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Your Business Processes.
Streamlined.
ECM Automation Systems
• Any “Paper/Person-Centric” Process
• Supporting Documents
• Complex (Uncontrolled) Business Processes
• Application & Claim Processing
• Mortgage, Insurance, Government,
Education….
• Benefits, Permits
• Employee Onboarding
• Contracts Management / Invoice Processing
ECM Automation Systems – Where?
• ROI < 9 months.
• 50%+ increase in Productivity.
• Improved Customer Satisfaction.
• Accelerated Revenue Cycles
• Enhanced Compliance
• Actionable Analytics.
Prove It!
ECM Automation Systems – Why?
3 Core Components:
• Smart Repository
• Smart Workflow
• Enterprise Integration
Additional Components may include:
• Customer Self-Service Web/Portal
• OCR-as-a-Service
• Records Management
• Zia OneView ™ - Actionable Analytics
ECM Automation Systems - What?
ECM Automation Systems
Case Study
The loan process is
intensive and
costly
Why
now?
• Competition
• Increased Risks
• Leverage New Technologies
• Increased Costs (Compliance & Storage)
• Origination & Underwriting
• Borrower Documents: W-2’s, 1040’s, Bank
Statements, 401k/IRA’s and more…
• Paper, Email, Fax, Borrower Upload
• Closing
• HUD-1 & Other Closing Docs
• Business Process Integration
• Loan Origination System (LOS) Integration
• Post Closing
• Classify & Extract with ACE
• GFE, TIL, HUD-1
• Sort & Stack for Delivery
Zia Loan Automation System
• mFolder – docs + metadata
• Borrower Uploads, Email Integration
• Enterprise Document Management
• Version Control
• Enterprise Search
• “Paperless Underwriting” – including
Annotation (Markup) of Documents
• Document Assembly
• Automatic Records Management
How - Smart Repository
• Status – New, WIP, Complete
• Initiation of mFolder (Case)
• Routing – Review, Approve
• Classify & Extract
• Declare Record
How – Smart Workflow
• Zia LAS + Your LOS
• Email & Office Integration
• Viewer, Capture, Portal
• LOS Integration
• Point-to-Point
• Enterprise Service Bus
How - Enterprise Integration
Additional Components
Borrower Site/Portal
• Secure Customer Login
• Loan Origination
• Upload Documents
• Check Status
• Unique Landing Page
• Simple Design & Branding
• Asset Re-use Across Sites
In-Process Capture™ (IPC)
• Classification & extraction optimized for use
WITHIN your document repository
• Capture by users within business process – by
borrower, by document
Additional Components
OCR-as-a-Service
Additional Components
OCR-as-a-Service
Advanced Closing Extraction™ (ACE)
• Classification for Hundreds of Closing Document Types
• Extraction for Critical Closing Documents
• HUD-1, TIL, GFE
• State specific documents (CA, IL…)
• Tested/Validated with Leading Mortgage Company
• We said we save you time, we can
prove it.
• Compliance & Management Metrics
• Reporting / BI Integration
• Managed by Zia OneView ™
Additional Components
Actionable Analytics
Rapid ROI (< 9 months)
50% > Process Improvement
Accelerated Revenue Cycles
Compliance
Actionable Analytics
Zia Loan Automation
System Delivers:
Demo!
Life Insurance Applications
ECM Automation Systems –
Where Else?
New Life Insurance Applications
• ~500 Unique Forms
• ~ 6 million docs/year
Expensive + Slow + Error Prone
• Agents – Upload to ECM system
• Customers - Paper, Email, Fax
• 3rd Parties – Paper to EDI (Lab
Results, Medical Forms)
• Email/Fax – Print & Re-Scan
Previous Solution – More People.
Automation Case Study
Regional Life Insurance Company
Zia Insurance Automation System
Results:
• Quick Wins with Discrete Projects
• Automate Classification
• Forms – Version Control +
Redesign + Rationalization
• Customer Portal
• Automate Extraction
• Actionable Analytics
• Reduced Costs
• Reduced Delivery Time to
Underwriting = Time to Revenue
• Reduced Error Rates
Questions?

