Are you planning to attend the OnDemand User Group (ODUG) meeting that is taking place during IOD? This year for the first time, these meetings will be simultaneously broadcast via the web so even if you're not able to attend IOD in person, you can still join the sessions.
Hear AT&T and other users talk about Enhanced Retention with CMOD
See what the new IBM Content Navigator can do for CMOD
Learn Information Lifecycle and Governance Best Practices for CMOD from other users
If you're attending IOD, there's no need to RSVP – just join us in Tropics B! If you want to join us online, please register for each session below.
When: Thursday, November 7, 2013
Where: Mandalay Bay Convention Center, Tropics B
The New IBM Content Navigator
IBM's Senior Product Manager Ian Story will lead a guided tour of the new IBM Content Navigator and its benefits to CMOD users, including Mobile ECM capabilities, CM8 and CMOD federation, e-Client/pClient replacement functions and much more.
Online session: https://ecmibm.webex.com/ecmibm/onstage/g.php?t=a&d=591856523
Enhanced Retention Panel Discussion
AT&T's Benny Ormson will lead a panel discussion consisting of other CMOD users who have deployed Enhanced Retention features in CMOD.
Online session: https://ecmibm.webex.com/ecmibm/onstage/g.php?t=a&d=598278342
Lifecycle Governance Panel Discussion
Lorilei Puthuff of BlueCross BlueShield of South Carolina will lead a panel discussion on best practices for Defensible Disposal and Governance on CMOD.
Online session: https://ecmibm.webex.com/ecmibm/onstage/g.php?t=a&d=597202519
Whether in person at IOD or via the webcast, you won't want to miss this event! If you're attending IOD, there's no need to RSVP – join us in conference room Tropics B.
If you're attending IOD 2013, you won't want to miss the Content Analytics track. Julie Vaccaro, Sr. Product Marketing Manager, has highlighted some of the can't-miss sessions during the conference, including:
NASA will discuss how they use Content Analytics to analyze patterns and clusters in aerospace research topics
The Dutch Tax Office will share how they extract meaningful data from notary-based content
Hear how NC State University is using Content Analytics to explore how unstructured content analysis to address the needs of many industries and businesses of all sizes
Security First Insurance will share how Content Analytics allows them to engage their customer via social media channels
And so many more!
Don't forget to mark your Conference Planner with these great sessions.
Although I have been involved in document capture for over 20 years, it was not until Datacap joined forces with IBM in 2010 that we started to meet regularly with large banks to help them address their massive mortgage processing challenges. Even given all the things that I had learned over the years about high-volume document capture, I have been surprised just how many nuances and special considerations that there are when it comes time to scan a mortgage.
Are you considering scanning and advanced document capture in your mortgage business (or are you just interested in learning more capture tricks-of-the-trade)? If so, then here's my list of the two most important ways that mortgage document capture is special:
1) Document = Batch
Most document capture applications are batch oriented. Why? Because it is almost always more efficient to scan a number of documents all at once (a "batch") versus one at a time. It is also a very useful simplification technique to reduce the number of "things" to track by grouping them into a batch, for example, if a batch consists of 50 documents, then there is a 50-to-1 reduction in 'things' to track.
There are some situations, however, where each document is its own batch. For example, this is often the case when the capture system reads from faxes. Typically each transmission is read into its own batch, and the sender is typically sending one document. Bank branch batch capture (described here) is another good example, where a customer hands over a document to a branch officer and that officer scans that document as a “batch.”
But mortgages are different. Depending on how you count documents, a mortgage packet of 200 or 250 pages may consist of 15 or 20 fairly generic document types up to 50 to 75 very specific doc types. In other words, the one meta-document, the "mortgage," is made up of many different individual documents, e.g. the loan agreement, proof of employment, liens, etc.
2) The primacy of document classification
For many years, advanced document capture was called "forms processing" because the task was to read data off of fixed forms. The archetypical application of forms processing technology was reading tax returns for government revenue departments. There may be different tax forms and schedules, but typically they had bar codes or other easy-to-identify distinguishing marks. (Read the Virginia Department of Taxation case study.)
