Resource Guide - Fiserv

predesignated. Scanners compatible with TWAIN, ISISor Kofax, as well as sweep functionality, are supported.Documents are imported or sent to a scan queue forfurther processing.Nautilus Front Office ScanningNautilus Front Office Scanning allows distributedscanning from non-Nautilus workstations and adepartmental scanning console station. Scanned filesand indexing data are uploaded across the web when aconnection is available to Nautilus Web Server.Nautilus Image Segment ArchiverNautilus Image Segment Archiver divides an image ina scan queue into multiple documents. You can selectsections of the image and archive each selected sectionas a separate document.Nautilus Integration for eCopy ShareScan OP Nautilus Integration for eCopy ShareScan OP enablesan organization to use a choice of supported eCopynetworked scanners or digital copiers to capturedocument images from eCopy ShareScan OP and thenroute them directly into the Nautilus archive. (ContacteCopy for the most current list of supported devices.)Nautilus Integration for Sharp MFP Nautilus Integration for Sharp MFP enables anorganization to use a choice of supported Sharp MFPdevices to capture document images and route themdirectly into the Nautilus archive. (Contact Sharp for themost current list of supported devices.)up as a printer in your word processing, spreadsheet,drawing or other applications not compliant with opendocument management API (ODMA).Simply select Nautilus as the printer from these otherapplications; an import dialogue box is presented andthe necessary index values are entered. Nautilus theningests the document or file into the archive. Whensignature pads are used in conjunction with NautilusVirtual Print Driver, electronic signatures are capturedand applied directly to forms already acquired insidethe Nautilus archive.Nautilus Advanced Check Image ImportNautilus Advanced Check Image Import provides aninterface for importing checks and other bank slipdocuments captured via image-enabled (reader/sorter)transports into Nautilus. The Nautilus client easilyretrieves these images by keyword data available in themagnetic ink character recognition (MICR) line. Checkand other associated archive documents may be retrievedfrom a single user request by using cross-references.Nautilus Advanced Check Image Import stores checksand other item processing documents. During import,Nautilus ingests various file formats from image itemprocessing systems and services. It allows “point andclick” access to single or multiple check images, basedon the initiated query. Check images that have beencreated by third-party check image capture software canbe imported. This specialized process is primarily usedfor research and statement preparation.Nautilus Quick ManagerNautilus QuickCapture Nautilus QuickCapture enables individuals within yourenterprise to use compact desktop check transportdevices to quickly and easily capture small to mediumvolumes of check items at the back office or branch level,perform data corrections on the captured items andupload them into Nautilus as Microfilm Replacementand/or Check 21 enabled branch-captured items.Nautilus Virtual Print DriverNautilus Virtual Print Driver enables printable documentsto be stored in Nautilus without scanning. Nautilus is set6Nautilus Quick Manager is an upgrade for NautilusQuickCapture that efficiently manages image-basedtransaction files ready to be processed. It includes amanager console, reporting package, query tools andrelated support functionality.Nautilus Ad-Hoc Scanning Named User forMicrosoft SharePoint Nautilus Ad-Hoc Scanning Named User for MicrosoftSharePoint enables the use of the Nautilus Ad-HocScanning Server for Microsoft SharePoint.

Nautilus Ad Hoc Scanning Server forMicrosoft SharePoint Nautilus Integration for Esker Fax Nautilus Integration for Esker Fax allows customerswho have an Esker Fax enterprise fax system toautomatically archive received faxes into Nautilus.This is accomplished by a Microsoft Windows servicecommunicating with the fax server and Nautilus.Nautilus Ad Hoc Scanning Server for MicrosoftSharePoint enables users to scan document imagesdirectly through Microsoft SharePoint as item listattachments and document library items. Documentsare indexed, managed and stored in Nautilus, whilestill linked and accessible from the related items andrecords managed by users in SharePoint.Nautilus Integration for IBM Lotus Notes Nautilus Integration for IBM Lotus Notes archivesindividual email messages and attachments in Nautilusfrom within the Lotus Notes client. Using a Lotus NotesShared Action, the user can import messages andattachments into Nautilus via an import dialog.Nautilus Application EnablerNautilus Application Enabler offers a revolutionaryapproach to image enabling. It provides a seamlessintegration between your core business applicationsand the Nautilus system – all without programming.Nautilus Integration for Microsoft Outlook Nautilus Application Enabler improves employee efficiencybecause it allows users to retrieve supporting documents,including images, application files and text reports, by simplyclicking on a specified field within any Windows-basedprogram. Additionally, multiple departments can shareinformation regardless of their respective core applications,thus maximizing the organization’s investment in separateline-of-business applications.Nautilus Archive Services for Microsoft SharePoint Nautilus Integration for Microsoft Outlook supportsOutlook 2007, 2010, 2013 and 2016. It allows a MicrosoftOutlook user to interact with Nautilus through theirfamiliar email client. Users can save emailsand/or any associated attachments by simply draggingthe email to the Nautilus folder. Users can also retrievedocuments from the interface. In version 16, NautilusOutlook support is enhanced with added documentknowledge transfer and compliance. It also providesnew options for importing attachments. Nautilus Archive Services for Microsoft SharePointallows users to archive documents from MicrosoftSharePoint document libraries into Nautilus. Archivalmay be completed on an ad hoc basis, event driven orscheduled based upon predefined rules, as appropriate.Nautilus Integration for OpenText Server RightFaxNautilus Integration for AutoStoreNautilus Integration for SoftLinx ReplixFaxNautilus Integration for AutoStore allows an organizationto use networked multifunction peripherals (MFPs) ora digital copier to capture document images and routethem directly to Nautilus. This component allows usersto select the type of document and assign keywordswithout extensive system training.Nautilus Integration for SoftLinx ReplixFax allowscustomers who have a SoftLinx ReplixFax enterprisefax system to automatically archive received faxes intoNautilus. This is accomplished by a Microsoft Windowsservice that communicates with the fax server andNautilus (through the Nautilus Application Server).Nautilus Integration for Biscom FAXCOMNautilus Office Business ApplicationNautilus Integration for Biscom FAXCOM allowscustomers who have a Biscom FAXCOM enterprisefax system to automatically archive received faxes intoNautilus. This is accomplished by a Microsoft Windowsservice that communicates with the fax server andNautilus (through the Nautilus Application Server).Nautilus Office Business Application supports Office2010, 2013 and 2016. It allows users of Word, Excel, andPowerPoint to interact with Nautilus content through theirfamiliar Microsoft Office interface. This integration providesusers with single-click menu access for storing, retrieving,and editing Nautilus documents and related content. Nautilus Integration for OpenText Server RightFaxprovides the ability to specify how fax documents areconfigured for automatic import into Nautilus uponreceipt at the RightFax Server.7

