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Personal Workflow Ticketing System

Personal Workflow Ticketing System. Requirement. How does a client securely get content directly to a user? Email? Fax? Regular mail/paper? Web uploads?. Solution.

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Personal Workflow Ticketing System

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  1. Personal Workflow Ticketing System

  2. Requirement How does a client securely get content directly to a user? • Email? • Fax? • Regular mail/paper? • Web uploads?

  3. Solution AutoStore enables the use of secure personalized inbound emails, faxes, scans, or web uploads directly to an employee’s work queue, or other workflow system. emails faxes scans web

  4. Scenario: Missing Documents For a Loan Closing Leslie Hunt Customer Email Fax Paper Web uploads Tom Ridge Branch Banker

  5. Tom Ridge Branch Banker

  6. x Create Ticket Ticket Number 5637234 Ticket Label Leslie’s Missing I9 Tom Ridge Branch Banker Create Ticket Close

  7. x Successfully created your ticket! Ticket Number 5637234 Ticket Label Leslie’s Missing I9 Use Instructions Tom Ridge Branch Banker Fax: click here for a fax coversheet Email: click here to email a ticket Close

  8. x Successfully created your ticket! Ticket Number 5637234 Ticket Label Leslie’s Missing I9 Use Instructions Tom Ridge Branch Banker Fax: click here for a fax coversheet Please fax to: (703) 555-1212 For: Tom Ridge Ticket Number: 5637234 Expires: April 5th, 2013 Email: click here to email a ticket Close

  9. Inbound Faxing Tom Ridge Branch Banker Please fax to: (703) 555-1212 For: Tom Ridge Ticket Number: 5637234 Expires: April 5th, 2013 nsi Fax Servers Leslie Hunt Customer

  10. Inbound Faxing Tom Ridge Branch Banker Service Center Bank Service Center Tom Ridge FAX Ticket received with the label: Leslie’s missing I9 Please log into IBM Datacap to validate your document

  11. Example of a “queue” for an employee to use. In this example, we’re showing IBM Datacap Tom Ridge’s Queue 612 20130404.010 Ticket Fax Index pending 1 Tom Ridge Branch Banker

  12. x Successfully created your ticket! Ticket Number 5637234 Ticket Label Leslie’s Missing I9 Use Instructions Fax: click here for a fax coversheet Email: click here to email a ticket Close

  13. x Successfully created your ticket! Ticket Number 5637234 Ticket Label Leslie’s Missing I9 Use Instructions Fax: click here for a fax coversheet Email: click here to email a ticket To Email Address Leslie.Hunt@mail.com Message Please send me that I9 Send Email Close

  14. 56327234@bank.com Re: Leslie’s Missing I9 Tom, Thanks for the email. Please find it attached. 56327234@bank.com Thursday, April 04, 2013 10:50 AM Leslie.Hunt@mail.com Leslie’s Missing I9 Leslie Hunt Customer

  15. Inbound Email Tom Ridge Branch Banker nsi Email Servers Leslie Hunt Customer

  16. Inbound Email Tom Ridge Branch Banker Service Center Bank Service Center Tom Ridge EMAIL from Leslie Hunt - Ticket received with the label: Leslie’s missing I9 Please log into IBM Datacap to validate your document

  17. Tom Ridge’s Queue 612 20130404.010 Ticket Fax Index pending 1 613 20130404.011 Ticket Email Index pending 1

  18. Scanning Tom Ridge Branch Banker nsi Servers

  19. Ticketing • (Indexing Before Scanning) Scan Ticket

  20. Ticket Enter Ticket 5637234 Ticket Label: Leslie’s Missing I9 Press the green SCAN/START button when ready

  21. Secure Scan Secure Fax eCourier 5637234 Enter Ticket Ticket Label: Leslie’s Missing I9

  22. Tom Ridge’s Queue 612 20130404.010 Ticket Fax Index pending 1 613 20130404.011 Ticket Email Index pending 1 614 20130404.012 Ticket MFD Index pending 1

  23. Web Upload Tom Ridge Branch Banker nsi Web Servers Leslie Hunt Customer

  24. User logs into website using ticket ID Leslie Hunt Customer User then gets presented a form (designed by the bank), to upload documents

  25. Tom Ridge’s Queue 612 20130404.010 Ticket Fax Index pending 1 613 20130404.011 Ticket Email Index pending 1 614 20130404.012 Ticket MFD Index pending 1 615 20130404.013 Ticket Web Index pending 1

  26. Enhanced Ticket Creation Interface This shows additional capability, but more complexity

  27. Step 1

  28. Step 2

  29. Step 3

  30. Audit/Tracking

  31. Security Options

  32. x Create Ticket Ticket Number 5637234 Ticket Label Leslie’s Missing I9 Security Settings Ticket Use One Time Ticket Expiration 4/5/2013 Create Ticket Close

  33. Integration Examples • Others • Directly into Line of Business Application • Secure mail courier for branch mail • Business to Business • Consumer to Business Employee Portal

  34. Questions

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