Document Imaging WorkflowImproving Operational Efficiencies

May 24, 2017Amanda J. Copenhaver, Product Manager

Agenda

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• Document Workflow Overview

• Workflow – Client Experience

• Questions

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Document Workflow Overview

Workflow Process

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StoreDecisionEscalationLogicActionIndex

Process Management and Efficiency

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Audit record for actions taken in workflow process

Security entitlements to view and decision items

Escalation queues for documents that have missed a SLA

SLA assignments to ensure bank policies are being met

Logic steps to reroute documents based on data entered or reviewed

Automatic real time movement to next step after action or expiration

Simultaneous review of the same document from separate queues

Indexing eForm or paper document triggers workflow

Automate bank processes to route documents through your organization

Sample Loan Maintenance Request eForm

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Sample Workflow Designer

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• Intuitive, graphical drag and drop design process

• User controlled screen layouts for data collection and document approval

• Unlimited number of document workflows supported

• Ability to reuse templates to create additional workflows to improve efficiency

Workflow Queue with SLA

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Workflow Queue Activity

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2017 Enhancement

Workflow Dashboard

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• Overall picture of workflow queue status

• Percentage of missed SLAs by queue type

• Multiple filter options to display relevant data by user

Workflow Dashboard

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Workflow Examples

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• Paper Based Workflows

– AFT Agreements

– Overdraft Protection Enrollment

– ATM/Debit Card Issues

– File Maintenance

– Temporary Access Requests

– Loan Reviews

– Stop Payment Request

– Reg E Opt In

– Estate Documentation

– IRA Handling

– Internet Banking Enrollment

– Employee Termination Requests

– CD Renewals

– Privacy Notices

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• eForm Driven Workflows

– Telephone Payment Requests

– Traveling Customer Notifications

– Customer Request Fulfillment

– Online Banking Issue Report

– Fee Refund Request

– Funds Transfer Request

– Account Closing File Maintenance Form

– ODP Cancellation

– Loan Collateral Holds Release

– ACH Limit Increase Request

– eStatement Fee Waiver Request

– AFT Maintenance Form

– Fresh Start Enrollment Form

– Mobile Check Deposit Limit Change Request

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Client Experience

Document Workflow

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Questions

Amanda J. Copenhaver

Amanda.Copenhaver@fisglobal.com

Additional Information

Additional resource templates are available on FIS&me

For FIS colors, graphs and approved brand elements see the 4:3 PPT presentation tool kit

located on fisandme.com

https://www.fisandme.com/fis/ourbrand/Pages/template.aspx

For helpful presentation guidelines, download the “FIS Presentation How To Guidelines”

Note: you will be able to pull the charts and graphs into a 16x9 presentation with no loss of

information or resolution. Do not drag a 4x3 slide into a 16x9 presentation. You will need

to copy the element you wish to use (a graph) from the 4x3 presentation and paste it into

your 16x9 presentation.

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