Electronic Content Management
Through a Single, Web-based System

Open Solutions Digital Document Systems provides enterprise-wide content management services that capture and delivers browser-based access to key credit union records like receipts, eStatements, tax forms and loan documents. Our Digital Document Systems (DDS) helps organizations achieve the financial and service benefits associated with being a “paperless” organization.

We empower financial institutions to meet the challenges of today’s competitive market by helping them streamline processes, increase productivity, lower costs, improve service levels and strengthen client relationships. Our state-of-the-art solutions eliminate paper transactions that are labor-intensive and error prone. They provide quick multi-user access throughout your institution and minimize requirements for physical storage.

Key benefits include:

• Member 24x7 self-service access to key account, lending and tax
  documents over the Web.

• Enterprise licensing enables deployment for low ROI departments and applications such as HR, finance, contracts, etc.

• Capture documents as they enter your organization and process them digitally - eliminating the costs and inefficiencies of paper-based processes.

• Eliminate the business risk from a disaster by providing a centralized, secure repository that can be easily incorporated into your organization’s disaster recovery plan.

• Help ensure compliance with state and federal regulations.

• Reduce mailing, printing and production costs as well as increase revenue by aligning eStatement portal banner advertising with strategic marketing objectives.

Sign and Capture Receipts Digitally

eReceipts

Managing paper receipts can be a burden for you and your members. Storing, indexing and retrieving receipts are time-consuming and expensive, especially because you may be required to maintain them for as many as seven years. Since locating and retrieving a paper receipt may take up to a week, the inefficiencies of paper receipt management can compromise even the best member service efforts.

Eliminate Paper Transactions

Digital Document Signing with eSign

Eliminating paper-based processes increases workflow efficiency and improves overall service. eSign eliminates paper transaction costs for signature cards, change of address forms, loan packages and more. It can be used whenever a signature is required to complete a transaction.

Once a signature is captured, it can’t be changed. When additional signatures are added to a document, eSign automatically creates a new version of the document and maintains the date/time stamp of the save - automatically creating an audit trail that can reduce fraudulent signing. Because eSign is a fully integrated DDS application, eSign documents are immediately available to any employee.

Improve Member Security and Service

eIDScan

As you strive to differentiate yourself from your competitors, you focus intently on
personalized service. Equipping your tellers and other branch employees with the ability to confirm identification without asking for a driver license is one step in that direction. eIDScan enables a member's ID to be scanned and stored electronically.

Browser-based Business Process Management

BizFlow®

BizFlow is an application for streamlining and automating business processes. You can use BizFlow to connect people - members, employees, management and executive staff - and business processes through one powerful, Web-based application.

Tightly integrated with DDS, BizFlow lets your employees and management see and coordinate all pertinent information - data, paper and digital documents, forms and signatures - involved in each work step. As a result, you can gain greater control and visibility into real-time operations to improve productivity, reduce costs and increase overall service levels.

Web-based Report Archiving

eReports

Take control of archiving report data from your core and item processing systems as well as third-party processors (e.g. - credit card and brokerage statements). eReports is capable of complex, secure system administration such as polling, job scheduling and archive retrieval. eReports' architecture includes helpful features that notify users via email when new documents have been archived. In addition, advanced functionality enables users to archive personal bookmarks and notes.

Rapid Retrieval of Member Documents

eImaging

As you continue to offer new services to your members, the processing and management of the resulting paper documents can put a strain on your resources.

Document imaging improves the efficiency of every transaction by replacing paper documents with electronic records. Electronic records are stored securely in a central archive and can be processed from multiple locations. DDS supports the lending process by capturing all documents in real time, ensuring that all employees have the documents they need to perform their job tasks and helping eliminate lost or misplaced documentation.

24x7 Member Service through Your Internet Banking Channel

DDS eStatement and Document Portal

Your members grow more Web savvy every day. As they learn more about the possibilities, their expectations of your Web-based services increase. With every passing year, members demand more of their account information online.

eStatements enables your members to view monthly statements, check images, tax statements, loan documents and even credit card statements online. Since they can sign in with a single username and password, navigating to all their account information is easy.  The eStatements pages can be modified to match the look and feel of your institution’s Web site.

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