Gino Vicari - KBCJan De Greef - Amplexor

eLegacy

10/04/2023 2

eLegacy Services

Trust

Life-rentLegacy

Heritage

Paperless office No more fixed office desks Improve efficiency

Faster access to information Quicker response time Faster throughput Less FTEs

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Business Case

Build vs Apple approach (50% fit) vs xCP Typical case management RAD tool / building blocks Fast POC / demo Thumbnail previews Low evolutionary maintenance cost Good support by presales EMC

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Why xCP 2.0 ?

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eLegacy Overview

EMC² DocumentumxCP2.0

application

Scanning & FaxKOFAX

Mail applicationLotus Notes

ManualUpload & editing

MainframeDossier creation & update

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Demo Send mail to monitored mailbox with “smart reference” and

attachments Treat incoming mail from task list Create new document / reply with use of template Search case files (dossier) & View case files Create new case file Search documents and Browse through folder structure Manage application: specific role manages choice lists,

templates, …

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Demo

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Demo Summary Integrations with scanning, fax, e-mail, mainframe Automatic document dispatching based on “smart

reference” (CIS) Document and dossier centric application Role based user interface Managing (interdependent) choice lists by application

managers Dossier- and document searching / filtering including facets Dossier- and document creation Relations between documents and / or dossiers

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Lessons Learned Requirement analysis still paramount Workshops and POCs very valuable Beware of iterrative approach

=> stimulates business creativity Documentum expertise required

for server setup

Heavy refactor => minimal effort Very productive after initial learning period 0% code is not just sales talk

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xCP2.1: Improvements Type adoption: import existing types

Type fragments: use of common properties and behaviour

Page fragments: reuse parts of pages

Alerts and alert queries: uses historical data (BAM)

UI events: indirect communication between pages

Session parameters Custom action flows: create your own wizzard

Process debugging and Process versioning Preview mode: verify your changes locally before deploying

Drag&Drop and seamless editing xCP Rest services: integration with mobile apps, …

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Questions