notable solutions, inc personal workflow ticketing system
TRANSCRIPT
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Notable Solutions, Inc
Personal WorkflowTicketing System
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Notable Solutions, Inc
Requirement
How does a client securely get content directly to a user?
-Email?-Fax?-Regular mail/paper?-Web uploads?
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Notable Solutions, Inc
SolutionAutoStore enables the use of secure personalized inbound emails, faxes, scans, or web uploads directly to an employee’s work queue, or other workflow system.
emails
faxes
scansweb
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Notable Solutions, Inc
Scenario: Missing DocumentsFor a Loan Closing
Customer Branch Banker
EmailFaxPaperWeb uploads
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Notable Solutions, Inc
Branch Banker
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Notable Solutions, Inc
Create Ticketx
Create TicketClose
Ticket Label Leslie’s Missing I9
Ticket Number 5637234
Branch Banker
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Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
Close
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
Branch Banker
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Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
Close
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
Please fax to: (703) 555-1212
For: Tom RidgeTicket Number: 5637234Expires: April 5th, 2013
Branch Banker
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Notable Solutions, Inc
Inbound Faxing
Branch Banker
Fax Serversnsi
Please fax to: (703) 555-1212
For: Tom RidgeTicket Number: 5637234Expires: April 5th, 2013
Customer
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Notable Solutions, Inc
Service CenterBank Service Center
Tom Ridge
Please log into IBM Datacap to validate your document
FAX Ticket received with the label: Leslie’s missing I9
Inbound Faxing
Branch Banker
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Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1
Branch Banker
Example of a “queue” for an employee to use. In this example, we’re showing IBM Datacap
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Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
Close
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
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Notable Solutions, Inc
Successfully created your ticket!
Ticket Number
x
5637234
Email: click here to email a ticket
Ticket Label Leslie’s Missing I9
Use Instructions
Fax: click here for a fax coversheet
Send EmailClose
To Email Address
Message
Please send me that I9
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Notable Solutions, Inc
[email protected], April 04, 2013 10:50 [email protected]
Leslie’s Missing I9
Re: Leslie’s Missing I9
Tom,
Thanks for the email. Please find it attached.
Customer
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Notable Solutions, Inc
Inbound Email
Email Servers
Branch BankerCustomer
nsi
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Notable Solutions, Inc
Service CenterBank Service Center
Tom Ridge
Please log into IBM Datacap to validate your document
EMAIL from Leslie Hunt - Ticket received with the label: Leslie’s missing I9
Inbound Email
Branch Banker
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Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1613 20130404.011 Ticket Email Index pending 1
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Notable Solutions, Inc
Scanning
Servers
Branch Banker
nsi
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Notable Solutions, Inc
Scan Ticket
Ticketing(Indexing Before Scanning)
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Notable Solutions, Inc
Enter Ticket
Ticket
Ticket Label: Leslie’s Missing I9
5637234
Press the green SCAN/START button when ready
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Notable Solutions, Inc
Secure Fax Secure Scan
eCourier
Enter Ticket
Ticket Label: Leslie’s Missing I9
5637234
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Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1613 20130404.011 Ticket Email Index pending 1614 20130404.012 Ticket MFD Index pending 1
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Notable Solutions, Inc
Web Upload
Branch BankerCustomer
Web Serversnsi
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Notable Solutions, Inc
User logs into website using ticket ID
User then gets presented a form (designed by the bank), to upload documentsCustomer
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Notable Solutions, Inc
Tom Ridge’s Queue
612 20130404.010 Ticket Fax Index pending 1613 20130404.011 Ticket Email Index pending 1614 20130404.012 Ticket MFD Index pending 1615 20130404.013 Ticket Web Index pending 1
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Notable Solutions, Inc
Enhanced Ticket Creation Interface
This shows additional capability, but more complexity
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Notable Solutions, Inc
Step 1
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Notable Solutions, Inc
Step 2
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Notable Solutions, Inc
Step 3
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Notable Solutions, Inc
Audit/Tracking
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Notable Solutions, Inc
Security Options
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Notable Solutions, Inc
Create Ticketx
Create TicketClose
Ticket Label Leslie’s Missing I9
Ticket UseOne Time
Ticket Expiration4/5/2013
Security Settings
Ticket Number 5637234
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Notable Solutions, Inc
Integration Examples
Employee Portal
Others
• Directly into Line of Business Application
• Secure mail courier for branch mail
• Business to Business
• Consumer to Business
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Notable Solutions, Inc
Questions