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Delivering Business Value To Banks - www.newgensoft.com

Table of content Digital Transformation for Banking 3 Payments and Settlements 4 SWIFT- Straight through payment process 6 Customer On-boarding 8 Retail Lending 10 Commercial Lending 12 Trade Finance 14 Wealth Management Reporting 16 FATCA <br>

SusheelSeth
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Delivering Business Value To Banks - www.newgensoft.com

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  1. Define, Measure ,Target, achieve and Improve Business Scalability & Centralized Operations Transform your Business Maximize Returns on Core IT Investment Seamless Business Integration Delivering Business Value To Banks

  2. Industry Recognition Emerging India Award for IT, ITeS and ICE 2010 BPM & 2010 ECM MQ Reports Very Large Installations Fastest Growing Market Leader Market Leader in DM & WF Innovator in ECM Innovator Significant player in Banking Significant Player Global Leader Global Leader in BPM & DMS “Newgen has the resources and skills to develop quickly and I’ve been watching their products change quickly and move faster than a lot of their competitors.” Agile Company

  3. Rare Product company to be in both ECM & BPM Magic Quadrants ECM MQ 2010 “Newgen has developed a strong presence in EMEA as a vendor of transactional content platforms for large financial services institutions and business process outsourcers. Strong leadership and key accounts management, relevant technology and a services partner program that is paying global dividends ….” Source: Gartner ECM MQ 2010 BPM MQ 2010 • “Newgen brings strong support for content interactions within the process (due to its heritage in the ECM market). • OmniFlow is proved for large-volume, document-centric workflows. • Newgen has a good focus on and an understanding of BPM needs in emerging geographies. • Newgen consultants are well-trained in the design and architecture of solutions using Newgen's BPMS.” Source: Gartner BPMS MQ 2010

  4. Customers Banking & Finance Insurance BPO & Shared Services Telecom Manufacturing & Power

  5. Banking Financial Services 100+ processes (e-Serve); pioneering work 18 Financial & Accounting processes across 4 Continents 20,000 checks in 4 hours; Loan Proc 700+ branches automated in 2 years; 40,000 loans per month 14,000 branches archiving 300 report types (25GB/day) 30 min consumer loan approval in 4 countries 55 processes across LOBs implemented in just 8 months 450 branches in 22 countries, 4 languages Large Scale, Proven Deployments - BFSI Banking Insurance 100+ processes (e-Serve); pioneering work 2,000+ users, leaner branches, 97 offices 20,000 checks in 4 hours; Loan Proc 200 million customers, 4 billion pages archived, 2000 branches 14,000 branches archiving 300 report types (25GB/day) Claims processing through 40 low bandwidth branches 55 processes across LOBs implemented in just 8 months 5000 users, 300 branches, 20 million documents, retrieval time 3 sec Reports Archival for 10 yrs. Automated 9 core processes for registration 450 branches in 22 countries, 4 languages

  6. Banking Customers in Africa

  7. Banking: Need for Enterprise Content Management Electronic Documents Email & Fax Correspondence Cheque Images

  8. ECM – Usage in Banking Departments

  9. Capture Archive Index Storage Metadata End to End Solution End to End Solution Document Management System Scan Email Fax Print Redirection Electronic Files Search

  10. Business Process Automation • Business Process Management (BPM) provides platform for automation of business processes leading to savings in time and cost, and numerous value additions. • WFM separates the ‘Process Logic’ from the ‘Application Logic’. • This allows • Unmatched flexibility in process design & re-design • Integrating proposals across the process • Monitoring activities across the process - both manual activities and those done by IT proposals Initiation at branches Data Entry Processing Process Layer • Processing • Exception Generation • Exception Clearing • Verification • Upload download Application Exception Customer Interface CPC Application Layer Mortgage/Landing Core Banking Application Payment

  11. Comprehensive Enterprise Content Management ECM Suite End to End Solution Collaboration Record Management Email Archival • Document Management • Imaging • Mail Capture • Record Management • Ad-Hoc Document Routing • Reporting & Audit Trail • Image Enabling • Fax Capture DMS Engine Document Hierarchy, Indexing, Search, Version, Check-in Check-out, Scalable Image Server Browser Based User Desktops Data & Document Capture Technologies Workflow initiation tools Workflow Engine Process Modeling, Route, Rules, Roles, Exceptions, Escalations, Process Monitoring & Measurement Integration with Business Applications Architecture • n-tier SOA Architecture • Java EE based • Web Services • XML/Java API • LDAP/SSO • Unicode based Image Processing Engine Administration & Monitoring Reporting & Audit Trail

  12. OmniScan – Production Scanning Tool • Extraction through barcode • Extraction through OCR • Indexing with Business Values • Batch/Bulk Scanning • Scanning Templates Designing. • Image Enhancement operations. • Auto Separation on Bar Code, Blank Page. • Export Documents to DMS. • Associate Document Types to Pages

  13. OmniDocs – End User Desktop • File Documents in Folder Hierarchy. • Document Operations like Add, Modify, Delete etc. • Check-In, Check-Out & Versioning. • Rights on Folders & Documents.