A mortgage "document" with all its sub-documents is a completely different beast. In the packet there may be some forms with bar codes, but there are many pages that have to be "read" to figure out what they are. The biggest task - by far - when processing a mortgage is to figure out what each of the sub-documents is, and where they end and the next begins. There's no easy one-size-fits-all solution. Doing a good job requires an armory of techniques, some simple and fast like bar code recognition, and some much more sophisticated such as fingerprint matching and textual classification via content analytics.
Of course, mortgage processing shares many challenges and processing characteristics with other large-scale document capture environments. For example, demands for timeliness are high – getting the documents into the repository at the first possible moment in order to make them available for loan servicing or other parts of the organization. And there is a role – in some organizations – for remote capture in a browser or through MFPs of mortgages and/or related follow-on documents.
Mortgage processing is a bit different than many, perhaps most, document capture applications. But if you have any experience in document capture, you know that one of the enduring characteristics of capture is that it is “hard” exactly because each application is different. Even within the category of mortgage processors - e.g. originators, wholesale, correspondent – each have different needs on what document sub-types they want to identify. The knowledge and experience of one implementation can help with the next, but it is never just a matter of plugging in the same application for two different banks and expecting them to both work the same way!
Ready to learn more? Check this out: Intelligent Imaging for Financial services White Paper
Follow me on Twitter @CaptureGuru
The 2013 IBM Enterprise Content Management Customer Innovation Awards program is seeking submissions by Aug. 23. This program recognizes IBM ECM clients who have demonstrated excellence in creating exceptional business value from IBM ECM software. Winners will be selected from among those organizations who have implemented innnovative solutions using IBM ECM software. Winners will be recognized at the Information On Demand 2013 Conference, November 3 - 7, 2013, Las Vegas, NV. Attendance at the conference is not mandatory to win an award.
For the Innovation Award submission form please email: Amit Kumar,
SUBMIT nomination by AUG. 23
WHY ENTER? The IBM Enterprise Content Management Customer Innovation Awards have a long history of recognizing outstanding companies that have implemented innovative ECM solutions combining business and technical vision with demonstrable results.Past winners include:
UniCredit Allianz Suisse
American International Group
Bluecross BlueShield of Tennessee
State of North Dakota
Standard Chartered Bank
U.S. Nuclear Regulatory Commission
Tejon Ranch Company
Novartis International AG
Apart from the prestige associated with the awards, it presents an unique opportunity for our customers to showcase their innovative use of ECM technology and to:
Be distinguished as a technology leader in your industry solving specific business challenges.
Be recognized at the IBM Information on Demand Global Conference in November with an award crystal and other activities.
This awards program will recognize innovative use of IBM Enterprise Content Management solution to solve challenging, leading-edge problems that face your / your customer's organization and industry. This solution brings together IBM capabilities in creative, visionary ways. The results yield quantifiable outcomes, enabling you to stand ahead of your peers and transform the way you do business. The solution relies on one or more of the following capabilities and can also include IBM Business Partner involvement and/or solutions:
Capture: Document Imaging and Capture solution
Activate: Advanced Case Management solution
Socialize: Social Content Management solution
Analyze: Content Analytics solution
Govern: Information Lifecycle Governance solution
Other IBM solution
IBM Business Partner solution
In all nominations, judges will look for deployed applications that solve challenging or unique business problems. Extra emphasis will be placed on quantifiable return on investment or creative deployments that lead specific industries for business transformation
Guest blog by Michael Green, Offering Lead - Advanced Case Management
BPM is the enterprise class business process engine from IBM. It is designed to choreograph process flows
from multiple enterprise applications based on sophisticated business rules
enabling discrete process decisions and automated process steps. Inherent in IBM BPM is the idea that a
process is an end-to-end system with a known outcome. Case management, on the other hand, is by
definition a process flow where the outcome is unknown. While business rules
and automated steps are important to case management, case management requires the
ability to pick and choose process tasks based on decisions made the by case
worker. Nonetheless, there are distinct
requirements in case management that demands the sort of process choreography
that IBM BPM provides.
a caseworker may be the ultimate arbiter of the decision making, he or she
often requires information found in one or more disparate enterprise
applications. Moreover, any changes made to a case file often require an update
to those enterprise applications so that the customer or citizen’s file is
accurately maintained. IBM Case Manager
interfaces with IBM BPM at the design level to enable Case Manager process
designers to access the power of IBM BPM process choreography to enable data
exchanges. By effectively merging design environments this enables Case based
workflows to extend beyond the realm of individual decision makers and leverage
the power of the automated process choreography. By combining the two, the
flexible task based process capabilities of IBM Case Manager with the automated
business rules driven engine of IBM BPM, the full promise of the process
efficiencies of Advanced Case Management can be achieved.
