The document discusses how Solvency II regulations will require insurance companies to better manage their unstructured content and risks. It proposes a three pillar approach using an enterprise content management system like Alfresco to help with automated claims management, document configuration management, and compliance and reporting. Key benefits mentioned include improved visibility, reduced manual work, and stronger auditing of processes.

1. Solvency II – What about unstructured content?
CONNECTING YOUR BUSINESS Alfresco

2. What the FSA want S2 to deliver
● Good quality capital
● Technical provisions that reflect the reality of the
liabilities
● Robust SCR (Solvency Capital Requirement)
standard formula calibrations that reflect the true
economic cost of the risks
● Strong requirements on forward looking risk
identification and management
● Strong emphasis on enhanced transparency of firms’
financial positions and risk management approaches
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3. Current Investments/Activity
● Focussed on data capture / consolidation / reporting
BUT what about the unstructured information?
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4. Progress can be slow…
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5. The most commonly used ECM
● The Shared Network Drive
● Why?
o Easy to use
o No Training
o Low cost Issues...
● Hard to find files
● No Context
● No Version Control
● Inappropriate Security
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6. S2 and Unstructured Content
Three Pillar Approach
Applications ECM Features
Quantities Supervisory Reporting and
Automated Claims Requirements Review Market Scanning, Workflow,
Discipline Reporting
Management
Document Configuration Library Services and
Management Relationship
Management
Compliance and Market Business Disclosure/ Records and Retention,
Reporting Consistent Governance Transparency Business Activity Monitoring
Valuation
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7. Automated Claims Management
S2 Benefits Solution features
● Improved risk visibility ● Process initiation
o Scan, eMail, Web, Fax
● Reduce time to
settlement ● Process Automation
o Workflow
● Faster issue resolution
● Process Activity Monitoring
● Automatic settlement
● Process Reporting
● Reduced manual
● Content enablement of
activity
Claims Management
● Improved auditing System
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8. Configuration Management
S2 Benefits Solution features
● Relationship between ● Relationship Management
model/report and ● Version control
supporting documents
● Security
● Referential integrity
● Auditing
● “Where else ● Notifications
referenced?”
● History maintained
● Improved auditing
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9. Compliance and Reporting
S2 Benefits Solution features
● Improved disclosure ● Relationship Management
accuracy ● Workflow
● Well defined audited ● Activity Dashboard
processes
● Report Management
● Near real-time visibility ● Retention/records
of risk Management
● Granular Reporting ● “Single source of the truth”
● Improved auditing
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10. Demonstration
Scan Browser/Claims
Interface
Automated Claims Process
MFD
email
Case
File
Share
ECM Repository
Fax
Relationship
Management Compliance
Claims Management
System
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11. London Market/GI
● Internal facing back office, policy administration
system.
● Limited external facing service
● Issues are with the management of unstructured
content – email/attachements/paper
● Inefficient manual processes compounded by
volumes of unmanaged unstructured content.
Copyright SynApps Solutions Ltd 2011

12. Architecture Overview
FNoL,
Internal paper
Internal staff External Parties External paper Applications
capture (scan
(brokers, adjusters, (MGAs, adjusters, capture (scan (Email,
to email, MFD,
claim handlers) underwriters) to email, MFD) Forms,
mail room)
Services)
Back Office System,
Policy Administration
Systems
Alfresco Share
Ephesoft
CONxSYS
Alfresco Repository and Workflow
Copyright SynApps Solutions Ltd 2011

13. Internal Access via Back Office System
FNoL,
Internal paper
Internal staff External Parties External paper Applications
capture (scan
(brokers, adjusters, (MGAs, adjusters, capture (scan (Email,
to email, MFD,
claim handlers) underwriters) to email, MFD) Forms,
mail room)
Services)
Back Office System,
Policy Administration
Systems
Alfresco Share
Ephesoft
CONxSYS
Alfresco Repository and Workflow
Copyright SynApps Solutions Ltd 2011

14. Internal Access via Alfresco Share
FNoL,
External Parties Internal paper
External paper Applications
Internal staff (brokers, capture (scan
capture (scan (Email,
(brokers, adjusters, underwriters, claim
claim handlers) to email, MFD,
to email, MFD) Forms,
handlers) mail room)
Services)
Back Office System,
Policy Administration
Systems
Alfresco Share
Ephesoft
CONxSYS
Alfresco Repository and Workflow
Copyright SynApps Solutions Ltd 2011

15. External Access
FNoL,
Internal paper
Internal staff External Parties External paper Applications
capture (scan
(brokers, adjusters, (MGAs, adjusters, capture (scan (Email,
to email, MFD,
claim handlers) underwriters) to email, MFD) Forms,
mail room)
Services)
Back Office System,
Policy Administration
Systems
Alfresco Share
Ephesoft
CONxSYS
Alfresco Repository and Workflow
Copyright SynApps Solutions Ltd 2011

16. New Business
FNoL,
Internal paper
Internal staff External Parties External paper Applications
capture (scan
(brokers, adjusters, (MGAs, adjusters, capture (scan (Email,
to email, MFD,
claim handlers) underwriters) to email, MFD) Forms,
mail room)
Services)
Back Office System,
Policy Administration
Systems
Alfresco Share
Ephesoft
CONxSYS
Alfresco Repository and Workflow
Copyright SynApps Solutions Ltd 2011

17. Architecture Overview
FNoL,
Internal paper
Internal staff External Parties External paper Applications
capture (scan
(brokers, adjusters, (MGAs, adjusters, capture (scan (Email,
to email, MFD,
claim handlers) underwriters) to email, MFD) Forms,
mail room)
Services)
Back Office System,
Policy Administration
Systems
Alfresco Share
Ephesoft
CONxSYS
Data Alfresco Repository and Workflow
Copyright SynApps Solutions Ltd 2011

18. So the answer is...ECM right?
...But ECM is too expensive...
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19. Introducing - Open Source ECM
● No upfront license fees Annual Cost
● No per seat licensing
● No Capital Expenditure
● Simple model Cumulative Cost
o Pay for Alfresco Support,
QA and Maintenance
o Price tied to usage
o Per CPU price

20. Deployment Options
● Managed Service (Cloud) or On premise
Copyright SynApps Solutions Ltd 2011

21. kevin.joslin@synapps-solutions.com
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22. SynApps Company Profile
● Formed in late 2003 by Documentum Services management team and
senior consultants
● Extensive experience in Enterprise Content Management and planning,
delivery and support of large-scale infrastructures and applications
● Partnerships:
o Alfresco, Adobe, EMC, Computacenter, Microsoft
● Recent customers
o Others
• Elsevier, BPP, Wolters Kluwer, EMA, Thames Water, Trafigura, Aspen, GM, Ford, Nokia, BAA,
Skype, Chugai Pharma, Pearson, Admin Re
o Criminal Justice
• Met Police, MoJ, South Yorkshire, Lancashire, GMP, Cheshire, Cumbria, Merseyside,
Hampshire
o Local Government
• Salford CC, Suffolk CC, Wirral, Redcar and Cleveland
o Higher Education
• University of Leeds, UCL, University of Glasgow

23. Consulting Services
● Key focus areas
o Strategy Development and Direction
o Programme and Project Management
o Solution Architecture and Infrastructure Planning and Design
o Requirements Definition and Solution Design
o Systems Configuration, Development and Implementation
o Systems Integration
o Project QA and "in-project" Staff Mentoring programmes
o Legacy Content Migration Services
o System Migration Services
o Service Oriented Architecture Consulting and Implementation
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