MSI Client Conference

AccessDirect™ and MSI’s Complete Solutions Framework

Jeff Vetterick, EVP Marketing

AccessDirect

AccessD

irect

™

YourKnowledgeWorkers

• Master Client-facing Web Portal to all MSI Applications

• User Profiles & Permissions

• Widgets

• Cross-Application Dashboards

• Launch point for Document and Item Applications

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

DocumentsArchive

DocumentManagementApplications

ChecksArchive

ItemManagementApplications

Print & Mail Services Transparency

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

Print & Mail Services Transparency

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

• Date & Time Stamps

• Envelope Content

• Weight, postage, etc.

iVerify

Print & Mail Services Transparency

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

United States Postal Service

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

“Intelligent Mail” Barcode

Print & Mail Services Transparency

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

United States Postal Service

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

Print & Mail Services Transparency

iVerify

United States Postal Service

Raw Data Print InsertComposition

DocumentsArchive

Archive MailRaw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Providing Transparency”

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Providing Transparency”

Creating Marketing Value

CustomerConnect

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

Banner Advertisements

Creating Marketing Value

CustomerConnect

• Banner Maintenance– Bitmaps, Flash– Maintain Multiple Uploads– Schedule Ad Lifecycle– Target Ads to Customer Lists

• List Maintenance• Generate Emails to Lists

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Providing Transparency”

“Creating Marketing Value”

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Providing Transparency”

“Creating Marketing Value”

Enterprise Document Storage

DigiArk

DocumentsArchive

Raw Data Print InsertComposition Mail

Enterprise Document Storage

DocumentsArchive

Composition

StatementsNotices

InvoicesTax Forms

DigiArkYourKnowledgeWorkers

DigiArk

• Perform Boolean Searches

• Retrieve & View• Print• Download & Email• Export Queries• Perform Batch Processes• Attach Sticky Notes

Enterprise Document Storage

DocumentsArchive

Composition

StatementsNotices

InvoicesTax Forms

Legacy Apps

Loan DocsSignature CardsReports (COLD)Scanned Images

DigiArk

TextImages (.jpg, .tif, etc.)MS Office Apps

iVerify

YourKnowledgeWorkers

Enterprise Document Storage

DocumentsArchive

Composition

StatementsNotices

InvoicesTax Forms

Legacy Apps

Loan DocsSignature CardsReports (COLD)Scanned Images

DigiArk

TextImages (.jpg, .tif, etc.)MS Office Apps

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Enterprise Document Archive/Research”

“Providing Transparency”

“Creating Marketing Value”

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Enterprise Document Archive/Research”

“Creating Marketing Value”

“Providing Transparency”

Statementse and Statementse CSR

Statementse CSR

Print Insert

DocumentsArchive

MailRaw Data Composition

Your Website

Statementse

YourCustomers

SSO

Statementse Interface

• Database Driven (not “PDF”)

• Fidelity to Printed Statement

• Fluid, Flash®-based user experience.

• Dynamic. Fast.

• Completely text-searchable across history

• Integrated Notices

Statementse is particular“view” of the DigiArk Document Database optimized for e-Statements

Statementse and Statementse CSR

Statementse CSR

Print Insert

DocumentsArchive

MailRaw Data Composition

Your Website

Statementse

YourCustomers

SSO

Statementse CSR

• Manage Enrollment

• Block Access

• Brand with Themes

• Tailor default emails

• Add Menus/Content

• Modify Disclosures

• Get Usage Reports

Statementse CSR allows you to “tailor” the Consumer’seStatement view.

• “Query” and “Shadow”

Statementse and Statementse CSR

Statementse CSR

Print Insert

DocumentsArchive

MailRaw Data Composition

Your Website

Statementse

YourCustomers

SSO

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Enterprise Document Archive/Research”

“Creating Marketing Value”

“Providing Transparency”

“Complete e-Statement Administration”

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Complete eStatement Administration”

“Enterprise Document Archive/Research”

“Creating Marketing Value”

“Providing Transparency”

Solutions Framework

CheckUP /21

CheckUP and CheckUP 21

DocumentsArchive

Raw Data CompositionChecksArchive

YourKnowledgeWorkers

CheckUP 21

• Perform Boolean Searches

• Retrieve & View• Print• Download & Email• Export Queries• Perform Batch Processes

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Complete eStatement Administration”

“Enterprise Document Archive/Research”

“Creating Marketing Value”

“Providing Transparency”

“Enterprise Check Archive/Research”

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Complete eStatement Administration”

“Enterprise Document Archive/Research”

“Creating Marketing Value”

“Providing Transparency”

“Enterprise Check Archive/Research”

Checkse Item Processing Suite

ChecksArchive

Legacy Item ProcessingSystem

RemoteDepositors

Branches

Core ProcessingSystem

Federal Reserve

Checkse RDC

Checkse iPOD Checkse EIP

Checkse RIP

OutgoingReturns

Incoming Returns

Deposits Deposits

Posting file Exceptions File

Re-Deposits

ChargebackNotices

Checkse Item Processing Suite

ChecksArchive

RemoteDepositors

Branches

Core ProcessingSystem

Federal Reserve

Checkse RDC

Checkse iPOD Checkse EIP

Checkse RIP

OutgoingReturns

Incoming Returns

Deposits

Posting file Exceptions File

Re-Deposits

ChargebackNotices

In-clearings

Solutions Framework

AccessD

irect

™

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

MSI Solutions Framework

• Integrated Solutions Platform – for future Integrated Applications– Not “point” solutions– Consistent User Interface conventions– Apps Merge Paper and Electronic worlds on

both the generation and capture sides.– Centralized auditing and User Admin

• AccessDirect will continue to evolve– Intranet functionality– New applications that leverage data stores

Thank You