Guest Blog by Michael Green, Offering Team Lead, FileNet BPM
IBM Case Manager
(ICM) shares with IBM BPM the ability to design a case workflow and build
business rules to automate certain aspects of that workflow. However, there are
a number of ways that ICM differs from IBM BPM in respect to how it handles the
requirements of a case vs a normal process flow.
The first is in
regards to how ICM understands process flows.
Unlike normal workflows, which have defined start and end point, in
cases the outcome is unknown. Is the
compensation claim going to be settled next week, or if the claim does last a
long time, the steps needed will be different. It is because of these unknowns
that ICM has adopted a flexible process mechanism based on process fragments or
'tasks'. These break the process up into
discrete actions and allow the caseworker the ability to decide which task
should be undertaken when. Some tasks may never undertaken for a specific case,
others may be mandatory for all cases, but the deciding power is based on the
decision of the caseworker.
The second involves
analytics or what we call 'decision support services'. This is the ability to expand on what the
worker already knows, their experience and training, by providing specific
analytical tools to help them make more informed decisions. ICM includes the capability to do analysis on
all other similar case files, using content analytics, to find commonalities
and help in making decisions more normalised.
differentiator involves content. IBM BPM
supports the CMIS standard for content federation. This enables it to choreograph content based
processes. The difference with ICM
however, is that it also enables something we call 'active content' and
supports all content standards, not just CMIS.
ICM works with the document metadata to understand what the document is,
which case it is a part of, and then automatically move it to move to the next
step in the process flow. Active content
also tracks each time a document is opened, who opened it, what changes were
made, and what were the next steps taken as a result of that review.
Today’s leading companies are harnessing the value of content for new insight
and better business outcomes. IBM ECM is providing the market’s richest solution
for case management work patterns through a deep integration of content management
and case management capabilities with process, business rules, collaboration and analytics.
Join the IBM Enterprise Content Management (ECM) team at Impact 2013 where you will have
the opportunity to learn more about leading case management solutions and how your
organization can integrate content and case management capabilities with process,
business rules, collaboration and analytics. Featured ECM presentations include:
Monday, April 29 - 10:30–11:45 AM
Integrating BPM with ECM
Location: Delfino 4005
Wednesday, May 1 - 10:15–11:15 AM
IBM BPM and IBM Case Manager –
Addressing the Range of BusinessProcess
Location: Lando 4201A
Tuesday, April 30 - 4:00–5:00 PM
Uniquely Addressing the Case Workload
with IBM Case Manager
Location: Lido 3103
Thursday, May 2 - 1:00–2:00 PM
Coming together: Business Process Management and Advanced Case Management
Location: Titian 2203
Register today at http://www.ibm.com/impact
Ask your ECM representative to schedule a one-on-one meeting with ECM Executives at the event
The Impact 2013 Executive
Meeting Center is open for business!
IBM ECM executives are
ready to meet with Clients and Business Partners
Doug Hunt, Ken
Bisconti, and David Caldeira are available for meetings
during the conference.
We will see you there!
Join IBM at the SAPinsider
BI 2013 event, co-located with the Financials, GRC and Admin & Infrastructure
events, held March 19-22 at the MGM Grand hotel in Las Vegas, NV.
