IndusInd Bank – CCM Proof Of Concept (POC)

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IndusInd Bank – CCM Proof Of Concept (POC) 1

Transcript of IndusInd Bank – CCM Proof Of Concept (POC)

Page 1: IndusInd Bank – CCM Proof Of Concept (POC)

IndusInd Bank – CCMProof Of Concept (POC)

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Agenda

1. Company Profile

2. Case Studies

3. CCM - Market trends

4. Current Landscape – Communication – IndusInd Bank

5. Proposed to be system

6. Demonstration

7. Competitive Advantages - Intense

8. Project Management & Delivery

9. Support Structure

10.POC Walk-thru & Summary

11.Q & A

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and more….

PARTNERS

Our customers and partnersA strong network

USA

TELECOM BFSI GOVT & CONGLOMERATES

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Reliance Jio

Customer Lifecycle Management0 to 400 Million in 3.5 years

Case Study

4

Watch Video

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Case Study- Customer Communications

The CustomerThird largest private sector bank in India, it offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses.

The Objective“Enhanced Customer Service & Reduction in Operations Costs” by creating a single centralized customer communications management system & load balancing for multiple SMSC SMTP aggregators to meet expected SLAs for various customer communications.

Product – Key Functionalities

The Challenges Multiple communications sent by

product teams in silos High costs involved Lack of centralized repository

with unified view Ineffective controls & change

management

Value Delivered

Generate communications(Real-Time & Batch) for Current Account & Savings Account, Credit Card, Loan and Deposits.

Enable load balancing or switching between the SMTP and SMSC aggregators basis the percentage allocated.

Unified view of all the communications triggered to a particular client

Required audit logs can be captured

Reports and dashboard made available with configuration tools.

Single platform to manage and maintain all templates and Central repository for reports of all kinds

Improved Process efficiency, lower costs and better change management

Enable load balancing for multiple SMSC Gateways

Template Rationalization and Compliance with standardization

**Seamless & Fastest Implementation during the Pandemic

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Case Study-Interactive Customer Communications

ProfileWorld’s 5th largest bank with a m-cap of more than 5 lakh crore; Nationwide distribution network of 4,787 branches and 12,635 ATM's in 2,691 cities/towns.

ObjectiveTo send engaging and interactive communications across multiple channels to improve customer experience & engagement

Solution• Sends consolidated

statement through multi channel delivery (Current/saving/FD/RD statements in PDF/static, excel, text, interactive formats)

• Analytics and graphical representation on transactional data helped customers understand complex charges and plans – there by reducing calls, customer churn and unhappy customers

Value Delivered

Improve revenue, through personalized marketing messages based on business intelligence derived from demographics, transaction history and capturing customer feedback

Differential experience based on customer segmentation

Increased email penetration-processes 15 million interactive statements per month

The Challenges• Multiple applications being used to send

out multi-channel communications• Low scope for personalization and

clarity in statements

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Copyright © 2020 Virtusa Corporation. All Rights Reserved.7

MEET NISSACUSTO

MER

What’s on her mind: Digital & Contact-less Transparent – Clear, Concise & Easy Personalized & tailored communications Easy Accessibility Omni-channel & Consistent Security & integrity

Challenges: Channel specific availability of functionalities Inconsistent communications Multiple Communications & Non-relevant Multi-device user

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Copyright © 2020 Virtusa Corporation. All Rights Reserved.8

Meet Business TeamBUSIN

ESS O

PERATIO

NS

Task: Master template functionality; Re-use templates; centralize branding

and regulatory requirements Reach customers via alternate channels Quality check

What’s on her mind: Streamline content creation w.r.t communications Customer experience and personalization Re-use templates; centralize branding and regulatory

requirements Up sell / Cross sell Change management; time to market Personalization

Challenges: Dependent on multiple vendors Multiple templates Bespoke / ad-hoc communication methods

