FinPLUTO

Business is always subjected to regulation and audit.The basic tenet of business involves developing principal—client relationship. Relationship involves search for information. This results in the creation of documentation. Banking relationship begins with paper records. Record keeping is the prime requirement in any business dealing.

Privacy is the key to any information. Information gathered must be secure and safe. In a voluminous trade paperwork assumes a giant proportion. Over a period manual record keeping becomes unmanageable and slows down processes.

Effective management of paper-based processes is critical to Business Management. Shift from paper- based systems to paperless process management would offer exceptional agility and cost efficiency to a business. It helps save manpower resources spending time in searching and recreating documents. It reduces expenses and aids in productivity.

Finacus Gives a Solution

FinPiuto is a powerful Document Management System. It is a revolutionary electronic document management solution ideal for compliance, workf low, document management, maintenance of online forms, and portal delivery needs. In addition, it offers detailed history tracking, audit reporting. version control, scanning/capture capabilities, document masking, marking annotations and a built in search engine. It enables quick deployment of a robust and secure platform for document processing across application boundaries.

FinPLUTO Benefits

• Secure document management, easy access and cost-effectiveness
• Simplifies and automates every task to make the process more accessible and conveniently manageable and retrieve documents through powerful search functionality and sharing as per requirement
• Minimizes delay in handling paper documents and data entry required.
• Complies with a workflow definition for automated routing and processing of documents.
• Centralized storage system allows for recovery of document in a far speedy and widespread manner, as the document is not restricted by its physical location of storage, thus significantly reducing the processing time of document-intensive processes
• Availability of customized data entry forms and intelligent handling mechanisms
• A platform-independent and end-to-end Document Management System

A complete solution for all document-related needs

Advantages of Fin PLUTO

• Interface easily integrates into that of the existing OCR solutions
• Easy to scan and store any number of documents in a quickly referable index
• Ensures economies of scale in the form of reduced document handling time and ancillary costs of document management such as faxing and mailing because of electronic nature of its storage and retrieval
• Creates a searchable central repository of enterprise-wide critical documents
• Search features for instant availability
• Indexing features for faster retrieval
• Restrict access to documents through security policies on SharePoint, thus controlling what can be viewed or not at will
• Supports compliance as necessitated by regulatory acts requiring storage of documents for at least 8 years and indexes documents keeping this in mind.

Key Benefits

• Scalability: Easily scan, index and store millions of documents
• Reduce costs of processing, storage, mailing and faxing hard copies of documents
• Provide enterprise-wide access to documents - access to documents is not restricted by physical location
• Ensure compliance with regulatory acts - most laws require documents to be stored for at least 8 years
• Restrict access to documents through security policies on Share Point
• Significantly reduce processing time for document-based processes

Document Management features for effective tracking and storage

• Document Review: Multiple reviews of same document coupled with facility to add comments
• Document audit trail and tracking of changes
• Record Management
• Printing of documents with or without annotation
• Backup, Recovery, Retrieval and Disaster Management
• Powerful and easy-to-use production scanning and OCR solution
• File import for processing batches of scanned documents
• Indexing at batch or document level o Abilityto save scanned images as documents directly
• Automatic capture, sort and identification of all types of documents, forms and invoice
• Automatic location and recognition of key information
• 100% Web-based zero footprint viewer
• Navigation features for traversing to next page/previous page or specific page for viewing multi page documents
• Exporting search results to Excel, CSV and HTML etc
• Indexing at the time of scanning
• Integrated into Outlook’s user interface through the toolbar and context menu
• Role-based security for users
• Security inheritance for documents and folders inside DMS
• Define workflows to automate document-based processes
• Seamless integration with Microsoft Outlook- receive and respond to document management tasks from Outlook
• Store documenisto DMS Repositoryfrom Word, Excel, PowerPoint and Outlook