Nautilus Automated RedactionNautilus Automated Redaction utilizes OCR characterand pattern analysis or configured templates toevaluate document contents for information or areason the document that need to be obscured andmade unreadable. Documents are placed for reviewbefore being permanently redacted so that private orconfidential information cannot be viewed on theimage documents.Revolutionize Your ProcessesNautilus Electronic Document Management ServicesNautilus Physical Records ManagementNautilus Electronic Document Management Servicesprovides for the storage and management of wordprocessing documents, spreadsheets, presentations,forms and images. It also manages document revisionsand versions so that complete audit tracking canbe provided for documents that change or must berendered in another format. Documents generated byODMA-compliant applications are stored in Nautilus.Other features include ad hoc document storage,revision control, commenting and check-in/check-out.Nautilus Physical Records Management is a low-impactsolution for managing non-electronic informationresources. It enables organizations to use Nautilusas a single interface to manage the tracking, locatingand access of physical records. Organizations candefine repositories for records that reflect their storagemodel. Physical records are indexed using keywordsfor standardized Nautilus search and retrieval. Usageand administration functions such as physical recordrequests and check-in/check-out activities are managedthrough the Nautilus client.Nautilus Document Composition for Microsoft WordDocument Composition for Microsoft Word aggregatesinformation from multiple sources and automatescreation of Microsoft Word documents using standardtemplates. The created document includes merged dataform templates, eForms, Workflow properties, services,database queries and nested subtemplates.8Nautilus Records ManagementNautilus Records Management manages the retention,disposition and destruction of record folders accordingto an organization’s business rules, based upon theoccurrence of an event in accordance with externalregulations or compliance laws. The package includesdocument retention functionality and offers the flexibilityof automatic destruction and disposition.

Nautilus Advanced Document Import ProcessorNautilus Advanced Document Import Processorempowers customers to quickly and easily archive largenumbers of files and their related indices. Designed fordocument and image archiving generated bythird-party applications, Nautilus Advanced DocumentImport Processor is ideal for performing back-fileconversions of any size from legacy systems.Nautilus Advanced Remittance ProcessorNautilus Advanced Remittance Processor providesthe ability to identify and store remittance information(such as check images, remittance slips and financialinformation) from a remittance text file. It maximizesprocessing speeds using multithreaded technologyalong with specific hardware requirements.Nautilus Digital SignatureNautilus Digital Signature provides digital signatureapproval functionality and the standard ApproveIT desktop license.selectable print and font formats, auto-naming andrange selection. Supporting documents may be printedmultiple to a page, thereby reducing paper use.The customer format file (CFF) enables Nautilus toswitch start formats as you work, allowing a businessto provide different levels of documentation on a percustomer basis. Other features that increase flexibilityand ease of use include print restart capability,integration with host–generated image statements, andhost match information printed under each check image.Nautilus Image Statements results in bettermanagement of support documents from statementsdistributed to customers, reduced costs of forwardingrelevant materials with a customer statement, increasedstatement accuracy through process automation,improved customer satisfaction and improved employeeproductivity. Multiple images of secondary documentscan be printed to a single page. The number of imagesper page can also be selected by account. Nautilus eDocument DistributionNautilus eDocument Distribution maximizes thecapabilities of Nautilus Image Statements by managingthe electronic delivery process. With NautiluseDocument Distribution, documents are delivereddirectly to the intended recipients, eliminating theneed for paper, printing and postage costs. Basedon a recipient’s profile, Nautilus can distribute thestatements in TIFF, RTF or PDF format for emails andweb postings. The system also provides the option ofattaching a customized cover letter, email message orpromotional document to a statement.Nautilus Enterprise eDocument DistributionNautilus Enterprise eDocument Distribution provides foran unlimited volume of transmissions using eDocumentdistribution to maximize the capabilities of the NautilusImage Statements electronic delivery process.Nautilus Image StatementsNautilus Image Statements provides image statementrendering by matching primary documents to supportingdocuments for printing. Nautilus provides optionsincluding primary and secondary document setup,Generally, a customer statement serves as the primarydocument and check images are the secondarydocuments. A more generic application would be abilling statement as the primary document and signedcustomer receipts as the secondary document.Nautilus Print DistributionNautilus Print Distribution facilitates and streamlinesscheduling, distribution and printing of informationthat is performed on a regular basis. Nautilus PrintDistribution enables users to schedule print servicesfrom a central processing site, across a WAN, anddesignated remote locations.Printer services are defined through a combinationof print distribution groups and document keywords.Customizable and flexible, Nautilus Print Distributionsupports different document types and, if desired, willmanage a different print format for each document andalso provides the ability to print copies of documentsfrom one or more of the document types in a group.Nautilus BPMN ModelerNautilus BPMN Modeler allows technical and/orbusiness analysts to model business processes, end9