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Meet IT TeamIN

FO

RM

ATIO

N TECHNO

LO

GY

Task: Monitor SLAs Track delivery of communications Application performance – Internal alerts and system checks

What’s on his mind: Enable business team to become self radiant Introduce innovative digital channels to the bank Consolidate applications & sunset redundant applications Improve infrastructure efficiency Have ready made APIs from vendors to expose to other

digital channels for their consumption Reduce manual processes and induce automation Flexible & scalable architecture Infrastructure security

Challenges: Manual processes Product, infrastructure & platform flexibility Bespoke / ad-hoc communication methods

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Meet SumanthM

ANAG

ING

DIR

ECTO

R & C

EO

Task: Be a Market Leader IT landscape consolidation Capture customer sentiments Cloud initiatives Faster time to market / First mover advantage

What’s on his mind: Transform from a Banker to a trusted Financial advisor Create a bond with the customers Customer driven preferred communication channels Automation, AI and Machine Learning

Challenges: Systems in silos Manual operations Adhering to regulatory and compliance norms

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Top Trends & Focus

Proactive engagement for improved

financial management

Contactless and self administered

services

Hyper personalization at scale

Seamless Omni-channel experiences

Humanized digital experiences

Transparency, security, ethics & trust

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Finacle

Loan Management

System

Vision Plus

Net Banking

Wealth Management

System

MIS

Messaging

Print

Email

Over The Top

System 1

System 2

cv

In-house / Manual

System 3

System 4

System 5

cv

Vendor Managed

System 1

System 2

cv

Ad-hoc - Inhouse

Need For Transformation

Digital Channels

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Challenges

Multiple IT systems, Personnel, & VendorsInconsistencies in communications & Redundant processes

Compromised Customer ExperienceDelayed responses, JIT comms, Simplified & preferred channel

Unreasonable time linesSLA, Data challenges, Re-work and Time to market

Manual, Be-spoke & Ad-hoc In-house developed code, multiple personnel to manage process

Rigid & Complex Change Management ProcessDuplicate & redundant templates in-house & external

Unable to leverage new digital technologies Lack of a system which provides Multi-Channel communicationsInteractive Statements, WhatsApp

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Finacle

Loan Management

System

Vision Plus

Net Banking

Wealth Management

System

MIS

Messaging

Print

Email

Over The Top

Delivery Engine

UniServe™Communication Hub

Single Application for

Multiple Communication

Needs

Post UniServe™ Communication Hub

WhatsApp

Digital ChannelsCRM Mobile Banking Net Banking

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Finacle WMS HL & PL FD & RD Others

Integration Layer (Source Systems)

Ad-Hoc

Batch DatasFTP | JSON | XML

Staging DBDB Links | Data pushed to

CCM DB

RESTful API | JSON Ad-hoc Database or Files placed on pre-

defined mount points

CHUB – Centralized Communication Hub

Database

App tablesInput dataEnrichmentPersonalization

SMSC SMTP WhatsApp

Application Users

Operations

IT

Intense users

SSO | SAML 2.0

ApplicationUser Management

Print Vendors

sFTP | Encrypted print ready filesFirewall | SNAT Firewall | SNATFirewall | SNAT

Incoming HTTPS | Firewall | Web Server

Branches

CRM Next

Unified View & Reports

OperationsSSO | SAML 2.0

Intense UI

Technical Architecture

Data Management

Template Designer

White Space Management

Business Rules Engine

Version Control

Multi Processing Template

Maker Checker Workflow

On The Fly Statements

Global / Master Template

Multiple Languages

Short URL

Click Capture

Dynamic Cheque Insertion

Password Protection

Audit Trail

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Copyright © 2020 Virtusa Corporation. All Rights Reserved.16

DEMO

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• Provision to capture customer interest by capturing the clicks

