Category Archives for "Business Process Automation"

Forced Change+Business Continuity

Forced change, WFH

By Randy Weakly, CTO, ImageSource, Inc. 

When I used to think of “business continuity” I thought primarily of off-site backups and redundant servers. But the last couple of months have imposed unprecedented changes onto our global economic infrastructure forcing many organizations to scramble to adjust their workforce and even their entire way of doing business, including “business continuity”. Change is often scary and risky but when it’s forced upon us in an instant it can be crippling.

One huge change for many organizations is that their knowledge workers must now be enabled to work from any location and in some cases, from any device they can get their hands on. The same goes for their customers and partners. It is now obvious to most everyone that the mobile workforce and customer engagement technologies are no longer a nice-to-have but an absolute necessity

One of the best and easiest ways of enabling a remote workforce and customer/partner ecosystem is through the use of device-agnostic web forms or electronic forms. It’s pretty easy to throw a PDF form on your website but it’s not a very friendly customer experience, especially on a mobile phone. Additionally, the resulting PDF document creates downstream work as the inbound information, often with errors and omissions, must be transferred to a workflow or line of business system for processing. An eForm solution can easily be integrated into your existing website and provide input validations before the employee or customer even clicks the submit button. This validation can be applied not only to the information being typed into the various input fields but also to any required attachments. Even if you’re on a mobile phone, an eForm can attach photos of documents taken right from the device. These document photos can be processed by back end services so that you can’t tell the resulting image from one that came right off your scanner. Once the form validation is satisfied, the user is allowed to submit the form and it is immediately placed into an automated business workflow to be routed for human and/or programmatic processing based on the machine-readable input and business rules.

Another benefit of an eForms solution is the wide variety of input fields that can be used to create rich and engaging user experiences. Basic field types such as text, numbers, dates, email addresses, signatures, radio and checkboxes are staples. But more sophisticated eForms packages can provide aggregated inputs such as table data (think Excel spreadsheet), matrix choices, multipage forms with wizard options, file attachments with white/blacklist types, configurable size limits, password checking, and virus scanning, and much more. Combine these powerful auto-validating input fields with point & click dynamic field presentation logic, no-code web services integration, enterprise single-sign-on (SSO), and your custom theme library and you’ve got the tools to create your own online/mobile customer and employee engagement masterpiece!

One of our customer partners, Superior Court of California, County of Stanislaus detailed their success with ILINX platform and eForms here:

If we can be of any assistance to your organization please contact us at (360) 943-9273 or

Mitigate Litigation Risk through Smart Banking Information Technology—Boost Your Bottom Line (part 6 of 6)

Meet Compliance and Regulatory Policies

Many financial services companies scramble to comply with new regulation, like SEC 17a-4c, and maintain compliance with legacy regulations, like Dodd-Frank Act, SOX, Know Your Customer (KYC) and other legislation as they grow. In addition, a changing corporate landscape can drive major efforts in IT governance.
Flexible information management tools will support your any number of policies and allow you to manage existing and future regulatory compliance with confidence, and protect you from unnecessary exposure.

Enable Reporting

Technology that allows you to easily aggregate and share process performance data is essential. If you don’t know where your processes are failing to meet compliance, you can’t fix them. Similarly, visibility into who, how and when content is interacted with is critical. It’s important to have a highly accessible and configurable content analytics platform to expose the precise information you need to detect risk immediately.

Support Granular Information Security and IT Governance

If you can’t configure your information management software security with ease and precision, then you can’t have visibility into performance or activity. More importantly, you can’t protect yourself against legal exposure. Systems that support robust configuration help you enforce the controlled collection of information. They also help you standardized formats and data management, which promotes infosecurity.

Manage Retention & Disposition

From a risk management perspective, disposition can be as crucial as retention. Managing the lifecycle of your data and documents does not have to be complex and expensive. A simple, automated solution can pay for itself many times over. 

Have a Dedicated Process for Records Requests

If you are plagued with requests, it may be worth investing in a solution that integrates any type of content—data, documents, email, assets and more—with line-of-business systems and databases to auto-fill, verify and authenticate requests. Smart systems can help meet deadlines with automatic confirmations, status updates and reminders, auto-redaction, storage of completed requests, trackability and more. 

Facilitate Powerful Search, Consumption and Delivery

Whether you are producing a report, audit results, images or data, it’s important to have a system that supports flexibility and speed. Some options might include:

  • Automatically convert document formats upon import or during workflow
  • Monitor databases and configure to automatically react when criteria is met
  • Search, collect and package actionable content into “time-bombed” mobile repository 

One example is the ILINX Event Tracker. We provided this solution for a large financial institution which is using it to stay compliance by meeting criteria specified in SEC 17a-4c regulations. It provides a reliable tool that creates non-rewritable and non-erasable formats of broker-dealer event records for storage on electronic media.

