notable solutions, inc personal workflow ticketing system

Notable Solutions, Inc

Personal WorkflowTicketing System

Notable Solutions, Inc

Requirement

How does a client securely get content directly to a user?

-Email?-Fax?-Regular mail/paper?-Web uploads?

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

Notable Solutions, Inc

Scenario: Missing DocumentsFor a Loan Closing

Customer Branch Banker

EmailFaxPaperWeb uploads

Notable Solutions, Inc

Branch Banker

Notable Solutions, Inc

Create Ticketx

Create TicketClose

Ticket Label Leslie’s Missing I9

Ticket Number 5637234

Branch Banker

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

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

Notable Solutions, Inc

Inbound Faxing

Branch Banker

Fax Serversnsi

Please fax to: (703) 555-1212

For: Tom RidgeTicket Number: 5637234Expires: April 5th, 2013

Customer

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

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

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

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

Leslie.Hunt@mail.com

Please send me that I9

Notable Solutions, Inc

56327234@bank.comThursday, April 04, 2013 10:50 AMLeslie.Hunt@mail.com

Leslie’s Missing I9

Re: Leslie’s Missing I9

56327234@bank.com

Tom,

Thanks for the email. Please find it attached.

Customer

Notable Solutions, Inc

Inbound Email

Email Servers

Branch BankerCustomer

nsi

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

Notable Solutions, Inc

Tom Ridge’s Queue

612 20130404.010 Ticket Fax Index pending 1613 20130404.011 Ticket Email Index pending 1

Notable Solutions, Inc

Scanning

Servers

Branch Banker

nsi

Notable Solutions, Inc

Scan Ticket

Ticketing(Indexing Before Scanning)

Notable Solutions, Inc

Enter Ticket

Ticket

Ticket Label: Leslie’s Missing I9

5637234

Press the green SCAN/START button when ready

Notable Solutions, Inc

Secure Fax Secure Scan

eCourier

Enter Ticket

Ticket Label: Leslie’s Missing I9

5637234

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

Notable Solutions, Inc

Web Upload

Branch BankerCustomer

Web Serversnsi

Notable Solutions, Inc

User logs into website using ticket ID

User then gets presented a form (designed by the bank), to upload documentsCustomer

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

Notable Solutions, Inc

Enhanced Ticket Creation Interface

This shows additional capability, but more complexity

Notable Solutions, Inc

Step 1

Notable Solutions, Inc

Step 2

Notable Solutions, Inc

Step 3

Notable Solutions, Inc

Audit/Tracking

Notable Solutions, Inc

Security Options

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

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

Notable Solutions, Inc

Questions