support – over 40+ formats to date (more in SDK).  Scalability – 100% Java, platform independent, no H/W  Security - No downloads, and meet DCTM permissions

Questions? Contact: Bill Martin Snowbound Software