• Lead Generation for higher campaign success ratio

Capture Interest and CTR

• Card Lost / Block requests

• Add New Cards

• Refer new friends & family members

Enable Self Service Options

• Drive usage• Customer Stickiness• Customer mind share

Gamification

• Work with contact center analytics to continuously

address FAQs to ensure contact center volumes

reduce

Reduced Contact Center Volume

• Consolidate all the communications under one umbrella to have a

superior view of all the communications sent out of the organizations

• Helps in Reconciliation of communications with Email and SMS

Vendors

Single View of Communications

• Enhanced & Consistent Customer Experience

• Consistent and Clear communications across customer touch points

Superior Brand Recognition

• WYSIWYG Drag and Drop Design Functionality

• Zero Coding or Scripting

DIY Template Management

Business Driven Use Cases

• Send personalize offers to customers

• Customer Profiling

• Send communications through customer preferred delivery

channels

Personalized Communications

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Functionalities

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S No. Functionality Configuration / Coding Flexibility

1 Master Template functionality Configuration Easy | Drag & Drop

2 Trigger/create historical communications Configuration Easy | Drag & Drop

3 Download/extract of templates in CCM Tool Configuration Easy | Drag & Drop

4 Email/letter management Configuration Easy |Drag & Drop & MVL

5 SMS communication Configuration Easy |Drag & Drop & MVL

6 Bulk PDF Creation Configuration Easy | Drag & Drop

7 Maker Checker Configuration Easy | Drag & Drop

8 Reporting dashboard Configuration Easy | Drag & Drop

9 Technical capabilities Configuration Easy |Drag & Drop & One custom report

10 Data Management with pre-defined connectors Configuration Easy | Drag & Drop

11 GUI based Template designer Configuration Easy | Drag & Drop

12 Multi-Lingual compatibility Configuration Easy | Drag & Drop

13 Interactive Statement (HTML5) Configuration Easy | Drag & Drop

14 Interactive Video Statement Configuration Easy | Drag & Drop

15 PS and AFP print formats Configuration Easy | Drag & Drop

16 Exceptional handling Configuration Easy | Drag & Drop

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Functionalities

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S No. Functionality Configuration / Coding Flexibility17 Business Rules Engine Configuration Easy | Drag & Drop

18 Global configurations Configuration Easy | Drag & Drop

19 On the Fly statement generation Configuration Easy | Drag & Drop

20 Dynamic white space management Configuration Easy | Drag & Drop

21 Short code SMS Configuration Easy | Drag & Drop

22 URL Shortener Configuration Easy | Drag & Drop

23 Bounced Email Tracking Configuration Easy | Drag & Drop

24 Proof of Delivery (Print) Tracking Configuration Easy | Drag & Drop

25 Password protection Configuration Easy | Drag & Drop

26 Digital Signature Configuration Easy | Drag & Drop

27 Data Computation Configuration Easy | Drag & Drop

28 Template Import / Export functionality Configuration Easy | Drag & Drop

29 N-Up (Newspaper like content view) Configuration Easy | Drag & Drop

30 Layering Technology Configuration Easy | Drag & Drop

31 External Document merging Configuration Easy | Drag & Drop

32 Workflow (Maker, Checker and Approver) Configuration Easy | Drag & Drop

33 Auto escalate during workflow Configuration Easy | Drag & Drop

34 Encryption of Data (File level and Field Level) Configuration Easy | Drag & Drop

35 Responsive Outputs Configuration Easy | Drag & Drop

36 Single Sign On Configuration Easy | Drag & Drop

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Pricing• Competitive and Flexible

Pricing• Capex • Opex• SAAS

ProductUniServe™ NXT has been recognized by leading analyst firms like Gartner and Aspire in the Customer Communication Management space.

