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Newgen OmniDocs for Banking from Newgen Software
Enterprise content management platform with specialized banking modules for loan origination, account opening, and trade finance. Features include document capture, storage, retrieval, version control, workflow automation, and compliance management. Supports integration with core banking systems.
Product analysis by function
Document Management for Operations
Solutions for capturing, storing, managing, and retrieving banking documents and records.
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Document Capture
(9 Yes /9 Known /11 Possible features)
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Multi-Channel Input Ability to import documents from various sources (scanners, email, mobile, direct upload, etc.) |
Marketing collateral describes importing documents via email, mobile capture, scanner, and direct upload. | |
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Batch Scanning Enables scanning and processing of multiple documents simultaneously. |
Batch scanning support mentioned for bulk document and loan file processing. | |
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Optical Character Recognition (OCR) Automatically extracts text from scanned images or PDF files. |
OCR capability is described in technical datasheets for automatic data extraction from images and PDFs. | |
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Barcode Recognition Reads and interprets barcodes to auto-populate metadata fields. |
Barcode recognition mentioned as a supported feature for banking forms. | |
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Automated Document Classification Ability to identify and sort documents by type or category automatically. |
Automated document classification highlighted for sorting banking documents and forms. | |
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Mobile Capture Support Supports capturing and submitting documents via mobile devices. |
Mobile capture mentioned for branchless onboarding and remote loan processing. | |
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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. |
Automatic rotation correction mentioned for scanned documents. | |
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Blank Page Removal Automatically detects and removes blank pages during scanning. |
Blank page removal described as part of scanning optimization features. | |
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Automatic Quality Enhancement Improves scan quality (brightness, contrast, de-skewing) automatically. |
Automatic image enhancement (de-skew, brightness, contrast) mentioned for input quality improvement. |
Document Storage & Archiving
(8 Yes /8 Known /10 Possible features)
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Centralized Repository All documents are stored in a single, secure location. |
Centralized secure repository is a core feature for banking compliance. | |
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Document Versioning Tracks and stores previous versions of documents. |
Document versioning and rollback features are listed in platform user guide. | |
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Retention Policy Management Configurable policies for document retention and automatic disposal. |
Retention policy management for regulatory compliance is described in compliance collateral. | |
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Data Encryption At Rest Stores documents in an encrypted format while static. |
Product security documentation states 'AES 256-bit encryption at rest'. | |
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Data Encryption In Transit Encrypts documents as they are transferred within or outside the system. |
Encryption in transit (TLS/SSL) mentioned in security features overview. | |
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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 and backup support listed in infrastructure and IT documentation. | |
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Geographic Redundancy Storage of documents in multiple physical locations. |
Multi-site and cloud document redundancy referenced in disaster recovery documentation. | |
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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.). |
Long-term archiving of documents using PDF/A and TIFF supported as per archiving best practices page. |
Search & Retrieval
(6 Yes /6 Known /9 Possible features)
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Full-Text Search Ability to search document content (not just metadata). |
Full-text search functionality described in search and retrieval module. | |
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Advanced Filtering Multi-criteria searches using fields like date, author, type, etc. |
Advanced filtering by metadata, author, creation date available in search UI. | |
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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. |
No information available | |
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Saved Searches Ability to save complex search queries for reuse. |
Saved searches and reusable search templates available in documentation. | |
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Tagging Support Supports user-defined tagging for quick retrieval. |
Tagging for better retrieval discussed in banking workflows brochure. | |
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Search Result Export Ability to export search results as lists or documents. |
Option to export search results to Excel, CSV or PDF mentioned in documentation. | |
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Natural Language Query Support Allows searching using natural, conversational language. |
No information available | |
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Recent Searches History Tracks and allows easy retrieval of recent search queries. |
Recent searches and quick access history visible in product UI. |
Workflow & Automation
(8 Yes /8 Known /9 Possible features)
