Stephen Vickers Systems Analyst Enterprise Applications

1. Kofax to the MAX at Suncorp Offsite Processing Kofax SAAS KTM Feature Usage Automated Testing Point of Origination – Web Portal Stephen VickersSystems Analyst Enterprise Applications

2. Session Agenda • Overview of Kofax at Suncorp (past / present / future) • Offsite Process Facilitation • Batch Splitting & Filtering, Document Routing, Sticky Notes • Web Capture Portal (Video) • Kofax Software As A Service • Automated Testing Framework • Business Value Calculator

3. The Suncorp Group – one company many brands • Largest general insurance group in Australia & 2nd largest in New Zealand • Australia’s leading regional bank (Suncorp Bank) Life Insurance Banking & Finance Slide 3

4. The Kofax Journey So Far • Where we were 12 months ago • Products: Kofax Capture V9, KTM V5, KFS 3.5, VRS • 4 Kofax Applications on V9 • Where we are now • Products: Kofax Capture V10, KTM V5.5, KFS 4, VRS, Kofax monitor • 11 Kofax Projects on V10/V9, additional business areas • Completing moves from legacy capture platform and v9 to Kofax DIAMOND (v10) • Expanded usage of KFS • POCs for web capture and Kofax mobile • Implemented Kofax Monitor

5. The Journey So Far – Recent and Future Changes • General strategy to productised services – Software as a service models • Move towards offsite processing – Kofax is an enabler. • Move to virtual “multifunction” servers • Standardisation across the board – templates for code (logging, field names), documentation, processes. • Trend towards email ingestion away from traditional scanning – 50+ mailboxes • Need for detailed monitoring & reconciliation > Kofax Monitor – KCAR – Supplemental Tables – Firescope • Reporting important to show benefits and drive further improvements • Point of Origination Strategy – MFD’s, Web Capture & Mobile POC

6. Offsite Process Facilitation • Paperless Office • Work from home • Offshore / Partnering • Kofax enabling features: • Batch Splitting / Routing • KTM Validation 2 • Sticky Notes • Batch Filtering

7. Batch Splitting & Document Routing • Introduced in KTM 5.0 • Benefits • Straight Through Processing Path • Reduce delays in processing • Ability to move documents to correct process • Ability to move documents to Validation 2. • Change batch name • Challenges • Reporting and auditing is complicated • Keeping track of child batches – (naming conventions may help)

8. Sticky Notes • Stores transient information • Note data is not available during export pXDoc.Annotations.ItemByIndex(lngIndex).Text • Application level events Application_AnnotationCreated() Application_AnnotationSaved()

9. Batch Filtering • Great tool for work assignment • Can only use each filter criteria once • Tip: Develop a good batch naming convention

10. Web Portal • Upload documents to the cloud • Kofax Transformation Toolkit - processes the documents • Business Rules executed • Rule Validation Results returned to end user

11. Web Capture - Video • The following video was produced as part of a proof of concept of web based capture • Kofax KTT technology is used to allow extraction from a mortgage application form • Business advantage – external brokers able to verify application form before submitting • Avoid lost time in rework • Allow SLAs with better confidence levels • POC by

12. Web Capture - Video

13. Other Point of Origination Initiatives • MFD Integration • MFDs used to capture documents into Kofax in Bank branches and Office locations • Currently upgrading to KFS v4 (with better notifications, reporting, monitoring) • Two applications using KFS, another two underway (insurance claims, mortgage applications, customer on-boarding, contract management) • Kofax Mobile • POC underway with Kofax Mobile sdk (‘Fedex Day’ in March) • Pilot project likely in 2013

14. Kofax Software As A Service • Redaction on Demand • Sensitive customer data (eg: Social Security Numbers, Credit Card Numbers) • Benefits across the enterprise – costs of manual redaction - legislative requirements • CaptureLink, Simple Fax, Scan, Email to FileNet • Email Ingestion > Basic Metadata Added > Export to FileNet • Searchable PDF • Email Ingestion > Full Text OCR > Attach PDF to Email • Benefits • Generic, re-usable components • Low cost to add new business users • Encourages consistency • Shared services – cost economies • Future Enhancements • Extra input channels (MFD, mobile) • Better reporting, dashboards, support • Simple model to add new users, email addresses etc

15. Automated Test Framework

16. ATF – Domain Specific Language Scenario: Accounts Payable - Large 10MB attachment Givenan email subject 'Test 1234' And a document 'docs/large_10mb.bin' Whenthe batch is emailed to '<emailAddress>' Thena 'DOC_AP_EMAIL' email will be exported And the current exported document has batch metadata:|name                      | value | |BFLD_EMAIL_SUBJECT        | subject()                   | |BFLD_EDOC_SENT_DATETIME   | t("d/MM/yyyy h:mm:ss a")~10m | |BFLD_EDOC_RECEIVE_DATETIME | t("d/MM/yyyy h:mm:ss a")~10m | |BFLD_EMAIL_SENDER         | sender()                    | |BFLD_EMAIL_RECEIVER       | <emailAddress>              | And all exports have been verified And the batch has reporting data: |name                      | value | |BFLD_EMAIL_SENDER         | sender()                    | |BFLD_MESSAGE_CORRELATION  | r(^.{64}$)                  | |BFLD_MESSAGE_ID           | g()                         | And all reporting data has been verified |<emailAddress> | |accounts.payableSYST@atl.suncorp.com.au | |fixed.assetsSYST@atl.suncorp.com.au | |staff.expensesSYST@atl.suncorp.com.au |

17. Business Value Calculator • What is it for? Shows us our value add Customer Recognition Internal Marketing tool • Version 1 Batch Count x Opportunity Cost = Savings Delivered • Future Releases Negative costs attributed to outages Document-based value calculations

18. Questions from the Audience?

19. For further information, please contact: Stephen Vickers Systems Analyst Suncorp Phone: +61-7-3232-4168 Email: stephen.vickers@suncorp.com.au