The banking and insurance
industry by nature are paper driven organizations – loan processing, claims review and general processing of applications
require paper and audit trails that track every step of the business
process. Certain rules guide the document
from one person to another to make sure each document meets its required review
and approval before committing the organization to a legal or contractual
agreement
These processes can get
caught up in “red tape” as documents manually move from one person to the next
– the delays create an environment of frustration and lack of control and hurt
companies from a competitive advantage by not efficiently processing these
documents.
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Through automated workflows that control the movement
of documents from beginning to end, users can recognize immediate advantages in
not only time but control over the location of a document at any given moment. Business processes can be uniquely configured
to meet the exact requirements of your organization through customized
workflows and administrative features allow you to analyze the efficiency of
these workflows and recognize and correct bottlenecks to further streamline the
business process.
Control, security, document integrity and 24x7 access
to those people who need those documents are all part of what CoreIntegrator
3.0 brings to the banking and insurance industries.
 Through a graphical tool, workflows can be developed
to handle almost any process in your organization. Timers can be set to alert people when
documents have not been managed within a given period of time, groups of people
can manage queues of documents, approver thresholds can be set based on any
number of factors including $ amount or type of transaction. Workflows can integrate with other business
applications and data sources to determine certain paths of a document. And, security will determine who has access
to any given document at any stage in the life of that document through a
sophisticated but easy to manage administrative module. Workflows will manage and record every step of the
process and keep a historical record of every person who reviews or approves or
changes data related to a document. Each
event tracks the user, the date and time and what action the person took for
that event. Even communications with
other individuals through email are recorded and maintained with each document
– and we don’t mean cut and paste an email, we handle it automatically through
“Conversations” a feature built right into the workflow.
The integrity of your documents are critical for many
reasons and having a solution that can ensure both security and protection from
loss or destruction brings significant value to the banking and insurance
industries. Whether you want to provide
restricted access to an individual, a department or to auditors, CoreIntegrator
can secure and protect content from unauthorized access but at the same time
give people 24x7 access to the documents they need to do their day to day
business. CoreIntegrator uses Microsoft
SharePoint as a document repository but adds a sophisticated layer of security
that you can control as a document administrator or records manager.
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