Document Management Services Jim Metzger, Harland FS John Liston, ASC

Basic Use Cases Search for documents that match given criteria – Borrower/Signer Name – Borrower/Signer Tax ID – Transaction (Deal) Identifier View a selected document Upload a document set

CMIS Standard

Two standards, two purposes CMIS MISMO

MISMO Focus and CMIS Focus MISMO: The Shipper Provide all documents, related data and instructions needed to achieve a specific goal within a single message Report overall success or failure, with details if needed CMIS: The Messenger Provide the mechanism to store, find, retrieve, move and delete document objects in specified locations using multiple messages Report status of each step

CMIS Data Model

CMIS Objects Folder Document Relationship Policy All Objects have Properties

CMIS Services Navigation Services – Get Children – Get Parent Object Services – Create / Retrieve / Update / Delete – Get / Update Properties Discovery Services – Query Versioning Services Relationship Services Policy Services New: Access Control Services

How MISMO relates to CMIS CMIS FeatureMISMO usage or requirement Repository objectsReference a specific repository by name Folder objectsGroup and contain a set of documents for further reference Find and return one or more documents in a folder Document objectsProvide document content and related data Relationship objectsCould be used to support returned RELATIONSHIP nodes VersioningOutside MISMO scope Access control and Policy servicesOutside MISMO scope

What needs to be defined and/or extended in MISMO? Document Management Service data points – Actions: Search, Retrieve, Upload, Delete, Forward – Response messages – Metadata specifications and relationships – Folder specifications and relationships – Search, Sort and Display criteria specifications Implementation Guide Topics – Embedded and referenced resources – Usage of document sets – Use cases and supporting sample messages

What needs to be extended in CMIS? Searchable Document Properties – Customer / Signer IDs – Customer / Signer Names – Customer / Signer Tax IDs – Account / Transaction ID Other Document Metadata – Digital Signatures Party Roles and Permissions?

Content Vault User Interface SharePoint

Signing Solution User Interface BlitzDocs