1. DIM for Legal Firm (DocuGuidance)
2. DIM for Mortgage Banker
3. DIM for Insurance Agent
4. DIM for Hospital
5. E-Magazine & E-Publishing

DIM for Legal Firm (DocuGuidance)
A legal firm needs to exchange information with customers in the form of paper works:

• Attorney authentication
• Corporate bylaws, certificates, intellectual properties & assets
• Shareholder meetings, board minutes
• Contract and agreement draft, and
• Paper evidence, and
• Formal communications, etc.

In addition, they have to manage paper documents from third-party organizations such as Courts, Arbitrators, Government Business Administrations, Tax Departments, opposing lawyers, independent experts, witness' and their lawyers, etc.:

• Litigation pleading, complaints, indictments
• Briefs, Correspondence
• Discovery request, depositions, subpoenas, affidavits
• Motions, court orders, ordinances, dismissal sheets, appeals, notices
• Contracts, warrants, bills, etc.

In order to serve the clients effectively and efficiently, a legal firm needs a Document Imaging Management (DIM) system to allow the paper works shared across the whole firm, to support collaboration among the lawyers and assistants and to give conveniences to the clients and third parties.

Solution

ExperExchange’s DIM for Legal Firms solution provides complete functions to streamline paper document processing in a legal firm, allowing the lawyers and assistants collaborate their work in case/matter management and other legal service. The system consists of the following modules, as shown in the figure:

1. Scanning Station: Support all TWAIN/ISIS compatible scanners with high-end features to convert paper documents into electronic image files.
2. Image Server: All the captured images are uploaded to a directory structure Image Server, pre-defined to include legal doc categories in a way similar to how the documents are kept in the paper folders by lawyers in the client firm.
3. TypeReader Monitor: TypeReader is ExperExchange’s Award-Winning OCR software, which automatically accomplishes pre-processing steps and recognizes the words in the image page, exporting the result in PDF format to the Document Server.
4. Labeling Station: The attorney assistants can work on the station to manually process the PDF file in Document Server and to produce a profile for each document, including file category, type, ID, a text summary and some keywords for indexing purposes.
5. Indexing Server: An index engine is integrated in the system as the Indexing Server to automatically establish and store Full-text Index, making use of the keywords, summary and full text generated in modules 3) and 4), allowing the layers search the Document Server by this indexing engine, just like by Google or Yahoo.
6. Doc-Explorer: Layers can visit Document Server, perform searching, viewing, editing, printing, reporting, labeling, linking and other functions through the company’s LAN and Explorer. The documents are then shared in the whole firm.
7. Web Server and Explorer: A Web Server is built in the system to connect with the Image Server, Document Server and Indexing Server in the back office, and to receive lawyers’ inquiries and operation instructions through the Web version Doc- Explorer, when they are working in the branch offices or some sites outside the firm’s offices. With this module, lawyer collaboration is made possible.
8. Application Integration: In addition to case/matter management for the service provided to the clients, the DIM is also designed to be easily integrated or connected with other application systems, such as legal library, accounting and E-billing, CRM & E-mail, etc. The DIM system then supports the staff in other operations, significantly increasing the firm’s overall efficiency.

All these modules in the DIM system together provide document imaging sharing across the legal firm, support collaboration among the lawyers and assistants and give conveniences to the customers and third parties.

Benefits

• All kinds of documents can be processed with much higher efficiency and throughput.
• Electronic document management makes it more convenient to search, explore and edit files, easier to find reference documents and past cases, and hence to reduce document preparation time from three to one day.
• Internet-based information platform allows the attorneys to access, transfer, share and update information at any time and any place, and internal and external collaboration is made possible whether they are in the office, at the customer site or in the court.
• With both the LAN & Web interfaces, the time for training users is significantly reduced.
  
  

Please contact our consultant to request the complete case study

DIM for Mortgage Banker

Challenge

Mortgage business produces large volume of paper documents and mortgage files, which have legal nature and need to be processed, kept and managed in the whole life cycle of a loan. Many users, both inside and outside of the company, have to collaborate their work on these documents. A DIM system would resolve all these issues.