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Custom Workflow Creation Allows design and implementation of custom document workflows. |
Workflow builder for custom document flows highlighted as a key banking differentiator. | |
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Integration with Core Banking Systems Direct connectivity with key banking platforms for seamless flow. |
Integration APIs and connectors with core banking systems described on main solution page. | |
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Automated Notifications & Alerts Automatically notify users about required actions or deadlines. |
Automated alerts and notifications part of workflow automation module. | |
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Approval Routing Facilitates review and approval chains for documents. |
Approval chains and review routing are part of banking workflows templates. | |
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Role-Based Task Assignment Automatic assignment of tasks based on user roles. |
Role-based task assignment described in workflow management documentation. | |
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Process Bottleneck Reporting Identifies and reports on delays in document workflows. |
No information available | |
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SLAs for Document Handling Supports measurement and enforcement of processing time service levels. |
SLAs can be configured for banking document timelines (loan, account opening). | |
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Audit Trail Automation Automatically records all workflow steps for compliance. |
Comprehensive audit trail is a core compliance feature, as per documentation. | |
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Parallel Approval Flows Supports parallel routing for faster document turnaround. |
Parallel approval flows described for streamlining banking operations. |
Collaboration & Sharing
(6 Yes /6 Known /8 Possible features)
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Granular Permissioning Define visibility and actions at document/folder/user level. |
Granular permissioning (user, folder, document) described in security documentation. | |
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Secure Internal Sharing Share documents securely within banking teams. |
Internal team document sharing uses secure platform permissions. | |
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Secure External Sharing Enable document sharing with clients, regulators, or external auditors securely. |
Secure external sharing by link/controlled access (for auditors/clients) described. | |
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Real-Time Co-Authoring Multiple users can simultaneously edit select document types. |
No information available | |
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Commenting and Annotations Ability to add comments or markups to documents. |
Commenting and annotation on documents supported for banking reviews. | |
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Expiration on Shared Links Links to documents automatically expire after a set period. |
Shareable links with expiration supported for compliance and security. | |
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Activity Stream/Feed Tracks and displays document activities for easy collaboration. |
Activity feed to track document actions visible in platform UI. | |
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Collaborator Count Limit Limit on the number of simultaneous collaborators. |
No information available |
Security & Compliance
(9 Yes /9 Known /9 Possible features)
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Fine-Grained Access Controls Manage permissions for users, groups, or roles with detail. |
Permissions can be assigned at user, group, role, and folder levels. | |
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Data Masking Obscures sensitive information in documents when viewed by unauthorized users. |
Datasheet mentions sensitive data masking for compliance (PII/financial data). | |
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Audit Logging Comprehensive logs of all document access and actions for compliance review. |
Comprehensive audit logs available with export options for compliance officers. | |
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Regulatory Compliance Certification Product has specific certification (GDPR, SOX, GLBA, etc.). |
Compliance certifications such as GDPR, ISO 27001, and GLBA mentioned on website. | |
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Multi-Factor Authentication Requires second-level verification for access. |
Multi-factor authentication supported via integration with identity providers. | |
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Watermarking Ability to automatically apply watermarks to sensitive documents. |
Automatic watermarking available for sensitive documents. | |
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Read-Only Document Distribution Restrict documents to view-only mode for specific users or workflows. |
View-only (read-only) controls available for external and internal users. | |
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Intrusion Detection Detects and alerts on unauthorized access attempts. |
Intrusion detection for user account and document access described in security specification. | |
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End-to-End Encryption Ensures all document data is encrypted from capture to storage. |
End-to-end encryption (capture, storage, and transfer) described in security solutions section. |
Integration & Interoperability
(6 Yes /6 Known /8 Possible features)
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API Availability Comprehensive APIs to access and manage documents programmatically. |
Comprehensive RESTful APIs available for banking integrations, as per developer documentation. | |
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Pre-Built Connectors Standard integrations for popular banking, CRM, ERP, and analytics systems. |
Connectors for core banking, CRM, ERP, and analytics platforms described in solution page. | |
