An insurance company utilizes ApplicationXtender to provide a repository of customer insurance policies. The company wanted to move towards an electronic capture solution to reduce the amount of paper scanning.

They implemented an email capture process that allows users to email documents to a central email address that is monitored by DocuNECT. DocuNECT analyzes the body of the email looking for words and phrases defined in business rules to automatically classify the document type and extract the index data.

Their insurance business application generates reports that cannot be exported, but need to be archived in ApplicationXtender. The DocuNECT Virtual Print Driver is used to print reports directly into ApplicationXtender from the business application. The content of the report is analyzed by DocuNECT to extract and assign document index data.

The tax and flood company stores documents related to different vendors and customers in ApplicationXtender. Once the title process is complete the documents need to be returned to the lender/customer, who each have a specification on how they want to receive the information. The DocuNECT export process allows administrators to set up specifications for each lender/customer that include the format they want the documents and indexes, which AX application to export from, document conversion requirements , whether the package needs to be ZIPed, and how to deliver the package back to the lender/customer (FTP or sFTP/SSH).

The commercial broker uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to SAP (http://www.sap.com) FI finance system. 

Business: Credit Union
Functionality Used: Microsoft Dynamics GP Integration

The credit union uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to Microsoft Dynamics GP (Great Plains – http://www.microsoft.com/en-us/dynamics/default.aspx) finance system.

The mortgage provider wanted to increase the efficiency of their loan origination process by automating the import, classification and indexing of loan origination documents. DocuNECT’s classification and extraction functionality was utilized to create templates to identify different types of loan documents. Once classified, additional rules were applied to extract data from the documents for upload to their loan origination system for processing.