Uniform Pension Statement Necessity in combination with innovation

Transcription

Uniform Pension Statement
Necessity in combination with
innovation
A perfect example of a full color data driven
application within an optimized process chain
11
The 2010 Xplor Global Document Conference and Vendor Forum
Introduction: Hans Dickerscheid EDP
• Independent Consultant/Interim manager
• Secretary Document@Wor independent ECM user
forum in the Netherlands)
• More then 30 years experience in ECM/Document
logistic specialism (see linkedin)
• Presentation: in the role as Process consultant and
Project leader at Achmea
22
Introduction: Achmea (daughter of Eureko)
• > 18.000 employees
• 8 core locations in the Netherlands
• Millions of customers (companies, organizations and consumers)
• Biggest insurer, direct writer, banc assurer and a big player
in health care
• Broad package of products and services (Achmea is in the top 3
for all products and services)
• Several distribution methods (direct, via agents, via local offices of
the (Dutch) Rabobank)
• Mission: Achmea wants to create balanced added value to all
stakeholders: customers, share-holders, distribution
partners and employees
33
Labels and organizational structure Eureko/Achmea
Uniform
Pension
Statement
(UPO)
4
Introduction: Media Output department
• Responsible for: Text-Data Integration for ‘structured, ondemand and interactive’ document generating applications
• Consultancy and project management (particulair on output
management solutions)
• Application development (design, build and maintain)
• Guiding fulfillment process (internal and externally)
• 26 employees (software engineers, process consultants and
maintenance employees)
• 3 locations (Apeldoorn, Leeuwarden, Noordwijk)
55
Our project approach
66
Build
Specify
Test
Production
chain
acceptance
Contact with
principal
Produce
Request
For
Change
Distribute
Why a Uniform Pension statement
Customer
Wants to know how much
money he has saved
for his retirement.
Uniform
Pension
Statement
Employee
Wants to help the
customer asap with the right
information
Principal
Compliancy: It is mandatory that
Insurance/Pension companies supply
this savings statement every year
It is Uniform in the
provided data so the
customer can easily count
up the information
provided from all of his
policies.
The lay-out and the “free”
text blocks are different.
7
Contact with principal
Initial project agreements:
• Business requirements
• Output management
requirements
• Compliancy demands
• Budget
• Planning
• Deliverables
• Resources
Agreements and information locked
in the project plan Media Output.
88
Business requirements
Batch
production
3 Digital
archives
Process
5 labels and
2 sub labels
3 kind of
statements
9 Source
systems
Booklet
Prescription
‘Insurers´
Association’
Conform
design
marketing
Flexible
filling
envelop
99
Derived Media Output requirements
10
10
Track and trace
Full color
No empty
pages
Current
Infrastructure
(DTAP)
1 Functional
design
Highly dynamic
content and
process
Standard
Tooling:
HP Exstream
Several
identities
1 uniform
interface
Derived process requirements
• Technical capacity of the infrastructural
components
• Call center capacity
• Fulfillment capacity and run time
• Archiving capacity and run time
• Response time on retrieval of digital
documents
• Network capacity for digital transport
11
11
Result
Derived process requirements
One
uniform
application
Track and trace
Full colour
No empty
pages
Current
Infrastructure
(DTAP)
1 Functional
design
Highly dynamic
content and
process
Standard
Tooling:
HP Exstream
Several
identities
1 uniform
interface
3 Digital
archives
Process
5 labels and
2 sub labels
9 Source
systems
Booklet
Conform
design
marketing
Flexible
filling
envelop
Batch
production
3 kind of
statements
Prescription
‘Insurers´
Association’
12
12
One
uniform
process
Production chain
UPO 2009 Delivery
Apeldoorn
(clients)
Status Report
Achmea netwerk
Conform
interface
FTP
IRIS
-Status Report (Dialogue)
- Status Report Fulfillment
-Mijn Addcomm website
-Bill of LadingTNT-post
Netwerk
schijf
Exstream
Windows
Designer
Windows server
ELVIS
SQL
Repository
Fulfillment
FTP
VACTAS
S-FTP
PGP
eMEX
O
FTP
LVN-Spofir
T
A
P
Dialogue
Dialogue
Dialogue
Engine
Engine
Engine
UNIX
UNIX
UNIX
Realtime
Realtime
Exstream
Realtime
FTP adres
Engine UNIX
Incoming
Unzip
Postscript
PDF
Verwerkingsverslag
AFM compliant
Too complex?!
LVN-Sadir
LVN
THISPAS
Batch
FTP
e
M
E
X
IBSEN
CRP
Bronsysteem (Business)
GDPS
O
P
SQL DB2
DB2
SQL
SQL
DB2
SQL
DB2
UNIX
Bestandsnaam
(UPO-bestandsnaam-date-timestamp)
HP Exstream (Media Output)
SMTP
T
A
WAS
Achmea
netwerk
BTB
browser
Tivoli
Bestandsformaat:
•Postscript
Couv
Bookl
TPG
Retour
File format:
PDF(/A)
FTP adres
Outgoing
FTP ZIP
Print
FTP
e
M
E
X
Bestandsnaam
(UPO-bestandsnaamdate-timestamp)
Unzip
Unzip
Unzip
LWDS03
IRIS
ELVIS
LVN (UL)
LWLMSPN3 CRP
IBSEN
EDM/Filenet
Vactas
Thispas
Archiving
Archiving and fulfillment
13
13
Simplified process view
Digital
archiving
Interface
One simple view
for the generic
process
Fulfillment
Exstream
Process
report
14
14
Interface
• 1 interface and 1 description for all:
• contracts
• Source systems
• 1 uniform file format (TXT)
• 1 uniform filename format
• 1 way of file delivery (FTP)
The application is automatically trigged by the filename
(and the delivered data)
15
15
Composition: Letter
Logo and background,
