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Loan Automation

Loan Automation
Migrating to P8

2013 Datatech

Loan Automation

Basic terms

Enterprise Content Management (ECM) is the technologies


used to capture, manage, store, preserve, and deliver
content and documents related to organizational
processes. ECM tools and strategies allow the management
of an organization's unstructured information, wherever
that information exists.
Source: www.aiim.org
(Association for Information and Image Management)

2013 Datatech

Loan Automation

Loan Automation Components

Loan application

ECM Infrastructure
Content Services, eProcess

Hardware - System
Infrastructure

Software developed based on Hellenic Bank


specifications implementing Document and
Process Management.
Recently re-written from ground up using the
latest .NET Microsoft Technologies.
Developed by Datatech.

Enterprise Content Management (ECM)


infrastructure, includes the middleware servers
needed to accomplish Loan Automation tasks.
Components include IBM FileNet Content
Services and eProcess Services.
License and services provided by Datatech.

Includes Servers, Networking, Operating


systems and Relational Databases on top of
which ECM Infrastructure and Loan
Automation run.

2013 Datatech

Loan Automation

IBM ECM
One of the top ECM suites in the
world, according to the biggest
consulting firms like Gartner and
Forrester.

IBM ECM is deployed in :


Seven of the top eight banks worldwide
24 of the top 25 insurers worldwide

15 of the top 16 telecommunication


companies worldwide
All eight top retailers worldwide
All 24 top U.S. government agencies

2013 Datatech

Loan Automation

Why migrate to P8 Platform


P8 is IBMs flagship ECM platform
IBMs Development team is dedicated to P8

One new release every 6-9 months

Content Services and eProcess reached End of Life on October 2012


End of Support planned for October 2014
No development or new major release since 2007

2013 Datatech

Loan Automation

Benefits of Content Services migration to P8


Improved Architecture
LDAP Security Authentication
Platform Independence

Operating Systems
RDBMSs
Application Servers
LDAP Servers

Flexibility Scalability
New Capabilities and Features

2013 Datatech

Loan Automation

Benefits of eProcess to P8 Migration


Process Integration with Content
Process Simulation Integration with Analytics
Business Activity Monitoring
Integration and Support of BPM Standards
Connector for Microsoft Visio

2013 Datatech

Loan Automation

Upgrade Process: A Four Phase Approach


Planning
Identify any re-architecture requirements due to new technologies introduced with the P8
Map CS security to LDAP security

Pre-Upgrade activities
Validate custom application compatibility
Install and configure new hardware, if required
Install P8 core elements and validate functionality

Upgrade activities
Install and configure new custom application
Upgrade system to latest fix packs
Migrate Content and Process from current system

Post-Upgrade activities
Upgrade RDBMSs, OS and other 3rd party applications if needed

2013 Datatech

Loan Automation

Summary
Improved design of underlying P8 infrastructure is substantial
Existing Loan Application is easily modified for P8
Upgrade requires a bit of planning, but is worth the investment!
Migration procedure should start mid 2014

2013 Datatech