Banking - Finance
Accessing quickly to the correct versions of documents at desired time is an outstanding differentiator for corporations today. Quick access facilitates making decisions relying on correct data at a shorter time interval. Additionally, tracking of ongoing processes, auditing of the productivitiy of those processes and need to make retrospective queries are currently among the challenges of many organisations and this puts forward the need for "workflow management" in addition to "document management".
Even though those needs are valid for almost all the organisations the number of processed documents, the abundancy of business processes, the volume of retrospective queries and the importance of such queries puts the finance industry at the top rank among the industries in which the document and workflow management systems' usage is prioritized and critical. Financial institutions, investing most for the information technologies and following the technological developments closely, are vanguards of this critical topic as well and they are in search of solutions for this challenge as soon as possible.
Since, in banking and finance industry, the information in the documents processed under "document management", their history and the future forecasts relying on them are of vital importance document and workflow control, the integration with the other banking applications (e.g. call center, banking applications, etc.), COLD (computer output to laser disc) -converts reporting actions into electronic data-, form applications included to the system via scanning and recognition methods constitute the mos outstanding topics.
However, executing the components which meet the requirements for each topic completely by utilising the ideal technology, integration of this system with the base banking applications in the IT infrastructure and its compatibility with the basic IT strategy are the major elements affecting the successful deployment.
Doxoft is a system incorporating the solutions stemming from the combination of the needs and concerns listed above. It owns an infrastructure considering both document and workflow management from a corporate perspective. Cybersoft/Aurora infrastructure provides scalability, a powerful basis and activity-based architecture. Due to that, it can be integrated with any enterprise application including banking applications.
Some of the services offered by Doxoft to banking-finance organizations
- Document and revision management
- Process management
- Dealer follow-up
- Security on a user, file, document or group basis
- Banking application integration
- Archiving
- Credit card application form automation through ICR
- High-level security for document content through encryption
- Digital signature option via PKI and e-signature support
- Audit and tracking features
Examples of documents to be managed by Doxoft
- Intelligence reports
- Product and action plans
- Corporate policies and applications
- Customer information and documents
- Signature certificates
- Any customer document required for plastic cards
- Training records
- Licenses and permits
- Credit analysises and reports, etc.