Client Challenge

Businesses need to enhance communications to their customers, clients, stakeholders, agents and vendors. They also need to migrate from legacy correspondence systems andenable business users to maintain content and support online/batch, interactive/ad-hoc and Web communications. Key needs are security, rapid development for new documents/applications, change management, compliance requirements, standardizing corporate branding consistency and personalization.

Solution Overview

Document Output in batch / online / user-interactive / on-demand

Batch output is generated by the Papyrus high-speed formatter DocEXEC on a server platform. We support all common server platforms and the mainframe. We output the final format from DocEXEC in AFP and PDF including indexes. In the following the documents can be directly printed or e-delivered or alternatively may first go into a Document Pool for bundling and sorting of multiple documents into one envelope.

DocEXEC can execute any rule based on formatting results and therefore directly interact with available white space, consequences of page breaks, table breaks and outcome of computations on variable data input. Most formatting commands can be defined as variables and therefore be completely data-driven. DocEXEC handles multiple codepages with ease, as each input data string is retained with its original codepage. Complex business document have to deal with 5 codepage settings (OS, input, rules, fonts, output) and for interactive additionally with the search and data entry codepages. Multi-language documents present a very complex subject but are fully handled within DocEXEC, the Client and the Papyrus Platform.

DocEXEC has the most powerful dynamic charts facility on the market. The script language facilitates a true object-oriented components approach that is more flexible than the embedding XML objects of XSL-FO.

Papyrus DocEXEC Formatting Benchmarks

Server configuration:
2 x Intel Xeon Quadcore X5570 (2.93GHz), Windows Server 2008 R2 Standard 64bit, 48 GB Ram, 4x Single SSD Intel G2

Marketing Letter - single page documents, address data from input file, marketing texts from overlay, outline fonts
pages/sec pages/hour
AFP 12,569.05 45,248,580
PDF 3,070.03 11,052,094
5,798.48 20,874,514
Bank Statement - 2-page documents, address and account data from input file formatted by TABLE command, Overlay, images in IOCA and IM1, Outline Fonts
pages/sec pages/hour
AFP 1,783.25 6,419,711
PDF 560.83 2,018,970
1,066.88 3,840,764

Interactivity is built into the document architecture. Every document generated for batch or online can also be made interactive with a prompt for the end user. The DocEXEC formatting engine used for batch and online is used also on a PC and laptop guaranteeing same results.

On-Demand Output

Papyrus supports Webforms can capture all data entered into the webform and immediately return a composed PDF document via HTTPs to the browser.

Interactive Capabilities

Papyrus functionality can deliver electronic forms and PDF documents including URLs and QR codes and forms fill definitions. Papyrus immediately captures, the data received from forms fill and every click on a URL and immediately further processes in a back office can be performed. Papyrus also supports messages in a two-way communication and closes the feedback loop with its outbound and inbound communication capabilities.

Response Management

Because Papyrus is state- and event-driven, feedback arrives as events on any inbound channel. Papyrus will track and immediately handle these events as a task in the process, which is then automatically or manually routed to a specific user inbox or user group.
More info under Capture and ACM

Campaign Management / Targeted Messaging

Papyrus offers a powerful Campaign Management framework solution that can feed a marketing database, interfacing to databases and including data from business documents. Highly targeted messages created by the marketing department can be dynamically included in business documents such as invoices. Serial letter mailings are composed for a specific group of people with a specific interest. The Papyrus rule editor lets you slice and dice the database down to very specific criteria for each person. All templates and content for the mailings can be maintained and created by the marketing teams.
More info under Targeted Messaging/Campaigns.

Powerful Output Management Capabilities integrated end to end

In our architectured approach the AFP/PDF output with index from our formatter is also the archive copy. One can now in Papyrus flexibly choose if the document shall be delivered in PDF per email or printed in high volume, for example. All documents can be collected over time from different formatting runs on server and end user PCs. In a second step, we have the flexibility to add additional information to an already composed AFP or PDF page, such as a barcode if the document shall be printed, or a table of contents when wanting to bundle different documents together for one envelope or adding page numbering, etc.

It is most flexible and most efficient to choose the delivery channel at time of delivery. This avoids manipulation of the formatted document or - even worse - formatting the document for each channel! Papyrus can deliver based on customer preference, to a mobile phone an SMS to an e-mail server an e-mail with HTML or PDF attachment and to the printer an IPDS, PCL, PS print data stream without any extra step. Every document can always be viewed in perfect quality. PDF and AFP will look 100% pel identical on printers and for viewing, HTML uses different fonts but we control line break and page break.
More info under Output Management and ADF.

