Integrating Forms and Documents With Other Back-End Systems

Industry: FSI

Solutions: Enterprise Forms Framework, High Volume Customer Communications

Features: Batch and On-demand Document Generation, Dynamic Layout, PDF Assembly


Automating the generation of various financial documents required for automobile financing by integrating data from multiple bank systems.

Implementing an automated document generation system using Adobe Experience Manager Forms to merge data and dynamically generate all necessary documents, agreements, statements, and contracts.

Eliminated manual tasks, improved response time in delivering financing packages to customers during vehicle purchases


Story

Working with a financial institution to create an automated document generation system using Adobe Experience Manager Forms. This document generation application allowed the bank to merge data from multiple bank systems and dynamically generate the complete set of documents, agreements, statements, and contracts needed for automobile financing. This document generation application removed the need for manual tasks and improved the response time to deliver the financing packages to the customers when they are purchasing a vehicle.


4Point, more than just a service provider; we're your strategic solutions partner helping you navigate your digital journey. From consultation through implementation to ongoing care, our comprehensive approach ensures that your experience with digital document processes is not just efficient, but truly transformative.