A Financial Company Migrates its Archive and Increases Security
Background
This company is a large multinational financial services corporation headquartered in the United States. It is best known for its credit card and charge card businesses. A UK-based division provides global services, including archiving and electronic presentment of customer communications. The staff, worldwide, use these platforms to access customer correspondence, and customers through secure online portals.
The Challenge
As part of a strategic IT review, the company assessed its existing Systemware solution for customer communication archiving and e-presentment. This evaluation aimed to identify opportunities for modernization and optimization. Consequently, the company decided to transition to a new platform utilizing OpenText InfoArchive and Crawford Technologies PRO Archiver products. This decision reflects a commitment to enhancing capabilities and aligning with evolving business needs. As a credit card processor, the company adheres to PCI data protection standards, necessitating robust security measures for transmitting and accessing sensitive customer data.
The Solution
To modernize its document storage, the company chose OpenText InfoArchive as its new archive platform. To efficiently move reports from Systemware to its new archive, they selected Crawford Technologies’ PRO Archiver for InfoArchive. This tool acts as a bridge, transforming print streams, indexing them for easy searching, and transferring them into InfoArchive. Crucially, PRO Archiver allows the company to store its print streams in their original format for compliance, while also providing quick, on-demand conversion from AFP to PDF and PDF/A when needed. Additionally, it enables customer service agents to redact sensitive information within documents.
To ensure the security of customer data during file transfers, the company implemented Crawford Technologies PRO Lockdown. This solution encrypts individual pages of documents, providing robust protection whether files are sent to other locations or to external print providers. This granular encryption guarantees security throughout the entire document lifecycle.
For seamless integration, the company leveraged Crawford Technologies Java API within Linux containers. This approach provided a simple yet powerful way to connect the new solutions with existing systems. This streamlined integration met the company’s critical requirements for scalability, speed, security, and regulatory compliance across the organization.
To facilitate a smooth transition to these new services, the financial services organization partnered with Crawford Technologies for expert implementation support of PRO Archiver for InfoArchive. Crawford Technologies collaborated closely with the company’s internal teams to migrate the archive efficiently, ensuring minimal disruption to ongoing operations.
Results
The company selected OpenText and Crawford Technologies solution because they understood that InfoArchive could not only support the short-term report archiving requirements but would also support long-term application decommissioning and structured data archiving requirements. Ultimately, the solution saved the company money because reports and statements do not need to be printed and posted but instead are digitized and distributed to consumers via web portals and mobile devices.
The company chose OpenText and Crawford Technologies for their strategic foresight. They recognized that InfoArchive’s capabilities extended beyond immediate report archiving, offering a robust platform for long-term application decommissioning and structured data archiving. This comprehensive approach delivered significant cost savings by transitioning from traditional print and mail distribution to secure digital delivery via web portals and mobile devices, as well as replacing Systemware.
