Canada
Puerto Rico
USA
Belgium
France
UK
India
Client Background
The client is Australia’s oldest company, one of four major banking organizations in Australia, and one of the largest banks in New Zealand.
Client Need
The client needed an enterprise content management solution to manage the content and automate the processes by providing the workflows.
Needed an IBM ECM solution for document repository and case management process which is best in class.
Set up document security based on the user’s location, department, and role.
Advanced search capabilities to retrieve the documents from the FileNet repository including content-based search.
Automated Email Notifications and Reminders to respective teams during the different stages of Workflow processing
Solution
Document Storage: Provided a solution that Allows the user to enter mandatory and optional Index fields while adding the document directly from the local desktop into the FileNet Repository
Document Search: Implemented a process to search client files and HR files based on document metadata and the ability to sort the documents based on the Document Search Result Headers
Document Access: Built a solution to restrict document access based on the Location, Document Category, Document Type, and logged-in user Department
Reports: Developed functionality to generate the Excel report of the selected cases from the Search Results
Realized Benefits
Optimized Scanning Solution using IBM Datacap
Optimized Content Management Solution using IBM Content Navigator
Configurable document metadata and content.
Configurable content for Email Notifications and Reminders
Configurable electronic tickets for various Settlements requests
Tools & Technologies
IBM FileNet
Microsoft SQL Server 2012
AutoStore
Datacap
IBM WebSphere
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