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Automates document capture, classification, extraction, and export. Integrates with existing pension administration solutions to streamline and secure member record management.
Solutions for digitizing, storing, and retrieving pension-related documents such as enrollment forms, beneficiary designations, and compliance certifications, often including workflow automation for document processing.
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Multi-channel document capture Ability to capture documents from various sources including email, web portals, physical mail (scanning), and mobile uploads |
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OCR (Optical Character Recognition) Automatically extracts text from scanned documents and images to make content searchable and indexable |
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OCR accuracy rate The percentage accuracy of the OCR system in correctly recognizing text from documents |
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Intelligent document recognition Automatically identifies document types (e.g., enrollment forms, beneficiary designations) without manual classification |
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Batch processing Ability to process multiple documents simultaneously in batches |
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Batch processing capacity Maximum number of documents that can be processed in a single batch |
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Form field recognition Automatically identifies and extracts data from form fields in pension-related documents |
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Barcode recognition Ability to read and process barcodes on documents for automated routing and classification |
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Document validation Automatically checks documents for completeness and flags missing information |
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Document cleanup Automatically enhances document quality (deskew, despeckle, contrast adjustment) |
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Processing speed The rate at which the system can process incoming documents |
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Signature verification Automatically detects and verifies signatures on pension documents |
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Cloud-based storage Documents are stored in the cloud with appropriate security measures |
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On-premises storage option Ability to store documents on local servers within the organization |
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Storage capacity Maximum amount of document storage supported by the system |
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Metadata management Ability to define, customize, and manage metadata fields for pension-specific document types |
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Version control Tracks document versions and maintains history of changes |
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Document lifecycle management Manages the entire lifecycle of documents including creation, review, approval, archival, and disposition |
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Retention policy management Allows setting and enforcing document retention periods based on document type and regulatory requirements |
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Auto-classification Automatically categorizes documents based on content and attributes |
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Document tagging Ability to tag documents with keywords for easier organization and retrieval |
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Folder structure customization Allows customization of document folder structures to align with pension administration needs |
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Document templates Provides pre-defined templates for common pension-related documents |
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Document linking Ability to link related documents together (e.g., all documents for a specific member) |
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Digital vault for critical documents Special high-security storage for exceptionally sensitive pension documents |
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Member file integration Documents are automatically linked to the appropriate member records |
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Member document dashboard Provides a unified view of all documents related to a specific member |
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Member self-service portal Allows members to access, view, and upload their own documents |
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Member document history Maintains a complete history of all document interactions for each member |
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Beneficiary documentation management Specialized handling for beneficiary designation forms and related documents |
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Life event document triggering Automatically requests or generates documents based on member life events (retirement, death, etc.) |
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Dependent document management Manages documents related to member dependents and beneficiaries |
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Employer-specific document views Provides customized document views for different employers in multi-employer funds |
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Plan-specific document templates Manages different document templates based on pension plan types |
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Member communication archive Archives all communications sent to or received from members |
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Status tracking for member document requests Tracks the status of document requests from or to members |
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Full-text search Ability to search for text within document content, not just metadata |
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Advanced search filters Provides multiple criteria for filtering search results (date range, document type, etc.) |
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Member ID-based search Ability to retrieve all documents associated with a specific member ID |
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Search response time Average time taken to return search results |
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Saved searches Ability to save frequently used search criteria for quick access |
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Faceted search Allows filtering of search results by various document attributes |
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Natural language search Supports queries in natural language rather than requiring specific syntax |
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Wildcard search Supports the use of wildcards in search terms |
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Boolean search operators Supports AND, OR, NOT operators in search queries |
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Recently accessed documents Quick access to documents recently viewed by the user |
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Proximity search Ability to search for terms that appear within a specified distance of each other |
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Document preview Allows viewing document previews in search results without fully opening documents |
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Configurable workflows Ability to create and modify document workflows specific to pension administration processes |
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Approval routing Automatically routes documents for necessary approvals based on document type and content |
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Task assignment Assigns document-related tasks to appropriate staff members |
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Deadline monitoring Tracks document processing deadlines and sends alerts for approaching or missed deadlines |
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Parallel processing Allows multiple people to work on different aspects of document processing simultaneously |
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Conditional routing Routes documents differently based on content, member status, or other variables |
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Workflow monitoring dashboard Provides visual representation of document workflows and their current status |
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SLA tracking Monitors and reports on compliance with service level agreements for document processing |
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Workflow reporting Generates reports on workflow performance, bottlenecks, and throughput |
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Automated document generation Creates documents automatically based on templates and member data |