IBM offers attendees an exclusive opportunity to spend one-on-one time with
subject matter experts from across North America and our IBM Client Center: Lab for SAP Solutions. Grab a
refreshment, join a conversation, meet IBM Watson, the grand challenge quiz
show champion, and get your most pressing questions answered in a relaxed
atmosphere. From BI and SAP HANA to cloud, mobility, and infrastructure, our
in-house experts can help you overcome your toughest challenges and provide
insights you can apply at your own organization. Coupled with these lively
discussions are customer stories, microforums, and live product demos. The IBM
Lounge is located at #1012 on the show floor and will be open during exhibit
ECM will be
leading three microforums inside the IBM Lounge (booth #1012 in the exhibit
hall) that you won't want to miss:
Tuesday, March 19
Overview of all IBM ECM solutions for
use with SAP
Wednesday, March 20
Don't touch that invoice! End-to-end
Thursday, March 21
Save BIG with Value-based
Archiving & Governance for SAP
Looking for more IBM
Visit IBM during the AIIM Conference 2013! At the IBM booth
you can visit our subject matter experts on Capture, Social Content
Management, and Information Lifecycle Governance. Our experts are
on-hand for the entire event and available to demonstrate the latest and
greatest products that IBM ECM has to offer.
Want a little more? Join us during the "speed
dating" meetings taking place at the break times to discuss your
organization's pain points or set a meeting with our experts at your
convenience. To schedule a meeting in advance of the conference, please email
Mia Winn (email@example.com
) with your
request and availability.
ou also won't want to miss our "Group Therapy"
roundtable sessions in the Solution Lounge:
Wednesday, March 20 – 4:30pm: How
social lifestyles are changing the way we do business
with Steve Studer. Today, a great deal of content is
presented in a variety of social forums on mobile devices, the desktop and the
web, and businesses need to exploit that content while ensuring proper
governance. Context is the key to bringing relevance, intelligence and insight
to content. Teams and communities and social elements woven into analytics,
governance, imaging and content and case management are what social content
management is all about. Join this session for a compelling conversation about
how you can take your business to a whole new level: a social business level.
Still finalizing your plans for Connect 2013? We've got a
few sessions that I think will interest you – be sure to add these to your
calendar! These are excellent opportunities for you to pose your questions to
our subject matter and industry experts, along with some IBM ECM customers.
Interested in meeting with ECM executives? We've got you
here to request a meeting with either Doug Hunt, ECM Business Leader, Ken
Bisconti, Vice President ECM Products and Strategy, or Carol Taylor, WW Sales
Leader for Social Content Management.
We also invite you to find us in the exhibit hall at IBM
booth 23 – stop by for a demo of what Social Content Management can do for your
Monday, January 28
11am (Swan Hotel, room 1,2): Genworth Financial, Work Smarter,
Not Harder, presented by Tim Perry, CTO of Genworth Financial
Tuesday, January 29
10am (Swan Hotel, room 9,10): Slumberland Furniture:
Using IBM Software to Deliver Consistently Superior Customer Experiences,
presented by Jamie Page, Director, Slumberland Furniture
11:15am (Swan Hotel, Pelican 1,2): Living Social, Its Not
Just About the Conversations and Topics, a panel discussion of experts,
including Joe Shepley, Doculabs, Larry Hawes, Dow Brook Advisory Services,
Cengiz Satir, IBM, and Steve Studer, IBM
1:30pm (Dolphin Hotel, S. Hemisphere
IV, V): Content & Social Ignites Context: IBM’s Content Platform of
Engagement, presented by Tim Perry, CTO of Genworth Financial, Doug Hunt,
IBM ECM Business Leader, and Ken Bisconti, Vice President of IBM ECM Products
5:30pm (Dolphin Hotel, S.
Hemisphere I): Ignite business performance in real-time with social
collaboration, mobile and content, presented by Ian Story, IBM and Steve
Wednesday, January 30
10am (Swan Hotel, room 4): Reduce, Reuse, and Recycle
Corporate Content, presented by Maig Worel, IBM
1:30pm (Swan Hotel, Mockingbird 1,2): Improving your
Information Economics with Complete Lifecycle Governance, presented by Mark
Thursday, January 31
7am (Swan Hotel, Toucan 1): Archiving and de-duplicating Email,
Files, and Social Content, presented by Cengiz Satir, IBM
Stay Social with us during the show #IBMConnect – @IBM_ECM @csatir
If you did not attend the live or on-demand webcast of the IBM Content Manager (CM8) product update
, here are some answers to questions that were asked by attendees on topics discussed during the live webcast.