  14. OmniDocs Search • Also Search on Document Properties like modified date, created date, accessed date, document name, author, keywords and owner and size etc.

  15. OmniDocs Document Viewer • View Document’s generic properties, data class indexes. • Apply Annotations & Notes

  16. Archival of Sharepoint Documents in OmniDocs Documents from the documents Library of Sharepoint can be saved in the corresponding folder of OmniDocs along with indexing. From Within Sharepoint Interface documents can be searched in OmniDocs. • INTERACTIVE ARCHIVAL • Click on the document to view it’s context menu. • Click on the sub menu ‘Archive to OmniDocs’ • Document will be archived as per the defined & associated Archival Policy • Document can be sent from any folder of the associated Document Library of SharePoint • AUTOMATIC ARCHIVAL • Document can also be archived to OmniDocs from SharePoint without user intervention • Automatic Archival utility runs (in background) according to the schedule specified and archive documents according to automatic archival policy defined for a Document Library. • This will typically be a case in Sharepoint workflow, when at the complete stage, documents are need to be sent to Content Repository for long term archival

  17. NewgenOmniFlow BPM Suite Third Party Applications & Automated Activities Work Items & Work List Human Task & Integration Interface System Task & Integration Interface Validation Interface Form Designer Business Rules Management System Execution Engine Optimization & Predictive Simulation Process Simulator Rules Engine Definition DMS/RMS Interface Business Activity Monitoring ProcessModeler Document Management Dashboard

  18. Process Modelling • Drag & Drop based Modeling • Process Versioning • Complete flow chart of process. • Definition of Business Rules. • User Queues with Access Rights. • User & System worksteps.

  19. Form Designing • Rich Drag & Drop Form Building Tools • Event Driven Data Fetching • Work step based Tab Control Handling • Intelligent Client Side Calculations & • Validations • Interface for Raising and clearing exceptions • Framework for taking actions on work items • namely reject, approve, wait for exception • clearance

  20. Business Activity Monitoring • Dashboard for Business Activity Monitoring • Report Building Wizard • Drill Down Reports for detailed Analysis • Actions for removing Bottlenecks- Optimizations • Alarms & Triggers 20

  21. Application Area: Account Opening Central Scanning 6 Authorization Exception Handling Local Scanning BRANCH OFFICES 4 Data Entry & Document Verification 7 Account Activation 2 Minimal Data Entry 10 9 8 Disbursing other documents to customer Email Notification to customer Archive 3 Issuing Welcome Kit Central Processing Office 1 Documents Receipt/Checking 5 Exception Handling

  22. Central Scanning 6 KYC Rating process Local /Distributed Scanning 4 Collect KYC Information 7 Email Notification to customer Account Activation 8 2 Collect Documents 10 Core Application Update Application Area: KYC Documents Process Central Processing Office Exception Handling 3 Documents Check and Verfication Archival of documents for long term 9 Address /Credit Verification 5 Verification Agency 1 Collect Customer Information

  23. 2 Document Scanning Data Entry & Document Verification 3 Application Area: Loan Processing CENTRAL PROCESSING LOCATION 9 Disbursement & start of post disbursement processes 8 Core Banking Update Exception Request Verification Agencies 4 7 Authorization 6 Score Checking 1 Documents Receipt/Checking BRANCH OFFICES 5 Exception Handling

  24. A leading Financial Institution in India Overview India's second-largest bank with total assets of US$ 77 billion, uses OmniDocs as the enterprise archive for all of their Retail & Corporate banking related documents Used for archival of Insurance policy related documents in ICICI Prudential Integrated with more than 5-6 business applications. Locations 2000 branch offices Deployment Solaris/Oracle App Server / Oracle Database. Solution deployed across ICICI Bank, ICICI Prudential and ICICI Lombard. Integrated with MQ series, Credit card application etc. 10,000 users across ICICI group. 225 million stored documents. Running in mission critical mode since 2002.

  25. 50% Reduction in Loan Processing Time • Challenges: • Delayed and erroneous Loan processing • Exponentially growing workload • Tracking of status of requests • Storing and managing of documents • High operational costs • Processes Automated: • Personal loan process • Request management system • Check truncation system (CTS) • Benefits: • Processes more than 800 loans & 20,000 requests per day • Customer delight with 15 days TAT down to 7 days for loan issuance • 50% reduction in manual work owing to truncation of paper at Mid-Sales Office • Enabled centralized processing, 2000 users • Request Management System at Call Center for 1000 users • Drastic cost reduction “We chose Newgen over others, owing to th company's Document Management and Workflow capabilities.” - Head – IT

  26. Bank Muscat • Business Benefits • Leaner branches/Conversion to Sales and Service outlets. • Added around 10,000 man hours p.m. from back office function to sales and service • Branch operations limited to Cash/Drafts and Stop payments. • 20% savings in Ops staffing levels due to economies of scale. • 90% reduction in TAT because of Imaging/Escalations and Exception management • Efficient MIS for Management that helps in the target setting for the branches • Processes Automated • Account Opening • Funds Transfer • Retail Loans • Trade Finance • Remittance • Business Requirement • Need for centralization of Processes. • Truncate physical document movement from 110 branches • Improve TAT for critical processes like Account Opening, Retail Loans, Funds Transfer etc. • Capture Erroneous/Incomplete/Duplicate cases at the time of initiation itself . • Basic MIS for TAT/Escalation management/Pending cases etc.

