1. Dispatcher Phoenix Finance
Overview

2. 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

3. 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

4. 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

5. 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

6. 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 from an MFP.
Multiple Inputs in One Workflow!

7. 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.

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

9. 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
Parser
Barcode
Processing
Advanced OCR
2D Barcode
Processing
KDK-PDL
Converter
Convert to
Office
OnBase Connector
Worldox Connector
Forms Processing

10. 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

11. 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

12. 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

13. 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

14. 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

15. 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

16. 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

17. 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

18. 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

19. 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

20. 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

21. MFP Simulator
Standalone & Online
Download the standalone Simulator from the SEC website:
For online simulator, go to:

22. 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

23. 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
MARKETING COLLATERAL: Brochures, sell sheets, videos and more
TRAINING: Web-Based and Instructor Led Training classes