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