  27. Business Requirement ADCB has 43 branches for retail operations Customer visits the Branch for opening an account or alternatively DSA can approach prospect/customer for account opening. Capturing / Editing customer information and KYC information - account related details, relationship between the new account and customers, operating instructions, account memo and signature cropping. Generating requests for Cheque Books and Smart Debit Cards (SDC) in Core System. Generating handoff file and uploading status for welcome kit to be dispatched by courier company. Integration with Core banking system to push customer information, customer signature and account information. Deployment Details Oracle 9i Windows 2000-Advanced Server 150 users Process Implemented - Account Opening Process Business Benefits Core system was developed long back and did not have extensibility to capture new information which was necessary for statutory compliances and audits. This information now captured and managed in BPM. Integration with Core banking and subsystems like SDC system Availability of online images for verification Improved turn-around time Generating customer and account related forms in PDF format through the captured information Solution for Abu Dhabi Commercial Bank

  28. Asset Finance Processing in Kenya based Bank • Challenges: • Decentralized processing of loans • No Visibility of Documents while in process • Processes Automated: • Asset Finance, Motor Loans, Insurance Premium Processing • Benefits: • Image Movement has been centralized • Basic Automation accomplished • Real Time view of the Loan Document File Movement

  29. Newgen’s Comprehensive Product Suite Workflow & Business Process Management Platform for process automation, including modeling, simulation, workflow execution, monitoring & imaging. Scanning & Distributed Capture Data Extraction from Paper Tool for bulk & distributed scanning of paper documents. Application for data extraction from structured forms through ICR, OCR, Barcode & OMR technologies. Payment and Clearing Systems BPM-based application for payment, settlement & clearing of checks, demand drafts, dividend/interest warrants, etc.

  30. Document & Record Management Platform for enterprise document archival & record management. Image Enablement of Core Applications Adaptor to associate and retrieve document images from core systems like Flexcube, Finacle, Misys, SAP, etc. Newgen’s Comprehensive Product Suite Document Output Management Application for document/ statement generation and distribution for consolidated and personalized output management. Reports Archival & Distribution / COLD Application for archival of data & reports from disparate systems for fast, on-demand retrieval.

  31. Sample Project Plan

  32. Sample Training Plan

  33. Support Methodology

  34. Thank you Corporate Office: New Delhi Newgen Software Technologies Ltd. A-6, Satsang Vihar Marg, Qutab Institutional Area New Delhi - 110 067 Tel: + 91 - 11 - 2696 3571, 2696 4733, 2656 1223, 26371267~71 Fax: + 91 - 11 - 2685 6936 Email: corpmktg@newgen.co.in Sales & Support Offices: New Delhi Newgen Software Technologies Ltd. E44/13, Okhla Industrial Area Phase II New Delhi - 110 020 Tel: + 91 - 11 - 2638 4060, 2638 6158 Email: newgendelhi@newgen.co.in Bangalore Newgen Software Technologies Ltd. FF-2, Alpine Arch, 10 Langford Road Bangalore - 560 025 Tel: + 91 - 80 - 2223 7765, 2227 3614 Telefax: + 91 - 80 - 2229 1615 Email: newgenbangalore@newgen.co.in Kolkata Newgen Software Technologies Ltd. "Malancha", 1st Floor, 4A, Lala Lajpat Rai Sarani Kolkata - 700 020 Tel: + 91 - 33 - 2280 1860, 2280 1870 Email: newgenkolkata@newgen.co.in International Offices: US Newgen Software Inc. 1364 Beverly Road, Suite 300 McLean, VA 22101 Tel: + 1 - 703 - 749 - 2855 Email: usa@newgensoft.com UAE Newgen Software Technologies Ltd. YI 46 PO Box 120586 Sharjah Airport International Free Zone Sharjah United Arab Emirates (UAE) Email: emea@newgensoft.com Malaysia Newgen Software Technologies Ltd. Plaza Sentral Kuala Lumpur Email: asiapac@newgensoft.com Hyderabad Newgen Software Technologies Ltd. 304/2, 3rd Floor, Block-I, White House 6-3-1192/1/1, Kundan Bagh Begumpet, Hyderabad - 500 016 Tel: + 91 - 40 - 5561 1020, 3912 1020 Telefax: + 91 - 40 - 2784 0156 Email: newgenhyd@newgen.co.in Mumbai Newgen Software Technologies Ltd. B-Pitruchhaya, Parulekar Marg, Off. Ranade Road, Dadar Mumbai - 400 028 Telefax: + 91 - 22 - 2444 6588-89 Email: newgenmumbai@newgen.co.in Chennai Newgen Software Technologies Ltd. Brooklyn Business Centre 5th Floor, East Wing, 103 - 105, Poonamalle High Road (Next to Dasaprakash Hotel), Chennai - 600 084 Tel: + 91 - 44 - 55651060~62 Email: newgenchennai@newgen.co.in

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