Support• Hyderabad based development

center• Offshore delivery team too in

Hyderabad

Business Value• Improve NPS with superior cx

experience• Simplified statements• Reduction in contact center

volumes• Targeted marketing – upsell &

cross sell• Omni channel communications• Reduce DSO• Improve self-care adoption• 100% compliance to regulations

Innovation• Interactive and Video

Statements• Virtual assistant integration in

this year’s roadmap• Low Code Platform• Automation & RPA

Key Features• Cloud ready• GUI Designer• Data Consolidation• Template based platform• Omni-Channel Experience• Personalized Communication• State of the art- Interactive

communication• White Space Management• Single Application for multiple

outputs and channels• Multi-lingual support

Opportunity• Reduce TCO• Increased flexibility• Customers with lower budgets

too can opt for it

Competition• Replaced Doc1 – SBI Cards (GE

Money) (2006 -2007)• IT landscape consolidation at

Vodafone UK – Replaced 3 CCM applications; GCB, CSF & Doc 1 (2014)

• Replaced Aurion Pro in Inmarsat (2017)

• Replaced Aurion Pro at Yes Bank (2017)

• Replaced Aurion Pro and Opentext at Reliance Jio

Evaluation• POC • Volumetric testing• References will be made

available whenever required

Presence• 45+ Countries• +70% market share in India• High processing volumes• Product fits into multiple

domains

Customer Segment• BFSI• Telecom• Utilities

Competitive Advantages - Intense

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Our Competitive Edge

Unified Customer Communications by replacing 3 (GCB, CSF including Doc1 1) CCM solutions in Vodafone UK

15

2

3

Vodafone UK

HDFC life

India IRS

Axis bank, SBI Cards, Inmarsat UK and Yes bank

Replaced • Aurion Pro @ Axis Bank Limited• Doc 1 @ SBI Cards• Aurion Pro @ Inmarsat UK• Aurion Pro @ Yes bank in India

Competed and won deal against Opentext Exstream in HDFC life

4

Reliance Jio Won against multiple vendors during Reliance Jio Evaluation for CCM and Onboarding

Chosen over Adobe Experience Manager byInfosys to digitalize

India Income Tax Department

Replaced competitors in the following accounts

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UniServe™ CCM - Value Propositions

Technical

• Compatible with Dockers orchestrated with Kubernetes & Nomad

• Vertical & Horizontal scalability

• Heterogeneous platform – OS | DB

• Cloud support (Both Private and Public) with Multi-tenant architecture

• CI/CD approach - Jenkins

• Data, File and Field level encryption

• Enterprise security compliant - GDPR, SOX 1 & 2

Functional

• GUI for communication creation | No code

• Contextual & Personalized customer communications and experience

• Import and export of communication templates

• AI driven migration to reduce time & effort

• Version control | Multi-lingual

• Dip into multiple sources at runtime

• Omni channel communications

• Features master template to reduce efforts

• Pioneers in state-of-the-art interactive and video communications

• RPA driven implementation

Business

• Superior customer experience – Over 80% customer leave due to bad service

• Improve Revenue – Cross sell & Up sell

• Reduce inbound bill related queries by up to 30%

• Focus on decrease churn and improve Revenue

• More than 70% market share in South-Asian Telecom market

• ROI in record time – 9 to 12 months post Go-live

• Tried, tested and trusted at Vodafone, Axis, HDFC Bank, Mashreq, JIO, BSNL

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Project Implementation

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Implementation Team & RACI

IndusInd

In10s

Project Sponsor

Business Analyst Governance Program

ManagerProgram Manager

Project ManagerProject

Manager

Business Analyst

Business Analyst

Development Lead

Development Lead

Test LeadTest Lead

SME & Product Architect

SME & Product Architect

Product Consultant

Product Consultant

Environment &

Infrastructure

Environment &

Infrastructure

Deliverable

Project Management R,A C,I

Requirements R,C A,R

Design A,R C,I

Development A,R C,I

Testing A,R C

SIT A,C,R I

UAT Support A,C R

Go Live A,C,R R

Training A,C,R I

R – Responsible | A – Accountable | C – Consult | I - Informed

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Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)Application Server 14 112

4400 (VFX Cluster Storage)

2 16

440 (VFX Cluster Storage)

2 16

484(VFX Cluster Storage)

