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The ACORD
Information Model
Business
Glossary
Information
Capability Model
Model
Data
Model

Component
Model

Empowered by Papyrus
Adaptive Case Management (ACM)

KEY INSURANCE APPLICATIONS PAPYRUS VALUE PROPOSITION

 Policy Administration  Total implementation effort as low as 10%
 Product management compared with other solutions
 Claims management  Business empowerment for knowledge work
 Collections and disbursements  Adaptive Processes: Goal-driven, decision-based
 Underwriting  Consolidated view of customer / case
 Incentives and commission  Integrated omni-channel business correspondence
 Channel Management System  Consolidation of ECM, BPM, CRM
 Interface to Accounting (Finance)  Operational transparency
The Papyrus Platform Solution leverages the
ACORD Information Model and integrates
the following elements:
CONTENT
inbound and
outbound c
glaaiml ct
Ledocs servicetra
Beyond BPM – offwer ccoonn
tra ct
RULES

manage
Papyrus is fully BPMN COMPLIANCE
2.0-compatible and ma
nag
nag
e
e
ma
innovates with Adaptive
PERFORMERS PROCESS
Process: Task Management or CASE
TEMPLATE
 Goal-driven vs. process-driven ma
ge na
na ge
 Decision-based vs. rule-based ma

 Flexible vs. rigid USER INTERFACE

 ACORD GOALS Portal/Mobile
Empowered vs. enabled Information Model DEFINABLE
EFFICIENCY

Efficient, goal-oriented processes Every implementation is unique

Create, modify and securely execute knowledge gathered Every product, process and rule implementation is as indi-
during run time. Each process instance is completely transpar- vidual as your business. ACM task libraries are provided by
ent and contains SLA and business goal values. Then the pro- the framework.
cess owner can set cost thresholds that will trigger corrective
goals for this in real time or be relevant for future processes.

Business Empowered: Rules in natural language

Design by Doing
Papyrus
“Business people do not just influence the design, they actu- Rules link to
ally create the process on the fly.“ - Max J. Pucher Platform data item
State- and Event

Compliance Event-driven Case

mechanism

Processing Interview
Each process instance can be instantiated from a process family questions
template that contains the compliance rules. Each goal that is Business case-
father rule
added can have the related compliance rules linked. specific event han-
dling: State/event-
Assembly by the actor (not IT) driven processing mother question

is much easier to
While even the easiest-to-use BPMS mostly require IT to do define than work- child rule
the development to build a complete process, in Papyrus flows and is capa-
BENEFIT
users can define activities for each goal and add all resources. ble of virtually
These are data, content received and sent, user-defined busi- unlimited process docs Add items
at any time
ness rules, forms and all actors that are called upon to perform complexity.
in the process.
Papyrus integrated Inbound & Outbound
Cross-Channel Business Communication
Dark Processing
• Batch process
• Online Business User
Smart document design • Desktop
• Browser
for business-empowered text • Mobile Web Visitor
and letter administration • Browser
• Online
Batch/Online production
 Contracts and policies
 Statements and bills • Print/mail
 Marketing mailings • E-mail
• PDF
 Serial letter • HTML • Print/mail
• E-mail
• PDF
User-interactive Output • HTML • Print/mail
• E-mail
 Different types of letters and ACORD forms - e.g. Cover, • PDF
• HTML
Acceptance, Rejection, Cancelation, Request for Info
 Call center correspondence
Papyrus Inbound Mail Process
 On-demand output
 Online quote / proposal Intelligent cross-channel data and document/forms capture
 Online reports integrated with human workflow and case management.
Recognition and classification of structured, unstructured
 Online order confirmation content and handwriting. Integrated archiving and distribu-
tion workflow.
ACORD Forms Support
Customer Contact Center
 Can be pre-filled with data Account Opening
 Manually filled
Claims Handling
 Submitted data immediately First notice of loss
Verification & Correction
recognized as inbound mail (manual)

content

Omni-channel real-time
customer response Validation
(automated ) Distribution
(automated & manual
 Structured/batch, online, case creation)

user interactive, ad-hoc

correspondence and omni- Extraction Process Monitoring
channel consistency (index and Process data)
Archive
(workload, quality, goals)

 Diverse printers, fax, PDF, HTML, Classification

e-mail, web, mobile (automated & manual)

