Doxim eReports Service

What is eReports?

• A paperless alternative to the manual banking/brokerage report review process

• Reports received and uploaded daily to Doxim ECM Archive for review, storage and audit

Report Type Examples

• Daily system reports

• Customer facing reports (e.g. T5)

• Money Laundering Report

• Commission report

Who Would Use eReports

• Any organization needing to process/ review banking/brokerage system reports

• Typical Users – Staff involved in reviewing, auditing and

managing internal reports– Staff working with customer facing

reports e.g. maturity notices, delinquency notices, Tax forms, etc…

Why Use The eReports Service• Time Savings

• Staff can process and review reports faster• Valuable staff time freed up for other tasks• Automated workflow facilitates review process • Cross branch access to all reports

– Makes staff life easier– facilitates audit process

Why use the eReports Service

• Cost Savings• No printing of paper reports• No storage of paper reports• No lost reports• Automated production and

archiving of reports • An end-to-end paperless

system

Why use the eReports Service

• Cost Savings• Audit costs

– can provide login to the auditors so they do not need to be onsite for review they can review on their schedule.

• No couriering reports across multiple offices

Why use the eReports Service

• Information Security• User access permissions and filtering limits

who gets to see what reports • Confidentiality of report data retained• Business continuity and

disaster recovery

How does eReports Work?• Doxim receives reports data directly from

the banking/brokerage system:1. We configure a standard set of “to be

reviewed” reports and upload to the Doxim archive

2. Reports are placed into online workflow for review

3. Capture all review annotations and flag reviewed reports as completed

How does eReports Work?4. Other ‘non-reviewed’ reports can be

uploaded directly to the archive for storage as required

5. A copy of all original report data files added to archive as backup

How Does eReports Work?

Core Processing

System

For more information, contact us today.

(P): 1.866.475.9876(E): info@doxim.com(W): www.doxim.com

(B): www.doxim.com/blogTwitter: @doxim_inc