Papyrus Document Composition-unique capabilities

In Papyrus, one application design can be used for batch, online, interactive, and on-demand composition.

  • All building blocks can be reused via the Central resource collection.
  • All results are 100% WYSIWYG.
  • No screen fonts or internal ISIS Papyrus formats.
  • No data manipulation and tagging.
  • Any data record or file is supported.
  • No external coding needed.
  • All output can be sent to any of the customer preferred channels at time of delivery in perfect quality.
  • Integrated security.
  • Central object Repository for one time installation, administration, and deployment, tracking, tracing, monitoring, reporting, auditing end to end - from data to archive.
  • Total platform independence.
  • Natural language rule editor.
  • Integrated automated document factory.
  • State-and-event-driven.

The Papyrus Platform has been developed by ISIS Papyrus. It is not an accumulation of products from different vendors that have to be integrated.

WYSIWYG Document Design by business teams and IT

The Papyrus Designer Package provides powerful application tools for the development of dynamic data-driven statements, invoices, offers, contracts, marketing letters and forms for high-volume batch, online, user-interactive and on-demand business correspondence.

The very powerful integrated way of working and immediate presentation of each change made on the screen includes a performance profiler, trace lister and debugger for IT personnel. Documents can be structured in building blocks for reuse across many documents. They are versioned and validated and stored in the central WebRepository as an object with object ID.

Authorized business users in business departments are empowered to define content, text and tables, rules, images and assemble as power users templates for batch, online, interactive and on-demand production. As a unique feature of Papyrus, any of these documents and building blocks can include prompted parts to be filled out or edited by the clerk. With Papyrus interactivity, this is built into the document architecture so that every batch document could also be interactive if needed without redoing it.

The Papyrus DocEXEC document formatter included in the Papyrus Designer and the Papyrus Client software runs for production high-speed formatting on server platforms including the mainframe. This guarantees 100% perfect results at the time of design. All building blocks and resources are kept independent of any operating system and any output channel. All documents can be sent to any print or e-delivery output channel.

Document Design Concepts

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Business Teams design document templates in collaboration with IT

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Integrated Change und Release Management with deployment at date and time

Authorized business administrators can create and manage document templates from reusable elements such as text paragraphs, tables, images and promotional messages. Business users can maintain text, images and document templates which can be used across online/batch, interactive/ad-hoc and Web communications. All formatting features are standard Papyrus functionality, including text styles, variable inserting, prompting, radio buttons checkboxes, images, color, lines, dynamic page break handling, widow and orphan, columns, tables, multi-language, OMR and barcodes, hyperlinks, stickers, text orientation, dynamic white space management, automatic resizing of images, TOC generation, page re-sorting, headers and footers, Wizards, template and text compare and multi-step sign off.

Papyrus WYSIWYG template design includes drag-and-drop commands and variable selection from a drop-down to move them in a fixed or relative position on a page. Templates can be assembled by uploading different building blocks. End users can given select boxes and radio buttons for multiple choices. The compare function in Papyrus allows to compare a new version of template with an older version showing differences in data and content for sign-off processes. The user can be allowed to add electronic attachments and define how many copies are needed. Alternatively in batch production the electronic attachments are added in the document pool. All page breaks in the documents are totally dynamic controlled by the formatter. It is possible to define what shall happen at the time of a pagebreak, i.e., close the table, calculate a page summary, widows and orphans, etc. The user can also be given a choice of output channels.

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Business Administration assembles templates using existing building blocks from the library

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Business can simulate with data provided by IT

To design for each channel separately is an option but not a requirement with Papyrus. The building blocks and the templates are best designed a single time to be used on any output channel.

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Document Composition of re-usable building blocks across many document types limits the number of templates to a much smaller amount, simplifies changes and maintenance.

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Building blocks used in different templates are being managed throughout the process. The USED-IN feature shows all document where a certain building block was used.

All corporate document resources such as fonts, forms and logos are maintained with an Object ID in a central Resource Collection. They are used through out the end- to-end process from document design to delivery and archiving.

