collaboration: woodgrove underwriting next generation user experiences in insurance (rich internet)...
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ACORD 2009 Scenario Menu
Collaboration: Woodgrove underwriting Next generation user experiences in insurance
(rich internet) ACORD .NET accelerator Document generation Surface insurance demo UC and Roundtable Tellme
Docs/tasks/calendars, blogs, wikis, e-mail integration, project
management “lite”, Outlook integration,
offline docs/lists
Enterprise Portal template, Site Directory, My
Sites, social networking,
privacy control
Enterprise scalability,contextual relevance,
rich people and business data search
Rich and Web forms based front-ends, LOB actions, pluggable SSO
Server-based Excel spreadsheets and data visualization, Report Center, BI Web Parts, KPIs/Dashboards
Integrated document management, records management, and Web content management with policies and workflow
BusinessIntelligence
BusinessForms
SearchContent
Management
Collaboration
Portal
PlatformServices
Workspaces, Mgmt,Security, Storage,
Topology, Site Model
Submit QuotesACORD 103
Agent/Broker systems Submit ACORD new business applications
Insurance Value Chain: Collaborative UnderwritingIn
tern
et A
gent
s/Cu
stom
ers
Windows Azure Datacenter
SharePoint Services
LBWoodgrove
Underwriting
Business Activity
Monitoring(BizTalk Server)
Enterprise DataDatabases ERP
Message Queuing
Woodgrove Insurance Carrier
iPipeline iGO
Woodgrove Silverlight
AC
OR
D
Accele
rato
r
Demo
Woodgrove Underwriting
Document Generation within Insurance
Capability to generate documents as part of the business process that include contextual data
(transaction data).
Enable business users to easily create, modify and manage the document templates.
Use this capability across the enterprise from a variety of processes and systems.
ProposalsContractsLettersStatementsBrochures
Compound Document
Compound Document
Business Need: an automated way to compose rich documents
EasyLifecycle
Management of Items
High Volume Automated Generation
of Compound Documents
Legally Compliant Documents
Output to Multiple Channels
Financial Analysis (Finance)
Product Information(Engineering/Operations)
Legal Clauses
Branding & Logo (Marketing)
Product
Info
Product
Info
Legal Clauses
Legal Clauses
Printer
Fax
Storage
DocGen AuthoringIT department provides the business user with the necessary contextual data container as an XSD schema
Required data elements are defined using the language that is familiar to business users
Template AuthoringBusiness user simply drag-and-drops the required data elements to the document template in MS-Word
Position the cursor where needed and simply drag-and-drop the required data elements to the template
Template AuthoringOptionally, the business user authors business rules in a graphical drag-and-drop environment
Named rules are expressed as conditions and actions by drag-and-dropping the necessary data elements in combination with predicates (equals, greater/less than, range, etc)
DocGen AuthoringOptionally, the business user associates business rules to the document template via bookmarks
Optional paragraphs can be associated with business rules via bookmarks with the same name as the business rule
DocGen Runtime OptionsA business user or any application or service (real-time & batch) can use the capability to generate documents on demand
Document Generation Service
Applications/Services
Batch Processes
Template repository(SharePoin
t)
Demo
Compound Document Assembly
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