Statements and Reports
Banking
Mutual Funds
Credit Card
Finance
Use Papyrus to create World Class Statements
in Record Time.
For many banks and brokerage firms the monthly
statement is the only point of communication
with its customers. Statements too often
look like balance sheets and it is difficult
to understand the way information is presented.
Improve customer satisfaction and communication
through improved statement design. Make information
quickly accessible and eliminate calls due
to questions about the statement.
Consolidated account statements
For customers who have several types of accounts,
and possibly a checking account and credit
card.
Papyrus lets you provide a summary page
with charts to clearly illustrate how the
overall portfolio is performing. On subsequent
pages all account types of one customer are
combined into one statement including ATM
withdrawals and check images.
Charts
Use color charts to simplify the document
and increase awareness. Customers are attracted
to charts for a visual representation.
Papyrus supports a large variety of different
chart types. Each chart is dynamically
generated from the business data and looks
different for each account type.
Color
Use color for logos and variable information!
Papyrus supports spot color and full color
for all document resources such as text and
variable data, charts, logos, forms, shadings
and images for printing and presentation.
For example, priority customers receive their
statement in full color, standard statements
have no color.
Highly personalized 1:1 business communication
strengthens customer relationships.
Marketing Messages
Use customer data to create targeted customized
marketing messages, offers and information.
Papyrus can directly draw customer data
from an existing database and conditionally
include marketing messages. Costs associated
with pre-printed inserts are eliminated.
Languages
You can use single or multiple languages
in one statement, or produce each statement
in a different language. Depending on the
customer data information Papyrus can dynamically
combine languages i.e. English and Spanish
or English and Chinese in one statement for
text and data.
Codepage Support
The Papyrus System offers integrated support
for all language codepages, data codepages
and platform codepages. No manual codepage
setup is required.
Fonts
Any font type is supported. Adobe, Truetype,
AFP raster and outline in 240, 300, 600
dpi.
Check Images
are dynamically imbedded into the statement
using the integrated image support of Papyrus
DocEXEC. TIFF images are converted on the
fly to IOCA compressed images and resized
to the space available in the statement.
Dynamic Boxes
are a standard feature of the formatter.
Depending on the number of data records,
boxes grow or become smaller.
Dynamic Shadings
Depending on the size of the table, shadings
grow or become smaller.
Subtotals
Before a page break, a subtotal can be automatically
generated and reprinted on the next page
after the table header.
Before break/after break event: In the document
design the developer can define what shall
happen in case of a page break event. The
Papyrus formatter knows the size of every
object on the page and generates automatically
a page break executing logic definitions
made in the graphical Papyrus Designer.
Typical examples
• |
print subtotal before page break and
reprint header after page break. |
• |
print marketing message only if there
is enough space on page. Additional page
for the marketing message is to be eliminated. |
• |
widow and orphan control |
Other features:
• |
personalized marketing message at an
angle |
• |
uppercase/lowercase conversion |
• |
page numbering 1 of n |
• |
dynamic logos, icons, images and data
driven signatures simplify account statements
and maintain brand identity. |
Online Viewing/Customer Care
The Call Center can view and review the actual
statement stored in the Papyrus WebArchive,
immediately and accurately answer customer
questions, and if required process a duplicate
order of the product or service the customer
is viewing on their statement. Additional
services can also be offered such as Fax
on Demand or email if the customer needs
a duplicate copy of their original statement
or reprints of past statements. Such reprints
are automatically marked with COPY. Internet Distribution
The statement can be either printed and mailed
or delivered to the Web for direct viewing
in PDF or AFP format. An e-mail notification
informs the customer about the availability
of his statement. If the statement is not
retrieved within a certain time, it is automatically
checked into the PrintPool for central print
and mail. |