 Link with marketing systems Capture Document Factory

(sort, rearrange, split, merge)
 Targeted marketing messages
 Ensure compliance and quality
Acquisition
 Authorization, audit trail, work- (scan, fax, e-mail, web, mobile, files, social networks)
flow and policies, re-use text and
building blocks
 Improved output efficiency The Mobile Insurance
 Balancing document production across distributed Office
printers and electronic devices
Real-time collaboration with the
 Post-processing (bundling, sorting, inserts)
back office. Full integration with
backend systems. role-based
user access and experience.
Application is defined and main-
tained on the server side.
Consolidate: The Papyrus Platform ISIS Papyrus Locations
International Headquarters, Austria
Communications
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dP
ISIS Papyrus Europe AG
nte Business Process ro Alter Wienerweg 12
- E (Workflow, User Trained Agent, ce
s A-2344 Maria Enzersdorf
Activity Recorder)

ru

ss
T: +43-2236-27551-0

py

Pl
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Pa YR
US n te
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F: +43-2236-21081

orm
ISIS
Inbound of Custo m Outbound E-mail: [email protected]
iew

fa c
PA

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(Classify, (Batch,

er C
Sin gle
Capture, Online, US Headquarters

a se
Extract, Interactive,
Verify) On-demand) ISIS Papyrus America, Inc.
301 Bank St.
Southlake, TX 76092
Le ail
tte

E- tter
E-m one MS

Ph mail
Le
Ph x/S

T: 817-416-2345

Fa one
MS
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x/S
Asia-Pacific Headquarters
ISIS Papyrus Asia Pacific Ltd
Customer 9 Temasek Blvd.
A consolidated view of your customer #29-01 Suntec City Tower 2
Singapore 038989

The technical installation of the Papyrus Platform is surprisingly simple. Business applica- T: +65-6339-8719
tion setups, however, require a more project-oriented implementation approach. UK
ISIS Papyrus UK Ltd.
The result is a solution as individual as your business to amplify your competitive edge. Watership Barn
Before we install a new business application, you tell us what you need, your expectation, Kingsclere Business Park
your standards. Then we define, interface, and in some cases even enhance our software Union Lane, Kingsclere
Hants, RG20 4SW
components, so they become a standard, completely integrated system matching your
blueprint. T: +44-1635-299849

SCAN FAX E-MAIL WEB MAIL FAX E-MAIL WEB

Germany
ISIS Papyrus Deutschland GmbH
Digital Capture Archiving Batch / online production
Heerdter Lohweg 81
40549 Düsseldorf
Papyrus Adaptive Case Management

Conversion Scan Inbound documents

Output formats
Attachments

formatting
Marketing
Templates

messages
Advanced

Automated recognition
Variables

Outbound documents
with integrated inbound and outbound correspondence

T: +43-2236-27551-0
Manual recognition & handling Images, audio, video, ...
Routing The Netherlands
Validation rules
Tasks Tasks Tasks ISIS Papyrus Netherlands B.V.
Process Management
WTC World Trade Center
Document design
ACORD Zuidplein 36
Overview, Analysis,

User-Trained Agent
Business Rules

Adapter

Adapter
management
Monitoring

Information 1077 XV Amsterdam

Queue

Manage building blocks,

inventory, branding, ...
Model T: +31-20-799-7716

Tasks Events Correspondence / letter writing Italy

Case Management ISIS Papyrus Italy Srl
Output formats
Attachments

formatting
Marketing
Templates

messages
Advanced
Variables

Free text

Integrated overview
via Monte Navale 11
Sort/Search User profile mgt.
Communications

10015 Ivrea (TO)

History / events

Tasks / to-dos

Navigation
IN/OUT

Define processing rules,

Rules GUI, authorizations “WYSIWYG” T: +39-0125-6455-00
by profile, ...
Status mgt. Validation rules
France
ISIS Papyrus France SARL
Papyrus Adaptive Case Management
21, Rue Vernet
75008 Paris
ISIS Papyrus Software
T: +33-1-47-20-08-99
Medium-sized global software innovator • founded 1988 • self-financed • grew from Spain
personalized cross-channel business correspondence solutions • integrated machine
ISIS Thot SL.
learning capture/extract • delivered Papyrus platform in 2000 • dynamic ECM, CRM, BPM Sainz de la Calleja, 14
business applications • model preserving OO & rule-based definition • 2300 customers 28023 Madrid
globally, 290 Papyrus Platforms installed. T: +34-91-307-78-41

ACORD Nordics
ISIS Papyrus Nordics ApS
The standards organization for the insurance industry has been creating insurance Science Park Scion DTU
standards for more than 40 years. The ACORD Information Model provides the Diplomvej 381
2800 Lyngby, Denmark
relationships among insurance concepts, such as Policy, Product, Party and Claims. It can
be used to jump-start application development. Concepts come from the IBM donation T: +45-8827-6170
of the Business Object Model, along with refinements suggested by many cross-domain www.isis-papyrus.com
insurance industry experts.