newgen account opening solution on cloud

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Account Opening Linear Process Automation

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Page 1: Newgen Account Opening Solution on Cloud

Account Opening Linear Process Automation

Page 2: Newgen Account Opening Solution on Cloud

• Products in Enterprise Content Management, Business Process Management and Customer Communication Management.

• No 1 in India.• Global footprint in 50 countries• 1200 people strong 20 years old organization• 40 Patents for its own products

• Products in Enterprise Content Management, Business Process Management and Customer Communication Management.

• No 1 in India.• Global footprint in 50 countries• 1200 people strong 20 years old organization• 40 Patents for its own products

Newgen Overview

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India

USA

UAE

Singapore

OfficesOffices

BPM and ECM MQ recognition

2011 Wave Report for DOCCM (Document Output for Customer Communication)

Decision Matrix for BPM, 2011 “Top 3 Value for Money BPM Vendor”

Accolades

Page 3: Newgen Account Opening Solution on Cloud

Asia

Malaysia ChinaPakistan Hong KongPhilippines IndiaIndonesia JapanSingapore Thailand

Europe

Austria Germany Cyprus Lithuania Czech SlovakiaDenmark UKFinland

Africa

Egypt NamibiaGhana NigeriaKenya South AfricaLibya TanzaniaMauritius Zambia

The Americas

USABermudaCaribbeanMexico

Oceania

Australia New Zealand

Our Global Installation Base

Middle EastBahrain OmanQatar Saudi ArabiaJordan KuwaitUAE

Page 4: Newgen Account Opening Solution on Cloud

Some of Our Prestigious Customers

Banking & Finance

Insurance

BPO & Shared Services

Others

Telecom

Page 5: Newgen Account Opening Solution on Cloud

Om

niF

low

S

erve

r

Average Operations Branches

Large Operations Branches

Central Processing

Low Volume or Remote Branches

Centralized Scanning

Regional Scanning

Low Volume Scanning

Low Connectivity

Centralized Scanning

Decentralized Scanning

Automation of Branches

Page 6: Newgen Account Opening Solution on Cloud

BRANCH OFFICES

Documents Receipt/Checking

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Minimal Data Entry2

Issuing Welcome Kit3

Local Scanning

Central Scanning

Data Entry & Document Verification

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Exception Handling

Exception Handling

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Authorization6

Account Activation7

Email Notification to customer (manual)

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Disbursing other documents to customer

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Archive 10

Central Processing Office

Page 7: Newgen Account Opening Solution on Cloud

OmniProcess Flow

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AO Form submission from

OmniScan

Document Verification in OD

Document Authorization

Exception Resolution

Account ActivationCommunication to

Customer

Discard

If not Ok alarm to

respective user

Document OK

Exception Resolution

Authorized

Not Authorized

Data Entry Operator

Verifying Clerk

Resolution Officer 1

Authorizing Officer

Resolution Officer 2

Branch Officer Welcome Kit

Page 8: Newgen Account Opening Solution on Cloud

Step 1: Document Upload

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Page 9: Newgen Account Opening Solution on Cloud

Step 2: Document Types Addition

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Step 3:Data Entry Operators fills all the details

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Step4: Documents Uploaded to DMS

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Page 12: Newgen Account Opening Solution on Cloud

Report Generated By OmniScan

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Page 13: Newgen Account Opening Solution on Cloud

Step 6: Verifying Clerks Logs In

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Step 7: Verifying Clerks Queue

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Page 15: Newgen Account Opening Solution on Cloud

…contd

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Page 16: Newgen Account Opening Solution on Cloud

Step 8: Verifying Clerk verifies details

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Step 9: Exception Raised due to Non-Conformance

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Documents sent to Resolution Officer1

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Step 11:Resolution officer resolves exception and forwards the document back to verifier

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Page 20: Newgen Account Opening Solution on Cloud

Step 12:Verifier Files the document to Authoriser for Approval

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Step 13: Authorizer Logs In

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Page 22: Newgen Account Opening Solution on Cloud

Step 14: Authoriser can Authorize or raise Exception

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Page 23: Newgen Account Opening Solution on Cloud

Step 15:Authoriser has option to riase exception or authorize documents

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Page 24: Newgen Account Opening Solution on Cloud

Step 16:Branch Officer Logs In the system

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Page 25: Newgen Account Opening Solution on Cloud

Step 17:Branch Officer searches his queue for pending Approvals

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Page 26: Newgen Account Opening Solution on Cloud

Step 18:Branch Officer Approves the document

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Page 27: Newgen Account Opening Solution on Cloud

Step 19:Customer is informed of his Account Number Details and corresponding document gets archived

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Page 28: Newgen Account Opening Solution on Cloud

Step 20 Reports: Document Upload Report

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Page 29: Newgen Account Opening Solution on Cloud

Step 21 :Document Activity Report

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Page 30: Newgen Account Opening Solution on Cloud

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Lets make a difference together

_________________________________________________________________

Contact us to know more Newgen Software Technologies Ltd

D-162, Okhla Phase-1, New Delhi , India

[email protected]