Enterprise Document & Records Management

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Enterprise Document & Records Management

Enterprise Document & Records Management

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About the Client:

Australia and New Zealand Banking Group Limited (ANZ) provides a range of banking and financial products and services to retail, small business, corporate and institutional clients. The Company conducts its operations in Australia, New Zealand and the Asia Pacific region. The Company has 1,220 branches and other points of representation excluding Automatic Teller Machines (ATMs). The Company operates on a divisional structure with Australia, International and Institutional Banking (IIB), New Zealand and Global Wealth. ANZ’s business consists of raising funds through customer deposits and the wholesale debt markets and lending those funds to customers. ANZ also operates in other countries, including the United Kingdom and the United States.

Business Need:

The vision is to make EDRM a major shared service for information assets, specifically customer document and records, across the ANZ Group. Key features of the vision are:

  • Application stores all the legal ANZ records such as agreement documents, ANZ’s other bank acquisition legal documents, ANZ sponsorship agreement for Australia Open Tennis etc.
  • Business users often get request from ANZ management requesting to share all the documents associate to particular agreement or acquisition details , generally when any legal conflict arise to reply to the court or  to press ANZ management refers these records currently available related to the particular contract/agreement and then reply back.
  • Records in the system were not maintained with respect to a agreements/contracts/Sponsorships for a valid reason, they have defined their own process to maintain the records and were maintaining all of the physical and electronic records in a predefined hierarchy structure, Even though different documents related to same contracts may be set at different location in the hierarchy based on date and other conditions.
  • Users requested for a Key word search option – where in when user search for a particular key word, system should show up all the records related to the keyword.
Our Solution:

MITS implemented the Content Analytics Solution:

  • Utilizing natural language processing to extract key elements from unstructured legal records.
  • IBM Content Analytics Enterprise Search interface configured to find information of legal Records.
  • Create and visualize an evidence based corpus of analyzed information that reveals Legal queries
  • Explore visualized information to uncover unexpected insights, trends and patterns
Benefits of the solution:
  • Allows Legal issues to be solved in hours & days rather than weeks and months
  • Provide access to text-based information for ANZ users.
  • Analyze and Visualize the Past and present Legal Records
  • Teaming unstructured content with predictive analytics, Seton will be able to identify Legal queries.
  • State of the art text analytics to provide measurably accurate information extraction.
  • Provide a full 360 degree view of information related to Legal
  • Dynamically search and drill through unstructured content to drive users to the information that matters.
  • Improved Customer Service and satisfaction
  • Improved Overall Productivity

Customer Team Involvement Areas:

  • BRD signoff
  • SIT execution
  • UAT execution
  • PROD rollout

MITS Team involvement:

  • Application Development
  • System Testing
  • Onsite Application SIT Deployment & Support
  • UAT Deployment & Support from Offshore
  • PROD rollout Support from Offshore
  • Post Production Support
  • Project Delivery Management

Engagement Duration
Enterprise Document & Records Management (EDRM) – (Jul ’14 – Aug ’15)

Number of resources deployed
10 (Onsite-2 & Offshore-8)

Engagement Model:
Fixed Bid

Execution Model
Onsite-Offshore
Onsite locations – Bangalore, Australia

 Technologies Used:
  • IBM AIX 7.1
  • Oracle 11 g FP4
  • IBM WebSphere Application Server 8.5.5.2
  • IBM Content Platform Engine 5.2 FP3
  • Application Engine 4.0.2 FP14
  • ICN 2.0.2 FP5
  • Content Analytics
  • Internet explorer version 8.0.6001.18702
  • Content Search Services 5.2 FP1
  • Rendition Engine 5.2
  • Web Service