Products
PRO Archiver for OpenText™ Documentum Platform
Customer Communication Archiving and Presentment Services
Product Overview
PRO Archiver for OpenText™ Documentum Platform, developed by Crawford Technologies, provides sophisticated, universal print stream conversions, indexing, and document classification for a wide range of print formats, including AFP, Xerox, PDF, PostScript, PCL, and others. It makes it possible for OpenText Documentum customers to rationalize outdated archiving systems and manage all content including critical customer communications with the OpenText Documentum Platform. This approach ensures that all electronic documents are effectively managed, securely stored, and fully compliant with best practices and regulatory standards.
By combining Crawford Technologies’ powerful transformation capabilities with OpenText Documentum’s modern approach to traditional enterprise content management, organizations can rapidly create business applications that extract even more efficiency and value from enterprise content, no matter where it exists and in what format it’s stored.
Benefits
Decrease Compliance Risk: retain statements, bills, invoices and correspondence to be compliant with industry regulations in banking, insurance and healthcare and for tax compliance.
Enhance Customer Experience: provide a full, 360-degree view of customer documents and correspondence for customer service and call center staff. Support customer self-service initiatives.
Accelerate Cloud Adoption: move both legacy and day-forward print-stream communications from on-premises, mainframe-based systems, to modern, cloud infrastructures.
Improve Accessibility: dynamically transform documents and correspondence for highly compliant, fully accessible communications, including braille, large print, audio, e-text and multilingual translation.
Improve operational performance: centralizes content transformations in a consistent and automated manner.
Support Mobile Access: provide full access to customer documents and correspondence via mobile devices with responsive HTML5 content.
Reduce Operating Costs: eliminate legacy software support and maintenance costs and corresponding mainframe processing and storage charges.
Business Challenge
Customer communications and important customer-facing documents, bills, invoices and financial statements for insurance, banking, utilities, medical, mortgages, property taxes, credit cards and phone services, are generated by core business and customer communications systems. Most of these documents are created in proprietary print formats (AFP, Xerox, PDF, PostScript, PCL) that are not effectively supported by enterprise content management systems (ECM) and content services platforms (CSP). Therefore, many organizations rely on expensive and outdated archiving systems to store and manage these types of documents today.
Customer Success Story
A Financial Company Migrates its Archive and Increases Security
A large, global financial services company upgraded its archive from a legacy system and enhanced data security.
Product Details
Archiving Workflow
The OpenText Documentum Platform supports end-to-end archive workflows including file capture, document transformation, indexing and storage. Archive workflows identify different document types and route them for appropriate processing. This means different transform, index and storage rules are based on document type.
Archive Format Support
Customer communications are produced in formats such as line data, AFP, Metacode, PostScript, PCL or PDF. They are suited for printing but are not optimized for archiving and viewing. PRO Archiver for OpenText Documentum can store the original print content in compressed archive files and convert them to PDF/A and PDF/UA in burst and non-burst mode for long term archiving.
Indexing and Data Capture
Customer communications files contain thousands of individual documents. Documents in the files need to be identified and indexed so they can be retrieved in the future. PRO Archiver for OpenText Documentum supports a range of indexing methods that identify individual documents for future access.
Fine Grained Records Management
Data privacy regulations such as GDPR and CCPA require fine-grained records management. PRO Archiver for OpenText Documentum stores individual documents (as opposed to large batches) which allows full control over records management. Plus, using PRO Archiver for OpenText Documentum to retain statements, bills, invoices and correspondence permits compliance with industry regulations in banking, insurance and healthcare and for tax compliance.
Accessible Document Formats
PRO Archiver for OpenText Documentum supports accessible PDF and accessible HTML. They are used with screen readers to support end-users who are blind or visually impaired. Making customer communications accessible delivers consistent services to all end-users and ensures compliance with accessibility regulations
Digital Signatures and Redaction
PRO Archiver for OpenText Documentum finds and retrieves documents in the archive for use in online portals and mobile applications. Microservices can be used to apply digital signatures to guarantee PDF authenticity or redaction to support regulatory conformance.
PRO Archiver for OpenText Documentum Workflow
PRO Archiver for OpenText Documentum workflow. A client requests a document such as an account statement. PRO Archiver for OpenText Documentum retrieves the account statement from the print-stream storage repository, transforms the statement from AFP to PDF and delivers the statement to OpenText Documentum for storage and electronic presentment to the client.
Business Use Cases
- Insurance Statements
- Credit Card Statements
- Banking Statements
- Mortgage Accounts
- Auto Loans
- Medical Documents
- Property Tax Statements
- Transportation Documents
- Utility Bills
- Phone/Internet Statements
- Document accessibility for the blind and vision impaired
IT Use Cases
- Legacy Data Transformation
- Infrastructure Modernization
- Application Decommissioning
- Content Federation
- Standardized Content Access and Usability
PRO Archiver for OpenText Documentum integrates with the OpenText Documentum Platform to process, transform and archive critical customer communications. It uses Documentum properties to search and retrieve individual documents in the archive and can be easily integrated into your OpenText Documentum system by leveraging its powerful REST API Web Services. PRO Archiver for OpenText Documentum works with common print formats, including AFP, PDF, PostScript, PCL, Xerox Metacode, and Xerox LCDS/DJDE.
PRO Archiver for OpenText Documentum Platform supports virtually any content transformation
Print formats
- AFP to PDF
- AFP to PDF/A
- AFP to PDF/UA
- AFP to HTML
- AFP to accessible HTML
- AFP to responsive HTML
- AFP to TEXT
- Xerox METACODE to PDF
- Xerox METACODE to HTML
- Xerox LCDS to PDF
- Text to PDF
- Text to HTML
Document formats
- MS Word to PDF
- EXCEL to PDF
- PowerPoint to PDF
- RTF to PDF
- EML to PDF
- EMLX to PDF
Image formats
- TIFF to PDF
- JPG to PDF
- BMP to PDF
- HEIC TO PDF
From Our Blog
A 4-STEP Method for Enterprise Content Management (ECM) Migration
Archives of legacy content management may be holding you and your business back. You probably know this. What you may not know, however, is how to fix the problem. Fortunately, there’s a solution. We call it the STEP Migration Methodology.
Harvey Gross | Jan 25, 2023
The Net Promoter Score
The Net Promoter Score®, or NPS®, is a customer experience metric used to track customer loyalty. Basically, it serves as a standardized "yardstick" for organizations to gauge customer loyalty. Plus, it allows you to compare scoresc to organizations in other industries. If an organization wants to make customer experience a priority, the NPS score is a great tool to track progress.
Ernie Crawford | Sep 21, 2022
PRO Archiver for OpenText™ Documentum Platform
