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AccessDirect™ and MSI’s Complete Solutions Framework Jeff Vetterick, EVP Marketing

MSI Client Conference

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Page 1: MSI Client Conference

AccessDirect™ and MSI’s Complete Solutions Framework

Jeff Vetterick, EVP Marketing

Page 2: MSI Client Conference

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

Page 3: MSI Client Conference

Solutions Framework

AccessD

irect

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

DocumentsArchive

DocumentManagementApplications

ChecksArchive

ItemManagementApplications

Page 4: MSI Client Conference

Print & Mail Services Transparency

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

Page 5: MSI Client Conference

Print & Mail Services Transparency

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

• Date & Time Stamps

• Envelope Content

• Weight, postage, etc.

Page 6: MSI Client Conference

iVerify

Page 7: MSI Client Conference

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

Page 8: MSI Client Conference

Print & Mail Services Transparency

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

United States Postal Service

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

Page 9: MSI Client Conference

Print & Mail Services Transparency

iVerify

United States Postal Service

Raw Data Print InsertComposition

DocumentsArchive

Archive MailRaw Data Print InsertComposition

DocumentsArchive

Archive Mail

iVerify

Page 10: MSI Client Conference

Solutions Framework

AccessD

irect

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Providing Transparency”

Page 11: MSI Client Conference

Solutions Framework

AccessD

irect

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

“Providing Transparency”

Page 12: MSI Client Conference

Creating Marketing Value

CustomerConnect

Raw Data Print InsertComposition

DocumentsArchive

Archive Mail

Banner Advertisements

Page 13: MSI Client Conference

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

Page 14: MSI Client Conference

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”

Page 15: MSI Client Conference

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”

Page 16: MSI Client Conference

Enterprise Document Storage

DigiArk

DocumentsArchive

Raw Data Print InsertComposition Mail

Page 17: MSI Client Conference

Enterprise Document Storage

DocumentsArchive

Composition

StatementsNotices

InvoicesTax Forms

DigiArkYourKnowledgeWorkers

Page 18: MSI Client Conference

DigiArk

• Perform Boolean Searches

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

Page 19: MSI Client Conference

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

Page 20: MSI Client Conference

Enterprise Document Storage

DocumentsArchive

Composition

StatementsNotices

InvoicesTax Forms

Legacy Apps

Loan DocsSignature CardsReports (COLD)Scanned Images

DigiArk

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

Page 21: MSI Client Conference

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”

Page 22: MSI Client Conference

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”

Page 23: MSI Client Conference

Statementse and Statementse CSR

Statementse CSR

Print Insert

DocumentsArchive

MailRaw Data Composition

Your Website

Statementse

YourCustomers

SSO

Page 24: MSI Client Conference

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

Page 25: MSI Client Conference

Statementse and Statementse CSR

Statementse CSR

Print Insert

DocumentsArchive

MailRaw Data Composition

Your Website

Statementse

YourCustomers

SSO

Page 26: MSI Client Conference

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”

Page 27: MSI Client Conference

Statementse and Statementse CSR

Statementse CSR

Print Insert

DocumentsArchive

MailRaw Data Composition

Your Website

Statementse

YourCustomers

SSO

Page 28: MSI Client Conference

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”

Page 29: MSI Client Conference

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”

Page 30: MSI Client Conference

Solutions Framework

CheckUP /21

CheckUP and CheckUP 21

DocumentsArchive

Raw Data CompositionChecksArchive

YourKnowledgeWorkers

Page 31: MSI Client Conference

CheckUP 21

• Perform Boolean Searches

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

Page 32: MSI Client Conference

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”

Page 33: MSI Client Conference

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”

Page 34: MSI Client Conference

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

Page 35: MSI Client Conference

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

Page 36: MSI Client Conference

Solutions Framework

AccessD

irect

YourKnowledgeWorkers

iVerify

CustomerConnect

DigiArk

Statementse CSR

CheckUP /21

Checkse RDC

Checkse iPOD

Checkse EIP

Checkse RIP

Page 37: MSI Client Conference

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

Page 38: MSI Client Conference

Thank You