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Central Resource Collection

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Central Resource Collection

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Building block design and administration, versions and variants with tenant control

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Groups

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Layout selection and administration

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Variable selection by drag and drop

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Natural Language Rules defined by the business using the integrated Papyrus rule editor

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Attachments and Inserts

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Document Compare and Approval: Electronic stickers for notes are supported

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Document Compare and Approval: Electronic stickers for notes are supported

User Interactive document creation capabilities

Interactivity is built into the Papyrus architecture with in-document editing. Every document used for online or batch in dark processing can also be made interactive to be edited by the user. Certain parts of the document can be prompted for the user to enter additional text and variables, or to select additional building blocks which become part of the total document. The document is immediately formatted and every mouse click recorded to show all changes made including page breaks. In addition, Papyrus also supports a thin client where browser-based entries are made and the document is formatted on a server. The generated document with all user entries, including the business data and layout definitions, is formatted in PDF and presented back to the browser via HTTPs. (This on-demand document generation capability is separate from interactive document editing.)

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User Interactive letter creation

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Business Correspondence is fully integrated in case

Document Delivery

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Multichannel Output from one source

Papyrus Automated Document Factory ADF lets customers track, trace and monitor all output to electronic and print channels. ADF is a full job/spool/queue/delivery management state and event driven.
More info under Output Management and ADF.

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Process management

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End-to-End Reporting: Keep track of it all

Product Configuration: Business Correspondence - Customer Communications Management (CCM) - Client/Server and Ad-hoc WebApplications

  • Papyrus WebRepository on a central server provides the management infrastructure for user and document security, manages versioning of resources and applications, change management and central resource collection. User applications are developed with the Papyrus EYE GUI. Built-in portal delivers applications to internal named users. Proxy replication offers offline laptop users (insurance agents) the same infrastructure in a local library.
  • Papyrus Client/Desktop in concurrent use enables business users to work in different roles with templates, assembling content and creating new building blocks, text editing with spell check, business rule (NLR) and process definition, i.e. sign off, local or central print. Users can further enter data into an intelligent Webform for ad-hoc delivery of a dynamically generated PDF business document on the server. Papyrus Client with full text editing capabilities can be installed as a thick client or browser plug-in.
  • Papyrus Designer Package on a workstation for WYSIWYG document development includes data/variable and complex logic definition, font and image editing, font conversion, Printer driver and Papyrus EYE GUI designer.
  • Papyrus Adapter/MQ, SOAP Adapter, Java Adapter
    Loose coupling of business data for business document generation, platform and compiler independence, messaging interfaces, and SOA-compliant applications.

Services Estimated

  • Scoping - 3 days
  • Pilot - Average 10 days
  • Implementation Support and Consultancy - Average 20 to 40 days
  • Training –
    Papyrus Designer, 5 days
    Objects Administrator, 5 Days
    Objects Developer, 5 days

Product Configuration: Business Correspondence - Online and High-Volume Batch

  • Papyrus Designer Package on a workstation for WYSIWYG dynamic document development, including data/variable and complex logic definition, font and image editing, font conversion, printer drivers and Papyrus EYE GUI designer.
  • Papyrus DocEXEC
    High-speed formatting engine available on 11 platforms generating AFP and PDF including AFP conform document indexes and bookmarks for PDF. Full-color support, graphs, charts, dynamic tables, page breaks and conditional logic plus fixed and relative positions. Postprocessing functions included: barcodes, OMR, logical pages on physical pages, index, page numbering, table of contents, etc.
  • Papyrus WebRepository
    Versioning, validation, change management, user authorization, business rules, process management.

Services Estimated

  • Pilot - Average 10 days
  • Implementation Support and Consultancy - Average 15 days
  • Training –
    Papyrus Designer, 5 days
    Objects Administrator, 5 Days
    Objects Developer, 5 days

Optional: Centralized Output Management – Print and Mail, e-Delivery, Archiving

  • Papyrus Postprocessing/PrintPool
    Bundling different output documents and letters generated at different times into one envelope per addressee, plus sorting and optimizing for print and mail
  • Papyrus Server
    Printing to all standard central and remote laser printers, fax and email servers
  • Papyrus WebArchive
    • Integrated e-delivery, customer care and archiving
    • Stores and provides instant retrieval of indexed electronic incoming and outgoing documents, emails, data, voice, video and other content in many formats. Direct AFP viewing or AFP-to-PDF conversion on the fly.
    • Interfaces to third-party archives using standard adapters (XML and CMIS).