Other ILINX products that support your compliance initiatives include ILINX Capture, ILINX Email Capture, ILINX Capture Workflow, ILINX Content Store, ILINX Retention Management and ILINX Analytics.

Check out the 5 other posts in this series:
Ingest and Process Secure Data, Documents and Payments Real-Time During Customer Transactions 
Extend Online Invoice Upload Capabilities to Business Partners
Advanced Automation and Robotics Process Automation (RPA) Maximize Efficiencies
Integrate Data from All Systems to Optimize Business Process Management (BPM)
Control the Flow of Information and Access to Manage Risk and Identify Problems

Information Processing Visibility & Control for Banking—Boost Your Bottom Line (part 5 of 6)

If you are looking for ways to maximize the value of business information, you can be successful with both proactive and reactive strategies. In this post, we’ll cover access to and visibility of your data and documents, in-process and while archived.

Control the Flow of Information and Access, to Mitigate Risk and Identify Problems

Granular configuration control over your content will yield efficiencies, promote compliance and enforce information security. By proactively controlling access, visibility and actions for each user or group, you will protect confidentiality, integrity, and availability of sensitive information. InfoSec can be achieved using administrative controls through Active Directory permissions and configuration settings in capture, workflow and repository software. When managed correctly, it exposes only that which each worker is qualified to see and/or act upon.

Content Analytics: Real-Time Visibility to Statistics and Data from Information Processes

Information processing analytics allow you to gain visibility into your business processes, content data and information from external systems. This allows you to react immediately to potential problems to pinpoint risk potential long term. Customer transaction data to take a proactively nurture that relationship. Analytics dashboard can be specifically configured to provide different information to different groups, from business process managers to C-level executives.

Business process intelligence can help you:

  • Reveal business intelligence to make informed decisions
  • Identify processing bottlenecks to accelerate throughput
  • Gain knowledge about your content and how it's interacted with
  • Expose data from just about any system to enable productivity
  • Enable prediction to make better decisions
  • Monitor compliance with regulations (KYC, SEC, Frank-Dodd)
  • Serveil penetration testing results for security vulnerabilities
  • Analyze data flowing into and out of data lakes

Controlling access to your information should be easy to configure, but unfortunately in many systems it is not. ILINX information management software makes easy configuration a priority. Get administrative control over visibility and actions in ILINX Capture, ILINX Capture Workflow or ILINX Content Store, even without in-depth IT knowledge.
Our business intelligence platform, ILINX Analytics, is no different. It’s flexible and easy to use with any level of technology expertise. Depending on user permissions, you can expose data from any business system, from ECMs to ERPs. View and easily share reports. Expose, hide group and sort data, move columns and manipulate in multiple ways. And finally, gain visibility and insight into critical information that will improve information processing and help make better business decisions to boost your bottom line. 

Check out the 5 other posts in this series:
Ingest and Process Secure Data, Documents and Payments Real-Time During Customer Transactions 
Extend Online Invoice Upload Capabilities to Business Partners
Advanced Automation and Robotics Process Automation (RPA) Maximize Efficiencies
Integrate Data from All Systems to Optimize Business Process Management (BPM)
Meet compliance and regulatory policies to mitigate risk of litigation

Integrating Information & Transaction Efficiencies for Banking—Boost Your Bottom Line (part 4 of 6)

Integrate Data From All Systems to Optimize Business Process Management (BPM)

Business systems integrations can greatly increase efficiencies, both during and after the processing of data and documents. While processing mid-stream, integration between workflows, repositories and legacy systems can expedite throughput, eliminate errors and provide critical analytical data real-time. This helps mitigate risk by enabling you to meet both service level agreements and regulatory compliance. Sometimes this can be done without a single-line of code.

Post-processing, it’s possible to retrieve and display images from within virtually any application regardless of source—host based, Windows, Web or Citrix—with little to no development. This provides a cohesive system that allows data to pass easily between two or more applications, saving time and increasing efficiencies.

Robotic Process Automation (RPA) Can Take Integrations to a New Level

RPA allows fluidity, enabling a more effective labor force. It’s like putting your high-volume, low complexity tasks on steroids! Employees can be repurposed to provide essential jobs that require personal, human interaction and collaboration.
An important advantage of RPA is that it can be implemented without major retooling of each business process. Simply integrate RPA into your existing systems to mimic the way your FTEs would interact with it.

