Generating documents in large quantities

Creating large quantities of PDF documents based on metadata

Generating documents in large quantities

For enterprises with a large clientele it can be a real challenge to create customer notifications. This type of mail is essentially a template populated with a customer’s details and transactions data. Some of these documents still need to be printed today but they are being gradually replaced with electronic mail. The common PDF standard is suitable for both printing and creating electronic documents, and PDF documents can also be signed with appropriate electronic signatures compliant with international standards (eIDAS) to ensure document authenticity. Our CRAFT system provides a means to prepare PDF templates and to automatically populate them with data in later stages of the workflow.

Features

Advantages

All documents are prepared in the appropriate form and with the right content.

Templates are created through a controlled process which can only be run with appropriate user rights. This prevents creating mail with incorrect content.

The legal department can monitor all template changes, preventing any legal disputes.

It allows developing customisable templates to meet the company’s requirements.

Through interacting with other systems of the company, it also solves the document integration issues arising in those systems.

General features

  • Bespoke solutions
  • Reliable systems tailored to the needs of financial institutions
  • Processes and data content can be designed by the principal
  • Solutions working closely with other systems used by the company