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Document collaboration, workflow automation, comprehensive search capabilities, and integrations with various applications including CRM and ERP systems.
Solutions for capturing, storing, managing, and retrieving banking documents and records.
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Multi-Channel Input Ability to import documents from various sources (scanners, email, mobile, direct upload, etc.) |
Alfresco supports importing from email, direct upload, mobile capture (via Alfresco Mobile), and integrations, meeting multi-channel input. | |
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Batch Scanning Enables scanning and processing of multiple documents simultaneously. |
Batch scanning is commonly available in Alfresco and referenced in its document capture integrations. | |
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Optical Character Recognition (OCR) Automatically extracts text from scanned images or PDF files. |
Alfresco supports OCR via Tesseract integration or as part of Alfresco Intelligence Services. | |
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Barcode Recognition Reads and interprets barcodes to auto-populate metadata fields. |
Barcode recognition is supported via partner add-ons and capture integrations. | |
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Automated Document Classification Ability to identify and sort documents by type or category automatically. |
Automated document classification is featured as part of Alfresco's AI and cognitive services, as well as in standard capture modules. | |
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Mobile Capture Support Supports capturing and submitting documents via mobile devices. |
Mobile capture support available via Alfresco Mobile apps for iOS and Android. | |
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Document Import Speed The speed at which documents are ingested into the system. |
No information available | |
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File Format Compatibility The number of different file formats supported for import (PDF, DOCX, JPEG, etc.). |
No information available | |
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Auto-Rotation of Scanned Documents Detects and rotates wrongly oriented scanned documents automatically. |
Auto-rotation of scanned images is referenced as a feature via third-party capture connectors integrated with Alfresco. | |
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Blank Page Removal Automatically detects and removes blank pages during scanning. |
Blank page removal is supported through scanning integrations commonly paired with Alfresco. | |
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Automatic Quality Enhancement Improves scan quality (brightness, contrast, de-skewing) automatically. |
Automatic quality enhancement is available through third-party scanning/capture integrations and content enrichment add-ons. |
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Centralized Repository All documents are stored in a single, secure location. |
Alfresco acts as a centralized, secure document repository. | |
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Document Versioning Tracks and stores previous versions of documents. |
Document versioning is a core Alfresco feature. | |
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Retention Policy Management Configurable policies for document retention and automatic disposal. |
Retention policy management is built in and configurable in Alfresco. | |
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Data Encryption At Rest Stores documents in an encrypted format while static. |
Data encryption at rest is supported; Alfresco documentation references encrypted storage. | |
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Data Encryption In Transit Encrypts documents as they are transferred within or outside the system. |
Data is encrypted in transit via SSL/TLS per product security documentation. | |
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Compression Efficiency The ability to reduce file size for storage optimization. |
No information available | |
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Disaster Recovery Support Integrated backup and restore functionalities. |
Disaster recovery is supported through integrated backup and restore tools. | |
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Geographic Redundancy Storage of documents in multiple physical locations. |
Cloud and hybrid options support geographic redundancy for storage and failover. | |
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Storage Capacity Maximum volume of documents/data that can be stored. |
No information available | |
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Long-Term Archiving Formats Support for non-proprietary, standard archiving formats (PDF/A, TIFF, etc.). |
Non-proprietary, standard archiving formats (PDF/A, TIFF) are supported for long-term retention. |
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Full-Text Search Ability to search document content (not just metadata). |
Full-text search is a major feature of Alfresco Content Services. | |
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Advanced Filtering Multi-criteria searches using fields like date, author, type, etc. |
Advanced filtering on multiple fields is supported in Alfresco search. | |
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Search Speed Time taken to return results for large repositories. |
No information available | |
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Image-Based Search Search based on included images or graphical marks. |
Image content search and graphical mark search are available via add-ons and cognitive services. | |
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Saved Searches Ability to save complex search queries for reuse. |
Saved searches are supported as saved queries in Alfresco's advanced search UI. | |
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Tagging Support Supports user-defined tagging for quick retrieval. |
Tagging is natively supported. | |
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Search Result Export Ability to export search results as lists or documents. |
Export of search results is available via UI and reporting features. | |
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Natural Language Query Support Allows searching using natural, conversational language. |
