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Insurance Document Management System Integration and Modernization

n-ix.com

Insurance

Challenge

SecureLife Insurance Group recently merged with another insurer, creating a need to integrate document management systems from two disparate platforms (OpenText Exstream 9.5 and StreamServe). This integration was crucial to avoid disruptions in customer communication and ensure consistent service delivery. The legacy systems lacked a unified architecture, hindering efficient document generation and management, and limiting the ability to leverage modern features for enhanced customer interaction and process automation.

About the Client

A mid-sized insurance provider offering life, health, and property & casualty insurance products. They are undergoing a digital transformation initiative to improve operational efficiency and customer experience.

Objectives

Establish a unified document management platform leveraging OpenText Exstream 16.2.
Seamlessly integrate content assets and document generation processes from both legacy systems (Exstream 9.5 and StreamServe).
Enable parallel document processing to improve efficiency and reduce turnaround times.
Implement web-based applications (Workshop and Supervisor) for interactive process control and enhanced management visibility.
Leverage the advanced features of OpenText Exstream 16.2, including EIM integrations, to streamline document workflows.

Functional Requirements

Document Merging & Generation: Combine content assets from different systems to generate complete documents.
Parallel Processing: Enable simultaneous document generation from both Exstream 9.5 and StreamServe.
Web-Based Process Management: Provide user-friendly web applications (Workshop & Supervisor) for process monitoring and control.
Content Repository Integration: Utilize a central content repository (CAS) for managing external resources.
Workflow Automation: Automate document generation processes based on predefined rules and triggers.
Reporting & Analytics: Provide reporting on document generation activities and system performance.

Preferred Technologies

OpenText Exstream 16.2

OpenText Directory Services (OTDS)

Communications Builder

CAS (Content Access Server)

Required Integrations

Existing ERP system (for data input)
Customer database (for personalized content)
CAS (for external resource access)

Non-Functional Requirements

Scalability: The system should be able to handle increasing document volumes and user loads.
Performance: Document generation processes should be efficient and meet service level agreements (SLAs).
Security: Robust security measures should be implemented to protect sensitive customer data.
Reliability: The system should be highly available and resilient to failures.

Expected Business Impact

Successful implementation will result in a unified document management platform, streamlined document generation processes, reduced operational costs, improved customer communication, and enhanced compliance. The synergy from merging the two systems will lead to significant time and resource savings, enabling SecureLife Insurance Group to focus on strategic initiatives and improve overall business agility.