This document describes Newgen Software's account opening linear process automation. Newgen is a 20 year old organization with 1200 employees and offices globally. It has products in enterprise content management, business process management, and customer communication management, and holds 40 patents. The document then outlines Newgen's account opening automation process, which involves 20 steps from document upload and data entry to verification, exception handling, authorization, approval, and archiving. It generates reports at various stages.

1. Account Opening Linear Process Automation

2. • Products in Enterprise Content Management, Business Process
Management and Customer Communication Management.
• No 1 in India.
• Global footprint in 50 countries
• 1200 people strong 20 years old organization
• 40 Patents for its own products
• Products in Enterprise Content Management, Business Process
Management and Customer Communication Management.
• No 1 in India.
• Global footprint in 50 countries
• 1200 people strong 20 years old organization
• 40 Patents for its own products
Newgen Overview
2
India
USA
UAE
Singapore
OfficesOffices
BPM and ECM MQ recognition
2011 Wave Report for DOCCM
(Document Output for Customer Communication)
Decision Matrix for BPM, 2011
“Top 3 Value for Money BPM Vendor”
Accolades

3. Asia
Malaysia China
Pakistan Hong Kong
Philippines India
Indonesia Japan
Singapore Thailand
Europe
Austria Germany
Cyprus Lithuania
Czech Slovakia
Denmark UK
Finland
Africa
Egypt Namibia
Ghana Nigeria
Kenya South Africa
Libya Tanzania
Mauritius Zambia
The Americas
USA
Bermuda
Caribbean
Mexico
Oceania
Australia
New Zealand
Our Global Installation Base
Middle East
Bahrain Oman
Qatar Saudi Arabia
Jordan Kuwait
UAE

4. Some of Our Prestigious Customers
Banking &
Finance
Insurance
BPO &
Shared
Services
Others
Telecom

5. OmniFlo
w
Server
Average Operations
Branches
Large Operations Branches
Central Processing
Low Volume or Remote
Branches
Centralized Scanning
Regional Scanning
Low Volume Scanning
Low Connectivity
Centralized Scanning
Decentralized Scanning
Automation of Branches

6. BRANCH OFFICES
Documents Receipt/
Checking
1
Minimal Data Entry2
Issuing Welcome Kit3
Local
Scanning
Central
Scanning
Data Entry & Document
Verification
4
Exception Handling
Exception
Handling
5
Authorization6
Account Activation7
Email Notification to
customer (manual)
8
Disbursing other documents
to customer
9
Archive10
Central Processing Office

7. OmniProcess Flow
7

8. Step 1: Document Upload
8

9. Step 2: Document Types Addition
9

10. Step 3:Data Entry Operators fills all the
details
10

11. Step4: Documents Uploaded to DMS
11

12. Report Generated By OmniScan
12

13. Step 6: Verifying Clerks Logs In
13

14. Step 7: Verifying Clerks Queue
14

15. …contd
15

16. Step 8: Verifying Clerk verifies details
16

17. Step 9: Exception Raised due to Non-
Conformance
17

18. Documents sent to Resolution Officer1
18

19. Step 11:Resolution officer resolves exception and forwards the
document back to verifier
19

20. Step 12:Verifier Files the document to
Authoriser for Approval
20

21. Step 13: Authorizer Logs In
21

22. Step 14: Authoriser can Authorize or raise
Exception
22

23. Step 15:Authoriser has option to riase
exception or authorize documents
23

24. Step 16:Branch Officer Logs In the
system
24

25. Step 17:Branch Officer searches his
queue for pending Approvals
25

26. Step 18:Branch Officer Approves the document
26

27. Step 19:Customer is informed of his Account Number
Details and corresponding document gets archived
27

28. Step 20 Reports: Document Upload
Report
28

29. Step 21 :Document Activity Report
29

30. 30
Lets make a difference together
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Contact us to know more
Newgen Software Technologies Ltd
D-162, Okhla Phase-1, New Delhi , India
partners@newgen.co.in