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ECM Renovation Roadshow: Automation Systems

  • 2. • Any “Paper/Person-Centric” Process • Supporting Documents • Complex (Uncontrolled) Business Processes • Application & Claim Processing • Mortgage, Insurance, Government, Education…. • Benefits, Permits • Employee Onboarding • Contracts Management / Invoice Processing ECM Automation Systems – Where?
  • 3. • ROI < 9 months. • 50%+ increase in Productivity. • Improved Customer Satisfaction. • Accelerated Revenue Cycles • Enhanced Compliance • Actionable Analytics. Prove It! ECM Automation Systems – Why?
  • 4. 3 Core Components: • Smart Repository • Smart Workflow • Enterprise Integration Additional Components may include: • Customer Self-Service Web/Portal • OCR-as-a-Service • Records Management • Zia OneView ™ - Actionable Analytics ECM Automation Systems - What?
  • 6. The loan process is intensive and costly
  • 7. Why now? • Competition • Increased Risks • Leverage New Technologies • Increased Costs (Compliance & Storage)
  • 8. • Origination & Underwriting • Borrower Documents: W-2’s, 1040’s, Bank Statements, 401k/IRA’s and more… • Paper, Email, Fax, Borrower Upload • Closing • HUD-1 & Other Closing Docs • Business Process Integration • Loan Origination System (LOS) Integration • Post Closing • Classify & Extract with ACE • GFE, TIL, HUD-1 • Sort & Stack for Delivery Zia Loan Automation System
  • 9. • mFolder – docs + metadata • Borrower Uploads, Email Integration • Enterprise Document Management • Version Control • Enterprise Search • “Paperless Underwriting” – including Annotation (Markup) of Documents • Document Assembly • Automatic Records Management How - Smart Repository
  • 10. • Status – New, WIP, Complete • Initiation of mFolder (Case) • Routing – Review, Approve • Classify & Extract • Declare Record How – Smart Workflow
  • 11. • Zia LAS + Your LOS • Email & Office Integration • Viewer, Capture, Portal • LOS Integration • Point-to-Point • Enterprise Service Bus How - Enterprise Integration
  • 12. Additional Components Borrower Site/Portal • Secure Customer Login • Loan Origination • Upload Documents • Check Status • Unique Landing Page • Simple Design & Branding • Asset Re-use Across Sites
  • 13. In-Process Capture™ (IPC) • Classification & extraction optimized for use WITHIN your document repository • Capture by users within business process – by borrower, by document Additional Components OCR-as-a-Service
  • 14. Additional Components OCR-as-a-Service Advanced Closing Extraction™ (ACE) • Classification for Hundreds of Closing Document Types • Extraction for Critical Closing Documents • HUD-1, TIL, GFE • State specific documents (CA, IL…) • Tested/Validated with Leading Mortgage Company
  • 15. • We said we save you time, we can prove it. • Compliance & Management Metrics • Reporting / BI Integration • Managed by Zia OneView ™ Additional Components Actionable Analytics
  • 16. Rapid ROI (< 9 months) 50% > Process Improvement Accelerated Revenue Cycles Compliance Actionable Analytics Zia Loan Automation System Delivers:
  • 17. Demo!
  • 18. Life Insurance Applications ECM Automation Systems – Where Else?
  • 19. New Life Insurance Applications • ~500 Unique Forms • ~ 6 million docs/year Expensive + Slow + Error Prone • Agents – Upload to ECM system • Customers - Paper, Email, Fax • 3rd Parties – Paper to EDI (Lab Results, Medical Forms) • Email/Fax – Print & Re-Scan Previous Solution – More People. Automation Case Study Regional Life Insurance Company
  • 20. Zia Insurance Automation System Results: • Quick Wins with Discrete Projects • Automate Classification • Forms – Version Control + Redesign + Rationalization • Customer Portal • Automate Extraction • Actionable Analytics • Reduced Costs • Reduced Delivery Time to Underwriting = Time to Revenue • Reduced Error Rates