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| Case Q: Trade Finance
Document Preparation and Generation Workflow System |
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The processing of a Trade Finance application requires a
bank to review a multitude of documents from various sources such as
importers, exporters, steamship lines, and freight forwarders. The
majority of the documents submitted for review by banks contain
discrepancies. These discrepancies are both time consuming and
difficult to catch. The document preparation and generation system,
DocFlo, integrates the flow of documents into a common system that
automates the generation of these documents by combining the template
documents and form data from the bank's databases. By using Adobe PDF
and FDF, documents and forms can be generated by end-users through a
simple to use program provided by Adobe or by the accompanying web
based form creation engine. The initiation of Letter of Credit through
the bank backend systems are processed into our system through a SWIFT
message parsing engine thereby directly importing many fields of
information automatically for users to directly initiate and draw
transactions through to begin their document preparation process.
Interfaces for reporting and generation of documents also are provided
to the bank users through hooks into legacy system software. Users can
input both the data and document templates with complete mapping to
their data. The documents can be customized to fit the original look of
documents. The completed documents can be digitally signed or
preliminarily signed awaiting receipt of the paper original. The usage
of electronic documents allow for users to receive and deliver
documents from anywhere in the world at any time. This lowers costs and
risks associated with Letter of Credit transactions for the bank. The
clients of the bank experience shorter time to completion for a letter
of transactions resulting in increased cash flow. The integration of
the entire document workflow with existing backend systems including
SWIFT processing and parsing, document data field mapping with user
customizable fields, Adobe PDF technology for document delivery, and
connectors to backend systems for both transactions and reporting
extends DocFlo beyond a simply a document engine solution or web based
letter of credit application by combining the process for all users of
the system.
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| Design Tools: |
Microsoft
Visio, UML, VSS, WSAD |
| Technologies: |
J2EE,
EJB, Servlet, JSP, XML, XSLT, JMS, JDBC, HTML, JavaScript, LDAP, SWIFT,
Applets, CSS |
| Middleware: |
MQSeries,
DB2 Connector |
| Application
Servers : |
WebSphere |
| Database: |
Oracle,
DB2 |
| Security: |
SiteMinder
Policy Server, Vasco Token |
| Third
Party : |
Adobe
PDF and FDF libraries |
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