Articles about our FinTech Solutions.

Top 5 DocuNECT Business Use Cases for Documentum

DocuNECT is a powerful document processing and integration platform that can be used in a number of different ways to add value to your EMC Documentum D6/D7 system. We have picked 5 business use cases from our customer base to demonstrate the flexibility and capabilities of DocuNECT.

1. Accounts Payable System Integration and Email Capture
Business: Fund Management Company
Functionality Used: Email Capture and Business Application Integration

A fund management company utilizes Documentum to manage the electronic capture, review and approval of invoices on both the fund management and corporate areas of the business.

They use DocuNECT’s email capture functionality to allow users and vendors to email invoices directly into the accounts payable Documentum workflow solution. In addition, DocuNECT is used as a platform for retrieving and uploading data to the Unit4 CODA accounts payable solution.

2. Automated Imports and Desktop Capture
Business: One of the Largest Home Builders in the US
Functionality Used: DocuNECT Import Module and Clients Tools

The company profiled in this case study is one of the largest home builders in the United States. Like many organizations today, this home builder was faced with the challenge of trying to get away from managing paper which was labor intensive and time consuming. They embarked on a project to see what solutions were available to capture documents electronically from the desktop, index them and then distribute them to both Microsoft SharePoint and EMC’s Documentum document management systems.

The company first implemented DocuNECT’s Virtual Print Driver to digitize desktop document capture, which immediately reduced the amount of paper the company was moving between departments. Rather than printing the documents to paper, and then scanning them into Documentum, the documents were printed directly into Documentum using the Virtual Printer Driver. This made the documents quickly available to other users who needed access to them to make business decisions.

Read the case study: https://www.docunect.com/blog/?p=53

3. Multi-Function Device Integration
Business: Medical Device Company
Functionality Used: Multi-Function Device Integration

The medical device company were looking for a cost effective way to implement a distributed scanning solution for Documentum, utilizing their multi-function scanning devices. DocuNECT was implemented to allow any user within the organization to scan documents using a multi-function device and then use DocuNECT’s web-based indexing interface to index the document before they are distributed to Documentum.

4. Capturing Documents from the Desktop
Business: Mortgage Company
Functionality Used: Virtual Print Driver

The customer service representatives within the mortgage company needed to quickly add documents to the loan documents stored in Documentum from business applications and desktop applications.

Their business application generates reports/documents that cannot be exported, but need to be archived in Documentum. The DocuNECT Virtual Print Driver is used to print these documents directly into Documentum from the business application.

5. “Bulk-Import” into Documentum
Business: Pharmaceutical Company
Functionality Used: Bulk Import

The pharmaceutical company uses a number of outsourced service providers, such as Clinical Research Organizations (CROs) and Contract Manufacturing Organizations (CMOs). Documents are regularly provided that need to be migrated into the Documentum central repository.

DocuNECT is used to facilitate the bulk-import of documents, providing an import audit trail to insure that all documents are accounted for and compliance is maintained.

If you would like more information on how you can use DocuNECT with your Documentum environment, then contact our sales group sales@portfordsolutions.com.

Top 5 DocuNECT Business Use Cases for ApplicationXtender

DocuNECT is a powerful document processing and integration platform that can be used in a number of different ways to add value to your EMC Documentum ApplicationXtender system. We have picked 5 business use cases from our customer base to demonstrate the flexibility and capabilities of DocuNECT.

1. Electronic Document Capture
Business: Insurance Company
Functionality Used: Email Capture and Virtual Print Driver

An insurance company utilizes ApplicationXtender to provide a repository of customer insurance policies. The company wanted to move towards an electronic capture solution to reduce the amount of paper scanning.

They implemented an email capture process that allows users to email documents to a central email address that is monitored by DocuNECT. DocuNECT analyzes the body of the email looking for words and phrases defined in business rules to automatically classify the document type and extract the index data.

Their insurance business application generates reports that cannot be exported, but need to be archived in ApplicationXtender. The DocuNECT Virtual Print Driver is used to print reports directly into ApplicationXtender from the business application. The content of the report is analyzed by DocuNECT to extract and assign document index data.

2. Automated Import
Business: Credit Union
Functionality Used:
Electronic Forms Import

The credit union uses different types of electronic forms generated by IMM Online (http://www.immonline.com) and DocuSign Fetch (http://www.docusign.com). DocuNECT sweeps the import locations and imports the different documents into ApplicationXtender. The DocuSign documents are delivered in a ZIP format containing two documents, the original and the signature page. DocuNECT extracts the two documents from the ZIP file and appends them together before importing them into ApplicationXtender.

Business: Credit Union
Functionality Used:
Member Receipt Import and Publishing

The credit union produces electronic receipts from each member transaction at the branch. DocuNECT automates the import of these receipts into ApplicationXtender for archive and also publishes the receipts to the credit union’s internet based banking system.
3. Automated Export
Business: Tax and Flood Company
Functionality Used: Automated Export

The tax and flood company stores documents related to different vendors and customers in ApplicationXtender. Once the title process is complete the documents need to be returned to the lender/customer, who each have a specification on how they want to receive the information. The DocuNECT export process allows administrators to set up specifications for each lender/customer that include the format they want the documents and indexes, which AX application to export from, document conversion requirements , whether the package needs to be ZIPed, and how to deliver the package back to the lender/customer (FTP or sFTP/SSH).

4. Business Application Integration
Business: Commercial Broker
Functionality Used: SAP Integration

The commercial broker uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to SAP (http://www.sap.com) FI finance system. 

Business: Credit Union
Functionality Used: Microsoft Dynamics GP Integration

The credit union uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to Microsoft Dynamics GP (Great Plains – http://www.microsoft.com/en-us/dynamics/default.aspx) finance system.

5. Document Classification and Data Extraction
Business: Mortgage Provider
Functionality Used: Classification Templates

The mortgage provider wanted to increase the efficiency of their loan origination process by automating the import, classification and indexing of loan origination documents. DocuNECT’s classification and extraction functionality was utilized to create templates to identify different types of loan documents. Once classified, additional rules were applied to extract data from the documents for upload to their loan origination system for processing.

If you would like more information on how you can use DocuNECT with your ApplicationXtender environment, then contact our sales group sales@portfordsolutions.com.