Application Server (HA) 14 112 2 16 2 16

Web App Server 2 16 1 8 1 8

Web App Server (HA) 2 16 1 8 1 8

Database Serve 4 32400

1 840

1 844Database Server (HA) 4 32 1 8 1 8

Year 1 Year 2 Year 3Production & HA

Year 1 Year 2 Year 3DR Env (Optional)

Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)

Application Server 14 112 4400 (VFX Cluster Storage)

0 0 440 (VFX Cluster Storage)

0 0 484 (VFX Cluster

Storage)Web App Server 2 16 0 0 0 0

Database Server 4 32 400 0 0 0 0 0 0

Proposed Hardware – On-Premise

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Year 1 Year 2 Year 3Test & DevelopmentENV

Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)

Application Server 1 8 1024 (VFX Cluster Storage)

NA NA NA NA NA NA

Web App Server 1 8 NA NA NA NA

Database Server 1 8 200 NA NA NA NA NA NA

Year 1 Year 2 Year 3UAT

Node Description Cores Ram Storage (GB) Cores Ram Storage (GB) Cores Ram Storage (GB)

Application Server 2 16 1024 (VFX Cluster Storage)

NA NA NA NA NA NA

Web App Server 1 8 NA NA NA NA

Database Server 1 8 200 NA NA NA NA NA NA

Proposed Hardware – On-Premise

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H/W & S/W BOM - Assumptions

1. Operating system is considered as Cent OS 8.x.

2. Database is My SQL 5.7 & above.

3. Cluster Level in Application and Web App Server is considered to be in Active-Active mode

4. Database cluster is considered as Active-Passive mode.

5. Apache Tomcat is considered for Web App Server.

6. Failover and DR environment is considered as 100% each of the Production Environment.

7. Development and Testing environment is considered as 25% of the Production Environment.

8. UAT environment is considered as 50% of the Production Environment

9. Internal Server storage is considered as 60 GB per Server.

10. Processor Type considered is Intel Xeon (2 vCPUs per each core) and Processor Speed is 3.0 GHz or

above for On-Premise

11. Processor Type considered for Cloud is AWS EC2 M series.

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Third Party Software BOM and Assumptions

Desktop / LaptopWindows Operating System – License Based

RAM Processor - 4 GB i5 or it

Acrobat Reader – Free ware

VNC Viewer / X Manager - License

Third Party S-BOMCent OS 8.x - Free ware

My SQL 5.7 & above – Free ware

VxFS Cluster for Storage Sharing – License Based

JDK 1.8 – Freeware

Apache tomcat 9.0.24 or above – Freeware

VNC Server – License

Apache HTTPD 2.4 & above

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Business Users

External Users

Load Balancer

Firewall

Web Server

Web Server

Active – Active

UniServe ™ Web App Server

UniServe™ Web App Server

Active – Active

UniServe™ Database Server

Active – Active

DMZ MZ

UniServe™ Database Server

SAN storage

UniServe™ Application Server

UniServe™ Application Server

Active – Active

Jump Host / RDP

Operations Users

DB Agnostic

OS Agnostic

Cloud Support/ Partner

Deployment Architecture

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Technology Stack

Product / Development Integration

Software & Hardware

Security

7.7 ppc64le

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Integration Methodologies

Integration Methodologies

Web Services

APIs (REST & SOAP)

DB Links

Message Queues (KAFKA)

Integration Bus

URL Based

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OS Hardware DB WebServer

RHEL Linux 7.7 and above (64-bit)

Intel x86_64 Oracle Apache Tomcat

Windows 2008/ 2012 and above (64-bit)

Intel x86_64

Preferred / Recommended Stack

Input Type Output TypeIn10s Lab Speed Deployment Speed

JSON/JMS/MQs/File SMS 50000 to 55000 SMSs perminute per core

47000 to 48000 SMSs per minute per core

JSON/JMS/MQs/File Email 20500 to 21000 Emails per minute per core

20000 to 20500 Emails per minute per core

Performance Result (Email & SMS)

