Process Automation Solutions

To learn more about Alogent's process automation suite of solutions, visit us online here.

FASTdocs

FASTdocs is an enterprise content and information management (ECM / EIM) platform that allows your bank or credit union to capture, archive and manage all types of content, including paper documents, text, numeric, audio, video, and image files. More than a document imaging system, FASTdocs enables ability to create a central repository for all your critical data—everything from customer or member related information to internal documents. Provide employees with enterprise-wide access to data in real-time, improving customer response times. Scan and import content, directly at the point of presentment, increasing efficiency, mitigating fraud, and enhancing services. File all content by client—the way your institution currently operates —rather than by document or content-type. With FASTdocs, your institution can manage all content with a single system, eliminating the need to use and maintain disparate systems for varying document types.  

FASTdocs Modules and Bundles Include:

FASTdocs API
FASTdocs allows Alogent products and non-Alogent technologies to interface with its ECM/EIM suite. For example, the External API enables developers to programmatically interact with the data and documents stored within FASTdocs. This enables custom integrations of FASTdocs functionality into third party applications (such as pushing documents to, or pulling documents from, FASTdocs) all without having to access the FASTdocs interface. Leveraging the API facilitates quicker interaction between applications, as well as provides a custom user experience to your institution’s userbase. 

FASTdocs Batch Scan
The Batch Scan module allows users to scan large volumes of paper documents quickly and process them accordingly. Users can separate documents into individual document types, rearrange, add, and remove pages, and automatically index each document accordingly. With Batch Scan’s OCR functionality, users can populate index fields with information read from the document itself – saving time and preventing typographical errors. 

FASTdocs Check Archive
Archive is integrated directly into FASTdocs to facilitate data storage and management of checks. This includes on-us checks, in-clearing items, and deposited items in a single location for research.

FASTdocs Expired Documents Module
FASTdocs’ Expired Documents feature allows institutions to specify the number of days from the date a document is created until it expires. This is useful for documents such as Drivers’ Licenses or Passports, where the expiration date isn’t known until further processing. This feature works in conjunction with FASTdocs WebShare and WebShare Upload to auto-create an upload request for account holders requesting an updated document after the document expires.

File Import Studio
File Import Studio automatically imports, processes, and indexes electronic files from any source – in any format, in real time, then stores the content in FASTdocs. Eliminate the manual manipulation of documents – no need to print and then scan documents back into your system. Make all your documents – statements, core reports, loan origination paperwork, executed e-signature documents, departmental documents – immediately available to authorized staff.  

DocuSign Module
Alogent’s integration with DocuSign Connect allows File Import Studio to automatically capture documents into FASTdocs as soon as they are signed by the account holder. Using DocuSign’s Connect API, DocuSign will push all documents included in the data envelope automatically to File Import Studio with no action required from the institution. These documents are then imported into FASTdocs and placed in the designated folders associated with that document type. This provides a seamless and efficient process for digitally signed documents. 

Receipt Manager Transaction Manager
Alogent’s Receipt Manager allows your institution to generate customized receipts in real-time, with the option to print or email them to account holders, while a complete record of each teller transaction is simultaneously captured, indexed, and archived for enterprise-wide retrieval. Alogent’s Receipt Manager and Transaction Manager allows users to see receipt transactions in a single location within FASTdocs. Receipt Manager Transaction Manager requires Alogent’s Teller Capture solution.

Unidex
Unidex is a key part of File Import Studio to allow for integration with third-party applications that provide index files for storage. Unidex reports support both text-based and non-text-based documents.

WebShare
WebShare is a secure self-service interface with real-time, permission-based access for account holders and employees. WebShare works seamlessly with your home, mobile or digital banking platform to enrich user experiences and extend self-service capabilities that promote convenience. WebShare gives institutions the means to deliver ultra-convenient access on demand, by connecting existing online banking portals to FASTdocs data.  

WebShare eDelivery
The add-on eDelivery module replaces separate applications for issuing email notifications and e-statements, allowing financial institutions to direct their valuable employee resources toward customer/member services. WebShare eDelivery enables automated alerts when documents like e-statements are available for account holders.

WebShare Upload
WebShare upload is a two-way messaging and bi-directional document-exchange. Eliminate delays, save on printing and operational costs, and deliver anytime, anywhere access.

FASTdocs Enterprise Content and Information Management Solution Bundles 

AccuAccount

Go paperless, reduce exceptions, and improve your lending process with AccuAccount, a customer-centric document imaging and tracking management system. Trusted by 15,000+ bankers to manage more than 2 million loans, AccuAccount connects to 30+ core banking systems and automates the tedious aspects of loan administration by allowing the viewing and tracking of customer and account-related documents. With loan application automation, drag-and-drop document imaging, document tracking, and five-minute audit prep, AccuAccount is your document management solution for the entire life of the loan.

AccuAccount Modules and Bundles Include:

AccuAccount Pro- Imaging
AccuAccount Pro - Imaging Repository integrates imaging, core synchronization, reporting, and auditors’ export into one system for loans. Includes integrated bar codes; audit; CORELink; licensee defined document structures; unlimited users; remote installation services; document upload and cross collateralization. 

AccuAccount Pro – Document Tracking
AccuAccount Pro - Document Tracking integrates exception management and reporting into one system for loans.  Includes exception tracking (missing, expiring, policy and custom); reports; exception letters; licensee defined exceptions; unlimited users; and remote installation services. 

Accuimg (unlimited)
Scanning application that supports stand-alone scan stations (PC connected scanners).  Includes single document scanning and limited batch scanning using barcodes for document indexing.  Scan licenses as indicated on the Price Quote are initially included with the purchase of AccuAccount Pro.  Additional scan licenses are available at the current market rate.

AccuPrint
AccuPrint allows users to print any document viewed on your desktop (emails, .pdf files, Microsoft Office documents, etc.) into AccuAccount Pro, eliminating the need to print to paper and scan.

CORELink
CORELink automatically runs a query based on the information displayed on your screen. In doing so, CORELink launches AccuAccount Pro and automatically opens to the associated customer and account file. This tool eliminates the need for performing manual searches and works with virtually any application such as core systems, Microsoft Office products, credit analysis systems and document preparation platforms.

AccuCapture
Scanning application that supports networked multi-function devices (copy, print and email devices) or scanners for document indexing.  AccuCapture provides full batch scanning using barcodes for document indexing.  Unlimited users, multi-function devices and networked scanners are supported with AccuCapture. 

PDF Toolkit
The PDF Toolkit is used to convert TIF image to PDF on a nightly schedule, determined by the customer. The PDF Toolkit allows users to determine certain documents to have text search capabilities and bookmarking capabilities.

Dynamic Reporting
Dynamic Reporting allows for multiple users to build and customize their own data and exception reports.