A demo of the new user experience - Content Navigator - is available in the webcast.
Question 1: Can the Content Navigator out of the box application be customized?
Answer 1 : Yes - details at: http://goo.gl/cn4PH
Question 2: Is there a forum for discussion about Content Navigator?
Answer 2: Developerworks forum at: http://goo.gl/wm4tP
Question 3: Does Content Navigator provides a framework for customization?
Answer 3: Yes - details at http://goo.gl/jNdmG
Question 4: Does Content Navigator operate with Content Manager 8 z/os? Are there any restrictions?
Answer 4: Yes - though the web application server cannot be operated on z/os. Web app server operation is supported on zLinux, or on one of the other supported distributed platforms. Details at: http://goo.gl/IfdhF
Question 5: Does Content Navigator support single sign-on?
Answer 5: Yes - detailed at http://goo.gl/fxsE4
Guest blog by Alan Horton-Bentley ECM WW Industry Marketing Manager - Banking & Financial Markets
Modern banking has improved leaps and
bounds when it comes to extending a variety of services to customers- multiple
access channels, a wide variety of products and services and 24/7 access to
information and help- making banking for customers simple and easy. On the
other side of the counter, inside the bank things have become very complex; in
order to satisfy this ever increasing customer expectation and competitive
Not so long ago, the process of
opening a new bank account or for that matter executing most banking
transactions was a simple matter of a customer visiting a branch location, filling
out a form or two and they were done.
Today, however, even the basic
functions of account opening and loan processing are much more complex. Banks
have to make seamless provisions for the multiple channels for account opening,
the wide variety of account products, to meet regulatory requirements and counter
Loan origination and processing is
also much more complex, it includes all kinds of customer profiling and
assessments to perform, new regulation such as QRM (qualified residential
mortgage) requiring the lender to validate the borrower’s ability to repay the
loan - resulting in a growing number of documents, more stringent information
validation transforming the primary business processes into complex customer
More customer information, new data
types delivered through a growing number of channels makes it difficult to
capture, classify and assimilate into actionable content when the customer is
There is no argument, leveraging increased customer information in
real time will have a positive impact on credit risk management, fraud
interdiction, revenue growth and compliance—but because financial institutions
are inundated with both structured and unstructured data, they are being
overwhelmed with information and have outstripped traditional front office
In order to remain competitive and drive efficiency in business
processes banking institutions need to know which business functions have grown
in complexities so as to warrant taking a new approach: managing these
complex processes as a “case” not as a
To know more attend the IBM
Case Manager and IBM Forms Deliver for Union Bank and ELG-2844 Improving
Information Economics with Defensible Disposal at BNY Mellon sessions at Information
On Demand 2012.
These two of over 700 exciting sessions offered at Information On
Demand 2012. Don’t forget to register before August 31 to
save $300 off your registration fee.
If you already registered to attend, why not build a sample agenda?
It’s a simple tool that allows you to search by industry, program, track or
Guest Blog post by Julie Vaccaro, Offering Manager IBM Content Classification
Everything in our life is categorized and classified in some
Ask 4 people in one household “where is the proper place to
store the toothpaste?” and you will likely get 4 different answers, including “on
the counter”, “in the toothbrush holder”, “under the sink” and “in a drawer”. This
may work well for a household environment, since every person probably has
their own “instance” of a toothpaste tube. But, what if this is a shared
toothpaste tube, that everyone needs access to? Where is the right place to
store it so that each person can get to it when they need it?
This may seems like a simplistic
analogy, but think about these questions. What if you walked into the Library
of Congress and there was no Dewey Decimal System? What if you went into the
hardware store and the items were not organized by their department or use,
such as Plumbing, Electrical, Paint, etc.? How would you ever find anything?
Now think about your business and all of its unstructured
content. Where do you store content so that anyone who needs it can access it,
use it, govern it and analyze it?
Individuals make classification judgments every day. I might
think it best to categorize all resumes into a single category called “Human
Resources Resumes” and store them all together. Another person, from the Human
Resources department, may believe that you should have a category for each
skill set, such as Marketing Resumes, Development Resumes, Janitorial Resumes,
and the like.