data driven
Cutting lines for
oversized printing
Correct lay-out,
data driven
Text blocks,
data driven
2D code for
matching
Tone of voice,
data driven
Font change,
data driven
CoC rules,
data driven
Signature
transparent
background
Set number
for control
Signature
data driven
All variable data, data-driven
16
16
Letters
17
17
Composition: Cover
Year,
data driven
Kind of statement
data driven
Cutting lines
for
oversized
printing
Customer,
view
Data-driven
Lay-out
data-driven
Chapters
(text, format)
data-driven
Barcode 3-9
2D barcode
for matching process
18
18
Set number
Covers
19
19
Composition: Contents and explanation
Place of
chapter
Lay-out
data driven
Chapter
(format and
text)
data driven
Texts and
variables
data driven
Frame color,
data driven
Variable page
numbering
20
20
Contents and explanation
Content
Explanation
21
21
Automatic filling
Font/color in accordance with identity
• Book always contains 12 or 16
A4 pages
• Dynamic filling with note pages
as needed
• To have no empty pages
22
All (sub) labels
LABELS
SUBLABELS
(based on Central identity)
23
23
Archiving principals
• Future proof storage format (PDF/A-1b)
• As smallest possible PDF file size (vector PDF)
• 3 different archive systems each with own very
different indices (2 xGlobal360, 1xFilenet)
• Assured delivery by zipping files (together with the indices
that belong to the incorperated PDF files)
• Take into account max. network capacity (2Gb max.)
• Plan import capacity (partial delivery)
• Automatic information delivery on process runs
(instruction e-mail)
24
24
Archival process
Business
Media Output
Archive 2
Archive 1
UNZIP
ZIP
HP Exstream
Archive 3
25
25
Locations: digital archives
Leeuwarden
Global360
Apeldoorn
Global360
Tilburg
Filenet
26
Fulfillment principals
• Reliable fulfillment company (for this application external)
• Good price/performance (25.000 statements/ 5 days)
• Full color high volume SRA3 print capacity (with color
management)
• Booklet maker (from SRA3 cut sheet to A4 booklet)
• A4 inserting machine with match-technology
• Workflow and control on the complete chain (track and
trace)
• Extra services (transport, manual packing)
Selected company:
27
27
Locations: Fulfillment
Breukelen
28
Apeldoorn
The fulfillment process
Secure-FTP
Decoder PGP
Unzip
Xerox iGen3
Digital press
RIP
29
29
Printing
30
Secure-FTP
Decoder PGP
Unzip
Xerox iGen3
Digital press
Duplo
Booklet maker
RIP
31
31
Booklet maker
32
Secure-FTP
Decoder PGP
Unzip
Xerox iGen3
Duplo
Digital press
Booklet maker
FBI (file based inserting)
Buhrs
Folding machine
matching
RIP
Letter
33
33
Inserting machine
34
Secure-FTP
Decoder PGP
Unzip
Xerox iGen3
Duplo
Digital press
Booklet maker
FBI (file based inserting)
Buhrs
Folding machine
matching
RIP
Direct
Letter
Retour
Stock
Track & tracing/
Workflow/
Stock keeping
Web interface
Orders
Status
Stock
35
35
Order tracking
36
Enveloping status
37
Stock keeping
38
Process reporting principals
• Status and production control fulfillment process
• Invoice control fulfillment process
• Check on complete run (per file)
• Information delivery to the business
• Registration of ‘exeptions or spoils’ during
process run (to be corrected by Addcomm)
39
39
Example
40
40
DTAP process chain
External fulfilment
HP Exstream engine
Develop
Test
HP Exstream
Develop
Designer
Develop
Acceptance
Production
Test
Test
Source
systems
Interface
Acceptance
Fulfillment
Test
Test
Lan locations
(dependent on
Source system)
Accept
Archiving 1
Production
Archiving 1
Accept
Archiving 2
Production
Archiving 2
Digital Archiving
Production
41
41
Test
Archiving 3
Production
Archiving 3
Filename convention
File delivery to HP Exstream:
Application name_source systeem_<date/timestamp>.TXT
Example: UPO_IRIS_20091001161530.TXT
Mask for FTP transfer: UPO_IRIS_*
File delivery to an digital archiving system:
Archiving system_domain_<date/timestamp>_
File delivery name to HP Exstream_PART?.zip
Example: GLOBAL360_LWDS03_20091001163001_
UPO_IRIS_20091001161530.TXT_PART1.zip
Mask for FTP transfer: GLOBAL360_LWDS03_*_UPO_IRIS-*
42
Lessons learned
• Defining the interface well is time consuming but
very important
• Every step in the production chain generates its own
functional and technical challenges
• Requirements evolve during the project (premonition)
• Alignment is time consuming (complex process)
• Good test sets are essential
• Always perform a regression tests when the
application changed
43
43
What is the innovative part?
The combination of:
Automated process chain, business is completely in control, in all
environments (DTAP)
• Complete process control, workflow, track and trace
• Highly dynamic content, data driven
• “Blank paper” application, full color print, press quality PDF and
postscript
• Multichannel, print, PDF/A-1b
• Multi label, 5 corporate identities and 2 other labels
• Automatic archiving (on 3 digital archival systems with their own
different variable indexes)
• Application is future proof (ready for e-mail, internet)
44
44
End result
Customer
Clear insight
in the pension
at Achmea
Highly
satisfied
Employee
Sees exactly the same
output as the customer
received
Building time was
only about 12 weeks
Principal
Satisfied customers and employees
Compliant
Low costs, good product
45
Thanks for your attention
46
46

Uniform Pension Statement Necessity in combination with innovation

Transcription

Similar documents