File Net Products Overview

8/6/2019 File Net Products Overview

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FileNet Products Overview

June 2010


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Overview

FileNet infuses content management applications with processmanagement

Unified content, process and compliance environmentCan be deployed as a Service Oriented Architecture (SOA) sharedservices platform

Automated processes that can change when business conditionschangeEnforce the lifecycle dictated by business and legal authoritiesManages structured and unstructured data, business criticalinformation, and processes securelyView the health of the system in real-time

Interoperability to the widest selection of database, applications,operating systems, servers, security, etc.


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Agenda

What are ECM and BPM?

FileNet P8 Product SuitesFileNet P8 ArchitectureCapture and Image Manager Content Manager BPM and its features

Process Designer, Tracker Business Process Framework eFormsProcess Analyzer

E-mail Manager Records Manager Records Crawler

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The practice of automating, integrating

and optimizing business processes

throughout an enterprise.

Business Process

Management

The technologies and processes used to capture,

manage, store, preserve and deliver

content and documents.

Enterprise Content

Management

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ECM & BPM


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Email

Electronic

Documents

eForms

Unstructured Content SCV

Client

Account

Account

Content

Process

Metrics

Business Activity Monitoring

Application

Events

Call Centre

Mail

Records

Mgmt.

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BPM and ECM Overview


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FileNet P8 Product Suites

Reporting

Regulations, Guidelines

& Standards

Policies & Procedures

Audit Disclosure

OperationsOperations

TransactionsTransactions

Events, KPI,

BAM, Rules

FileNet P8 Product SuitesFileNet P8 Product Suites

ProcessProcessContentContent ComplianceCompliance

OperationsOperations

TransactionsTransactions

SOX

Complian tOperat ions

Risk Management

Control Management

Evidence & Proof

ImageManager

Capture

ContentManager

Share PointIntegration

DocumentPublisher

Team

CollaborationManager

Business

ProcessManagerBusinessActivityMonitor

FormsManager BusinessProcessFramework

EmailManager

RecordManager RecordsCrawler

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Third-Party ContentRepositories

FileNet P8 ContentRepositories

FileNet PanagonRepositories

IBM ContentRepositories

Repositories

LOB & Partner

Solutions

Desktop

Applications

Portals & Web

ApplicationsClients

Suites

Content

DocumentPublisher Capture

SharePointIntegration

ImageManager AE

ContentManager

Process

BusinessProcess

Framework

BusinessActivityMonitor

FormsManager

BusinessProcessManager

Compliance

RecordsCrawler

EmailManager

RecordsManager

FileNet P8 Platform

ServicesApplication Services

Content, Process & Compliance Services

Content Federation Services D e v e l o p

M an a g e

S e c ur i t y I n

t e g r a t i o n

FileNet P8 Architecture

TCM

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Capture & Imaging

Capture &

Image ManagerBAM

Content

Manager

BPM &

BPFeForms eForms

Records

Manager

RecordsCrawler

TCM

Content Process Compliance

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Image Manager Typical Flow

Capture &

Image ManagerBAM

Content

Manager

BPM &

BPFeForms eForms

Records

Manager

Records

CrawlerTCM


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Features of Capture & Image Manager

Capture FeaturesConversion of business documents into electronic dataClassification of the scanned documents with suitable index values

Assemble scanned imagesStore in Content Repository or any other DB

Image Manager FeaturesIntegrated Capture environment high volume capture and indexing of scanned

documentsParticipation in Workflow

Supports multiple standard formats PDF, faxes, email, images and graphicsIntegration with ERP and CRM Supports WORM (Write Once Read Many) in the form of OSAR for

content integrity and permanency for compliance and regulatoryrequirements

Enables auto classification of content through pre-configured XMLclassification.

Capture &

Image ManagerBAM

Content

Manager

BPM &

BPFeForms eForms

Records

Manager

Records

CrawlerTCM


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Provides a single enterprise catalog of all your digital content.

Content Manager

Metadata

Capture &

Image ManagerBAM

Content

Manager

BPM &

BPFeForms eForms

Records

Manager

Records

CrawlerTCM


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Content Manager Features

Provides full content life cycle and extensive document management

capabilities of digital content

Combines DM with workflow processes to automate content related

tasks

Unique Active Content capabilities proactively move content and

content related business tasks without human initiationDesigned as a central repository for all types of electronic information

Provides mature versioning and parent-child capabilities and integrated

publishing support.

