Integration With DMS & HR

Solutions

Investigative Fraud Case Management System

OpenText Active Client Management

Artificial Intelligence

Enterprise Content Management

Business Process Management

Case Management

Workflow

Time & Labor Management

Archive Management

Integration With DMS & SAP

Integration With DMS & HR

Integration With DMS & AI

Integration With DMS & HR

Manual processes, customer retention, underwriter effectiveness, customer service response, and claims cycle times, risk mitigation, regulatory compliance, incident, fraud management are all areas of typical challenges that are undergoing digital automation. The organizations that understand the compelling need for this transformation, and that take advantage of the tools available today to increase operational efficiency and streamline critical Line of Business (LOB) processes, will be leaders in the industry for years to come.

The Active Client Management(ACM) application leverages the underlying Client Management framework built on top of OpenText Process Suite technologies such as entity, case, content and process management to deliver a fast start implementation of operational case management such as ACM for Insurance, Banking, Wealth Management, Worker’s Compensation and more. It provides a 360º view of an entity such as customers, brokers, agents and other third party intermediaries’ casework, processes, content, correspondence and insights. The ACM customer centric entity, case, content and process management optionally can be integrated with OpenText Capture Center (OCC), Client Communication(Streamserve) and Analytics (Process Intelligence) to extend the capabilities of existing line of business (LOB) systems and externally managed processes. The application delivers end to end customer centric dynamic and collaborative case management low code implementation within the core back office of customer, agent and adviser service operations to increase customer retention and focus on the whole customer experience More Info

• New Account Opening: Quickly process applications and onboard new customers and new policies

• Client Servicing: Let policyholders maintain their policies online, saving time for both them and you

• Claims Management : Process claims faster and more consistently with smarter automation and best-practice guidance for employees

• Business Intelligence : Track key performance indicators (KPIs) and gain insight through analytics covering each process automated

• Automated Information capture and communications: Integrations with OpenText™ Capture Center and OpenText™ Communications Center remove paper from your processes and deliver personalized communications to customers in the right channels, and with rich interactivity

• Audit Trails : Capture a complete audit trail of all documents and actions

• Built on low-code development environment : Easily configure and customize to your business with significantly less time and effort than traditional business process management platforms or off-the-shelf applications

• Mobile Support : Serve customers in their preferred channels without investing in a separate mobile web platform

Increase Revenue

Improve Customer / Agent Relationships

Increase Customer Satisfaction

Increase Efficiency

Cut Costs

Meet Regulatory Compliance

Faster Time To Market

Rapid Application Development

Provide Innovative Product

OpenText Active Client Management

An integrated Document Management System (DMS) with an external HR system brings together the powerful document management capabilities of the DMS with the comprehensive employee data and HR functionalities of the HR system This integration enables seamless collaboration and streamlines document-related HR processes. Let's explore the key features and functions of this integrated system:

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Centralized Document Repository : The integrated DMS provides a centralized repository for storing all types of HR-related documents, such as employment contracts, resumes, performance evaluations, training materials, policies, and more. This ensures that all critical HR documents are easily accessible and well-organized in one location.

Secure Document Access and Permissions : The integration allows the DMS to synchronize with the HR system's user roles and permissions. This ensures that only authorized HR personnel and relevant stakeholders can access and manage sensitive HR documents, maintaining data security and compliance.

Document Version Control : With the integrated DMS, HR professionals can manage document versioning effectively. Changes to HR documents, such as employment agreements or policies, can be tracked, and older versions can be archived for reference or compliance purposes.

Efficient Document Collaboration : HR teams can collaborate efficiently with other departments or external stakeholders by sharing relevant documents through the integrated DMS. This enhances communication and ensures that all stakeholders are working with the most up-to-date HR documents.

Automated Document Workflows : The integration enables the creation of automated workflows for document approval, sign-off processes, and other document-related tasks. This streamlines HR operations and reduces manual intervention, saving time and improving efficiency.
Employee Onboarding and Offboarding : During the onboarding process, HR professionals can use the DMS to share necessary documents like employee handbooks, compliance forms, and training materials with new hires. Similarly, during offboarding, HR can manage document archiving and data removal efficiently.
Document Search and Retrieval : The integrated DMS leverages the HR system's employee data, enabling users to perform advanced searches based on employee attributes. For example, HR personnel can quickly retrieve all documents related to a specific employee or a group of employees.

Streamlined HR Processes : Integration between the DMS and the HR system streamlines HR processes related to document management. HR professionals can easily access, update, and manage all HR documents from one centralized platform, reducing manual efforts and enhancing productivity.

Enhanced Data Security and Compliance : By syncing access controls and permissions between the DMS and the HR system, organizations can enforce strict data security measures. This ensures that sensitive HR documents are only accessible to authorized personnel, reducing the risk of data breaches and ensuring compliance with regulations.
Improved Collaboration and Communication : The integrated system promotes better collaboration and communication between HR and other departments. HR professionals can share important documents with relevant stakeholders seamlessly, fostering efficient teamwork and decision-making.

Increased Efficiency and Productivity : Automated document workflows and version control reduce manual tasks, freeing up HR personnel to focus on strategic initiatives. This leads to increased efficiency and productivity in HR operations.

Comprehensive Employee Insights : The integrated system provides a comprehensive view of employee data and documents, allowing HR professionals to make informed decisions about employee performance, training needs, and career development.
Cost Savings and Affordability : As stated, the user license cost for a dedicated Document Management System is often much lower compared to the user license cost of using the HR system's intrinsic DMS capabilities. This cost advantage makes the integrated DMS more affordable for organizations looking to optimize their HR and document management processes without incurring excessive expenses.

In conclusion, integrating a Document Management System with an external HR system provides numerous benefits, including streamlined HR processes, enhanced security and compliance, improved collaboration, increased efficiency, and comprehensive employee insights. The cost savings associated with using a dedicated DMS over the HR system's built-in DMS capabilities make this integrated solution a cost-effective and practical choice for organizations seeking a robust and affordable document management solution.

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