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Synergy Capture and Productivity ModulesIrene LaFlex, Product Specialist

May 20, 2016

©2012 Jack Henry & Associates. All Rights Reserved.

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Synergy

“Documents” Reports

Batch Doc Recognition

Synergy eSign

AutoImport

eDistribution Enterprise Workflow

Document Tracking

Power Search

Capture Add On Modules

Additional Productivity

More Capture Add On Modules – 2015

• eMailAssist™

– Selective or automatic archiving of emails and attachments from within Outlook to Synergy Doc Management

• AdvancedPDF™

– Stores records and important docs as compact, easy to read PDFs

• eStorage™

– Add on module for Synergy eSignWeb™ that allows you to forward docs to eOriginal for securing transactions pledged or collateralized on the secondary market

Highlights

• Over 250 file types

• Integration with Core

Smart Index

Realtime Updates

Access documents as a function within Core

• Document Retention/Version Control

• World Links

• Synergy Capture

• Security Features

Professionals spend 5-15% of their

time reading information, but up to

50% of their time looking for it…..

Gartner Group

Statistic

JHA Product Integration

• JHA Cores Silverlake

CIF 20/20

Core Director

Episys

• JHA Platforms ARGO Keys

ARGO OnTarget

Onboard

Streamline

• Complementary Products 4|sight (check Imaging)

Cognos

Vertex (Teller)

Core Director Teller

ESI

ImageCenter

jXchange

NetTeller (Internet)

Enterprise Workflow

Passport

RemitPlus

Synapsys

(CRM)

Web Help

Xperience

Yellow Hammer

• Fraud

• Best Practices Consulting

• On-site evaluation

– How do you use Synergy today

– Where else in your organization could you use Synergy

• Written evaluation

– Hardware recommendations

– Best practices recommendations

– Hints and tips to maximize your investment

ECM Consulting


jhaEnterprise Workflow™

Irene LaFlex, Product Specialist

Presented in Confidence

8©2012 Jack Henry & Associates. All Rights Reserved.

What is Workflow?

“The automation of a business process, in whole or part, during

which documents, information or tasks are passed from one

participant to another for action, according to a set of procedural

rules.”

-Workflow Management Coalition

©2013 Jack Henry & Associates.

All Rights Reserved.9

jhaEnterprise Workflow™ Features

Automatically distributes activities

Dual control

Escalate incomplete activities

Automatically send email notifications

Audit all steps of the process both system and user

Direct integration into Synergy ECM

Direct integration into products employing jXchange

Definitions Catalog

It’s all about automating your policies and processes!

Business Process Examples

New account opening

Accounts Payable

New hires

Employee termination

Rate changes

Account maintenance

Collections

EFT disputes

Transfers

Stop/Holds

Appraisal Request

Change of name/address

Dormant account update

Facilities requests


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It’s all about automating your business processes and policies!

Synergy Document TrackingIrene LaFlex, Product Specialist

May 20, 2016


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Synergy Document Tracking is…

…a complete system for the efficient management of document sets, such as loan portfolios and deposit account documentation, which tracks the need and existence of electronic documents within the document set.

Checklist

Loan Application Credit Report Note and Disclosure statement Insurance documents Appraisal Deed of Trust Verification of employment

(paystub)

Document Tracking - How Are Checklists Maintained?

Account Number: 223344556

Synergy Electronic Checklist Templates

Document Tracking Walkthrough

Document Tracking Reporting With Cognos

Cognos Document Tracking Reporting

Synergy edistributionIrene LaFlex, Product Specialist

May 20, 2016


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edistribution

• Electronically route internal reports and other ECM content

electronically

– Employees

– Customers

• Reduces paper

• Provides additional level of security

– Electronic docs vs paper that could be more easily altered or copied

May 20, 2016©2012 Jack Henry & Associates. All Rights Reserved.

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eDistribution

• 3 Delivery Methods

– Encrypted PDFs

– External email notification of docs available with link to the bank’s

internal site

– Internal email notification with links to Open reports and docs using

existing security

• Supports HTML based email content

May 20, 2016©2012 Jack Henry & Associates. All Rights Reserved.

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• Use for any report stored in Synergy including Doc Tracking

reports and predefined reports

• Attach PDFs or a link to the reports in Synergy

Synergy eDistribution™

Document Tracking Using eDistribution

Email to Customer/Employees

eSign™, iSign™, eSign Web™Irene LaFlex, Product Specialist

May 20, 2016


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• Synergy eSign = In-Person

• Synergy iSign = In-Person untethered

• Synergy eSignWeb = Remote

Overview of the Synergy eSign Suite

DEMONSTRATION

Questions??