Content should be classified and organized such that it is
accessible, so that you can find it when you need it. Content needs to be
usable so that it is available when business decisions are made, either through
manual or automated processes. Content must be governed so that a business
complies with local, state, federal and business mandates. And finally, content
needs to been analyzed and understood to realize its full value.
Properly organizing content is like building a good
foundation. You need to build a house or some other structure on a good
foundation. When you do that the building of the structure becomes easier,
lasts longer and is easier to change later. If you don’t build a strong
foundation, it does not necessarily mean the structure will collapse, but it
will likely cause problem down the road.
The Bottom Line: To start extracting value out of content, a clear Classification strategy is a must.
See what's possible in Content Classification in your industry. IBM's largest EXPO invites
you to experience products, services and solutions in action.
IBM ECM Innovation Awards program recognizes IBM ECM clients who have
demonstrated excellence in deriving exceptional business value from IBM ECM
software. Winners will be selected from among those organizations who have
implemented ingenious solutions using IBM ECM software and recognized at
the Information On Demand 2012 Conference, October 21 - 25, 2012, Las Vegas, NV. Attendance at the
conference is not mandatory to win an award.
To receive the Innovation Award submission form, email: Amit Kumar, firstname.lastname@example.org
date for submitting your implementation for this award is 15th August 2012
The IBM Enterprise Content Management Customer Innovation Awards have a long
history of recognizing outstanding companies that have implemented innovative
ECM solutions combining business and technical vision with demonstrable results.
Past winners include:
Bluecross BlueShield of
State of North Dakota
Standard Chartered Bank
U.S. Nuclear Regulatory
Tejon Ranch Company
Novartis International AG
Apart from the prestige
associated with the awards, it presents a unique opportunity for our customers
to showcase their innovative use of ECM technology and to:
Be distinguished as a
technology leader in your industry for solving specific business challenges.
Be recognized at
the IBM Information on Demand Global Conference in October with an award
crystal and other recognitions.
This year we are having
four interesting categories to cover entire spectrum of ECM capabilities
and Socialize: Best IBM Social
Content/Capture Award - Recognizes the best use of innovative IBM ECM
Social Content or Capture/Imaging software
2. Activate: Best IBM Case Management Award - Recognizes
the best use of innovative IBM Case Management software solutions.
3. Analyze: Best IBM Content Analytics Award - Recognizes
the best use of innovative IBM Content Analytics software solutions.
4. Govern: Best IBM Information Lifecycle Governance Award -
Recognizes the best use of innovative IBM Information Lifecycle Governance
categories, judges will look for deployed applications that solve challenging
or unique business problems. Extra emphasis will be placed on quantifiable
return on investment or creative deployments that lead specific industries for
IBM’s ECM portfolio has become
richer by the addition of several upgrades which introduce highly effective
technical and business improvements. ECM Customers with active Software
Subscription and Support are encouraged to take advantage of the enhancements
for our Content Analytics, Content Collector, Classification and Platform
IBM Content Analytics with Enterprise Search v3.0 integrates content analytics software with enterprise search capabilities into
a unified platform. Through combined capabilities in natural language
processing, semantic search, and sentiment analysis, this solution provides richer,
more accurate, and relevant insights from content. This software is integrated with an IBM big
data analytics solution called InfoSphere BigInsights, allowing clients to
derive greater insights from the ever-increasing volumes of information
flowing both within and outside the enterprise.
Organizations can also improve accessibility, provide
greater usability, enable more effective compliance controls and enhance
analytics for unstructured content with the release of IBM Content Classification v8.8 which categorizes and organizes content by combining multiple methods of
With the release of IBM Content Collector V3.0,
IBM's content collection and archiving capabilities now extend to IBM
Connections. Using IBM Content Collector
for IBM Connections, clients can apply information lifecycle governance
practices not only to traditional sources of valuable content such as e-mail,
enterprise file systems and Microsoft SharePoint, but also to social business
systems such as IBM Connections.
Subscription and Support customers can download
these latest upgrades from Passport Advantage and start enjoying the benefits.