Project Title: Scalable document management solution for Fortune 100 insurer

The Challenge

Document management is a critical and also a very paper intensive procedure in financial services industry. In our case over 60 million customers worldwide generate billions of documents that circulate between client’s branches in 70 countries.

Needless to say, that every single document is generated digitally and has to be managed automatically within the corporate information system. The existing document management solution was unable to cope with the growing requirements.

The challenge was to streamline document production and document exchange across a multinational corporation and integrate the solution seamlessly with the customer’s existing document lifecycle management platform based on Lotus Notes/Domino and IBM DB2.

The Solution

ETNA Software custom developed solution addressed every stage of document lifecycle – from creation and capture, through management and delivery, to archival and final form storage.

Document production module generates template-based documents using the runtime data from a relational database or Lotus Domino. Document management module manages documents metadata, generic data (templates), rules of extraction of runtime data, and many other things around the documents. Document exchanging module routes generated documents to physical addresses via a 3-rd party software. Document history application keeps the full information about all early printed documents.

The modular nature of ETNA Software solution provided exceptional flexibility. The system has been installed across all affiliates of multinational insurer.

Tools and Technologies

• Application Server: Apache Tomcat
  
• Database Server: MS SQL 2005
  
• Languages: Java, JSP/Servlets, JavaScript, DHTML, AJAX, Hibernate

Related links

http://www.etnasoft.com/financial-software-development.html

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