Business process integrations are instrumental in helping save money by:

  • Extending the reach and power of your ERP, or any existing system
  • Serving data to workers from within one familiar business application

  • Consolidating data to a single interface for improved customer service
  • Pushing and pulling data between systems automatically, saving labor
  • Enabling search across multiple systems and package documents upon request
  • Streamlining audits
  • Reducing human errors, therefor mitigating operational risk
  • Decreasing processing times for overall process improvement
  • Improving internal and customer service levels
  • Enabling 24/7 output
  • Reducing human fatigue & quality variance
  • Mitigating risk by facilitating compliance with regulations such as SEC, Frank-Dodd and KYC
  • Providing real-time data for predictive analytics, customer engagement and more
Agile Integrations Keep You Competitive in Today's Data Driven Market

As consumers expectations grow for more customization and personalization of their financial services experience, RPA can enhance the performance of customer engagement platforms. It also improves data agility for systems that support analytics, branch optimization, channel management, compliance management, performance management, risk management and mobility. In addition, RPA can provide on-demand integration between schemaless data (data lakes) with any business system. 

Basically, robotic data integration removes barriers and extends your control over a broad range of data types and sources to better deliver business value. Not only does data integration untether you from the limitations of information silos, but it can help unify formats and data management across files, tables and streams.

Although business systems integrations, particularly with RPA, can seem overwhelming, it is possible to find all of this functionality in one platform. The ILINX suite of information management software can provide all of the afore mentioned benefits using a combination of ILINX Capture, ILINX Capture Workflow, ILINX eForms, ILINX Advanced Capture, ILINX Content Store, ILINX RPA and ILINX Analytics. They work together seamlessly to automate the integration of all your critical business data and document, during and after processing. 

Check out the 5 other posts in this series:
Ingest and Process Secure Data, Documents and Payments Real-Time During Customer Transactions 
Extend Online Invoice Upload Capabilities to Business Partners
Advanced Automation and Robotics Process Automation (RPA) Maximize Efficiencies
Control the Flow of Information and Access to Manage Risk and Identify Problems
Meet compliance and regulatory policies to mitigate risk of litigation

Advanced Automation RPA for Banking—Boost Your Bottom Line (part 3 of 6)

Advanced Automation and RPA (Robotics Process Automation) Promote Security and Maximize Efficiencies

Simply replacing human interaction with reliable mechanized operations can produce signifiant benefits and quickly pay for itself. Throughput can be reduced from days to hours for business processes that require high volume document capture and processing. Companies can net significant ROI using advanced automation for processing like mortgage applications, invoices and receipts, bills of lading, claims and purchasing documents.

It Doesn’t Have to Take an Army of IT to Implement

Supervised machine learning, a subset of artificial intelligence, is quickly becoming very reliable and significantly faster to implement. It can be trained by non-technical knowledge workers to automatically identify document types and extract data for hands-free processing.

Automated Processes Help You Meet Service Level Agreement and Ensure Security

Some examples of hands-free processing include:

  • Verify and prefill data on web and payment forms through database integration
  • Configure automatic email alerts for action, inaction or an exception
  • Automatically request additional information or documents when triggered
  • Automatically initiate workflow for data and documents as they come in via fax, email, etc.
  • Identify type of document start appropriate workflow
  • Automatically extract data from a document and share with another system
  • Automatically convert document formats upon import or during workflow
  • Update metadata to an existing document
  • Create document packets and automatically update with incoming documents
  • Provide automation around KYC screening for better compliance
Additional Benefits Abound

Mechanized processes are accurate and reliable than those executed by humans. In addition, data that’s obtained can easily be leveraged through RPA for other critical executables. For example, data extracted from a mortgage application can be used for content analytics for rapid iteration and flexibility to support your customers' evolving needs. It can be used for forecasts and predictions. Or it can feed a data lake to used for tasks such as reporting, visualization, analytics and marketing. 

If you’re considering automating your high volume business processes, it’s important to engage an experienced technology partner, like ImageSource, to help evaluate your current state and calculate the expected return on investment. We’ve helped multiple financial services companies save labor, make decisions faster, take advantage of discounts, and more. With flexible ILINX solutions, ILINX eForms, ILINX Capture, ILINX Capture Workflow and ILINX Advanced Capture work seamlessly together to automate transaction processing to better serve customers, business partners and your bottom line.

Check out the 5 other posts in this series:
Ingest and Process Secure Data, Documents and Payments Real-Time During Customer Transactions 
Extend Online Invoice Upload Capabilities to Business Partners
Integrate Data from All Systems to Optimize Business Process Management (BPM)
Control the Flow of Information and Access to Manage Risk and Identify Problems
Meet compliance and regulatory policies to mitigate risk of litigati

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