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ACORD 2009 Scenario Menu. Collaboration: Woodgrove underwriting Next generation user experiences in insurance (rich internet) ACORD .NET accelerator Document generation Surface insurance demo UC and Roundtable Tellme. Single Infrastructure For Intranet, Internet, And Extranet Portals.
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ACORD 2009 Scenario Menu • Collaboration: Woodgrove underwriting • Next generation user experiences in insurance (rich internet) • ACORD .NET accelerator • Document generation • Surface insurance demo • UC and Roundtable • Tellme
Single Infrastructure For Intranet, Internet, And Extranet Portals
SharePoint Investment Areas Docs/tasks/calendars, blogs, wikis, e-mail integration, project management “lite”, Outlook integration, offline docs/lists Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards Business Intelligence Collaboration PlatformServices Rich and Web forms based front-ends, LOB actions, pluggable SSO Enterprise Portal template, Site Directory, My Sites, social networking, privacy control BusinessForms Portal Workspaces, Mgmt, Security, Storage, Topology, Site Model Content Management Search Enterprise scalability, contextual relevance, rich people and business data search Integrated document management, records management, and Web content management with policies and workflow
Insurance Value Chain: Collaborative Underwriting Agent/Broker systems Submit ACORD new business applications Woodgrove Insurance Carrier Windows Azure Datacenter SharePoint Services Business Activity Monitoring (BizTalk Server) Woodgrove Underwriting LB ACORD Accelerator Databases Woodgrove Silverlight Internet Agents/Customers Submit Quotes ACORD 103 Enterprise Data Message Queuing ERP iPipelineiGO
Demo Woodgrove Underwriting
Business Need: an automated way to compose rich documents Product Information (Engineering/ Operations) High Volume Automated Generation of Compound Documents Easy Lifecycle Management of Items Output to Multiple Channels Printer Compound Document Legal Clauses Proposals Contracts Letters Statements Brochures Product Info Fax Branding & Logo (Marketing) Legal Clauses Storage Legally Compliant Documents Financial Analysis (Finance)
DocGen Authoring IT department provides the business user with the necessary contextual data container as an XSD schema Required data elements are defined using the language that is familiar to business users
Template Authoring Business user simply drag-and-drops the required data elements to the document template in MS-Word Position the cursor where needed and simply drag-and-drop the required data elements to the template
Template Authoring Optionally, the business user authors business rules in a graphical drag-and-drop environment Named rules are expressed as conditions and actions by drag-and-dropping the necessary data elements in combination with predicates (equals, greater/less than, range, etc)
DocGen Authoring Optionally, the business user associates business rules to the document template via bookmarks Optional paragraphs can be associated with business rules via bookmarks with the same name as the business rule
DocGen Runtime Options A business user or any application or service (real-time & batch) can use the capability to generate documents on demand Applications/Services Batch Processes Document Generation Service Template repository (SharePoint)
Demo Compound Document Assembly