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E-signature integration Integrates with electronic signature solutions for document signing |
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Workflow templates Pre-defined workflow templates for common pension processes |
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Maximum concurrent workflows Maximum number of workflows that can run simultaneously in the system |
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Role-based access control Restricts document access based on user roles within the pension administration |
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Audit trail Records all actions taken on documents including viewing, editing, and downloading |
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Compliance reporting Generates reports for regulatory compliance purposes |
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Document encryption Encrypts documents both in transit and at rest |
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Encryption strength The bit strength of the encryption algorithm used |
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Digital signatures Supports digital signatures to verify document authenticity |
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Legal hold capability Allows placing documents on legal hold to prevent modification or deletion |
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Retention policy enforcement Automatically enforces document retention and destruction policies |
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Privacy masking Ability to mask or redact sensitive information in documents |
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GDPR compliance tools Features specifically designed to help meet GDPR requirements |
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Two-factor authentication Requires two forms of identification before accessing sensitive documents |
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Security certification level The level of security certification achieved (e.g., ISO 27001) |
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Data residency compliance Ensures document storage complies with data residency requirements |
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Breach notification system Automatically detects and notifies administrators of potential security breaches |
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Pension administration system integration Seamlessly integrates with the core pension administration system |
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CRM integration Integrates with customer relationship management systems |
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Email system integration Connects with email systems for automated document delivery and capture |
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API availability Provides application programming interfaces for custom integrations |
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API call limit Maximum number of API calls allowed per day |
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Web services support Supports standard web services protocols for integration |
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SFTP support Allows secure file transfer for bulk document exchange |
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Single sign-on Supports single sign-on authentication with other systems |
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Mobile app integration Integrates with mobile applications for on-the-go document access |
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Payment system integration Connects with payment systems for pension-related transactions |
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Actuarial system integration Integrates with actuarial systems for document exchange |
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Third-party e-signature integration Connects with popular electronic signature platforms |
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Number of pre-built connectors Number of out-of-the-box integration connectors available |
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Intuitive user interface Easy-to-use interface requiring minimal training |
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Mobile responsiveness Interface adapts appropriately to mobile devices |
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Customizable dashboard Allows users to customize their document management dashboard |
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In-app document viewer Built-in viewer for common document formats without requiring external applications |
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Document annotation Allows users to add notes and annotations to documents |
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Drag-and-drop functionality Supports drag-and-drop for document upload and organization |
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Bulk operations Allows actions on multiple documents simultaneously |
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Keyboard shortcuts Provides keyboard shortcuts for common actions |
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User activity tracking Tracks and displays recent user activities |
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Customizable notifications Allows users to set their notification preferences |
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User satisfaction rating Average user satisfaction score from existing customers |
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Language support Number of languages supported by the interface |
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Accessibility compliance Complies with accessibility standards (e.g., WCAG 2.1) |
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Standard reports Pre-built reports for common document management metrics |
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Number of standard reports Number of pre-configured reports available out-of-the-box |
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Custom report builder Tools for creating custom document management reports |
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Dashboard analytics Visual analytics displayed on user dashboards |
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Document processing metrics Metrics on document processing times and volumes |
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User activity reports Reports on user interactions with documents |
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Compliance reporting Reports specifically designed for regulatory compliance |
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Export capabilities Ability to export reports in various formats (PDF, Excel, CSV) |
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Scheduled reports Ability to schedule automatic report generation and distribution |
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Trend analysis Identifies trends in document workflows and processing |
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Bottleneck identification Identifies bottlenecks in document processing workflows |
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Document usage analytics Tracks which documents are accessed most frequently |
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API for data extraction Allows extraction of reporting data via API for use in external systems |
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Maximum users Maximum number of concurrent users supported |
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Maximum document volume Maximum number of documents the system can effectively manage |
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Horizontal scaling Ability to add servers to increase capacity |
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Vertical scaling Ability to add resources to existing servers |
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Load balancing Distributes workload across multiple servers |
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Response time Average time for system to respond to user actions |
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Document retrieval speed Average time to retrieve and display a document |
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Backup frequency How often the system performs automatic backups |
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Recovery time objective Target time for system recovery after failure |
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High availability option Offers high availability configuration to prevent downtime |
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Uptime guarantee Guaranteed percentage of system uptime |
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Disaster recovery plan Has comprehensive disaster recovery capabilities |
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Performance monitoring tools Built-in tools to monitor system performance |
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