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Single Sign-On (SSO) Support for enterprise identity providers for seamless authentication. |
Single sign-on integrations (SAML, OAuth) for banking customers available. | |
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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). |
Support for integration with OneDrive, SharePoint, and Box is stated. | |
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Custom Integration Toolkit Tools or SDKs for building custom connectors. |
Custom SDKs and integration toolkits available for bespoke banking solutions. | |
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Data Import/Export Tools Bulk upload and export to/from other systems. |
Bulk data import/export tools described for migration and core banking interoperability. | |
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Integration Scalability The number of concurrent integrations supported. |
No information available |
Usability & User Experience
(8 Yes /8 Known /9 Possible features)
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Modern User Interface Clean, attractive, and responsive UI/UX design. |
Modern browser-based UI/UX shown in product demos and screenshots. | |
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Personalized Dashboards Custom dashboards show relevant document tasks and alerts. |
Personalized dashboards for user tasks and alerts are configurable. | |
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Accessibility Features Complies with standards for users with disabilities (WCAG, screen reader support). |
Complies with WCAG and offers screen reader compatibility per documentation. | |
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Language Localization Options Supports multiple languages for international banking teams. |
Supports multiple language UIs for international bank branches. | |
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Mobile App Availability Dedicated mobile applications for both iOS and Android. |
Mobile apps available for Android and iOS for banking staff and clients. | |
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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. |
Onboarding, help center, and in-app tutorials described in platform features. | |
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Customizable Shortcuts Users can configure shortcuts for frequent tasks. |
Shortcuts and workflow keyboard customization available for power users. | |
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Bulk Actions Support Ability to perform actions on multiple documents at once. |
Bulk upload, tagging, deletion, and approval possible; seen in documentation. |
Reporting & Analytics
(9 Yes /9 Known /9 Possible features)
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Standard Reports Out-of-the-box reports on document volumes, workflow status, access logs, etc. |
Standard out-of-the-box reports described for banking operations monitoring. | |
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Custom Report Builder Create tailor-made reports using selected metrics and filters. |
Custom report builder tool available for banking KPIs and workflows. | |
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Real-Time Dashboards Live visualization of key metrics and statuses. |
Live dashboards with real-time data feeds for document and workflow status. | |
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Historical Trend Analysis Tracks trends in document and workflow activity over time. |
Trend analysis and activity patterns available for compliance and operations. | |
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Export to XLS/PDF/CSV Ability to export reports in various standard formats. |
Export of reports to Excel, CSV, and PDF supported as per reporting documentation. | |
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Scheduled Report Delivery Automatic report generation and delivery at scheduled intervals. |
Scheduled automated report delivery available for branches/management. | |
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KPI Tracking Ability to define and track key performance indicators. |
KPI tracking and SLA reporting available for compliance and process improvement. | |
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Usage Analytics Insights on system usage, user activity, and access patterns. |
Insights into system and user activity described under analytics section. | |
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Compliance Monitoring Reports/alerts for non-compliant document activities. |
Automated compliance monitoring with alerts for policy violations described. |
E-Signature & Authorization
(7 Yes /7 Known /9 Possible features)
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Integrated E-Signature Natively supports digital signatures within document workflows. |
Integrated digital signature workflows described as out-of-the-box feature. | |
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Signature Compliance Complies with legal e-signature standards (eIDAS, ESIGN, UETA). |
Complies with eIDAS, ESIGN, and UETA, as per compliance page. | |
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Multi-Signatory Workflows Supports multi-party approvals with signatory sequencing. |
Multi-signatory workflows described for high-value banking approvals. | |
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Signature Expiry & Reminders Expiration dates and reminders for pending signatures. |
Signature expiring and automated reminders part of workflow notifications. | |
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Template Library Pre-built templates for frequently signed document types. |
Template library for common forms mentioned in e-signature functionality. | |
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Audit Trail for Signing Chronological record of signing actions. |
Audit trail of signing actions part of signature compliance and reporting. | |
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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 digital signing capability highlighted for loan and onboarding processes. |
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