Benchmark and Performance

Performance Result (PDF) in Axis bank Environment

Input Type Batch sizeOutput

TypeIn10s Lab

SpeedDeployment

Speed

DB 10,00,000 PDF 4500 to 5000 pages per

minute per core

4200 to 4500Pages per

minute per core

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Why Intense Technologies

Customer Communication

Focused

Culture

Low Friction Organization

Commercial models

• Focussed on Customer Communication Management since 1999

• Co-Creation of future ready technologies• Leverage previous implementation learnings• Flexible

• Capex based perpetual license model• Opex based termed license model • Opex based Managed Services model

• Long history of delivering successful projects• Management focus

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Support services

In10s will provide manuals and training for L1 & L2 support to IndusInd Bank IT Team / Support services L3 support will remain with In10s and is accounted for as part of the AMC

Coordinate with the IT service desk

Perform initial incident Analysis

Facilitate Issue tracking progress through to resolution

Monitoring the technology platforms 24x7 for alerts

Update logged incidents on tracking tool

Route the issues to problem management support

Diagnosis and resolution Provide workarounds Emergency fixes Update know Error DB Resolve issues escalated by

incident management team Troubleshoot defects,

provide root cause analysis Communication with level3

as and when required Patch management

Technical consultancy and advice to the Level 2 support

Assist L2 team in doing root cause analysis and come up with solutions

Help impart knowledge to L2 & incident management team enhancements

Defect analysis and resolution and coordination

Service Governance

L1 L2 L3

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Severity Definition & SLAs

Severity Level 0 1 2 3 4

Definition

Enhanced support during peak volume –

unusable system through to individual support tickets raised

System unusable, no workaround possible

System partially usable, no

workaround possible

System partially usable, workarounds

possible

System features that may require change

for easier operation / Observations that may

be addressed later / Queries

Response Time 1 Hour 2 Hours 6 Hours 8 Hours 24 Hours

Restoration Time 3 Hours 6 Hours 10 Hours NA NA

Resolution Time 1 Calendar day 2 Calendar days 3 Calendar daysNext Patch Release within 90 calendar

days of the call

Next Patch Release within 120 calendar

days of the call

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UniServe™ 360 – Roadmap

• In-built Data Encryption modules and integration with third parties like AWS-KMS, HSM

• Integration with monitoring tools like Nagios and AWS Cloud Watch

• Thin/zero-weight online designer for creation of templates – support cloud hosting

• Compliant with Continuous Integration and Continuous deployment with DevOps usage.

• Social Media Integration

• Mobile optimized HTML output (which typically feeds into custom-built apps) & In app notifications

• In-built Alert and Notifications for ITSM and BAU (using SNMP or others)

• Integration with Virtual Assistants; Alexa, Google home & Watson – Q1

• Enhance Video Statement to include more interactive functions and enable customer to drive conversation

• Customer query handling & servicing through the platform

• Leverage machine learning and contextual data available to enhance customer experience

2019 2023202220212020

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POC Use cases Walk through

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Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting

Maker Checker Workflow

Consume Flat files. Data Massaging & Enrichment Add New data source for DB & XML

Data Ingestion

POC Use Cases Demonstration

PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send

SMS with Short URL.

Easy Change Management Track Versions Resend Historical communications

Version Control

Maintain Branding Guidelines Quality Check Error Free Communication

New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management

Template Designer & Management

Use Case 1 (Data Ingestion)

Master and Child Template Faster Change Management GUI based designer Global Configurations

Master Template

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DebriefPOC Feature and Functionality demonstrated POC Status

Flat files ingestion into the system and generation of communications Success

Additional Features POC Status

Flat files converted to XML Success

Flat files ingestion to Database Tables for On-Demand Statement Generation Success

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Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting

Maker Checker Workflow

Flat files to XML Flat files to DB Add New data source for DB & XML

Data Ingestion

PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send

SMS with Short URL.

