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Published byPatrick Farmer Modified over 9 years ago
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DeliveryExpress ™ Secure Electronic Distribution & Exchange of Business Content “At the end of the day... it’s about cutting costs, faster turn-abounds and happier employees, partners & customers...”
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Closer Look (Mortgage Brokering) Loan Sales/Loan Servicing Business Challenges: High volumes / Multiple formats Long latencies Complex/changing rules So many ways of doing business Benefits: Lower cost/free up resources Faster, 1 day turn around Fewer errors Manage exceptions Secure Document Delivery System
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Closer Look (Mortgage Brokering) Self-service (web access) Vendor specific profiles Personalized searches Restricted searching & viewing capabilities Restricted access to document properties New web site: 6 major partners participating Customer configurable Deployment/admin provisions Potential Oppts Current Business
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Secure Access: Fighting the Oxymoron Organizations have a legitimate need to provide information access Organizations have a legal mandate to safeguard sensitive data The need: to find a way to provide efficient access to critical data (especially by external partners) without compromising data security.
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The Solution: Softech’s DeliveryExpress™ A workflow-style application that permits authorized users to create document data sets. Data sets can be distributed in a variety of ways: Online access: restricted to the particular data set CD/DVD FTP
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DeliveryExpress™ Architecture
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Elements of DeliveryExpress™ Select the recipient Define the distribution method Define the delivery content Extract the documents Deliver
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External Delivery – Creating the Job To come—screen shot of job creation screen
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External Delivery – Selecting the Recipient
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External Delivery – Defining the Delivery Content
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External Delivery – Extracting the Documents Distribution Manager Background process Creates the files needed for DTF to process the job Manages large jobs running at off-peak hours, and no jobs running during “no access” hours Manages status updates Sends emails when jobs completed or when errors occur
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External Delivery – DTF High-speed export process capable of exporting up to 1.25 million images / day Converts single-page TIFF images to multi-page TIFF or PDF, according to recipient preferences Delivers documents to FTP location: either on recipient’s system or internal location for recipient pickup Option for jobs to be delivered in ZIP or ISO/UDP format so only one file needs to be processed.
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External Delivery – CD Delivery CD-Riter Burns documents to CD/DVD Creates a searchable database of document properties Places a viewer on the CD for viewing single- page TIFFS Optional encryption feature Supports spanned CDs/DVDs Provides data for import into label printing template
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Internal Delivery Define the document set Configure user access
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Internal Delivery – User Access Specify the number of days the access is valid Option to allow temporary groups to be created by business users with predefined access rules Option to allow external users to be assigned to the temporary group for access to the docs. (Business rules required NDAs prior to setup)
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Internal Delivery – User Access
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Administrator’s view of the pool, showing many different pools, some of which are expired (asterisk)
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Internal Delivery – User Access Loan Pools as they appear to the members of the AMC group
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Internal Delivery – User Access Pools as they appear to the members of the AMC group
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Internal Delivery – User Access
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Benefits of DeliveryExpress Brings document distribution to the business user while maintaining security controls Gets admins out of managing business processes Cuts organizational costs by eliminating high volume printing Electronic documents stay electronic Full audit process to monitor access
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Summary It doesn’t cost a lot of money to go electronic, you already own most of what you need! Substantial savings (paperless distribution) Almost everybody can handle electronic content You can make your partners happy You can make your customers happy You can make your employees happy No one has regretted going electronic yet!
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