Some NLP capabilities are reported; natural language search available with Alfresco Insight Engine/ElasticSearch. | |
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Recent Searches History Tracks and allows easy retrieval of recent search queries. |
Recent searches are tracked in the Alfresco search interface. |
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Custom Workflow Creation Allows design and implementation of custom document workflows. |
Custom workflows are a core feature through Alfresco Process Services/Activiti. | |
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Integration with Core Banking Systems Direct connectivity with key banking platforms for seamless flow. |
API and connectors available for integration with core banking systems, per documentation. | |
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Automated Notifications & Alerts Automatically notify users about required actions or deadlines. |
Automated notifications and alerts are configurable in workflow automation. | |
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Approval Routing Facilitates review and approval chains for documents. |
Approval routing is supported through workflow process design. | |
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Role-Based Task Assignment Automatic assignment of tasks based on user roles. |
Role-based task assignment is available; tasks are assigned via user/group roles. | |
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Process Bottleneck Reporting Identifies and reports on delays in document workflows. |
Process bottleneck reporting available via workflow analytics. | |
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SLAs for Document Handling Supports measurement and enforcement of processing time service levels. |
SLAs for document handling can be defined and monitored in workflow module. | |
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Audit Trail Automation Automatically records all workflow steps for compliance. |
Audit trail automation available for all workflow and user actions. | |
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Parallel Approval Flows Supports parallel routing for faster document turnaround. |
Parallel approval flows and multi-route workflows supported. |
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Granular Permissioning Define visibility and actions at document/folder/user level. |
Granular permissioning (document/folder/user) is core to Alfresco. | |
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Secure Internal Sharing Share documents securely within banking teams. |
Secure internal document sharing is fundamental to Alfresco's platform. | |
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Secure External Sharing Enable document sharing with clients, regulators, or external auditors securely. |
Secure external sharing with configurable permissions and expiration is supported. | |
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Real-Time Co-Authoring Multiple users can simultaneously edit select document types. |
Real-time co-authoring on office files via Alfresco Microsoft Office Online integration. | |
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Commenting and Annotations Ability to add comments or markups to documents. |
Commenting and annotation is natively supported in Alfresco. | |
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Expiration on Shared Links Links to documents automatically expire after a set period. |
Expiration settings available for shared document links. | |
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Activity Stream/Feed Tracks and displays document activities for easy collaboration. |
Activity stream displays latest collaborative actions and changes. | |
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Collaborator Count Limit Limit on the number of simultaneous collaborators. |
No information available |
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Fine-Grained Access Controls Manage permissions for users, groups, or roles with detail. |
Fine-grained access controls and user/group security are standard. | |
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Data Masking Obscures sensitive information in documents when viewed by unauthorized users. |
Data masking is available via configuration or add-ons for sensitive content. | |
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Audit Logging Comprehensive logs of all document access and actions for compliance review. |
Audit logging is a core platform feature for compliance. | |
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Regulatory Compliance Certification Product has specific certification (GDPR, SOX, GLBA, etc.). |
Alfresco is compliant and can be certified for standards like GDPR; SOX/GLBA depend on deployment specifics. | |
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Multi-Factor Authentication Requires second-level verification for access. |
Multi-factor authentication is supported via SSO integration and third-party identity providers. | |
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Watermarking Ability to automatically apply watermarks to sensitive documents. |
Watermarking supported via built-in and third-party extensions. | |
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Read-Only Document Distribution Restrict documents to view-only mode for specific users or workflows. |
Read-only document distribution is supported via permission settings. | |
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Intrusion Detection Detects and alerts on unauthorized access attempts. |
Intrusion detection is available through integration with SIEM and logging monitoring tools. | |
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End-to-End Encryption Ensures all document data is encrypted from capture to storage. |
End-to-end encryption can be configured with appropriate deployment setup. |
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API Availability Comprehensive APIs to access and manage documents programmatically. |
Comprehensive API coverage (REST, CMIS) for document management. | |
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Pre-Built Connectors Standard integrations for popular banking, CRM, ERP, and analytics systems. |
Pre-built connectors for CRM, ERP, and analytics (Salesforce, SAP, etc.) available in Alfresco marketplace. | |