Easy Change Management Track Versions Resend Historical communications

Version Control

Maintain Branding Guidelines Quality Check Error Free Communication

New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management

Template Designer & Management

Use Case 2 (Template Designer & Management)

Master and Child Template Faster Change Management GUI based designer Global Configurations

Master Template

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DebriefPOC Feature and Functionality demonstrated POC Status

New Template with CASA data points Success

Designer tool (Create, modify templates etc...) Success

Multi Lingual Communications (English, Hindi & Marathi) Success

Data Mapping in Template Success

White Space Management Success

Profile Based Marketing with hyperlinking Success

Insertion of Cheque Images inside the template dynamically Success

Multi Lingual Communications (English, Marathi & Hindi) Success

Password Protected Statement Success

Short URL – PDF, Interactive HTML5 & Audio Video Success

Click Capture and Index Information Success

Email Gateway management Success

Business Rules Management Success

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DebriefAdditional Features POC Status

Make changes to the template in the UI Success

Map dynamic data without the need for coding Success

Insert images of different sizes Success

Dynamic messages depending on customer type / spend / transaction pattern Success

One Template used for different customer types (Standard & Pioneer) Success

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Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting

Maker Checker Workflow

Flat files to XML Flat files to DB Add New data source for DB & XML

Data Ingestion

PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send

SMS with Short URL.

Easy Change Management Track Versions Resend Historical communications

Version Control

Maintain Branding Guidelines Quality Check Error Free Communication

New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management

Template Designer & Management

Use Case 3 (Version Control)

Master and Child Template Faster Change Management GUI based designer Global Configurations

Master Template

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Debrief

POC Feature and Functionality demonstrated POC Status

Create a Template with Version 1 and generate the output Success

Perform Changes in Version 1 and Add it to Version 2 and generate the output Success

Roll back to the previous version & generate the output Success

Additional Features POC Status

Tracks changes made by users / time / date Success

On the fly generation – Historical templates are used Success

Stores the templates & not the PDFs to reduce storage Success

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Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting

Maker Checker Workflow

Flat files to XML Flat files to DB Add New data source for DB & XML

Data Ingestion

PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send

SMS with Short URL.

Easy Change Management Track Versions Resend Historical communications

Version Control

Maintain Branding Guidelines Quality Check Error Free Communication

New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management

Template Designer & Management

Use Case 4 (Master Template)

Master and Child Template Faster Change Management GUI based designer Global Configurations

Master Template

Page 46: IndusInd Bank – CCM Proof Of Concept (POC)

DebriefPOC Feature and Functionality demonstrated POC Status

Master Template Creation with Header & Footer Success

Slave Templates Creation using Master Template’s Header & Footer Success

Trigger Communications Success

Change the header image in the Master Template Success

Header Accommodated in all the slave templates automatically Success

GUI Designer | Easy change management Success

Additional Features POC Status

Batch Processing Success

Business rules Success

One Time Configuration of Email, SMS, Mount Points, Database and Digital Signature Success

Manage Multiple Gateways, Mount Points and Digital Signatures at the Global Level Success

Page 47: IndusInd Bank – CCM Proof Of Concept (POC)

Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting

Maker Checker Workflow

Flat files to XML Flat files to DB Add New data source for DB & XML

Data Ingestion

PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send

SMS with Short URL.

Easy Change Management Track Versions Resend Historical communications

Version Control

Maintain Branding Guidelines Quality Check Error Free Communication

New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management

Template Designer & Management

Use Case 5 (PDF Generation)

Master and Child Template Faster Change Management GUI based designer Global Configurations

Master Template

Page 48: IndusInd Bank – CCM Proof Of Concept (POC)

48

End to End Robotic Process Automation

RAW Data

RAW Data

Stage 1 Stage 2

Data Management

Conversion of Various File formats to XML and DB

Distribution (Emails, SMS and etc.)