Solution

As shown in the figure, ExperExchange’s DIM solution is a web-based business platform to support loan processing including loan origination, application and approval, closing and second closing, even servicing. The IT functions of the DIM system includes high-speed image scanning, document recognition, classification, storing, retrieving, mortgage loan package generation and other image operations. The system supports advanced collaboration functions among Brokers, Loan Officers, Loan Processors, Underwriter, Closer, Second Closer, etc.

The system consists of the following modules:

1. Scanning Station: Support all TWAIN/ISIS compatible scanners with high-end features to convert paper documents into electronic image files. Cover page can be generated with encoded barcode for document categorization.
2. Imaging Monitor: Retrieve information from cover page by decoding barcode to categorize the scanned documents.
3. DIM/DOC Server: All the captured images are uploaded to a directory structure Image Server, pre-defined to include mortgage doc categories in a way similar to how the documents are kept in the paper folders in the client’s office.
4. Labeling Station: The brokers, loan officers, loan processors, closers, etc, can work on the station to manually process the PDF file in Document Server and to produce a profile for each document, including file category, type, ID, a text summary and some keywords for indexing purposes.
5. Web Server and Interface: A Web Server is built in the system to connect with the DIM/DOC Server and database in the back office, for brokers or underwriters to inquiry and execute instructions through the Web interface, when they are working in the branch offices or some sites outside the bank’s offices. With this module, users’ collaboration is made possible during a loan’s life cycle.
6. Doc Access Control: Support access control, which can be customized by the client to ensure the loan or case information can be and only be accessible by the right users.
7. Export: Support DU/LP format document exportation to Fannie Mae/Freddie Mac for secondary marketing. Also support standard document or loan package exportation for convenient transfer.
   
   

Benefits

• Support the core business functions of the Mortgage banker and allow the staff to collaborate their work,
• Improve productivity, reduce operation cost and increase reliability.
  

Please contact our consultant to request the complete case study

Challenge

An insurance agent must in its daily business process large volume of paper documents, application files, and other related files sent from third parties like Intellisys, iPipeline, etc. The insurance agent needs a document-imaging platform to manage these paper documents and files in formats compatible with related third parties, for effective and reliable insurance document processing.

Solution

ExperExchange’s web-based Document Imaging Management (DIM) system provides:

• High-speed scanning to convert insurance documents into electronic forms,
• Barcode processing and document recognition to categorize and group the documents in cases,
• Document database to allow information sharing among the entire enterprise,
• Imaging operation functions for the staff to search, view, make annotations, print and save in various formats and groups,
• Document archiving and packaging for electronic delivery among related parties.

The DIM system supports insurance processing for sales, case processing, collection management, post processing and other collaborative operations in an insurance company. The DIM system consists the following modules:

1. Scanning Station The operator picks the arriving paper documents, scan them into digital image file and store them into the database in the system. Arriving documents in electronic formats will be imported to the system directly. A cover sheet with barcode is generated to help the system classify the documents automatically.
   
2. Imaging Monitor Imaging Monitor is a software module, which decodes the barcode in .iix format, categorizes the grouped documents and stores them in PDF format with the name provided in barcode.
   
3. Label Station The assistants and other users can view a summary of documents for the same case, and key in the document index for other users to search in later use.
   
   
   
         
   
   
4. Web Interface Users can log on the insurance system through Internet, search and retrieve a specified document, view and print it, add annotations and download it to local machine. Access thru Internet is controlled by Access Control List mechanism and SSL technology.
   
5. Export A case manager or other users can retrieve documents, package them in entirety or partially by pre-determined sequence/doc types and have them ready for print, FTP or email to, or download by Intellisys or carrier.
   
6. Doc Access Control Document access permission is set via this module. Other users of the system can log on the system and view/edit/delete the document according to their access rights.

• Improve insurance document flow both inside the insurance agent and among the parties,
• Support all the core functions in an insurance sales process,
• Improve insurance sales efficiency, increase processing reliability and reduce operational cost.
  