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Single Sign-On (SSO) Support for enterprise identity providers for seamless authentication. |
Single Sign-On supported via SAML and enterprise IdP integrations. | |
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Webhooks/Events Provides real-time notifications to external systems. |
No information available | |
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File Sync Support Integrates with enterprise file sync | share platforms (e.g., OneDrive, Box, SharePoint). |
File sync with platforms like OneDrive, Box, and SharePoint via integration connectors. | |
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Custom Integration Toolkit Tools or SDKs for building custom connectors. |
SDKs and documentation for custom integrations available. | |
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Data Import/Export Tools Bulk upload and export to/from other systems. |
Bulk data import and export tools (Bulk Import Tool, export scripts) available. | |
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Integration Scalability The number of concurrent integrations supported. |
No information available |
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Modern User Interface Clean, attractive, and responsive UI/UX design. |
Modern, responsive UI with user dashboards is emphasized in Alfresco product documentation. | |
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Personalized Dashboards Custom dashboards show relevant document tasks and alerts. |
Personalized dashboards configurable per user. | |
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Accessibility Features Complies with standards for users with disabilities (WCAG, screen reader support). |
Accessibility features with WCAG compliance and screen reader support. | |
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Language Localization Options Supports multiple languages for international banking teams. |
Supports localization and multiple languages per documentation. | |
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Mobile App Availability Dedicated mobile applications for both iOS and Android. |
Alfresco Mobile is available for iOS and Android. | |
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Performance Speed Average page load or action time. |
No information available | |
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Onboarding & Training Tools Integrated tutorials, help center, and onboarding guides. |
Online help, tutorials, and onboarding modules are available. | |
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Customizable Shortcuts Users can configure shortcuts for frequent tasks. |
No information available | |
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Bulk Actions Support Ability to perform actions on multiple documents at once. |
Bulk actions (move, delete, permissions, etc.) available. |
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Standard Reports Out-of-the-box reports on document volumes, workflow status, access logs, etc. |
Standard reporting for document status, user activity, etc., included. | |
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Custom Report Builder Create tailor-made reports using selected metrics and filters. |
Custom report builder is available via BI tool integrations. | |
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Real-Time Dashboards Live visualization of key metrics and statuses. |
Live dashboards provided for administration and process monitoring. | |
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Historical Trend Analysis Tracks trends in document and workflow activity over time. |
Historical trend analysis via integrated analytics dashboards. | |
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Export to XLS/PDF/CSV Ability to export reports in various standard formats. |
Report export to XLS, PDF, CSV is supported. | |
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Scheduled Report Delivery Automatic report generation and delivery at scheduled intervals. |
Scheduled report delivery is supported through reporting modules. | |
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KPI Tracking Ability to define and track key performance indicators. |
KPI tracking dashboards available and customizable. | |
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Usage Analytics Insights on system usage, user activity, and access patterns. |
System usage logs and analytics are available. | |
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Compliance Monitoring Reports/alerts for non-compliant document activities. |
Compliance reporting and alerts for document lifecycle included. |
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Integrated E-Signature Natively supports digital signatures within document workflows. |
Integrated e-signature support via DocuSign, Adobe Sign, and native Alfresco tools. | |
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Signature Compliance Complies with legal e-signature standards (eIDAS, ESIGN, UETA). |
E-signature integrations comply with standards such as eIDAS and ESIGN. | |
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Multi-Signatory Workflows Supports multi-party approvals with signatory sequencing. |
Multi-signatory workflows are configurable in the Alfresco Process module. | |
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Signature Expiry & Reminders Expiration dates and reminders for pending signatures. |
Reminders and expiry for pending signatures available in integrated e-signature solutions. | |
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Template Library Pre-built templates for frequently signed document types. |
Template library supported for common agreement types. | |
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Audit Trail for Signing Chronological record of signing actions. |
Signing audit trail maintained for compliance. | |
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Biometric Signature Support Includes biometric (handwriting, fingerprint) signature capture. |
No information available | |
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Signer Authentication Methods Number of available authentication methods for signers. |
No information available | |
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Bulk Signing Support Ability to sign multiple documents in one action. |
Bulk signing is available in e-signature integrations. |
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