Actively manage content across the enterprise regardless of the

repository

C M F


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Content Manager Features

Example of Insurance claim


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Business Process Manager FeaturesBusiness Process Management Drivers:

Relentless quest for competitive advantageBe smarter, faster, better, cheaper

How can IBe more responsive? Provide Better Service? Extend my reach? Further reduce my operating costs and cost per transaction? Manage issues before they become problems? Leverage and extend my existing infrastructure investments? Ensure compliance and reduce exposure to risk

Basel II, Sarbanes Oxley, Paper Elimination Act, Six Sigmainitiatives


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High-level View of Toolset

Process Engine

Process Designer

Visio Connector

Real-time processmonitoring

dashboard todisplay & manage

key performanceindicators

OLAP-based process analytics &reporting

Integrated process execution& content repository forActive Content

Configure casemanagement &

processapplicationsRAD Tooling

Intelligent, highfidelity electronic

forms for humansteps in processes

Define & runsimulation

scenarios toidentify,optimize

processes

Provide two designmodes for business

& IT users withXPDL supportCreate BPMN

template-baseddesigns in MS Visio

& import them to

Process Designer

eForms Designer

Business Activity

MonitorProcess Monitor

Process Analyzer

Content EngineProcess Simulator

Business

Process

Framework eForms

Agile ECM

FrameworkDesign intelligent,

high fidelity XML orpure HTML forms

Web 2.0 dynamiccontent forcontextual-collaboration &compositeapplication

Process Tracker

View work inprogressprocesses,manageparticipants, &modifyassociatedcontent.

Preconfigured processperformance metricsfor use with BusinessActivity Monitor

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Maintain SLAs

Process timers

Step deadlines

Parameter

driven

Exception

AutoEscalationDrivesPerformance

C a s e O b j e c t

C a s e O b j e c

t

C a s e O b j e c t

C a s e O b j e c t

C a s e O b j e c t

Business Process Manager - BPM

Capture &

Image ManagerBAM

Content

Manager

BPM &

BPFeForms eForms

Records

Manager

Records

CrawlerTCM


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BPM F


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Intuitiverepresentation

Easily modified

Automatic Audit Trail

Reduced cost of

ownership

Promote re-use of

Best Practices

Maximize process

agility and

responsiveness

BPM Features

Enabling Agile Business Processes


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Connect processes with the applications thatrun your business

Share work across process platforms Snap into existing infrastructures Focus on ease of development and

deployment Treat processes as enterprise services

ReduceComplexity

with ProcessOrchestration

Process ApplicationsWeb Services

Process

Orchestration

BPM Features

P D i
http://www.sap.com/index.aspx


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Process Designer

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Enhanced Visibility with

Process TrackingMicro visibility down

to an individual

process and work tasks

Complete record of

processed tasks

Real-time view of tasksand activities

BPM Features

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P Si l ti


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Process Simulation

Simulates Workflows by providing what-if' scenarios.Output is captured as an animation that can be run repeatedly Cost($) is calculated for each step

Minimum and maximum time to complete a workflow The number of overdue work itemsSimulation helps to avoid the malfunctioning of a real time workflow.Multiple processes can be simulated Simulations stored as objects in Business Object Store

Version control Security access control

Design Simulation

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P Si l


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Before After

Process Simulator

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k dd h ll


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Business Process

Framework

A Framework to Address Business Challenges

Balance

configuration

with

extendibility

Accelerate

speed of

deployment

Reduce

development

cost

Improve

quality by

minimizing

custom code Achieve

repeatability

to minimize

TCO

Increase

Collaboration

among

stakeholders

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B i P F k


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How does it work?

Design process in

Process Designer

Configure the application

in configuration tool

Import the

process to

framework

configuration

tool

End User experience via browser

Deploy

the application

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Business Process Framework

Benefits Using


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Benefits UsingIBM FileNet Business Process Framework

Implements BPM best practices field proven

Many deployments prior to product launch

Faster development and deployment of BPM apps

1-4 months from design to deployment

Configurable and customizable UI

Better and richer user experience for both dev & end-user

Custom BPM apps through configuration, NOT coding

Extendable with custom code if a need be

Common foundation uniform and consistent BPM appsMinimize TCO shorter cycle, repeatable, easily maintained

Ideal for prototyping

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eForms

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eForms is powerful, yet easy to use software

Designed for professional looking forms for paper or electronic useMany intelligent features

Electronic signing Using digital signatures

With eForms Designer's advanced drawing tools, you can draw

professional and appealing form templates, ready for users to fill out in

a browser window.

eForms Designer allows you to make your electronic forms

automatically calculate, format, lookup, submit, and check informationfor the user

Multipage Document

eForms - Features

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F


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eForms

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Email Manager


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Email Manager

Email management for Microsoft Outlook (Exchange), Lotus Notes

(Domino), and Novell GroupWise

Nothing to install on the server, connects as a user

Automatic or Manual email capture (Notes, Outlook)

Rules-based capture supported Scheduled, Date, To:, From:, Subject, Body

analysis

Multiple options for message management

Integrates into business processes

Keeps messages filed with contextually matched documents

Stores messages in .XML format (GroupWise) All relevant email and associated content accessible from a single access

point for legal discovery

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Email Capture


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Email Capture

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Records Manager


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Records Manager

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Records Manager Features


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ZeroClick maintenance of records Any document scanned images, PDF etc can be recordsEnforcing corporate compliance procedures without depending on users

Organizing, securely storing and quickly retrieving vital company recordsTimely expiry of records based on business rulesEffective destruction of expired recordsPolicy enforcements of recordsExtensible for changing nature of compliance and regulatory mandates

