1. ECM based solution for Loan Origination / Micro Finance / Small Banks
Nov
2016
NEWGEN SOFTWARE TECHNOLOGIES INC.
Newgen ECM integrates well with MS Dynamics
ECM based solution for Loan Origination / Micro Finance / Small Banks

2. Newgen Value Proposition
Capturing
Solution
Enterprise level bulk scanning software
Easy to configure templates, documents, exporting rules
Image enhancement, Auto record & document separation
Linear
Workflow
Easy to configure & manage workflow
Easy to transfer files between various departments
Quick change management & effective user management
Document
Availability
Anytime anywhere access
Document annotations, Customized searches, Customized reports
Quick
Processing
Reduced TAT in processing and decision making
Alarms, Reminders, Real time tracking & monitoring
FTE – Full Term Equivalent (full time employees required for a process)
FIFO – First In First Out, which is a queue management mechanism
STP – Straight Through Processing, where the work item gets processed automatically without manual intervention
KPI – Key Performance Indicator
SLA – Service Level Agreement
Security
Concerns
Eliminates risk of misplacing documents during transfers
Trash management, Audit reports, Rights based access, etc
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

3. Newgen Approach
Loan Approval system based on Newgen ECM solution with built-in Linear workflow can help to capture and automate the processing of the documents.
Documents from all the branches can be scanned using Newgen’s Enterprise level bulk scanning, indexing and search software called OmniScan.
Documents can be exported to a linear workflow within OmniDocs where they can be approved or rejected by the users based on the roles and the rights.
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD. 3

4. Lets have a look at Newgen ECM Solution for Loan Origination

5. Document Submission Customer submits the Documents for processing
Data Entry Operator Scans all the documents
Customer Documents
Documents are then converted in electronic form through digitization
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

6. Processing in OmniScan
Key fields to be captured
Branch user captures details and related Documents
Image of Document
Captured Supporting Documents
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

7. Easy Transfers within Departments
User
Manager
Documents are now with Authorized user to approve or raise an Exception
Front office User sends the documents to Manager for approval.
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

8. Approval Process Authorized user
Flexibility of Verifying and Modifying data
User can click on “Raise Exception” and Application & documents get routed to Exception Resolver
Different Routing criteria can be configured
User can put Stamps on the document
User Can leave Notes and other annotations
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

9. Verifier Raise an EXCEPTION
Linear Workflow
If there are no exceptions, the verifier sends it to the Approver for approvals
Branch User
Loan Amount < 10000/-
Scanning
Approvers at Head Office approve the documents based upon parameters and archive documents for compliance.
Approver 1
Loan Amount > 10000/-
Data Entry No
Approver 2
Verification
Discrepancies Found
Yes
Exception Resolver resolves the exception raised by verifier and sends it back to Verifier
Verifier Raise an EXCEPTION
Verifier
Exception Resolver
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

10. Customized Search for document details
Any Time, Any Where
Customized search
Document based search
Folder based search
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

11. Customized Reports on different criteria
User can export the report in Excel format %
Generation of reports based on criteria
Country wise reports
LOB based or category based reports can be generated
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

12. Key Benefits of Newgen ECM solution
Real time transfer of the KYC/Loan documents
for approval
Enterprise level security with pre-defined roles
access and right based document access
Manage multiple documents against a given
transaction
Complete audit trails for both internal and
external auditors for better compliances
Reduction in TAT and Standardized Approval Process
On a given object/request, user can view the corresponding image saved in DMS
Better decision making as the comments and annotations on the documents made by different user and departments are easily available online to authorized users
COPYRIGHT 2016, NEWGEN SOFTWARE TECHNOLOGIES LTD.

13. Thank you www.newgensoft.com woodapple
INDIA
Corporate Office
A-6, Satsang Vihar Marg
Qutab Institutional Area
New Delhi , India
Tel : ,
Fax :
EMEA - DUBAI
Newgen Software Technologies Limited
Off No: 314, Building No: 3
P O Box , Dubai Internet City
Dubai, UAE
Tel :
Fax :
AMERICAS
Newgen Software Inc.
Washington DC Metro Area
1364 Beverly Road, Suite 300
McLean, VA 22101
Tel : ,
Support Hotline :
8270 Woodland Center Boulevard
Tampa, Florida – 33614
Tel :
Fax :
APAC - SINGAPORE
Newgen Software Technologies Pte Ltd.
30, Raffles Place # 17-38
Chevron house, Singapore
Tel :
Fax :
Thank you
woodapple
COPYRIGHT 2016, NEWGEN SOFTWARE INC.