Please contact our consultant to request the complete case study

DIM for Hospital

It has been a major trouble for the physicians to use paper-based medical records:

• While filling personal data on paper form, the patients are frequently complaining that the paper-based medical records (MR) were often misplaced and they had to stop at too many lines during the visit.
• Physicians and nurses spent too much time writing patient charts, and a diagnosis was often missing in a paper record.
• While being transferred to a new hospital or a clinic, a copy of the patient record either needs to be sent along in paper form or recollected when the patient arrived. Even worse, patient charts often got lost.
• Lab results with paper chart took up to a couple of weeks to get filed and doctors did not have access to all of the information they needed. Further adding to the troubles, nurses and medical assistants began creating their own “ghost charts” so they could have a record filed in a place they could not easily access.
• Paper records are expensive to create, store and maintain.
  

ExperExchange’s Medical Info-System streamlines patient information management and enables physician group practice to improve patient care, enhance productivity, eliminate paperwork and help the business gain rapid ROI. The system provides browser-based, easy-to-use, extremely intuitive access to medical practice data, including patient appointments information, demographic information, laboratory reports, transcribed documents, radiology reports and health summary. Worklist and Clinical Messaging are also included to help streamline communications between the clinicians and the supporting staff.
Following are the main functions of this system:

1. Document Conversion: Covert paper records to digital formats, extract text information and import Electronic Records from various medical practices.
2. Management of Patient Info.: Patient appointment, basic information, billing summary, etc.
3. Physician Order Entry: Medications, labs, prescriptions, care plan, educational materials, etc.
4. Clinical Documentation: Assessment and Diagnosis Records.
5. Nursing Module: Patient Care Planning and Patient Care Delivery.
6. Report Generation: Various auto-reports for the manager to supervise hospital/clinic operations.
7. EMR Transfer: Integrated with or connected to medical insurance companies to transfer EMR for the claims to be processed conveniently and efficiently.

• Streamlined workflow, improved efficiency and better patient care
• Reduced risk of forged prescriptions and medication errors
• Automatic checking for proper dosage, drug interactions and allergies
• Dramatically reduced paper costs by time-consuming mailing and copying
• Coding compliance with state and federal government regulations

Please contact our consultant to request the complete case study

E-Magazine & E-Publishing

Challenge

Solution

Based on its World Champion OCR technology and supported by the Network Development Team and experienced offshore Editing Team, ExperExchange provides the clients with the e-Magazine & Publishing Solution, which consists of the following parts:

1. Magazine Page Recognition: Employing ExperExchange’s OCR technology, this module provides high performance page recognition to convert paper magazine into PDF files, keeping all the graphics, tables and high-accuracy text exactly at the original position on the page.
2. Offshore Editing and Data Service: An experienced data processing team is dedicated to proofreading, page editing, format conversion, exporting to SWF files and related services for the publisher client.
3. Editing & Formatting Tool: To increase the efficiency of the Editing Team and save money for the client, a specially designed tool is employed in the whole service process.
4. Flash Reader, customized to each client’s requirement:
   

   “Print magazine” browsing: E-magazine makes readers feel the same way as reading a print magazine by retaining the page layout and simulating page turning with Flash Animation, whereas new functions like search or query are integrated to further facilitate reading. Catalogue index: A variety of catalogue indexing methods are provided for readers’ convenience in chapter and section searching. Full text search as well as key words positioning and highlighting: Readers can search texts of his or her own concern with key words that will be highlighted by the browser in the selected article.

5. Offshore Editing Center: ExperExchange offshore service centre help the publisher make the final revision and timely release the newsletter into Internet.
   

Benefits

• Keeping both plane media features like gorgeous formats and online features like indexing and full text search towards readers’ satisfaction.
• Reducing publishing cost for the client by 50% while keeping best quality with the help from ExperExchange’s Offshore Editing Team.
• Completing the complex process to meet short time publishing schedule.

Please contact our consultant to request the complete case study