Zia Consulting is a leading provider of enterprise content management solutions. They presented an end-to-end solution for financial services companies that includes document scanning, classification, data extraction, and storage in a content management system. The solution allows companies to manage paper and electronic documents from intake to long-term records storage in a mobile-friendly environment. Zia demonstrated their solution using Kodak scanners for document intake, Ephesoft for document processing and data extraction, and Alfresco for content storage and records management.

1. An End to End Solution
for
Financial Services
Pat Myers pat@ziaconsulting.com
Ryan McVeigh ryan@ziaconsulting.com

2. Who is Zia Consulting?
Zia Consulting is a leading provider of enterprise
business solutions for content management from
paper to mobile.
The Content People at Zia Consulting
• Driving Enterprise Mobility Technology
• Experts in Enterprise Integration and Cloud Ready Solutions
• Connected with industry leading partners
• Delivering measurable business results, on time, within budget
Zia provides innovative solutions which open up new
possibilities in a content anywhere environment.

3. Who is Zia Consulting?
End to End Business Solutions
• Procurement
• Sales Automation
• Contract and Records Management
• eDiscovery
• Knowledge Management
• Business Process Management
• Project and Expense Management
Integrity is core to how Zia does business

4. Agenda
• Solutions for Financial Services
• Paper to Mobile
• Document Scanning
• Kodak Scanners and Capture Pro
• Document Classification and Data Extraction
• Ephesoft Intelligent Document Capture
• Content Store
• Alfresco Records Management
• Q&A

5. Business Needs for Financial Services
Doc Processing
Transactional Content Management
Content Store
Records Management
Doc Scanning Doc Classification
and Image QA and Content Extraction
Mobile
Content Anywhere

6. Business Needs for Financial Services
Doc Processing
Transactional Content Management
Today’s Focus
Content Store
Records Management
Doc Scanning Doc Classification
and Image QA and Content Extraction
Mobile
Content Anywhere

7. Demo
Content Store
Records Management
Doc Scanning Doc Classification
and Image QA and Content Extraction

8. Kodak Capture Pro
Traditional Document Capture
• Batches
• Simple Separation
• Database lookup
• Simple extraction (zonal)
Integration with Ephesoft IDC
• Job template
• Export field info to Ephesoft
Image QA
Scan auditing

9. Capture Pro Demo

10. Ephesoft Intelligent Document Capture
• Input
• Paper, Fax, Email and Electronic formats
• Document Classification
• Automatic classification, separation and document assembly
• Data Extraction
• Free form extraction – key value, regular expressions
• As well as fixed form, QR/Barcodes, OCR and DB lookup
• Web-based
• Thin client

11. Ephesoft Process

12. Ephesoft Key Features
 100% web-based interface - Administration and Operator
 Content-centric architecture
 Classification and Extraction - Without separator sheets or barcodes
 Free form extraction – KeyValue, Regular expression
 RecoStar Pro v5 OCR/ICR/OMR integration
 Fuzzy Database matching technology
 Plug-ability: The architecture is extensible and different plug-ins can be
integrated to extend the processing.
 Script-ability
 CMIS Integration – Alfresco direct content model mapping
 LDAP/Active Directory Integration
 Browser-based scanning included

13. Ephesoft Demo

14. Mortgage Document Classification and Extraction
Loan Number
HUD-1 File number
Sales Price
Loan App Amount
GFE App number
Mortgage Documents Alfresco RM
Transmittal Rate
summary
Scan Classify Extract Store

15. Alfresco Benefits
• Content Platform
• Open Source
• Dramatically lower cost
• Ease-of-Use
• Developer Productivity
• Best-Practice Collaboration
• Administrator Productivity
• Advanced Search / Knowledge Management
• Distributed Architecture

16. Alfresco Records Management
Benefits
• DOD 5015.2 certified records
management
• Unified Solution
• Built on top of Alfresco’s Document
Management Repository
• File records from the Alfresco interface
• Single solution to manage both corporate
records and other content

17. Alfresco Records Management

18. Business Needs for Financial Services
Doc Processing
Transactional Content Management
Content Store
Records Management
Doc Scanning Doc Classification
and Image QA and Content Extraction
Mobile
Content Anywhere

19. Q&A
Pat Myers pat@ziaconsulting.com
Ryan McVeigh ryan@ziaconsulting.com