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Case Study

Solution to restrict document access based on location

Client Background

The client is Australia’s oldest company, one of four major banking organizations in Australia, and one of the largest banks in New Zealand.

Client Need

  • The client needed an enterprise content management solution to manage the content and automate the processes by providing the workflows.
  • Needed an IBM ECM solution for document repository and case management process which is best in class.
  • Set up document security based on the user’s location, department, and role.
  • Advanced search capabilities to retrieve the documents from the FileNet repository including content-based search.
  • Automated Email Notifications and Reminders to respective teams during the different stages of Workflow processing

Our Solution

  • Document Storage: Provided a solution that Allows the user to enter mandatory and optional Index fields while adding the document directly from the local desktop into the FileNet Repository
  • Document Search: Implemented a process to search client files and HR files based on document metadata and the ability to sort the documents based on the Document Search Result Headers
  • Document Access: Built a solution to restrict document access based on the Location, Document Category, Document Type, and logged-in user Department
  • Reports: Developed functionality to generate the Excel report of the selected cases from the Search Results

Tools & Technologies

IBM FileNet, Microsoft SQL Server 2012, AutoStore, Datacap, IBM WebSphere

Key Benefits

  • Optimized Scanning Solution using IBM Datacap
  • Optimized Content Management Solution using IBM Content Navigator
  • Configurable document metadata and content.
  • Configurable content for Email Notifications and Reminders
  • Configurable electronic tickets for various Settlements requests
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