Pre defined workflow operations can automate Auditing of all events on a document Saving of a file in an electronic folder triggers document classification and

policiesPre-defined events can be automatically captured and events driven out of them

Unified administration of all record management policies through EnterpriseManager and Object Stores

Records Manager Features

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Records Manager


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Records Management involves following activitiesDeclaration

Identifying an asset as a record Classification

Identifying the right record category/type in order to manage it accordingly Use

Retrieving and accessing records in a secure manner Retention

Assuring records are kept securely until no longer needed Disposition

Processing records for eventual removal

Records Manager

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Records Manager


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Records Manager

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Records Crawler


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Records Crawler

Allow large volumes of content from external sources to be migrated to a

FileNet repository and brought under control of FileNet

Single point of control allowing an organization to identify, inventory,

analyze, categorize, migrate, transform, process, secure, and store

content.

Automatically capture content: No manual intervention required to add content to the FileNet repository

Automatically incorporate content into a business process

Enable documents to be passed to one or more transformation

applications

Capture or control data in third-party repositories, including metadata

transformation37

Single Sign On & Native LDAP


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Single Sign On & Native LDAP

Provides identity management, multi-layered and object security

Standards-based authentication with industry leading LDAP Directory

Servers

Single Sign On (SSO) providers

User and group information is managed and maintained in the

corporate security infrastructure.

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BPM Features


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Case Study: Loan Origination Solution

Eliminate Paper in Mortgage Processes

Paperless underwriting

Content access for loan servicing

Become audit proof

Reduce turn times and touches per loan

Business Requirements

BPM Features

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FileNet BPM in Loan Application Submission


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Case Object created, contains dataelements and physical content file

Applications Added to

Object Repository

FileNet BPM in Loan Application SubmissionChannel

Call Centre

Broker

Branch

Correspondent

Launch

Process

Scan / Index Verify /Image Enhance /

Bar Code

Recognise /

Character

Recognise

XML Classifier

maps XMLdata to P8

Objects

Applications Arrive

Paper / Fax

Custom

Interface

FileNet

eForm

XML

Applications Arrive

Process Audit Logs &

Loan Documentation

Declared as a RecordInternet Banking

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FileNet BPM Features
http://images.google.com/imgres?imgurl=www.bpcs.org/images/businessboxbig.gif&imgrefurl=http://www.bpcs.org/businessbox2.htm&h=273&w=145&sz=19&tbnid=QoWmFLESh1AJ:&tbnh=107&tbnw=57&start=14&prev=/images%3Fq%3D%2Bmail%2BOR%2Bpost%2BOR%2Bbox%2B%2522post%2Bbox%2522%2Bfiletype:gif%26imgc%3Dcolor%26svnum%3D10%26hl%3Den%26lr%3D%26ie%3DUTF-8%26sa%3DG


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Initial Customer Process Loan Origination RED Requires

human

intervention

BLUE Semi-

automatedactivity

GREEN Fully

automated

activity

YELLOW Process latency

Largely, a manual, people-intensive process with

extensive latency

Too many steps in both the main and sub processes for

loan originator




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ECM-enabled Process

Near STP

Results

Underwriting

process reduced

from 7 days to 48

hours or less

Supported a 400%

increase in volume

of originations

Processing costs

reduced from $250

to $60 per loan

Eliminated lost

documents

Effortless document

transfers to

investors

Near-STP

environment with

minimal human

76% cost savings

Dramatic decrease in processing times

number of steps reduced and sub processes

eliminated

manual tasks almost completely eliminated

All parties, including clients, now have immediate

access to information and are part of the solution


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Pronto Enhanced Workflow System

powered by FileNet P8

Business ChallengesTedious and time consuming paper-work processingReplace existing business system and improving business strategyEnhance customer service

Streamline end-to-end business processesLimited end-view of business processesInability to balance workloads

SolutionFileNet Business Process Manager, Content Manager,Business Process Framework, Professional Services,

EAI via MQ to mainframe

FactsAustralias first and oldest bank est. 1817Employs 27,000 in Australia and New Zealand (Sept 30 2006)Global assets of $300 million (Sept 30 2006)TULO Transactions & Unsecured Lending Operations

ResultsPronto development and deploymentUniting front and backend application providing a common platformWork delivery across multiple channels full visibility, trackingAutomation of once manual work requestReduction of data storage requirementsWorkload balancing through defined rules

Pronto captures work normally sent by mail, email or fax

and electronically delivers this to the teams for loading &

processing. Teams at TULO use dual screen PCs.

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Other Material


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Other Material

IBM Redbooks

ibm.com/redbooks

ftp://www.redbooks.ibm.com/redbooks/SG2475

09Product Documentation

http://www.ibm.com/support/docview.wss?rs=3247
http://www.ibm.com/support/docview.wss?rs=3247&uid=swg27010422http://www.ibm.com/support/docview.wss?rs=3247&uid=swg27010422

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