ISIS PAPYRUS CASE STUDIES

The key to success in today’s very competitive finance sector is the capability to offer new products and services to customers fast and efficiently. Related business documents, like bank statements or loan agreements, play a strategic role in the business process, as banks have moved to self-service methods such as electronic bank tellers and Internet services. Customer documents become the primary communication vehicle.

Competitive Customer Documents in the Finance Sector Business documents have to be of high quality, contain detailed and well structured information and a unique content for every customer. Targeted marketing information, dynamic charts produced from business data, spot or full color statements, which are often produced for priority customers only, are common requirements today. Consolidated Statements A good example of such a service strategy is Citibank’s consolidated bank statement. It contains not just the current status of one account at a time, but summarizes and details all the customer's accounts down to the scanned images of all cancelled checks. At the same time it uses the same document to inform of the bank’s new offerings and services by including marketing messages targeted conditionally on the customer’s status. And there is more •
Detailed and summarized information on various different accounts; savings, credit card, loans, investments, etc. in a consolidated document
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The account status is presented using bar and pie charts
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200 different marketing messages produced with PC text products are selected per customer status and dynamically incorporated into the flow of the document
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All cancelled checks are scanned and printed as image with the statement
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The statement is generated in the customer’s own language - even Chinese or
Japanese in the same print process
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High volume statement printing on several different system platforms and printer types
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Automatic document indexing for archiving on CD-ROM What are the benefits? •
Cost savings by printing and mailing only one statement per month
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Marketing information is already integrated and does not need to be mailed separately
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The customer enjoys a high quality bank statement with an excellent overview of his finances
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The customer can immediately verify the checks issued from his account
How are these benefits achieved at Citibank? A simple application program was written to extract account records into a single data file. Using sort headers, such runs can be performed and merged several times, while a sorted document sequence can still be achieved. Citibank uses the Papyrus Designer to visually and graphically design and maintain the data input format, the statement definition, and the conditional document logic. High performance statement formatting is performed by Papyrus DocEXEC either on MVS/ESA or Windows NT (for the check image application), with AIX as further choice. Production printing is controlled by Papyrus Server to high speed IPDS printers. Some Citibank locations use Papyrus Server to drive Xerox Metacode and PCL cutsheet printers. Summary Citibank AP has been one of ISIS long term customers. The first document application went into production in 1996 in Singapore. Since then, Citibank AP has developed numerous business documents for use throughout Asia Pacific and Eastern Europe. In several of countries the Papyrus Print Server provides flexible output to different printers. Due to the very positive business relationship over a number of years ISIS just recently received a new software order for Citibank's European Credit Card statement.

Special Features used in the Citigold Application •
DBCS support: Chinese, Japanese, Korean
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Print mixed mode: English and Chinese on one page, even in one line of data/text
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Consolidated statements include 26 different account types
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Marketing Messages are generated by the marketing department in MS-Word and placed conditionally depending on the status of each account type
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Check image printing: Checks are scanned in TIFF, converted directly to IOCA by the formatter, resized to fit the available space and printed at the nominal speed of the printer
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‘1 of n’ page numbering
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Dynamic bar and pie charts from data input
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Print document to IPDS printers, Xerox Metacode printers and PCL LAN attached printers using Papyrus Print Server