to end, including all interactions with humans, systemsand content. It utilizes the Business Process Model andNotation (BPMN) standard. It also provides output ofprocess documentation and generates XML accordingto the Business Process Execution Language (BPEL)standard, which can be exported and executed by aBPEL orchestration engine.Nautilus Business Rules EngineNautilus Business Rules Engine complements workflow,allowing you to quickly and easily modify business logicin workflows through a client interface. It adds advancedcapabilities to simplify the development and maintenanceof sophisticated workflows. Two new tiers of privilegesgive administrators more control in assigning access toworkflow logic. It also includes built-in support for creatingpoint-and-click configurable business rules, formulas, SQLcalls and Web services calls without customization. Thekey benefits of the Nautilus Business Rules Engine aresimplification, control and increased flexibility.Nautilus eFormsNautilus eForms provides users access to electronicHTML forms through a thin (browser-based) or Nautilusclient interface. When completed and submitted, formsare automatically captured, indexed and stored as newdocuments, and they are available for future retrieval.Nautilus Unity FormsNautilus Unity Forms enables users having limited technicalexperience to create useful and aesthetically appealingforms. Users having technical knowledge can create formsin a fraction of the time they would have previously spent. Inversion 16, Nautilus provides a new Unity Forms Designertool with data prepopulation capability.Nautilus StudioNautilus Studio is a graphical user interface designedto aid administrators in creating and managing newand existing workflow solutions, without the needfor custom coding. It provides a point and clickconfiguration and graphical workflow designer.Nautilus Workflow ClientNautilus Workflow Client provides workstation accessto workflow functions in order to perform work andcomplete tasks on documents.10Nautilus WorkViewNautilus WorkView enables the creation of customapplications to track issues from start throughresolution. Nautilus documents and user-defined eventscan be attached to issues, as necessary. A configurationtool allows you to define custom database tables,screens and views. In version 16, Nautilus Studioallows you to more easily create process automationworkflows and provides new workflow notifications.Nautilus WorkView Integration for Microsoft Outlook Nautilus WorkView Integration for Microsoft Outlooksupports Outlook 2007, 2010, 2013 and 2016. Itenables you to view Nautilus WorkView data relatedto a selected email, execute Nautilus WorkView filtersand perform full-text searches of Nautilus WorkViewobjects/data in order to gather additional context andinformation related to a message.Content AutoApps Content AutoApps are off-the-shelf process automationsolutions for Nautilus. Content AutoApps are typicallysmaller process automation applications that provide bigimpact within an organization. They automate repetitivemanual tasks within an organization. They are specific tothe needs of the financial services industry and requireless discovery, fewer licenses and quicker deployment.Content AutoApps Closed Accounts SignatureCards Re-IndexContent AutoApps Closed Accounts Signature CardsRe-Index provides the ability to search and reclassify(re-index) signature cards and photo IDs as a newdocument type in Nautilus.For example, an institution may elect to process adescription for “Closed Acct Sig Card” or “Closed AcctPhoto ID”. Content AutoApps Closed Accounts SignatureCards Re-Index updates the document with the closedaccount date provided. An electronic note can be attachedto the newly reindexed document indicating when theaccount was closed and a keyword value of “closed”automatically applied as the status for the document. A“delay” period can be initiated to hold automatic searchingfor signature cards to be re-indexed, offering sufficienttime for operations to exclude the document from beingupdated with a“Closed Acct” status.

In the event a closed account document needs to bere-indexed to active status, Nautilus eForms can beused

Capture Nautilus Integration for Kofax Capture provides data capture, document capture and Internet-based front-end capture. Nautilus archives image objects supplied by Kofax Capture within the