Legend

Tasks Performed at Stage 1

Tasks Performed at Stage 2

Structured Data

Data Management UniServe™Process Engine

UniServe™

SMSC SMTP OTT CUSTOM INDEX

File and Data Repository

(Fspy)Password Protected

Without Password

PDF forDMS

Page 49: IndusInd Bank – CCM Proof Of Concept (POC)

DebriefSupport Functions POC Status

Design the PDF, Map Dynamic Data Success

Implement Batch Process Success

Implement the On the Fly process using Rest API Service Success

Additional Features POC Status

One Template used to generate Password protected, non password protected & PDF for DMS Success

Digital Signature Success

Template Import Export functionality Success

Tray switching Success

Computation Success

Data type Transformation (Text, Number and Date) Success

Page 50: IndusInd Bank – CCM Proof Of Concept (POC)

Debrief

Additional Features POC Status

Short Code SMS Success

Hyperlink to invoke high value transactions Success

N-Up Success

Import / Export of templates Success

Layering technology Success

Merging of external documents Success

Page 51: IndusInd Bank – CCM Proof Of Concept (POC)

Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting

Maker Checker Workflow

Flat files to XML Flat files to DB Add New data source for DB & XML

Data Ingestion

PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send

SMS with Short URL.

Easy Change Management Track Versions Resend Historical communications

Version Control

Maintain Branding Guidelines Quality Check Error Free Communication

New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management

Template Designer & Management

Use Case 7 (Maker & Checker Approval Workflow)

Master and Child Template Faster Change Management GUI based designer Global Configurations

Master Template

Page 52: IndusInd Bank – CCM Proof Of Concept (POC)

DebriefPOC Feature and Functionality demonstrated POC Status

Create Maker and Checker as users Success

Maker will design the template, push it to Checker for Approval Success

Checker will receive the job and Approve or Reject or Suggest Changes for the template Success

View historical communication by customer ID Success

End to end reconciliation reports Success

Additional Features POC Status

Auto escalate Success

GUI to create / add nodes to the workflow Success

Add ‘n’ number of users without restrictions Success

Page 53: IndusInd Bank – CCM Proof Of Concept (POC)

Reports & Dashboard• Unified View• Audit Trail• Drag and Drop Reporting

Maker Checker Workflow

Flat files to XML Flat files to DB Add New data source for DB & XML

Data Ingestion

PDF Generation Generate PDFs in Batch and Ad-Hoc modes Suppress PDF if PDF size if more than 5 MB & Send

SMS with Short URL.

Easy Change Management Track Versions Resend Historical communications

Version Control

Maintain Branding Guidelines Quality Check Error Free Communication

New Template with CASA data points Designer tool (Create, modify templates etc...) Multi Lingual Communications (English, Hindi & Marathi) Data Mapping in Template White Space Management Profile Based Marketing with hyperlinking Insertion of Cheque Images inside the template dynamically Multi Lingual Communications (English, Marathi & Hindi) Password Protected Statement Short URL – PDF, Interactive HTML5 & Audio Video Click Capture and Index Information Email Gateway management Business Rules Management

Template Designer & Management

Use Case 6(PDF Generation)

Master and Child Template Faster Change Management GUI based designer Global Configurations

Master Template

Page 54: IndusInd Bank – CCM Proof Of Concept (POC)

DebriefPOC Feature and Functionality demonstrated POC Status

View historical communication by customer ID Success

Single View Module which showcases all the communications sent to the customers

End to end reconciliation reports Success

DIY report creation Success

Additional Features POC Status

Retrigger communications from the Single View UI Success

Drag and Drop User friendly Reports Module Success

Dashboard Success

Export, schedule, group, filter reports Success

Page 55: IndusInd Bank – CCM Proof Of Concept (POC)

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Intense Technologies LimitedA1, VikrampuriSecunderabad – 5000 09. Telangana, INDIATel: +91-40-44558585 / 27849019 / 27844551Fax: +91-40-27819040e-mail: [email protected]

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