Professional Documents
Culture Documents
Technology: Autoform
Technology: Autoform
Technology: Autoform
AUTOFORM
FOR TEMENOS T24
TM
AUTOFORM
The Complete Document Management System
11thJuly2014
July 2
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SCANNED DOCUMENTS
AUTOFORM LN
Joseph Fer
Fer
Ferro
JosephFerro
Marketingtingg & Design Manager
Marketing&DesignManager ger
e
EFS Technology
h
EFSTechnology
Investment Reports /
Portfolio Statements
Create, Deliver & Archive
h
hello
• Colour Documents
• Language Variations
• Marketing Messages
• Customer Specific Graphs
• Letters
.XML
AUTOFORM LN Provides:
A single interface to manage TEMENOS output and other ancillary IT applications
Consistently branded documents with regional variations
Dramatic cuts in inventory management & printing costs
Supports Asian, Arabic, Cyrillic & European character sets
Transaction driven letters which can be quickly updated to meet new legislation
Portfolio statements with graphical representation
Our products are great in their own right – but they can work even better together. Thanks to our unique Telephone Telephone
Home 01763 245250 Home 01763 245250 Accruals 7,134,158.24
approach to banking, you can connect all our products in any combination to get your money working even Work 01763 245222 Work 01763 245222
harder for you. Mobile 0785 106 2052 Mobile 0785 106 2052
FX -15,858,811.41
Email mr@efstechnology.com Email mr@efstechnology.com
We’re the only bank where you can offset your deposits against any kind of personal borrowing without having Total Net Asset Value 892,591,765.14
a mortgage with us. This means that, in return for forgoing interest on your current account and/or savings, you Date of Birth 23/01/2010 Date of Birth 21/01/2010
5 Years Performance 31/12/2011 - 06/01/2016 Monthly Performance 31/12/2015 - 06/01/2016
pay no interest on the equivalent amount you borrow. As your monthly payments aren’t affected, you could pay Number of dependent 1 Number of dependent 1
off your borrowings quicker. And as you aren’t receiving any interest, there’s no tax to pay. Alternatively, there is children children
the choice of maximising – this is when you can earn borrowing rates of interest on the money you have in return Marital Status Married Marital Status Married
for continuing to pay interest on your borrowings.
Do you smoke? No Do you smoke? No
To find out more about the benefits of this innovative and award-winning* approach, please visit our online Do you pay into a Yes Do you pay into a No
demonstration at our website and select ‘How It Works’ from the Demos menu. Pension? Pension?
Mortgage & loan letters direct from TEMENOS Individual customer investment portfolio
with interchangeable paragraphs statements with pie or bar charts
Print Preview Function
Print to any device on your network
Developed and tested in conjunction with TEMENOS software engineers, our solutions are used extensively by banks
across the world. With AUTOFORM LN you know you are in safe hands.
Printing & Broadcasting from T24
Intelligent broadcasting from your banking network
broadcast channels
T24 output
secure pdf
email / xml / sms / fax
high volume
EOD / COB
AUTOFORM LN Provides:
Automated email and fax delivery, in addition to pre-sorted post
Automated T24 to PDF conversion and PDF combining, allowing printing & mailing to be outsourced
Eliminates multiple, same address, deliveries
The opportunity to exchange document information using XML, PDF and the web
Delivery 'To' & 'From' staff specific email addresses, for better customer relations and ease of response
Inserts subject header line e.g. 'STATEMENT May 2012 From Your Bank Name.'
Automatically attaches documents held in AUTOFORM Archive e.g. statements with copies of redeemed cheques
Provide 'statement ready' email and SMS alerts for internet banking customers
Print documents in name order, so that multiple account holders can receive statements in one envelope
Prioritize time-critical documents for printing over non-urgent documents, regardless of when they were produced
File copies can be held and printed in filing order at a convenient time. This prevents document loss when staff
are sharing printers
Converts TEMENOS output to PDF ZIPPED files, ready for outsourced mailing houses
TEMENOS T24 Integrated Archive
Everything you need at the touch of a button
AUTOFORM DM for TEMENOS Outgoing Documentation: As TEMENOS T24 generates a statement, investment
report, letter or any other document, AUTOFORM DM automatically stores a copy in a fully indexed online archive.
Searchable index keys can include the customer's name, date, account number, branch code or any other indices
that TEMENOS T24 uses.
AUTOFORM DM for Incoming Mail: AUTOFORM LN can capture documents from scanners, email & fax servers.
Alternatively, they can be dragged and dropped into the archive, from any desktop. AUTOFORM then uses data
from TEMENOS T24 to index and link the document to any screen, for immediate retrieval with TEMENOS T24.
Technical Specification
Web services integration technology
API integration with TCIB and TCMB
Web-browser viewing from TEMENOS T24 enquiry screens
LDAP access control
Archive is held on a central server allowing for remote or branch access
Customer
services: Customer queries can be immediately resolved with onscreen viewing of statements,
correspondence and mortgage/loan agreements. Copy documents can also be e-mailed or faxed while the
customer is still on the phone.
New
accounts and loan decisions: documents are automatically circulated so that decisions can be made
more quickly.
AML compliance: scans of supporting documents such as passports, signatures and photographs can be
integrated into TEMENOS screens, for immediate viewing in the event of a query, audit or security check.
Control Everything from TEMENOS T24
On-Boarding & ID Capture for New & Existing Customers
Signature Capture
Any type of banking form can be generated and printed on-demand, for subsequent signing, scanning and archiving.
Alternatively, forms can be electronically generated and signed using a windows surface tablet or digital signature pad and
then automatically archived. Whether physically scanned, or digitally hand signed, AUTOFORM can extract the signature
from the document for reference purposes and automatically present it back through the single customer view screen in T24.
Photo Capture
AUTOFORM also enables customer photographs to be incorporated into any TEMENOS enquiry screen. This allows for
new or existing customer's visual and personal identity documents to be captured and viewed alongside other details and
documentation. Photographs can be taken easily via a high resolution web-cam during account or loan application interviews.
We have worked in conjunction with TEMENOS to
develop a document management solution which
is fully integrated with T24, attaining full approval
for use in banks across the world. Our award
winning software makes it easy to work with
T24 data and quickly produce perfectly designed
and branded documentation, from customer
statements to investment summaries and financial
reports. With clients across the world operating
in every banking sector, AUTOFORM is a tried and
trusted solution for retail banking, microfinance,
private wealth management, universal banking,
credit unions, insurance, corporate banking,
Islamic banking and trade finance.
EFS Technology Ltd, 2 Burlington Park, Station Road, Foxton, Cambridge, CB22 6SA, England
Tel: +44 (0)1223 872747 sales@efstechnology.com
www.efstechnology.com